Release notes

1. v1.0.20

   ContentOctober 27, 2026

   Two new categories and four new listings: Practice Management and Advisor Content, plus Karbon, Financial Cents, Know Your Product & Issuer News and Waveleta

   • Two categories join the directory. Practice Management covers servers that run or develop the advisory firm itself, and Advisor Content covers advice, research commentary and client-facing content delivered to assistants rather than raw market data. Both already hold listings: Bento MCP and Trading Central MCP now sit in Advisor Content as their primary category, and six existing listings gained a secondary category, with ValuationMCP, Sentir MCP, Slant, Wealthbox and Milemarker Firm MCP cross-listed under Practice Management and MT Newswires under Advisor Content. Primary categories, roles and caveats are unchanged everywhere. Vendor answer pages were added for Karbon and for Canopy, the latter recording that Canopy launched an API on September 30 and says an MCP server is in build.
   • Karbon MCP is Karbon's first-party server for its practice management platform, documented in Karbon's own machine-readable site file and signing agents in with OAuth rather than an API key, so an assistant can work with a firm's clients, engagements, time and billing data inside one account. It is the first listing in the new Practice Management category, with a System role, and it joins the Practice Management stack. Its connection details were independently verified on October 26, 2026: the endpoint responds and rejects unauthenticated calls with an OAuth bearer-token challenge, and its own protected-resource metadata names identity.karbonhq.com as the authorization server with mcp:public:read and mcp:public:write scopes.
   • Its caveats flag that the server is not read-only: the advertised write scope means a connected agent can change firm records, so keep client-side approval prompts on and start with the read scope. No public tool list, install command or developer documentation was found, and Karbon states no self-provisioned free trial exists, so evaluating the server needs a demo or sales contact. A separate community-built Karbon server exists on GitHub and is not affiliated with Karbon; this listing is the first-party endpoint, not that project. Karbon serves accounting, bookkeeping and professional services firms, so it is adjacent to wealth management rather than advisor-specific.
   • Financial Cents MCP connects a firm's Financial Cents account, practice management for accounting, bookkeeping and tax firms, to AI assistants such as Claude, ChatGPT and Gemini, announced October 20, 2026. Staff can ask plain-English questions about invoices and work status, and take actions like logging time and creating tasks. Listed in the new Practice Management category with Accounting & Tax as a secondary, a Source role, and OAuth 2.1 scoped to one firm account; it joins the Practice Management stack and Books & Tax.
   • Its caveats flag that everything here is vendor-reported and not independently verified, drawn from the product page and launch announcement. It is on the Scale plan only, and it is not read-only: the server can log time and create tasks, with the vendor stating that the assistant must confirm before changes, actions are audited, access is revocable and no delete actions are exposed, none of it independently tested. Financial Cents serves accounting, bookkeeping and tax firms, so it is adjacent to wealth management rather than advisor-specific. Start with read-only scopes and keep client-side approval prompts on until the connection is proven.
   • Know Your Product & Issuer News MCP by Allooloo Technologies, announced October 23, 2026, offers two remote endpoints with agent-readable datasets: Know Your Product covers listed companies and dated disclosures updated nightly, and News covers issuers in the US, UK and Canada, with facts signed and linked to their source pages. The vendor reports 28,462 companies across 11 exchanges and 2.4M disclosures for the first, and 12,489 issuers with 734,154 filings and releases for the second. Listed under Market & Financial Data as a Vendor listing with a Source role and no account needed, since agents pay per question; it joins Trade & Rebalance and Financial Planning.
   • Its caveats flag that the coverage figures are the vendor's own claims and have not been independently verified. The two endpoints are separate: Know Your Product at mcp.getissuer.ai and News at mcp.issuerwire.ai, and no dedicated developer documentation was found, so exact endpoint paths and tool lists are unconfirmed. Pricing is pay per question, so check costs before large or automated pulls. Start with read-only scopes and keep client-side approval prompts on until the connection is proven.
   • Waveleta Market Data is a read-only hosted feed submitted by Waveleta on October 27, 2026, giving assistants crypto tickers across 600+ markets on a once-a-minute refresh, ranked radar signals, FX reference rates, energy commodities and early-access US equities history, so a connected agent can pull market context for client reviews and pricing inputs. Listed under Market & Financial Data with a Source role, an API key and a remote endpoint, it joins Client Review Meeting Prep, Trade & Rebalance, Portfolio Reporting & Performance, Crypto & Digital Assets and Data Infrastructure (Builder / Enterprise).
   • Its caveats flag that coverage, refresh intervals and capabilities are the vendor's own claims and have not been independently verified, and that the trading service described on the same page is not an MCP capability of this server. Crypto tickers refresh once per minute, FX figures are daily reference rates and US equities history is early access, so these feeds should not be assumed to provide real-time execution pricing. Pricing is €0.002 per successful tool call from a prepaid balance after a €2 starter credit, with connecting, listing tools and failed calls not charged, so check costs before large or automated pulls. The vendor documents API keys stored in client configuration files and warns against committing them to repositories, the source states no MCP request retention or data-handling policy, OAuth is not yet offered which limits ChatGPT custom connector support, and Claude Desktop needs the mcp-remote bridge with Node.js. Start with read-only scopes and keep client-side approval prompts on until the connection is proven.
   • The site's header bar and page backgrounds now match ValuationMCP.ai: a taller header on a lightly blurred surface that shows a thin bottom line only after scrolling, and the soft orange and amber glow across the top of every page in both light and dark modes. The directory now lists 232 products.

