The MCP server directory for wealth management.

Alpha Vantage · Market & Financial Data

Stocks, ETFs, options, forex, crypto, commodities, fundamentals, technical & economic indicators via natural language.

Polygon.io · Market & Financial Data

Tick-level US equities data, WebSocket streaming and low-latency quotes.

Finnhub · Market & Financial Data

Real-time quotes, fundamentals, earnings calendar and news with sentiment scores.

MarketXLS · Market & Financial Data

1,100+ Excel-native financial functions covering ratios, statements and metrics.

Lambda Finance · Market & Financial Data

Real-time prices, financial statements, earnings call transcripts, stock screening, options chains with Greeks, news and charting.

Stefano Amorelli (OSS) · Market & Financial Data

Access to SEC EDGAR filings.

EdgarTools (OSS) · Market & Financial Data

SEC filings access via EdgarTools.

cyanheads (OSS) · Market & Financial Data

SEC EDGAR filings server.

FXMacroData · Market & Financial Data

FX and macroeconomic data.

FinancialData.net · Market & Financial Data

Financial market datasets.

djsamseng · Market & Financial Data

Unofficial Bloomberg data access.

Community · Market & Financial Data

Yahoo Finance market data (several community implementations).

Morningstar · 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.

jvenkatasandeep (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.

Insig AI · Market & Financial Data

Machine-readable central bank corpus — 15,000+ documents from 60 central banks, 2.39M structured sentences — queryable from any major LLM for macro signals, policy-tone shifts and research aimed at asset managers and hedge funds.

Alpaca · Brokerage & Trade Execution

Trading and brokerage account access via Alpaca.

Community (k1xme) · Brokerage & Trade Execution

Unofficial Schwab brokerage integration.

Community · Brokerage & Trade Execution

Unofficial IBKR integration.

Coinbase · Brokerage & Trade Execution

Coinbase Developer Platform trading and wallet access (also listed under Crypto & Digital Assets).

Community · Brokerage & Trade Execution

Unofficial Zerodha trading integrations.

Community (trayders) · Brokerage & Trade Execution

Unofficial Robinhood integration.

Community (timp-apex) · Custody & Clearing

BridgeFT WealthTech API access: custodial accounts, positions, transactions, balances, performance, AUM, households and billing.

Strider Labs · Custody & Clearing

Lets agents view Fidelity accounts, positions and holdings across brokerage, IRA and 401(k) custody.

Community (TylerFlar) · Custody & Clearing

Browser-automation server for Fidelity accounts and positions. Fidelity has no public API, so review their terms before use.

Truthifi · Custody & Clearing

Hosted bridge into custodial and portfolio portals including Orion, Envestnet, Tamarac and eMoney (also listed under Wealth Platforms).

Community (ashishmerani) · Banking & Account Aggregation

Unofficial Gradio-based server exposing Envestnet | Yodlee bank accounts, balances, and transactions to MCP clients.

Plaid · Banking & Account Aggregation

Bank account aggregation and financial data via Plaid.

Community (richardadonnell) · Banking & Account Aggregation

Unofficial Monarch Money personal finance access.

Community · Banking & Account Aggregation

Unofficial You Need A Budget integrations.

Community (mnckapilan) · Banking & Account Aggregation

Unofficial Starling Bank integration.

Community (acambitsis) · Banking & Account Aggregation

Unofficial Investec private banking integration.

Community (mottibec) · Banking & Account Aggregation

Unofficial Israeli bank data integration.

Griffin · Banking & Account Aggregation

UK banking-as-a-service MCP server that lets agents open accounts, initiate payments and analyse transaction history against a PRA/FCA-regulated bank. Sandbox access today, production by arrangement.

Meniga · Banking & Account Aggregation

Bridges a bank's chosen LLM to Meniga's transaction enrichment, personal finance and insights layer, supporting conversational spend queries plus agentic tasks like opening accounts or setting up transfers.

Salesforce · CRM

Salesforce-hosted MCP servers for CRM data and workflows.

ZoomInfo · CRM

Prospect and company intelligence data.

HubSpot · CRM

Official HubSpot MCP server for CRM objects — contacts, companies, deals, tickets and engagements — plus workflow and marketing data.

HighLevel · CRM

Official GoHighLevel remote MCP endpoint for sub-account CRM data: contacts, conversations, opportunities, calendars and payments.

Microsoft · CRM

Official Dynamics 365 Sales MCP server for CRM records, pipeline insights and email drafting — the underlying platform for Dynamics-based advisor CRMs such as Tamarac CRM and Salentica Elements.

Zapier · CRM

Redtail has no native MCP server; Zapier's hosted MCP endpoint exposes Redtail contacts, activities and notes as tools using your own Redtail credentials.

Zapier · CRM

Advyzon has no native MCP server; Zapier's hosted MCP endpoint exposes Advyzon contact and household actions to AI clients using your own Advyzon connection.

Community (babuvenky76) · Wealth Platforms

Early-stage wealth management MCP server.

Fireweed Capital (community) · CRM

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

Community (PyPI) · Financial Planning

Local Python MCP server for eMoney Advisor financial planning data, exposing household and plan context to AI assistants.

