Free · community-maintained · 180 servers
The MCP server directory for wealth management.
Model Context Protocol servers that RIAs, advisors, fintech builders and developers can connect to Claude, ChatGPT and other assistants: market data, custody, CRM, planning, compliance and operations, in one index.
6 results
- Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31Rate
Public MCP endpoint
https://bigquery.googleapis.com/mcp
- Documentation ↗
Chronograph · Data & Analytics Infrastructure
Private-markets portfolio monitoring for LPs and GPs: fund and portfolio company metrics, cash flows and performance analytics queryable from an MCP client.
private marketsportfolio monitoringLP reportingAuth: EnterpriseRemoteUpdated 2026-08-12RatePublic MCP endpoint
https://ai.chronograph.pe/mcp
- Documentation ↗
Dun & Bradstreet · Data & Analytics Infrastructure
Verified business identity and commercial context via the D&B Commercial Graph, available through the IBM watsonx Orchestrate Agent Catalog. Anchored by the D-U-N-S Number for finance, credit, compliance, procurement and vendor-risk workflows.
business identitycreditriskcompliancevendor dataAuth: EnterpriseRemoteUpdated 2026-07-31Rate - Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31Rate
Public MCP endpoint
https://<account>.snowflakecomputing.com/mcp
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