   MCP servers added in this release (4)

   Practice Management

   Karbon MCP · Financial Cents MCP

   Market & Financial Data

   Know Your Product & Issuer News MCP · Waveleta Market Data

2. v1.0.19

   ContentOctober 23, 2026

   Two community submissions added and three listings refreshed: Arcmira, SiftingIO, ValuationMCP, ADVmcp and 5500mcp

   • Two community-submitted servers approved since v1.0.18 join the directory: Arcmira on October 21 and SiftingIO Market Data on October 23. Three existing listings were also updated against their latest releases and documentation: ValuationMCP, ADVmcp and 5500mcp. Those three are capability and caveat refreshes, not new servers, and keep their existing Practice Stack memberships and MCP-Native App classifications. Listings are not endorsements.
   • Arcmira: YouTube Transcript Search searches indexed YouTube and podcast transcripts for timestamped quotes, speaker appearances and company or topic mentions. Advisors and researchers can inspect surrounding exchanges and open original recordings when preparing research briefs or client-review market context, with saved monitors for ongoing mention tracking. Listed under Market & Financial Data with a Domain role, it joins Client Review Meeting Prep and Data Infrastructure. Remote access supports OAuth or an account API key sent as a Bearer credential.
   • Its caveats flag vendor-reported coverage and attribution that have not been independently verified; check original recordings. This is not strictly read-only: tools create, update and pause monitors, record feedback and request Premium transcription. Premium reads can initiate transcription and consume credits; the free plan excludes the newest 30 days of media. Account-linked analytics record portions of programs, feedback notes and agent intent, so avoid confidential information. Execution and output limits apply, and keys in configuration files remain plaintext. Start with read-only scopes and keep client-side approval prompts on.
   • SiftingIO Market Data provides market-price snapshots, historical bars and market calendars through a hosted OAuth connector or a local MCP server using an API key. The local edition adds commodities, company financials, SEC filings, ownership records, a US economic calendar and on-chain DEX data. Listed under Market & Financial Data with a Source role, it joins Client Review Meeting Prep, Trade & Rebalance, Reporting, Crypto and Data Infrastructure. The vendor documents 10 read-only tools for the hosted edition and 36 tools for the local npm edition; neither routes or executes trades.
   • Its caveats flag vendor-reported capabilities that have not been independently verified and edition-specific coverage that is not interchangeable. Prices are synthetic, aggregated fair-price references, not official exchange prices or executable quotes, and may contain errors, gaps or delays. MCP returns snapshots rather than continuous streams; large local responses may be trimmed. Both editions consume account quotas, and a single question can trigger multiple API calls. Local hosting still calls the vendor's API, retention terms are unspecified, and stock coverage and economic-calendar data are US-focused. Software licensing does not override service terms or data-use responsibilities. Start with read-only scopes and keep client-side approval prompts on.
   • ValuationMCP now reflects its sell-side and buy-side positioning: one seven-method engine gives sellers an asking price alongside fair value, range and data confidence, and buyers a private walk-away ceiling with CRD-based target screening and an acquisition pipeline. Deal Room separates private buyer/seller preparation from invitation-only shared discussions and a free public simulation. A2A-compatible agents can prepare information requests and responses through the same human-approved broker. It remains an Official Composition listing in Sell / M&A Readiness, with OAuth access.
   • Its expanded caveats distinguish planning estimates from appraisals or offers, the free simulated negotiation from real shared rooms, and saved private preparation from selected shared facts. Buyer ceilings and private valuations stay outside the request flow; A2A changes transport, not permissions. Buyer and firm-owner approvals remain necessary, CRD claims and source labels are not financial audits, and NDA, plan-access and hosted-retention limits still apply. Capabilities and controls are vendor-documented, not independently verified.
   • ADVmcp adds the October releases' wider filed-data screening and optional ADV Analyst to its listing. Nine public MCP tools and eight instruction-based skills cover firm diligence, acquisition screening, claim verification and peer context. Search now supports qualified-custodian, advisory-employee, office and client-count filters with cursor paging; filing changes can be screened across firms, and cohort results report coverage and denominators. The free, signed-in Analyst brings the same tools to a saved web conversation. It remains an Official Domain listing with an account-free MCP connection.
   • Public tool discovery and a real adviser search were independently checked, not filing accuracy or AI brief quality. Its caveats clarify that filed counts are not live operating figures, missing answers are not zero, changes do not explain flows or misconduct, and percentiles are not quality scores. The methodology page still names an older feed vintage, and the privacy policy predates saved Analyst sessions. Analyst access requires sign-in; public MCP access does not. Fair-use limits and usage-metadata retention apply.
   • 5500mcp now highlights the October 23 provider-search release: search Schedule C by service-provider name or EIN, combine provider and plan filters, and see filed compensation beside derived provider plan counts. Its nine MCP tools and nine instruction-based skills support plan diligence, fee transparency, cohort benchmarking, disclosed-compliance review and prospecting. It remains an Official Domain listing in Retirement Plan Due Diligence, with no account or API key required.
   • Public tool discovery and a real provider-name search were independently checked, not filing accuracy, complete provider coverage or cohort calculations. Provider search mainly covers larger-plan Schedule C filers, excluding 5500-SF and providers paid under $5,000 according to the vendor. Name matches and derived plan counts are not verified identities, current client lists or market share. Loaded filing years and vintage limit coverage; Schedule C compensation is not an all-in fee, fee percentiles are not reasonableness findings, and compliance answers are self-reported disclosures. Privacy and fair-use caveats remain explicit.
   • The refreshed listings remove unsupported daily-freshness and universal-coverage wording, retain source links and verification labels, and keep the reminder to start with read-only scopes and client-side approval prompts. Connection addresses stay in the copyable connection fields, not the descriptions.

