The MCP server directory for wealth management.

Abu Dhabi Securities Exchange · Market & Financial Data

Official MENA exchange market data through a governed MCP endpoint: per-symbol market depth, bid-ask spreads, trading statistics, XBRL issuer disclosures, corporate actions and index constituents from ADX.

Aiera · Market & Financial Data

Earnings call transcripts, live event audio, summaries and Q&A extraction from Aiera's event intelligence platform for post-earnings and catalyst research.

Alpha Vantage · Market & Financial Data

Stocks, ETFs, options, forex, crypto, commodities, fundamentals, technical & economic indicators via natural language.

AlphaAI (github.com/makeev) · Market & Financial Data

AlphaAI is a hosted MCP server for financial news. Every article is scored 1-10 for relevance and tagged with the tickers it affects plus one of 14 categories, so an agent can filter before it spends tokens reading. SEC Form 4 filings arrive as structured insider events about six minutes after they hit EDGAR, grouped per filing rather than per tranche, so a 10b5-1 ladder counts once instead of 25 times. Coverage so far: 53,546 filings, 55,267 events, 4,342 tickers since August 2025. Thirteen tools, including per-ticker feeds, trending stories, insider events, macro releases and an earnings calendar. Auth is OAuth 2.1 in the browser, or an API key header where there is no browser (n8n, cron agents, CI). Free tier is 20 requests/min and 100/day on both REST and MCP, no card.

Arcmira · Market & Financial Data

Arcmira searches indexed YouTube and podcast transcripts for timestamped quotes, speaker appearances and company or topic mentions. Advisors and investment researchers can inspect surrounding exchanges and follow source links when preparing research briefs or market context for client reviews. It also supports creating and updating monitors for ongoing mention tracking.

djsamseng · Market & Financial Data

Unofficial Bloomberg data access.

Bloomberg · Market & Financial Data

Bloomberg's Enterprise MCP, announced September 29, 2026, lets enterprise AI applications discover, understand and retrieve Bloomberg data and metadata from their licensed Data License Plus collections. Access follows existing data entitlements. This first-party enterprise data service is distinct from the directory's unofficial community Bloomberg server and is not a trading connection.

Daloopa · Market & Financial Data

Analyst-grade fundamental data: as-reported and standardized KPIs, segment detail and historical model line items sourced directly from filings, with links back to the source document.

DeepVest Inc · Market & Financial Data

The DeepVest MCP server gives your AI assistant access to DeepVest's full suite of financial analysis tools via the Model Context Protocol. Once connected, your AI can analyze stocks, run backtests, optimize portfolios, price options, value companies, parse SEC filings, and more — directly in your workflow.

EdgarTools (OSS) · Market & Financial Data

SEC filings access via EdgarTools.

EODHD (Unicorn Data Services) · Market & Financial Data

EODHD's official MCP server exposes 72 read-only tools for end-of-day, intraday and live prices across global exchanges, fundamentals, corporate actions, earnings and dividend calendars, macro indicators, US Treasury rates, US options and news sentiment, plus 100+ embedded API documentation pages agents can read without spending calls. Hosted v1 takes an API key; v2 uses OAuth 2.1.

Equibles · Market & Financial Data

Official hosted MCP server for US equity research: SEC filing search, financial statements, earnings-call transcripts, 13F holdings, insider and congressional trades, short data, and market data. Does not execute brokerage trades.

FactSet · Market & Financial Data

FactSet content and analytics over MCP: company fundamentals, ownership, estimates, prices and screening for equity research and portfolio analysis.

jvenkatasandeep (OSS) · Market & Financial Data

Community-built aggregator that pulls RSS headlines from Bloomberg, WSJ, CNBC, Seeking Alpha, MarketWatch and Financial Times. Provides latest-news and keyword-search tools.

Financial Datasets · Market & Financial Data

Financial Datasets' official hosted MCP connector, listed in Claude's connector directory, gives agents 20+ tools for standardized and as-reported financial statements, segment financials, KPIs and guidance, section-level 10-K, 10-Q and 8-K extraction, 13F institutional holdings, 13D/13G beneficial ownership, insider trades and holdings, ETF holdings, prices, screening, news and US macro series.

LIQUILENS PRIVATE LIMITED / beepboop2025 · Market & Financial Data

Read-only financial evidence gateway for institution diligence, dollar-funding research and market-liquidity reviews. Three tools discover topics, resolve fixed routes and retrieve public evidence from LiquiLens, Seiche, Undertow and Palimpsest, preserving source links, retrieval clocks, rights notes and unavailable states. No client-account access or order execution.