Community (mormubis) · Financial Planning

Local MCP server for ProjectionLab: export, snapshot and restore financial plans and scenario projections from an AI client.

Truthifi · 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.

OneVest · 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.

Wealthfolio · Wealth Platforms

Built-in MCP server in the Wealthfolio portfolio tracker, exposing holdings and performance to AI agents through scoped, revocable access tokens.

Comply · Compliance, Risk & Regulatory

Compliance automation for financial firms.

IBM · Compliance, Risk & Regulatory

Governance, risk and compliance platform.

Integrate.io · Compliance, Risk & Regulatory

Data pipeline and compliance integrations.

Vanta · Compliance, Risk & Regulatory

Security and compliance automation.

Drata · Compliance, Risk & Regulatory

Continuous compliance monitoring.

CISO Assistant · Compliance, Risk & Regulatory

Open-source GRC assistant.

csoai.org · Compliance, Risk & Regulatory

DORA regulatory compliance tooling.

FeedOracle Technologies · Compliance, Risk & Regulatory

Financial services compliance feeds.

SEON · Compliance, Risk & Regulatory

Opens SEON's fraud and AML data layer — 900+ real-time risk signals spanning identity, device, behavioural, AML and IP data — to Claude, ChatGPT, Gemini and Copilot, with all signals retrievable in a single call.

Norman Finance · Accounting & Tax

Accounting and tax automation.

Community · Accounting & Tax

Unofficial e-conomic accounting integration.

Frihet.io · Accounting & Tax

Accounting/tax automation.

Intuit · Accounting & Tax

Official local MCP server for QuickBooks Online with full CRUD across 29 entity types and 11 financial reports.

Xero · Accounting & Tax

Official Xero MCP server for contacts, invoices, bank transactions, reports, payroll and tracking categories.

Oracle / NetSuite · Accounting & Tax

Official NetSuite AI Connector SuiteApp exposing records, reports, saved searches and SuiteQL via MCP; governed by NetSuite role permissions.

Community-built (Bitovi) · Accounting & Tax

Community-built MCP server for FreshBooks accounting, invoicing, clients, expenses and time tracking.

Sage (via CData) · Accounting & Tax

Vendor-provided MCP server for Sage Cloud Accounting, covering invoices, customers, payments, bank accounts and financial reports.

Wave (via CData) · Accounting & Tax

Vendor-provided MCP server for Wave Financial, covering invoices, customers, payments, bank accounts and accounting reports.

Zoho (via CData) · Accounting & Tax

Vendor-provided MCP server for Zoho Books, covering invoices, customers, vendors, payments, bank accounts and financial reports.

Coinbase · Crypto & Digital Assets

Coinbase Developer Platform trading and wallet access (also listed under Brokerage & Trade Execution).

CoinStats · Crypto & Digital Assets

Crypto portfolio tracking and market data.

Octav Labs · Crypto & Digital Assets

On-chain portfolio and DeFi data.

Sharpe.ai · Crypto & Digital Assets

Crypto/DeFi analytics and execution.

Hundreds of independent OSS authors · Crypto & Digital Assets

Hundreds of independent OSS crypto/DeFi servers (high variance in quality).

Microsoft · Productivity & Collaboration

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

Google · Productivity & Collaboration

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

Various OSS maintainers · Productivity & Collaboration

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

Slack · Productivity & Collaboration

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

Zoom · Productivity & Collaboration

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

Otter.ai · Productivity & Collaboration

Exposes meeting transcripts/history to AI assistants; Otter can also act as an MCP client pulling from Gmail, Drive, Notion, and Salesforce.

Dropbox · Productivity & Collaboration

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

DocuSign · Productivity & Collaboration

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

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.

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

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

Sure · Insurance & Annuities

Insurtech platform MCP capability that lets AI agents quote, bind and service insurance policies through Sure's carrier and distribution rails.

Root · Insurance & Annuities

Vendor-published server for insurance quotes, policy management and product module development on the Root platform.

Savvly · Insurance & Annuities

Longevity-linked retirement product tools: projections, eligibility checks, product comparisons and FAQs for the SEC-registered Savvly fund.

Seaworthy Insurance Agency · Insurance & Annuities

Open server for disability insurance with an agent-callable quote request action plus carrier and coverage research tools.

btholath (open source) · Insurance & Annuities

Python/FastMCP server exposing retirement annuities data, resources and prompt templates for annuity education and case design.

openinsurance-wiki contributors · Insurance & Annuities

Read-only knowledge-base server for insurance products and coverages: search, product and coverage lookup, comparisons and overlap detection.

Strider Labs (unofficial) · Insurance & Annuities

Unofficial connector for auto, home, life and renters quotes, policy lookup, claims, payments and agent search.

wealthmcp.ai · Directories & Registries

This directory as an MCP server: search wealth-management MCP servers, browse Practice Stacks and pull workflow prompt examples, with inline UI in MCP Apps-capable hosts.

MCP project (Anthropic, GitHub, PulseMCP, Microsoft) · Directories & Registries

The official Model Context Protocol server registry.

Community · Directories & Registries

Community MCP directory.