   MCP servers added in this release (2)

   Market & Financial Data

   Arcmira: YouTube Transcript Search · SiftingIO Market Data

3. v1.0.18

   ContentOctober 19, 2026

   Six financial-data servers, each checked against the vendor's own docs: FMP, EODHD, Financial Datasets, Tradier and two community builds

   • Six servers added from a review of a third-party 'top 10 MCP servers for financial data' roundup. Four of its ten picks (Alpha Vantage, Alpaca, MarketXLS and FinancialData.net) were already listed. The other six were each checked against the vendor's own documentation or repository on October 19 before listing, and three of the roundup's claims did not hold up: EODHD ships 72 tools, not 75-plus; Financial Datasets documents no crypto tool; and the Tiingo server it linked now redirects to a different author's repository. The listings follow the documentation, not the roundup.
   • Financial Modeling Prep (FMP) is FMP's official remote MCP server, wrapping its full REST API as agent tools: financial statements, ratios, analyst estimates and price targets, earnings transcripts, SEC filings, 13F holdings, insider trades, ETF and mutual fund data. Listed under Market & Financial Data as an Official listing with a Source role; calls count against an existing FMP key's plan limits.
   • Its caveats flag that the API key travels as a URL query parameter and can surface in client configs and logs, that quota and returned data depend on plan entitlement with personal and commercial licenses differing, and that FMP publishes no tool count or launch date. Research data only. Start with read-only scopes and keep client-side approval prompts on.
   • EODHD's official server exposes 72 read-only tools across global end-of-day, intraday and live prices, fundamentals, corporate actions, calendars, macro indicators, US Treasury rates, US options and news sentiment, plus 100-plus embedded documentation pages an agent can read without spending API calls. Listed under Market & Financial Data as an Official listing with a Source role. Hosted v2 uses OAuth 2.1; v1 takes an API key; both are open source.
   • Its caveats flag EODHD's own disclaimer that prices are aggregated from OTC and market-maker sources via VWAP rather than exchange feeds and are indicative, not suitable for trading, so figures should be verified before reaching a client. The free plan returns limited data, and some tools call third-party marketplace datasets (PRAAMS risk scoring, Investverte ESG) that may need separate subscriptions.
   • Financial Datasets' official hosted connector, listed in Claude's connector directory, gives agents 20-plus tools for standardized and as-reported statements, segment financials, KPIs and guidance, section-level 10-K, 10-Q and 8-K extraction, 13F holdings, 13D/13G beneficial ownership, insider trades and holdings, ETF holdings, screening, news and US macro series. Listed under Market & Financial Data as an Official listing with a Source role; interactive clients sign in with OAuth, scripts use the /api endpoint with an API key.
   • Its caveats flag that no cryptocurrency tool is documented despite third-party claims, that 13F and 13D/13G data carry statutory filing lags and describe past positions, and that usage is billed to a Financial Datasets account. Research data only.
   • Tradier MCP's official remote server connects a Tradier Brokerage account over Streamable HTTP. Its 21 tools cover balances, positions, orders, gain/loss, quotes, history, options chains with Greeks and watchlists, and they place and cancel equity, single-leg, multileg and OCO/OTO/OTOCO orders. Listed under Brokerage & Trade Execution as an Official listing with a System role, joining Trade & Rebalance, Client Review Meeting Prep, Reporting and Data Infrastructure.
   • Its caveats are the strongest in this release: the server places real orders and the documentation describes no server-side confirmation step, so approval depends entirely on the AI client. Use the paper-trading token with PAPER_TRADING set to true until the agent's behaviour has been watched, prefer header configuration over a token in the URL, and remember the server performs no suitability, KYC or best-execution checks; the firm's supervisory procedures govern any agent with trading access.
   • Nasdaq Data Link (community) is a community-maintained server built on Nasdaq's official Python SDK, with five generic tools that search, inspect, retrieve and export any dataset a key can reach, including World Bank indicators, Equities 360 fundamentals, Nasdaq retail trading activity and Nasdaq Fund Network fee, performance and flow data. Listed under Market & Financial Data as a Community listing with a Source role, running locally.
   • Its caveats flag the repository's own notice that it is not affiliated with or endorsed by Nasdaq, that many databases are premium and some legacy series no longer update, and that the last tagged release was v1.0.0 in August 2025.
   • Tiingo (community) is a community Rust server with 38 tools for Tiingo end-of-day, intraday and consolidated prices, forex, crypto, fund fee data, news, fundamentals and corporate actions, plus bounded live market-data subscriptions. Listed under Market & Financial Data as a Community listing with a Source role, running locally with an install via cargo install tiingo-mcp --locked.
   • Its caveats flag that it is built by major7apps, not presented as a Tiingo product, that it is local stdio only, that fund fee data needs Tiingo enterprise or institutional access, and that it is an early-stage project with modest adoption, though actively maintained.
   • Four of the six publish remote endpoints: FMP, EODHD, Financial Datasets and Tradier. Every listing carries the house reminder to start with read-only scopes and keep client-side approval prompts on until the connection is proven.