Financial Modeling Prep · Market & Financial Data

Financial Modeling Prep's official remote MCP server wraps FMP's full REST API as agent tools: financial statements, ratios, analyst estimates and price targets, earnings transcripts, SEC filings, 13F holdings, insider trades, ETF and mutual fund data, quotes and economic data. Calls count against an existing FMP API key's plan limits.

FinancialData.net · Market & Financial Data

Financial market datasets.

Finnhub · Market & Financial Data

Real-time quotes, company fundamentals, earnings calendars, analyst estimates and news with sentiment scoring, across US and international equities. Broader non-US coverage than most alternatives at a comparable tier. What any given endpoint returns depends on plan entitlement.

FinTech Studios · Market & Financial Data

FinTech Studios' MCP connector, announced September 24, 2026 and listed in the Claude and ChatGPT connector directories, brings its news and regulatory intelligence into AI assistants. It is a hosted Streamable HTTP server with read-only tools for collections, insight channels, account usage and cost estimates; a local stdio option with an API key is also documented.

FXC Intelligence · Market & Financial Data

FXC Intelligence's MCP server, announced October 15, 2026, connects customers' own AI tools to FXC's cross-border payments benchmarking and market intelligence datasets, including an industry context layer. Built on Amazon Bedrock and Amazon Bedrock AgentCore, it includes dedicated agents for pricing, competitive analysis and go-to-market planning, and supports natural-language querying of data across payments corridors.

FXMacroData · Market & Financial Data

FX and macroeconomic data.

Adwiteey Mauriya · Brokerage & Trade Execution

A community MCP server that pairs 468 stock screeners with Interactive Brokers account access, letting an agent screen universes and inspect a connected IBKR portfolio in one place. Listed on PulseMCP.

Insig AI · Market & Financial Data

Machine-readable central bank corpus, 15,000+ documents from 60 central banks, 2.39M structured sentences, queryable from any major LLM for macro signals, policy-tone shifts and research aimed at asset managers and hedge funds.

Allooloo Technologies · Market & Financial Data

Allooloo Technologies, announced October 23, 2026, offers two MCP endpoints with agent-readable datasets. Know Your Product covers listed companies and dated disclosures, updated nightly (vendor reports 28,462 companies across 11 exchanges and 2.4M disclosures). News covers issuers in the US, UK and Canada (vendor reports 12,489 issuers and 734,154 filings and releases). Facts are signed and linked to their source pages. No account is needed; agents pay per question.

Lambda Finance · Market & Financial Data

Real-time prices, financial statements, earnings call transcripts, stock screening, options chains with Greeks, news and charting.

dustinliang666-blip · Market & Financial Data

Lava provides read-only news-flow heat data for China A-share stocks and concept sectors through remote MCP and REST interfaces. Tools expose stock and sector rankings, mention trends, structured viewpoints, historical daily panels, and institution coverage counts. Investment research teams can use it for market context and sector monitoring, while developers can integrate the feed into internal research assistants.

LSEG (London Stock Exchange Group) · Market & Financial Data

LSEG financial analytics over MCP: pricing, reference data, estimates and analytics from the LSEG Financial Analytics platform, including a partner-built plugin for Claude.

Mantafin · Market & Financial Data

Mantafin provides investment research through MCP in ChatGPT and Claude, covering U.S. stocks, ETFs and funds. Its submitted capabilities include financial statement and filing research, analyst estimates, market history, investment screening and custom portfolio backtesting. Advisors and investment analysts could use it to research securities and prepare market context for client reviews.

MarketXLS · Market & Financial Data

1,100+ Excel-native financial functions covering ratios, statements and metrics.

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.

Moody's · Market & Financial Data

Moody's GenAI-ready data: company entity and ownership records, credit assessments, ratings research and risk signals for counterparty and credit diligence.

Morningstar · Market & Financial Data

Official MCP server exposing Morningstar analyst research, market analysis, fund holdings, portfolio X-Ray analytics, screening tools and investment data via Streamable HTTP.

MT Newswires · Market & Financial Data

Real-time global financial news and market commentary from MT Newswires, delivered over a hosted MCP endpoint for market context and client-ready talking points.

Stefano Amorelli (OSS) · Market & Financial Data

Community-maintained MCP server for Nasdaq Data Link (formerly Quandl), built on Nasdaq's official Python SDK. Five generic tools search, inspect, retrieve and export any dataset a key can reach, including World Bank indicators, Equities 360 fundamentals, Nasdaq retail trading activity (RTAT) and Nasdaq Fund Network mutual fund and ETF data on fees, performance and flows.

