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.
14 results
SEC EDGAR MCP Server
CommunityStefano Amorelli (OSS) · Market & Financial Data
Access to SEC EDGAR filings.
SECfilingsopen sourceDocumentation ↗Auth: NoneLocalUpdated 2026-07-31RateEdgarTools MCP Server
CommunityEdgarTools (OSS) · Market & Financial Data
SEC filings access via EdgarTools.
SECfilingspythonDocumentation ↗Auth: NoneLocalUpdated 2026-07-31RateSEC EDGAR (secedgar) MCP Server
Communitycyanheads (OSS) · Market & Financial Data
SEC EDGAR filings server.
SECfilingsopen sourceDocumentation ↗Auth: NoneLocalUpdated 2026-07-31RateFXMacroData MCP Server
VendorFXMacroData · Market & Financial Data
FX and macroeconomic data.
FXmacroDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateFinancialData.Net MCP Server
VendorFinancialData.net · Market & Financial Data
Financial market datasets.
datasetsmarket dataDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateBloomberg MCP Server
Communitydjsamseng · Market & Financial Data
Unofficial Bloomberg data access.
BloombergunofficialDocumentation ↗Auth: EnterpriseLocalUpdated 2026-07-31RateMorningstar MCP Server
OfficialMorningstar · 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.
researchfund dataportfolio analysisscreeningDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02RateFinance News RSS MCP Server
Communityjvenkatasandeep (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.
newsRSSmediaheadlinesDocumentation ↗Auth: NoneLocalUpdated 2026-08-02Rate
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