   MCP servers added in this release (6)

   Market & Financial Data

   Financial Modeling Prep (FMP) · EODHD · Financial Datasets · Nasdaq Data Link (community) · Tiingo (community)

   Brokerage & Trade Execution

   Tradier MCP

4. v1.0.17

   FeatureOctober 16, 2026

   The Advisor Co-Pilot Room: an AI workspace that recommends from the directory itself

   • The Advisor Co-Pilot Room is live: a chat workspace where an advisor describes a client scenario, such as onboarding a household with accounts at Schwab and a Wealthbox CRM, and an AI assistant composes a recommendation from the directory's own catalog. It answers from the same 220 listings, Practice Stacks and roles the site already holds, not from the open web, and every answer ends with the read-only-first reminder and the not-an-endorsement framing.
   • Four example scenarios sit above the composer as one-click starting points. Answers stream in with a collapsible Thinking panel, and each turn shows a trace of which directory tools the assistant called and with what arguments, so an advisor can see exactly which listings and stacks the recommendation came from.
   • The assistant connects to the directory through the same tool handlers that back the public MCP server at /mcp: search_servers, get_server, list_practice_stacks and get_practice_stack. It can only recommend servers the directory actually lists, and it reproduces endpoints, install commands and client config verbatim in code blocks, with a copy button on the address.
   • The room's guardrails follow the house rules: it leads with a curated Practice Stack when one fits, decomposes needs the catalog does not cover instead of inventing a server, flags unconfirmed connection details rather than smoothing them over, and never asks for client data. Its output is workflow composition guidance, not investment, legal or tax advice.
   • Three servers joined the directory today. Two are approved community submissions enriched to the same listing depth as the rest of the catalog. Mantafin provides investment research through MCP in ChatGPT and Claude for U.S. stocks, ETFs and funds: financial statement and filing research, analyst estimates, market history, investment screening and custom portfolio backtesting. It is listed under Market & Financial Data as a Community listing with a Source role, joining Client Review Meeting Prep.
   • Mantafin's caveats flag vendor-reported capabilities that were not independently verified, with no documented MCP endpoint or install command, so connection details are unconfirmed until checked against the vendor's own documentation. The vendor documents research and analysis workflows, not order placement or writes to brokerage accounts, and reports U.S. coverage for stocks, ETFs and funds. An active Mantafin subscription is required. Start with read-only scopes and keep client-side approval prompts on.
   • Alishahi Insurance — Insurance Quote Requests lets an assistant list available coverages, retrieve coverage-specific questions and submit quote requests to Alishahi Insurance, an independent broker in Beverly Hills, and then read and complete applications the broker started from emailed requests. It is listed under Insurance & Annuities as a Community listing with a System role, joining Insurance & Annuity Review, and it publishes a public remote endpoint that joins the Public endpoint filter.
   • Alishahi's caveats flag vendor-reported capabilities and licensing claims, and that quote requests and application completion are write actions that do not price insurance, compare premiums, confirm coverage or bind policies: broker review and underwriting remain necessary. The server requires no authentication, but reading or completing an existing application needs the application ID and token from the broker's email. Requests are limited to one per email and coverage per day, and the vendor advises against sharing identity-document numbers, financial account details or health information in chat. Start with read-only scopes and keep client-side approval prompts on.
   • FXC Intelligence MCP Server connects customers' own AI tools to FXC Intelligence's cross-border payments benchmarking and market intelligence datasets, including an industry context layer, with dedicated agents for pricing, competitive analysis and go-to-market planning and natural-language querying of data across payments corridors. Announced October 15, 2026 and built on Amazon Bedrock and Amazon Bedrock AgentCore, it is listed under Market & Financial Data as a Vendor listing with a Source role, joining Trade & Rebalance and Financial Planning.
   • FXC's caveats flag that connection details are not published: no public endpoint, documentation or repository was found at announcement, so the listing carries no connection address and does not appear in the Public endpoint filter. Advisors need to contact the vendor to connect. Every capability is vendor-described and not independently verified, and the data is payments-industry benchmarking rather than advisor-facing or portfolio data. Start with read-only scopes and keep client-side approval prompts on.

