The MCP server directory for wealth management.

Conquest Planning · Financial Planning

Conquest Planning's MCP server connects AI assistants to plan data computed by Conquest's Strategic Advice Manager (SAM), so an assistant can answer questions about a client's plan, goals and KPIs from the planning engine's own outputs rather than recomputing them. Conquest's page also describes adjusting strategies by request, with advisor confirmation.

Community (PyPI) · Financial Planning

Local Python MCP server for eMoney Advisor financial planning data, exposing household and plan context to AI assistants.

Community (mormubis) · Financial Planning

Local MCP server for ProjectionLab: export, snapshot and restore financial plans and scenario projections from an AI client.

Wealth.com · Financial Planning

First-party remote MCP server bringing Wealth.com's estate and tax planning engine into Claude for Financial Advisors, announced September 14, 2026 and listed in Anthropic's connector directory. Wealth.com's developer documentation publishes the connection details: server address the listed endpoint over Streamable HTTP, OAuth 2.0 against identity.wealth.com, and 18 tools of which 15 read and 3 write. An advisor connects with their normal Wealth.com credentials, including their usual multi-factor step, and sees exactly the clients the web app shows them. From inside Claude they can ask what a trust actually says with page-level citations back to the document, find gaps in an estate plan, ask about health directives and asset disposition, model tax scenarios such as a Roth conversion against next year's brackets, visualize estate structures as flowcharts, and read household data including asset titling, beneficiary designations and wealth concentration.

WealthOS · Financial Planning

WealthOS, tagged official on PulseMCP, exposes net worth, budgets and scenario forecasts to AI agents over a remote endpoint authenticated with an API key. It is a paid product aimed at consumers and advisors who want an agent to reason over a household's full financial picture and forward-looking scenarios.