The MCP server directory for wealth management.

AWS Labs · Data & Analytics Infrastructure

AWS Labs open-source MCP server for Amazon Redshift. Run SQL analytics, inspect schemas, and generate reports from any MCP client.

Google Cloud · Data & Analytics Infrastructure

Official Google Cloud remote MCP server for BigQuery. Execute SQL, list datasets and tables, and pull query results from any MCP client with IAM-managed access.

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.

Databricks · Data & Analytics Infrastructure

Official Databricks MCP support for agent frameworks. Host custom MCP servers on Databricks or connect external MCP tools to Unity Catalog-backed agents.

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.

MaverickMCP · Data & Analytics Infrastructure

MaverickMCP is a broad community research server covering market research, portfolio analysis and risk tools, listed on Glama. It bundles a wide set of finance tools behind one server for agents doing investment research workflows.

Milemarker · Data & Analytics Infrastructure

Milemarker's Firm MCP, announced September 22, 2026, gives AI assistants one governed connection to a firm's unified data layer. Milemarker says that layer spans 140-plus custodians, CRMs and planning tools and exposes 300-plus features across data exploration, reporting, entitlements, governance, workflows and application building. Firms request a scoped token from Milemarker and add a config snippet to their AI client.

LIQUILENS PRIVATE LIMITED / beepboop2025 · Data & Analytics Infrastructure

Statistical research diagnostics for checking whether financial changes are signal or noise. Ten tools assess caller-supplied market observations, repeated headlines, change and sampling effects, empirical forecast intervals, forecast performance and correlation structure. MIT-licensed Python toolkit with local and hosted MCP access; does not fetch market feeds, retain portfolios or execute trades.

Okama · Data & Analytics Infrastructure

Okama's MCP server wraps the open-source Okama portfolio analytics library: backtesting, Monte Carlo simulation and efficient frontier analysis over historical asset data. It has some of the strongest usage numbers among community analytics servers on PulseMCP.

Snowflake · Data & Analytics Infrastructure

Official Snowflake-managed MCP server for secure, governed data access. Query warehouses, read metadata, and build data agents with Cortex-backed governance.