   MCP servers added in this release (3)

   Market & Financial Data

   Mantafin · FXC Intelligence MCP Server

   Insurance & Annuities

   Alishahi Insurance — Insurance Quote Requests

5. v1.0.16

   ContentOctober 13, 2026

   From company filings to funding stress: four servers for evidence-led research

   • Four servers added since v1.0.15: Veripoint on October 8, followed by Financial Evidence by LiquiLens, Seiche and NoiseFloor, approved community submissions enriched on October 13. Each has documented connection details, editorial caveats, an explicit role and Practice Stack membership. These are research listings, not endorsements or execution services.
   • Veripoint analyzes private and public companies from statutory accounts and filings, keeping reporting period, currency, scope and source evidence beside each figure. Listed under Market & Financial Data as an Official listing with a Source role, it supports business-owner research, exit planning and private-company diligence. Remote access uses OAuth, with API-key access also supported.
   • Its caveats flag that research_company creates saved reports and consumes the workspace's search allowance (free tier: three analyses per day), while the other three tools are read-only. Coverage leans toward UK and European statutory accounts, with potentially limited US private-company coverage. The OAuth endpoint is hosted on veripoint.sens663.chatgpt.site rather than the vendor's own domain; API-key access is on veripoint.ai. Its Official MCP Registry entry is ai.veripoint/mcp. These listing claims are not an independent validation of financial analysis. Start with read-only scopes and keep approval prompts on for saved-report creation.
   • Financial Evidence by LiquiLens is a read-only Gateway for institution diligence, dollar-funding research and market-liquidity reviews. Three tools discover topics, resolve fixed routes and retrieve public evidence from LiquiLens, Seiche, Undertow and Palimpsest, retaining source links, retrieval clocks, rights notes and explicit unavailable states. It is a Community listing under Market & Financial Data, with remote access and no API key required.
   • The public endpoint's MCP handshake and three-tool list were independently checked on October 13; evidence accuracy and workflow outcomes were not. This is a fixed-route gateway, not a normalized financial database or credit-rating service. Missing evidence is not proof of institutional safety, and the companion workflow repository's MIT license does not override underlying dataset rights. No client-account access or order execution. Start with read-only scopes and keep client-side approval prompts on.
   • Seiche is a dollar-funding and money-market research terminal with public-source benchmarks, historical observations, source-linked briefs and data-health checks. Listed under Market & Financial Data as a Community listing with a Domain role, it supplies funding-domain evidence that Financial Evidence by LiquiLens routes to. Its public remote tools require no API key and do not connect to a brokerage or trade.
   • The public endpoint's MCP handshake and 16-tool list were independently checked on October 13; stress methodology, historical analogs and backtest results were not validated. Derived scores are research, not executable prices or failure probabilities. Check observation, release and retrieval clocks, and do not treat unavailable data as a calm-market signal. Private Agent Room access separately requires a bearer token. AGPL-3.0-or-later source obligations and source-specific dataset rights need review before embedding or redistribution. Start with read-only scopes and keep client-side approval prompts on.
   • NoiseFloor provides ten statistical diagnostics for caller-supplied observations and headlines: change detection, sampling effects, forecast evaluation and correlation research. Listed under Data & Analytics Infrastructure as a Community listing with a Domain role, it supports both hosted MCP access and a pinned local stdio installation, without an account or API key.
   • The hosted endpoint's MCP handshake, version 0.4.0 and ten-tool list were independently checked on October 13; statistical performance and privacy claims were not, and the local package was not executed. It does not fetch market feeds or execute trades. Valid e-values are required for which_metrics_matter, and dyson_reference produces synthetic reference data rather than observed evidence. Prefer local execution for sensitive client inputs; hosted use sends inputs to the operator. The source is MIT-licensed, and hosted and package versions can differ. Start with read-only scopes and keep client-side approval prompts on.
   • Practice Stacks connect these listings to workflows, while Roles distinguish Veripoint's Source, Financial Evidence's Gateway and the Domain roles of Seiche and NoiseFloor. Veripoint joins Trade & Rebalance and Financial Planning. Financial Evidence and Seiche both join Client Review Meeting Prep, Trade & Rebalance, Financial Planning and Data Infrastructure; Financial Evidence also joins crypto research. NoiseFloor joins Trade & Rebalance, Portfolio Reporting & Performance, Financial Planning and Data Infrastructure.
   • All four publish remote MCP endpoints and appear in the Public endpoint filter with copyable connection addresses. NoiseFloor also provides the pinned local command uvx --from noisefloor==0.4.0 noisefloor-mcp. The three approved submissions now carry editorial summaries, structured connection details and caveats through the shared catalog, so listing pages, filters and MCP directory tools use the same enriched entries.

