wealthmcp.ai

Changelog · updated continuously

Release notes

Everything shipped since WealthMCP launched, newest first — new categories and listings, moderation tooling, ratings, security hardening and the connect features.

  1. v1.04

    FeatureAugust 7, 2026

    WealthMCP becomes an MCP server, plus Practice Stack skills and richer navigation

    • Launched the WealthMCP MCP server at /mcp so Claude and other MCP clients can search the directory, list categories and Practice Stacks, and retrieve full server details through read-only tools.
    • Added MCP Apps support at /api/public/mcp-apps, implementing the SEP-1865 spec so Claude can render inline WealthMCP UI cards and server views instead of plain text.
    • Added a Skill examples section to every Practice Stack, showing concrete tasks an advisor or operator can delegate to an assistant using that stack.
    • Added On the Horizon callouts for stacks with known agent-to-agent or emerging-capability gaps, starting with Trade & Rebalance, M&A Readiness and Compliance.
    • Made every Practice Stack card on /practice-stacks fully clickable, so the whole surface navigates into the filtered directory.
    • Added anchor links from each active stack's blurb directly to its Skill examples and Workflow prompt examples.
    • Linked the Practice Stacks mention and the category name in server detail-page prompt headers, making it easy to jump from a server back to the stack or category context.

  2. v1.03

    ContentAugust 3, 2026

    Practice Stack workflow prompt examples and wealth-related CRM server expansion

    • Added four workflow prompt examples to every Practice Stack, covering Growth, Onboard, Review Prep, Trade & Rebalance, Reporting, Crypto, Planning, Retirement DD, Insurance Review, M&A Readiness, Books & Tax, Compliance, Practice Management and Data Infrastructure. Each prompt bakes in the connection guardrails: read-only first, never paste secrets into chat, keep approval prompts on for any write/trade/send, and confirm with compliance before connecting systems that hold client data.
    • Approved the first community submission through the moderation workflow, establishing the live directory path from submit → review → publish.
    • Enforced a standing rule: every new listing, whether added via chat or approved through the submission workflow, must join at least one Practice Stack and carry connection metadata for the Copy MCP URL, Copy install command and Copy config actions.

    MCP servers added in this release (13)

    CRM

    HubSpot MCP Server · GoHighLevel (LeadConnector) MCP Server · Microsoft Dynamics 365 Sales MCP Server · Redtail CRM (via Zapier MCP) · Advyzon (via Zapier MCP)

    Financial Planning

    ProjectionLab MCP Server

    Compliance, Risk & Regulatory

    SEON MCP Server · Fintel Discovery MCP Server

    Advisor & Firm Intelligence / Prospecting

    AdvisorFinder MCP Server

    Banking & Account Aggregation

    Griffin MCP Server · Meniga Fini MCP Server

    Market & Financial Data

    Insig AI Central Bank MCP Server · DeepVest MCP Server

  3. v1.02

    FeatureAugust 2, 2026

    Interactive connect actions and shareable views

    • Standardized the primary navigation into one shared header used by every page, including the authenticated admin and listings consoles.
    • Standardized the footer across every page, then simplified it down to contact and Add a listing.
    • Added per-card Copy MCP URL, Copy install command and Copy config buttons so you can connect without digging through docs.
    • Search, category, official-only and sort state now live in the URL — any filtered view is a shareable link.
    • Added a “Copy link to this view” action to the directory toolbar.
    • Documented what each Copy button does, with an example mcpServers config block, on the How to Connect page.
    • Switched body type to Inter while keeping Space Grotesk headings and IBM Plex Mono labels.
    • Release notes now list the specific MCP servers added in each release, grouped by category.
    • Ratings can be cleared by clicking your existing star again — one click to vote, one to undo.
    • Added a Ratings console at /ratings to review every rated listing, change or delete an individual vote, or clear all ratings for a listing.
    • Added a persistent Submissions / Manage listings / Ratings tab bar across all internal admin pages.
    • Every listing now has its own detail page at /server/<slug> with full metadata, tags, ratings, step-by-step connection guidance, copy buttons and its own SEO metadata — cards link there, with a separate Documentation link to the vendor site.
    • Added the new detail pages to the XML sitemap.
    • Standardized every listing name to the “<Product> MCP Server” convention, removing raw repository slugs and stray suffixes.
    • Added an A-Z / Workflow toggle for category filters; the directory now defaults to alphabetical category order, with workflow grouping one click away.
    • Removed the Data type drop-down — it mirrored the category list one-for-one and added a click without narrowing anything new.
    • Added a Data & Analytics Infrastructure category for the warehouse and analytics platforms firms query through an assistant.
    • Replaced the Category drop-down with Practice Stacks: 14 workflow-oriented groupings (Growth, Onboard, Review Prep, Trade & Rebalance, Reporting, Crypto, Planning, Retirement DD, Insurance Review, M&A Readiness, Books & Tax, Compliance, Practice Management, Data Infrastructure).
    • Each Practice Stack spans whole categories plus hand-picked servers from elsewhere, so a dual-purpose server such as Coinbase shows up in both Brokerage and Crypto.
    • Selecting a stack explains the job it covers, flags known coverage gaps (there is still no dedicated valuation MCP, and planning has only one server), and narrows the category chips and counts to that stack.
    • The selected stack rides along in the URL, so a stack view is a shareable link like every other filter.
    • Added a dedicated /practice-stacks page explaining what stacks are, why they matter, and how each one is built, with direct links into the filtered directory.