Community · Directories & Registries

Community MCP directory.

Community · Directories & Registries

Community MCP directory.

Community · Directories & Registries

Finance-specific community MCP directory.

Community / OSS · Directories & Registries

Curated community list of MCP servers.

Zocks · AI Notetakers & Meeting Intelligence

Read-only access to Zocks meeting intelligence (client/household context) for Claude and ChatGPT.

Fellow.ai · AI Notetakers & Meeting Intelligence

Meeting summaries, transcripts, action items, talking points, and calendar events queryable via Claude, ChatGPT, or Cursor.

Fireflies.ai · AI Notetakers & Meeting Intelligence

Transcripts, meeting metadata, speaker info, and summaries queryable via Claude/ChatGPT (OAuth or JSON config).

MeetGeek · AI Notetakers & Meeting Intelligence

Meeting transcripts, summaries, action items, highlights, and insights via a hosted or self-hosted open-source MCP server.

Otter.ai · AI Notetakers & Meeting Intelligence

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

AdvizorPro · Advisor & Firm Intelligence / Prospecting

Read-only access to AdvizorPro's RIA, broker-dealer, family office, and wealth-team contact/firm data via Claude, ChatGPT, and other MCP clients.

FINTRX · Advisor & Firm Intelligence / Prospecting

Real-time access to FINTRX's RIA, broker-dealer, advisor-team, and family office datasets (780,000+ reps, 45,000+ firms, 4,500+ family offices) via Claude, Perplexity, and ChatGPT.

Apollo.io · Advisor & Firm Intelligence / Prospecting

General B2B prospecting: search 240M+ contacts/companies, enrich records, create/update contacts, add to outbound sequences.

Seamless.AI · Advisor & Firm Intelligence / Prospecting

General B2B sales intelligence: find contacts, enrich records, build lists, launch campaigns via natural language.

AdvisorFinder · Advisor & Firm Intelligence / Prospecting

Queries SEC IAPD Form ADV filings and FINRA BrokerCheck for advisor and firm profiles, disclosures, and risk scoring.

Fintel Discovery · Compliance, Risk & Regulatory

Remote MCP endpoint aggregating SEC IAPD Form ADV filings, FINRA BrokerCheck, SEC EDGAR 13F holdings, and related regulatory and market datasets.

d1g1t · 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.

PlanProvider.Pro · Retirement & Form 5500 Research

Research retirement-plan service providers, recordkeepers and TPAs using DOL Form 5500 filings through natural-language queries.

PlanTrust · Retirement & Form 5500 Research

AI-first Form 5500 database for retirement-plan research, recordkeeper due diligence and TPA benchmarking.

Community · Retirement & Form 5500 Research

Community-built local server for annuity contract lookup, payout calculations and rider comparisons.

Google Ads · Advertising & Marketing Platforms

Official MCP server for the Google Ads API. Search accounts, retrieve resource metadata, list accessible customers, and run GAQL queries via natural language.

Meta · Advertising & Marketing Platforms

Official Meta-hosted remote MCP server for managing Meta ads. Supports reporting, ad creation and management, catalog management, signals/datasets, help, A/B tests and activity logs.

eliasbiondo (OSS) · Advertising & Marketing Platforms

Community-built server for searching LinkedIn people, companies and jobs, scraping profiles, and extracting structured data via any MCP client.

eliasbiondo (OSS) · Advertising & Marketing Platforms

Zero-config community server for searching Reddit posts, browsing subreddits, scraping user activity, and getting structured data without API keys.

cesteral (OSS) · Advertising & Marketing Platforms

Community-built server for The Trade Desk campaign entity management and reporting via the TTD API v3.

AdsMCP (OSS) · Advertising & Marketing Platforms

Community-built server for TikTok Ads Marketing API. Read campaign and ad data, diagnose revenue changes, and build TikTok advertising workflows locally or through the AdsMCP hosted option.

Sigma Digital (OSS) · Advertising & Marketing Platforms

Community-built server for Snapchat Ads. Analyze live campaigns, pull performance reports, and take real actions from any MCP client.

mbelinky (OSS) · Advertising & Marketing Platforms

Community-built server for X (Twitter). Post tweets, search content, manage media uploads, and interact with the X API v2 via OAuth 2.0.

cprice70 (OSS) · Advertising & Marketing Platforms

Community-built server for the Amazon Advertising API. List profiles, manage Sponsored Products campaigns, keywords, and performance reports.

Snowflake · Data & Analytics Infrastructure

Official Snowflake-managed MCP server for secure, governed data access. Query warehouses, read metadata, and build data agents with Cortex-backed governance.

Databricks · Data & Analytics Infrastructure

Official Databricks MCP support for agent frameworks. Host custom MCP servers on Databricks or connect external MCP tools to Unity Catalog-backed agents.

AWS Labs · Data & Analytics Infrastructure

AWS Labs open-source MCP server for Amazon Redshift. Run SQL analytics, inspect schemas, and generate reports from any MCP client.

Google Cloud · Data & Analytics Infrastructure

Official Google Cloud remote MCP server for BigQuery. Execute SQL, list datasets and tables, and pull query results from any MCP client with IAM-managed access.