   MCP servers added in this release (4)

   Market & Financial Data

   Veripoint · Financial Evidence by LiquiLens · Seiche

   Data & Analytics Infrastructure

   NoiseFloor

6. v1.0.15

   ContentOctober 7, 2026

   Seventeen servers added: DriveWealth, Sentir, Bento and nine more, from net‑worth trackers to trade execution

   • Added seventeen servers since the last release: DriveWealth on October 6, 2026 and Sentir MCP on September 30, 2026, then five more from the September 30 to October 6 announcement sweep, Bento MCP on October 7, 2026, and nine more the same day. Each is listed once, even where it spans two categories. The directory now lists 217 products.
   • DriveWealth is DriveWealth's official MCP gateway to its embedded-investing APIs and API documentation: instruments, accounts, positions and order execution for brokerage correspondent clients. It is listed under Brokerage & Trade Execution as an Official listing with a System role. DriveWealth publishes a Streamable HTTP endpoint at https://mcp-api.drivewealth.io/mcp, with connection details reproduced from the vendor's developer documentation, so one connection replaces a REST wrapper per AI client.
   • DriveWealth's caveats note that access is gated to DriveWealth correspondent clients, that a bearer token comes from the vendor's existing back-office auth flow with permissions enforced per tool and MCP IP allowlisting separate from API IP allowlisting, and that the server performs no suitability, KYC or AML checks at the point of order, so the firm owns the written supervisory procedures governing AI agents that use it. Start with read-only scopes and keep client-side approval prompts on for any order-placing tool.
   • Sentir MCP (added September 30) is Practifi's own connection between the Sentir AI-native CRM, launched August 25, 2026, and the AI tools a team already uses. It is listed under CRM as a Vendor listing with a System role. Sentir publishes no endpoint, install command or developer documentation, and access comes with a Sentir subscription, so connection details are marked unconfirmed rather than guessed.
   • Sentir's caveats flag vendor-verified-only claims, Sentir customers only, the wide CRM surface, an unstated read/write scope, and that the Claude-optimization framing is Practifi's own.
   • Match-Trader Broker Management MCP (announced October 5) connects brokers and proprietary trading firms using Match-Trader's Full Server License to their own Manager and Admin operational data, with 23 documented read-only tools covering accounts, positions, orders, ledgers, instrument configuration and risk rules. It is listed under Brokerage & Trade Execution as a Vendor listing with a Source role, and its endpoint at https://mtr-broker-management.match-trade.com/mcp is reproduced from Match-Trade's developer documentation.
   • Its caveats flag vendor-verified-only claims, access gated to Full Server License clients with an access token requested from Match-Trade, a read-only scope that cannot create accounts or change server rules or process deposits and withdrawals, and that this is broker and proprietary-trading infrastructure, not an advisor portfolio-management or suitability service.
   • Match-Trader MCP for Traders (announced October 6) is the separate trader-facing server: one trading account connected to an AI assistant, with read tools for account, portfolio and market data and action tools mapped to the Trader API that open, modify and close positions and manage pending orders. It is listed under Brokerage & Trade Execution as a Vendor listing with a System role, using a revocable account token generated in the platform's API Access view.
   • Its caveats flag vendor-verified-only claims, no verbatim MCP endpoint confirmed in the announcement, an action set that can place or change real orders, and the reminder to start read-only on a demo account, restrict the account token and keep client-side approval prompts on.
   • Sigo Seguros MCP (announced October 1) returns non-binding car-insurance estimates over Streamable HTTP with no account or API key. Sigo is a licensed insurance agency and broker, not an underwriting carrier. It is listed under Insurance & Annuities as a Vendor listing with a System role.
   • Its caveats flag vendor-verified-only claims, estimates that exclude Sigo's own broker fee, current documentation that requires purchasing outside the connector despite broader launch language, and the reminder to obtain client consent before sending personal or vehicle information.
   • Bloomberg Enterprise MCP (launched September 29, missed in the earlier scan) lets enterprise AI applications discover, understand and retrieve Bloomberg data from a client's licensed Data License Plus collections. It is listed under Market & Financial Data as an Official listing with a Source role, clearly separated from the directory's community-built Bloomberg server.
   • Its caveats flag vendor-verified-only claims, access that follows existing data entitlements rather than a Terminal subscription, no confirmed public endpoint or technical authentication method, and proprietary data licenses that govern what may be sent to an AI provider, retained or displayed in client reports.