    MCP servers added in this release (32)

    Market & Financial Data

    Morningstar MCP Server · Finance News RSS MCP Server

    Banking & Account Aggregation

    Yodlee MCP Server

    Wealth Platforms

    d1g1t MCP Server · OneVest MCP Server · Truthifi MCP Server

    Custody & Clearing

    BridgeFT MCP Server · Truthifi MCP Server (custodial bridge)

    Financial Planning

    eMoney MCP Server

    Accounting & Tax

    QuickBooks Online MCP Server · Xero MCP Server · NetSuite MCP Server (Standard Tools SuiteApp) · FreshBooks MCP Server · Sage Cloud Accounting MCP Server · Wave Financial MCP Server · Zoho Books MCP Server

    Retirement & Form 5500 Research

    PlanProvider.Pro MCP Server · PlanTrust MCP Server · Annuities MCP Server

    Advertising & Marketing Platforms

    Google Ads MCP Server · Meta Ads MCP Server · LinkedIn MCP Server · Reddit MCP Server · The Trade Desk MCP Server · TikTok Ads MCP Server · Snapchat Ads MCP Server · X Ads MCP Server · Amazon Ads MCP Server

    Data & Analytics Infrastructure

    Snowflake MCP Server · Databricks MCP Server · Amazon Redshift MCP Server · BigQuery MCP Server

  4. v1.01

    FeatureAugust 1, 2026

    Security, ratings and glass morphism

    • Introduced a glass morphism design layer (glass tokens plus aurora glow) across the header, stats, search and cards.
    • The “All” filter chip now always reflects the true unique server count.
    • Made the directory and How to Connect pages agree on a single unique-server total.
    • Hardened the authenticated area: anyone without admin access is kept on /auth with a clear message instead of seeing the console.
    • Added a community star rating to every card, with one vote per visitor and instant feedback.
    • Ratings are stored server-side and updates are restricted to a server route to prevent tampering.
    • Removed public read access to raw submissions; the directory now reads only safe, approved columns.
    • Removed publicly callable security-definer functions and tightened always-true access policies.
    • Fixed submissions failing to save when optional contact fields were left blank.

    MCP servers added in this release (7)

    Insurance & Annuities

    Sure MCP Server · Root Insurance MCP Server · Savvly MCP Server · Seaworthy Insurance MCP Server · Annuities MCP Server · OpenInsurance Wiki MCP Server · State Farm MCP Connector

