Free · community-maintained · 109 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.

109

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7 results

Sure MCP Server
Vendor
Sure · Insurance & Annuities
Insurtech platform MCP capability that lets AI agents quote, bind and service insurance policies through Sure's carrier and distribution rails.
quotebindpolicy servicinginsurtech
Documentation ↗
Auth: EnterpriseRemoteUpdated 2026-08-01
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Root Insurance MCP Server
Vendor
Root · Insurance & Annuities
Vendor-published server for insurance quotes, policy management and product module development on the Root platform.
quotespoliciesproduct modules
Documentation ↗
Auth: API keyLocalUpdated 2026-08-01
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Savvly MCP Server
Vendor
Savvly · Insurance & Annuities
Longevity-linked retirement product tools: projections, eligibility checks, product comparisons and FAQs for the SEC-registered Savvly fund.
longevityretirement incomeprojections
Documentation ↗
Auth: NoneRemoteUpdated 2026-08-01
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Seaworthy Insurance MCP Server
Community
Seaworthy Insurance Agency · Insurance & Annuities
Open server for disability insurance with an agent-callable quote request action plus carrier and coverage research tools.
disability insurancequotescarrier research
Documentation ↗
Auth: NoneRemoteUpdated 2026-08-01
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Annuities MCP Server
Community
btholath (open source) · Insurance & Annuities
Python/FastMCP server exposing retirement annuities data, resources and prompt templates for annuity education and case design.
annuitiesretirement planningfastmcp
Documentation ↗
Auth: NoneLocalUpdated 2026-07-31
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OpenInsurance Wiki MCP Server
Community
openinsurance-wiki contributors · Insurance & Annuities
Read-only knowledge-base server for insurance products and coverages: search, product and coverage lookup, comparisons and overlap detection.
knowledge basecoverageproduct comparison
Documentation ↗
Auth: NoneLocalUpdated 2026-08-01
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State Farm MCP Connector
Community
Strider Labs (unofficial) · Insurance & Annuities
Unofficial connector for auto, home, life and renters quotes, policy lookup, claims, payments and agent search.
personal lineslifeclaimsunofficial
Documentation ↗
Auth: API keyLocalUpdated 2026-07-31
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The MCP server directory for wealth management.

Sure MCP Server

Root Insurance MCP Server

Savvly MCP Server

Seaworthy Insurance MCP Server

Annuities MCP Server

OpenInsurance Wiki MCP Server

State Farm MCP Connector

New to MCP?