   • NSE MCP is newly discovered: the National Stock Exchange of India's official, exchange-hosted services found in the October 6 scan, with no launch date the exchange page establishes. Two no-auth, read-only connections ship under one canonical listing: Bhavcopy for five years of daily end-of-day equity history and CM Market Live for delayed market snapshots. It is listed under Market & Financial Data as an Official listing with a Source role, and the Bhavcopy endpoint at https://mcp.nseindia.in/bhavcopy/cm/mcp is reproduced from the exchange's own page.
   • Its caveats flag vendor-verified-only claims, the two separate connections under one listing with the CM Market Live endpoint at https://mcp.nseindia.in/cmmkt/mcp, and that neither is real-time execution data: Bhavcopy reports the previous trading day and CM Market Live runs one to three minutes behind trading.
   • Bento MCP (announced October 7) is Bento Engine's MCP layer giving AI agents secure, real-time access to the firm's compliant advice content, including the "Moments That Matter" life events and age-based milestones Bento already delivers to advisors. It is listed under Advertising & Marketing Platforms as a Vendor listing with a Source role. Bento publishes no endpoint, install command or developer documentation, and access comes with a Bento Engine subscription, so connection details are marked unconfirmed rather than guessed.
   • Its caveats flag vendor-verified-only claims, including the compliance, governance and approval-workflow claims, Bento Engine customers only, an unstated read versus write scope, and that agent access sits behind Bento's enterprise controls, so audit which agents can reach which content before connecting and start with read-only scopes.
   • A further nine came from checking the wider MCP ecosystem rather than waiting on vendor announcements: the search was for wealth and financial-services servers the directory did not already hold. Five of the candidates turned out to be listed already (NitroStack Wealth Management, Interactive Brokers, Schwab, Zerodha and Wealthfolio), and one was left out deliberately, Portfolio Research MCP, whose public demo page displayed an access key in plain text. A server that prints its own credential on its listing page is not a connection model to point an advisor at.
   • Fillfolio MCP (added October 7) is Fillfolio's own server, giving an AI agent read-only sight of a household's consolidated net worth: holdings, cost basis, cash and debt across the accounts the user has already connected inside Fillfolio. It is listed under Banking & Account Aggregation as an Official listing with an Aggregator role, and its endpoint at https://fillfolio.com/api/mcp is the one address in this group that publishes a public remote URL.
   • Its caveats flag that a paid Fillfolio account is required and that the server only exposes accounts already connected inside Fillfolio, that it is read-only by design with no trading, transfers or money movement, that no public API or tool documentation is published so the exact tool list is unconfirmed, and that a net-worth grant is a complete financial picture of a household, so treat the OAuth grant as highly sensitive and start with read-only scopes.
   • Synci (added October 7) is a community connection layer that lets an agent read balances and holdings across bank accounts, brokerages and crypto exchanges from one grant instead of one credential per institution. It is listed under Banking & Account Aggregation as a Community listing with an Aggregator role.
   • Its caveats flag that it is community-listed rather than vendor-documented, so connection details are community-reported until Synci publishes its own docs, that no public API or tool documentation exists so institution coverage is unconfirmed, and that a single aggregation grant can expose every connected account, so audit the grant as a whole and start with read-only scopes.
   • WealthOS (added October 7) exposes net worth, budgets and scenario forecasts to an agent over an API-key-authenticated remote endpoint, aimed at consumers and advisors who want an agent reasoning over a household's full financial picture and forward-looking scenarios. It is the vendor's own product and is listed under Financial Planning as a Vendor listing with a System role.
   • Its caveats flag that the connection sits behind a paid account with no free tier, that no public API or tool documentation is published so the exact tool list is unconfirmed, that the listing is vendor-verified only and has not been independently tested, that scenario forecasts are projections rather than advice, and that read versus write scope is unstated, so confirm whether an agent can change budgets or scenarios and start with read-only scopes.
   • Wealthy Trading Platform (added October 7) is Wealthy's own server, giving an agent quotes, orders and portfolio tools on an Indian retail brokerage, and it is among the most-used broker MCP servers available to agents. It is listed under Brokerage & Trade Execution as a Vendor listing with a System role.
   • Its caveats flag India-only market coverage, relevant to firms serving clients with Indian brokerage accounts rather than to a US advisory book, that the server can place orders so execution in an agent's hands demands hard confirmation steps and firm-owned supervisory procedures, that the listing is vendor-verified only, and that suitability, KYC and AML obligations sit with the account holder's firm, so start with read-only scopes.