  5. v1.00

    LaunchJuly 31, 2026

    WealthMCP launch and day-one foundation

    • Launched wealthmcp.ai — a free, community-maintained directory of MCP servers for wealth management and financial advisory teams.
    • Searchable, filterable directory with custom cards for each server: vendor, hosting, auth and capabilities.
    • Categories spanning market data, brokerage, banking and aggregation, compliance, accounting and tax, crypto, and registries.
    • Community submission form at /submit, plus SEO metadata across the site.
    • Ink navy and brass design system with Space Grotesk headings.
    • Added a dark and light mode toggle that remembers your choice, defaulting to dark.
    • Logo swaps automatically between cream and navy marks per theme.
    • Collapsed the mobile navigation into a hamburger menu so the header never wraps.
    • Added the molecule favicon, a sitemap at /sitemap.xml, search-console verification and faster font loading.
    • Connected a backend with authentication and an admin-only role.
    • Added an /admin moderation queue to search, approve and reject community submissions.
    • Approved submissions publish straight into the live directory.
    • Optional contact fields (name, firm, email) on the submission form, never shown in the public directory.
    • Transactional emails: submission received, internal alert, and approval or rejection notice.
    • Audit log records every moderation action.
    • Added an authenticated Listings console to edit, recategorize or remove any listing without a code change.
    • Split Wealth Platforms, CRM and Financial Planning into three distinct categories.
    • Added the Custody & Clearing and Insurance & Annuities categories.
    • Added Productivity & Collaboration, AI Notetakers & Meeting Intelligence and Advisor & Firm Intelligence.
    • Moved connection guidance onto its own page at /connect.
    • Covers remote vs local hosting, API keys, OAuth and enterprise access, plus a pre-connection checklist.
    • Live stats show how many directory servers use each hosting and auth pattern.

    MCP servers added in this release (73)

    Market & Financial Data

    Alpha Vantage MCP Server · Polygon.io MCP Server · Finnhub MCP Server · MarketXLS MCP Server · Lambda Finance MCP Server · SEC EDGAR MCP Server · EdgarTools MCP Server · SEC EDGAR (secedgar) MCP Server · FXMacroData MCP Server · FinancialData.Net MCP Server · Bloomberg MCP Server · Yahoo Finance MCP Server

    Brokerage & Trade Execution

    Alpaca MCP Server · Charles Schwab Brokerage MCP Server · Interactive Brokers MCP Server · Coinbase Base / CDP MCP Server · Zerodha MCP Server · Robinhood MCP Server

    Custody & Clearing

    Fidelity MCP Server (Strider Labs) · Fidelity MCP Server (claude-fidelity)

    Banking & Account Aggregation

    Plaid MCP Server · Monarch Money MCP Server · YNAB MCP Server · Starling Bank MCP Server · Investec Private Banking MCP Server · Israeli Bank MCP Server

    CRM

    Salesforce Hosted MCP Servers · ZoomInfo MCP Server · Wealthbox MCP Server

    Wealth Platforms

    NitroStack Wealth Management MCP Server · Wealthfolio MCP Server

    Compliance, Risk & Regulatory

    ComplyAI MCP Server · IBM OpenPages GRC MCP Server (v9.2) · Integrate.io MCP Server · Vanta MCP Server · Drata MCP Server · CISO Assistant MCP Server · DORA Compliance MCP Server · FeedOracle MCP Server

    Accounting & Tax

    Norman Finance MCP Server · e-conomic MCP Server · Frihet MCP Server

    Crypto & Digital Assets

    Coinbase Base / CDP MCP Server · CoinStats MCP Server · Octav MCP Server · Sharpe MCP Server · Long tail of DeFi / trading-signal servers

    Productivity & Collaboration

    Microsoft 365 Agent 365 / Work IQ MCP Servers · Google Workspace MCP Servers (Google-managed) · Google Workspace MCP Servers (community builds) · Slack MCP Server · Zoom MCP Server · Otter.ai MCP Server · Dropbox MCP Server · DocuSign MCP Server · Adobe Acrobat Sign MCP Server (via Zapier / viaSocket) · Calendly MCP Server · LinkedIn Sales Navigator MCP Server

    AI Notetakers & Meeting Intelligence

    Zocks MCP Server · Fellow MCP Server · Fireflies.ai MCP Server · MeetGeek MCP Server · Otter.ai MCP Server

    Advisor & Firm Intelligence / Prospecting

    AdvizorPro MCP Server · FINTRX MCP Server · Apollo.io MCP Server · Seamless.AI MCP Server

    Directories & Registries

    Official MCP Registry · mcp.so · PulseMCP · Glama.ai · QVeris · Awesome MCP Servers (TensorBlock)

Spotted something missing or wrong? Submit a server or email info@wealthmcp.ai.