The MCP server directory for wealth management.

Community (timp-apex) · Custody & Clearing

BridgeFT WealthTech API access: custodial accounts, positions, transactions, balances, performance, AUM, households and billing.

Community (TylerFlar) · Custody & Clearing

Browser-automation server for Fidelity accounts and positions. Fidelity has no public API, so review their terms before use.

Strider Labs · Custody & Clearing

Lets agents view Fidelity accounts, positions and holdings across brokerage, IRA and 401(k) custody.

Charles Schwab · Custody & Clearing

Official Schwab Advisor Services partnership with Anthropic, announced September 14, 2026, bringing Claude for Financial Advisors and its MCP-based connectors to the 16,000-plus independent RIAs Schwab custodies for. RIAs reach Schwab Advisor Center from Claude through an authenticated connection, alongside the CRM, planning, portfolio reporting, estate planning and meeting tools they already use, so custodial data can be queried conversationally without leaving Schwab's systems. Schwab describes itself as the first RIA custodian included in the offering. Schwab frames this as a partnership and integration rather than a published server: unlike Orion and Wealth.com it releases no endpoint, transport, tool list or scope detail, so the technical depth here is materially lighter than those two.

Truthifi · Wealth Platforms

Hosted read-only MCP bridge connecting advisor and client platform accounts to Claude, ChatGPT and other agents. Covers Orion, Envestnet, Tamarac, AssetMark, Black Diamond, Addepar, Pershing NetX360, Fidelity Wealthscape, Schwab Advisor Center, eMoney, MoneyGuidePro, RightCapital, Redtail, Wealthbox and Practifi, plus 18,000+ US institutions. A free Truthifi account and OAuth authorization at the platform's own domain are required.