The MCP server directory for wealth management.

Financial Cents · Practice Management

Financial Cents' MCP server, announced October 20, 2026, connects a firm's Financial Cents account (practice management for accounting, bookkeeping and tax firms) to AI assistants such as Claude, ChatGPT and Gemini. Staff can ask plain-English questions about invoices and work status, and take actions like logging time and creating tasks.

Karbon · Practice Management

Karbon's first-party MCP server connects a firm's Karbon account (practice management for accounting firms, bookkeepers and professional services teams) to AI agents. Karbon documents the server in its own machine-readable site file and signs agents in with OAuth rather than an API key, so an assistant can work with the firm's clients, engagements, time and billing data inside one account.

Milemarker · Data & Analytics Infrastructure

Milemarker's Firm MCP, announced September 22, 2026, gives AI assistants one governed connection to a firm's unified data layer. Milemarker says that layer spans 140-plus custodians, CRMs and planning tools and exposes 300-plus features across data exploration, reporting, entitlements, governance, workflows and application building. Firms request a scoped token from Milemarker and add a config snippet to their AI client.

Practifi · CRM

Practifi's MCP server, available only inside Sentir, its AI-native CRM launched August 25, 2026, connects the client data and relationship intelligence already in the CRM to the AI tools a team uses every day, without leaving Practifi's governance framework. Practifi's page describes four uses: client context inside AI tools, executive insight on performance, capacity, risk and opportunity, client-ready branded work built on full client history, and advisor handoff summaries. Access is permissioned with policy-aligned controls, PII-aware handling and fully reviewable connections. Practifi says the server is built on Model Context Protocol, tested against and optimized for Claude, and works with any MCP-supporting assistant.

Slant · CRM

Official advisor CRM MCP server exposing contacts, households, tasks, notes and pipeline activity via API token, with remote hosting and native Zapier integration.

valuationmcp.ai · Advisor & Firm Intelligence / Prospecting

MCP-native valuation for RIAs and wealth practices: one seven-method engine, two lanes. Sellers get fair value, an asking price, a low/high range and data confidence; buyers get a private walk-away ceiling, CRD-based target screening and an acquisition pipeline. Claude or another MCP-compatible assistant gathers sourced figures from CRM, ledger and custodian systems, then surfaces gaps and disagreements before valuation. Deal Room supports private buyer/seller rehearsals and invitation-only shared discussions, with a free simulated example. A2A-compatible enterprise agents can request and prepare target information through the same human-approved broker, without sharing either side's private valuation.

Fireweed Capital (community) · CRM

Remote MCP server for the Wealthbox advisor CRM: contacts, notes, tasks and events, authorized with your own Wealthbox API token.