Workflow-first discovery
Practice Stacks
A Practice Stack is a workflow-oriented grouping of MCP servers. Instead of browsing by product category, you pick the job you are trying to do — then we surface the servers that help you get it done.
The 14 Practice Stacks
Growth (Prospecting + Marketing)
Find and reach prospects: firm intelligence databases, ad platforms and the CRM that catches the leads.
Advisor & Firm Intelligence / ProspectingAdvertising & Marketing PlatformsBrowse this stack →4 example skills & promptsOnboard a Client
Open and fund an account: aggregation, custody, planning and the paperwork stack that closes it out.
Banking & Account AggregationCustody & ClearingBrowse this stack →4 example skills & promptsClient Review Meeting Prep
Walk in prepared: CRM history, meeting notes, portfolio views and current market context.
AI Notetakers & Meeting IntelligenceWealth PlatformsBrowse this stack →4 example skills & promptsTrade & Rebalance
Place and reconcile trades: execution venues, custodians, portfolio systems and live pricing.
Brokerage & Trade ExecutionCustody & ClearingWealth Platforms+1Browse this stack →4 example skills & promptsPortfolio Reporting & Performance
Produce statements and performance: portfolio systems, custody feeds, pricing and a warehouse for custom reporting.
Wealth PlatformsCustody & ClearingData & Analytics InfrastructureBrowse this stack →4 example skills & promptsCrypto & Digital Assets
Track and trade digital assets across exchanges, wallets and DeFi. Quality in the long tail varies widely — check status badges.
Crypto & Digital AssetsBrowse this stack →4 example skills & promptsFinancial Planning
Build and stress-test plans, with insurance, annuity and retirement inputs alongside market assumptions.
Financial PlanningInsurance & AnnuitiesRetirement & Form 5500 Research+1Browse this stack →4 example skills & promptsRetirement Plan Due Diligence
Research plans, providers and Form 5500 filings, with compliance checks alongside.
Retirement & Form 5500 ResearchBrowse this stack →4 example skills & promptsInsurance & Annuity Review
Review coverage, riders and payout mechanics across carriers and independent tools.
Insurance & AnnuitiesBrowse this stack →4 example skills & promptsSell / M&A Readiness
Prepare a firm for diligence: book of business, clean financials, custody records and compliance history.
Accounting & TaxCompliance, Risk & RegulatoryCustody & ClearingBrowse this stack →4 example skills & promptsBooks & Tax
Close the books and prep returns, with bank feeds for reconciliation.
Accounting & TaxBrowse this stack →4 example skills & promptsCompliance & Audit Readiness
Evidence, monitoring and audit trails: GRC platforms plus the communication and financial records auditors ask for.
Compliance, Risk & RegulatoryAccounting & TaxBrowse this stack →4 example skills & promptsPractice Management
Run the firm day to day: collaboration, e-signature, scheduling, notetakers, CRM and ongoing monitoring.
Productivity & CollaborationAI Notetakers & Meeting IntelligenceBrowse this stack →4 example skills & promptsData Infrastructure (Builder / Enterprise)
For firms building their own tooling: warehouses, raw market feeds and enterprise platform APIs.
Data & Analytics InfrastructureBrowse this stack →4 example skills & prompts
Try a stack in the directory
Selecting a Practice Stack on the homepage narrows the directory to the servers that belong to that workflow, updates the category chips and counts, and keeps the selected stack in the URL so the view is shareable.
Open the directory