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.
5 results
Truthifi MCP Server
VendorTruthifi · Wealth Platforms
Hosted read-only MCP bridge that connects advisor and investor platform accounts — Orion, Envestnet, Tamarac, eMoney and custodial portals — to Claude, ChatGPT and other agents.
OrionEnvestnetTamaracread-onlyaggregationDocumentation ↗Auth: OAuthRemoteUpdated 2026-08-02RateOneVest MCP Server
VendorOneVest · Wealth Platforms
Vendor MCP server for the OneVest wealth platform: real-time client data, portfolio positions and pipeline activity, plus agentic actions for RIAs, banks and broker-dealers.
wealth platformportfoliospipelineagenticDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02Rated1g1t MCP Server
Officiald1g1t · Wealth Platforms
Enterprise wealth management platform (portfolio analytics, risk, performance, rebalancing, tax-loss harvesting, compliance monitoring) exposed as natural-language tools for Claude, ChatGPT, and Copilot.
portfolio analyticsriskrebalancingcomplianceDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02Rate
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