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, at https://mcp.alphai.io/mcp (setup docs: https://alphai.io/mcp). 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.

djsamseng · Market & Financial Data

Unofficial Bloomberg data access.

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.

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.

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.

FXMacroData · Market & Financial Data

FX and macroeconomic data.

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.

Lambda Finance · Market & Financial Data

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

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.

MarketXLS · Market & Financial Data

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

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.

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.

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.