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.
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PlanProvider.Pro MCP Server
CommunityPlanProvider.Pro · Retirement & Form 5500 Research
Research retirement-plan service providers, recordkeepers and TPAs using DOL Form 5500 filings through natural-language queries.
form 5500recordkeeperstpasretirement plansDocumentation ↗Auth: API keyRemoteUpdated 2026-08-02Rate
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