National Stock Exchange of India · Market & Financial Data

The National Stock Exchange of India's official MCP offering provides two no-auth, read-only services: Bhavcopy for five years of daily end-of-day equity history, and CM Market Live for delayed market snapshots. Tools cover OHLCV, breadth, historical returns, stock comparisons, gainers and losers, index market data, individual quotes, listings and freshness checks. Newly discovered in the October 6, 2026 directory scan; the exchange page does not establish a launch date.

PitchBook · Market & Financial Data

Private capital markets intelligence: company and investor profiles, deal and fund data, valuations and comparables for private-market allocation and diligence.

Polygon.io · Market & Financial Data

Tick-level US market data covering equities, options, forex and crypto, with aggregates, trades and individual quotes. Built for latency-sensitive and time-of-trade questions rather than broad research browsing. Coverage and real-time entitlement vary by plan, so confirm what your tier actually returns before building a workflow on it.

zomma-dev (OSS) · Market & Financial Data

Plain-English quant research: screen S&P 500, Nasdaq 100 and Russell 2000 stocks, backtest strategies with a rebalance-loop engine, and run Fama-French factor analysis. Uses real Yahoo Finance and Kenneth French data with no API keys required.

S&P Global / Kensho · Market & Financial Data

S&P Global Market Intelligence data through Kensho's kFinance MCP integration: company financials, estimates, transcripts, capital structure and market data for research and valuation work.

Stefano Amorelli (OSS) · Market & Financial Data

Access to SEC EDGAR filings.

cyanheads (OSS) · Market & Financial Data

SEC EDGAR filings server.

LIQUILENS PRIVATE LIMITED / beepboop2025 · Market & Financial Data

Dollar-funding and money-market research terminal built on public-source benchmarks, historical observations and source-linked briefs. Provides funding-stress context, FX and broader market evidence, data-health checks and historical comparisons for macro analysts, treasury teams and advisor research. Observation, release and retrieval clocks remain distinct; no brokerage connection or trading.

SiftingIO · Market & Financial Data

SiftingIO provides market price snapshots, historical bars and market calendars through a hosted connector or a local MCP server. The local edition adds commodities, company financials, SEC filings, ownership data, a US economic calendar and on-chain DEX data. Advisors and investment research teams can use it for client review preparation and market research, while developers can incorporate its data into internal reporting workflows.

StockDrifts · Market & Financial Data

Ownership data for AI agents. Rated US 13F funds with each fund's average buy price, company-specific KPIs, Japanese large-shareholder filings with investor ratings, and Korean insider buys. 32 read-only tools on a hosted server. Needs a StockDrifts API key; access is part of the paid Ultra plan.

major7apps (OSS) · Market & Financial Data

Community Rust MCP server for Tiingo market data with 38 tools: end-of-day, IEX intraday and consolidated equity prices, forex, crypto, mutual fund and ETF fee data, news, fundamentals, dividends and splits, plus bounded live market-data subscriptions. Prebuilt binaries, Homebrew, Windows MSI, Claude Desktop bundles and crates.io installs are available.

Trading Central · Advisor Content

Trading Central's MCP server, announced September 21, 2026, delivers its licensed, rights-managed investment research to financial AI agents and chatbots across eight domains: news and sentiment, economic analysis, technical analysis, fundamentals, volatility, corporate events, discovery and storytelling. It is research delivery only, with no trade execution.

TradingView · Market & Financial Data

TradingView's own MCP server, released in public beta on September 16, 2026, gives AI assistants TradingView market data, screeners, fundamentals and news through a published remote endpoint, signed in with OAuth 2.1 rather than API keys. It can also manage the user's own watchlists and alerts, but offers no broker balances, positions or order execution.

Veripoint (Global Database) · Market & Financial Data

AI financial analysis of private and public companies from statutory accounts and filings, with reporting period, currency, scope and source evidence kept beside every figure. Useful for business-owner clients, exit planning and private-company diligence.

Waveleta · Market & Financial Data

Waveleta provides read-only market data to MCP clients, including crypto tickers and metadata, ranked radar signals, FX reference rates, energy commodities and early-access US equities history. Advisors and investment teams can use it for market context in client reviews and pricing inputs to research and trading workflows. Firm developers can connect the hosted feed to internal data and reporting tools.

Community · Market & Financial Data

Yahoo Finance market data (several community implementations).

Ycharts · Market & Financial Data

YCharts MCP Server provides access to YCharts market and financial data — including securities pricing, fundamentals, economic indicators, and analytics — for wealth managers, advisors, and fintech teams.