The MCP server directory for wealth management.

Zapier / viaSocket (third-party gateways) · Productivity & Collaboration

Exposes Adobe Acrobat Sign actions (send, sign, track) through a third-party MCP gateway.

Calendly · Productivity & Collaboration

Natural-language meeting scheduling ("book a 30-min meeting with Sam next Tuesday") mapped to the Calendly API.

DocuSign · Productivity & Collaboration

4 tools for envelope creation, status, and e-signature workflows.

Dropbox · Productivity & Collaboration

Browse, search, extract text, create, move, delete files, and manage shared links.

Egnyte · Productivity & Collaboration

Governed document access across Egnyte content: search, retrieve and summarize client files, agreements and diligence material with existing permissions enforced.

Various OSS maintainers · Productivity & Collaboration

Same scope as Google's official server (Gmail, Drive, Docs, Sheets, Calendar, Slides) built before Google shipped its own.

Google · Productivity & Collaboration

Gmail (read/draft/search), Drive (files, permissions), Calendar (availability, events), Docs, Sheets, Slides, Chat, People API.

Zapier · Productivity & Collaboration

Gusto publishes no native MCP server; Zapier's hosted endpoint exposes employee records, compensation changes and payroll run data as tools using your own Gusto connection, useful for owner-comp normalization and staffing-cost analysis during a valuation or sale.

Various OSS (browser-automation / cookie auth) · Productivity & Collaboration

Sales Navigator search, profile lookups, InMail, and inbox access.

Microsoft · Productivity & Collaboration

Pre-certified MCP servers covering Outlook Mail & Calendar, Teams, SharePoint, OneDrive, Word, and Dataverse.

Otter.ai · Productivity & Collaboration

Bidirectional meeting capture: acts as an MCP server for transcripts and history, and as an MCP client pulling from Gmail, Drive, Notion, and Salesforce.

Slack · Productivity & Collaboration

Hosted at mcp.slack.com. Workspace search, channel/message access, admin-approved OAuth per connecting AI client.

Zapier · Productivity & Collaboration

Hosted MCP gateway that turns 8,000+ connected apps into agent tools, including advisory fee-billing, invoicing and back-office systems that ship no MCP server of their own. You choose which actions to expose on your own private endpoint using your existing Zapier connections.

Zoom · Productivity & Collaboration

Meeting summaries, transcripts, recordings, notes, and action items; agentic search across connected systems (e.g., Salesforce, Workday).