   • Tiger Brokers (added October 7) is a community server exposing stocks, options and futures across the US, Hong Kong, China and Singapore markets, with both market data and trading access on a multi-market retail brokerage popular in Asia-Pacific. It is listed under Brokerage & Trade Execution as a Community listing with a System role.
   • Its caveats flag that it is community-listed rather than vendor-documented, so connection details are community-reported until Tiger Brokers publishes its own MCP docs, that it can place trades across four markets so execution demands hard confirmation steps and firm-owned supervisory procedures, and that cross-market access carries cross-border regulatory exposure, so confirm which entities and account types the connection covers and start with read-only scopes.
   • Okama Portfolio Analytics (added October 7) wraps the open-source Okama analytics library: backtesting, Monte Carlo simulation and efficient frontier analysis over historical asset data, with some of the strongest usage numbers among community analytics servers. It is listed under Data & Analytics Infrastructure as a Community listing with a Source role, running locally with no authentication.
   • Its caveats flag that it is community-built and maintained with no vendor support commitment behind it, that backtests and Monte Carlo results are illustrations rather than advice and depend entirely on the historical data fed in, and that the data sources behind the results should be confirmed before any client-facing use.
   • IBKR Portfolio Builder (added October 7) pairs 468 stock screeners with Interactive Brokers account access so an agent can screen a universe and inspect a connected IBKR portfolio in one place. It is listed under Brokerage & Trade Execution and Market & Financial Data as a Community listing with a Source role.
   • Its caveats flag that it is built by an individual rather than by Interactive Brokers, whose own track is the directory's separate Interactive Brokers listing, that account access means the server can see real positions and depending on the IBKR API permissions granted may be able to place orders, so grant the narrowest permissions and start with read-only scopes, and that screener output is only as good as the underlying data feed.
   • Atlas (added October 7) is a hosted server from finmanagerai covering investment and broker workflows, positioned as a managed connection layer so an agent can work across portfolio and broker operations without running local infrastructure. It is listed under Wealth Platforms as a Community listing with a System role.
   • Its caveats flag limited public documentation, so the exact tool list and broker coverage are unconfirmed, that a hosted intermediary means account data flows through finmanagerai's infrastructure so their data handling should be reviewed before connecting real accounts, and that read versus write scope is unstated, so confirm whether the server can act on broker accounts and start with read-only scopes.
   • MaverickMCP (added October 7) is a broad community research server bundling market research, portfolio analysis and risk tools behind one connection for agents doing investment research workflows. It is listed under Data & Analytics Infrastructure and Market & Financial Data as a Community listing with a Source role, running locally with no authentication.
   • Its caveats flag that it is community-built with no vendor support commitment behind it, that breadth over depth means uneven quality across tools so the specific tools you plan to rely on should be tested, and that research and risk output is research-grade rather than advice, so data sources should be verified before client-facing use.
   • Listings can now show a fifth auth type, "Bearer token". DriveWealth is the first listing to use it, and both Match-Trader listings use it as well. The How to connect page explains what a bearer token means in practice alongside the four existing auth types.
   • The first eight carry explicit roles and join Practice Stacks: System for DriveWealth (Trade & Rebalance), Sentir (Growth, Client Review Meeting Prep and Practice Management), Match-Trader MCP for Traders and Sigo Seguros MCP, and Source for Match-Trader Broker Management MCP, Bloomberg Enterprise MCP, NSE MCP and Bento MCP (Growth). The nine from the directory sweep join by category: Aggregator for Fillfolio MCP and Synci (Onboard a Client), System for WealthOS (Financial Planning), Wealthy Trading Platform and Tiger Brokers (Trade & Rebalance) and Atlas (Client Review Meeting Prep, Trade & Rebalance and Portfolio Reporting & Performance), and Source for Okama Portfolio Analytics (Portfolio Reporting & Performance and Data Infrastructure), IBKR Portfolio Builder (Trade & Rebalance and Financial Planning) and MaverickMCP (Trade & Rebalance, Portfolio Reporting & Performance, Financial Planning and Data Infrastructure). Roles are explained on the Roles page. Four of them (Match-Trader Broker Management MCP, Sigo Seguros MCP, NSE MCP and Fillfolio MCP) publish a public remote endpoint and join the Public endpoint filter, which now covers 45 listings, each card showing the URL in full with a copy button.

   MCP servers added in this release (17)

   Brokerage & Trade Execution

   DriveWealth · Match-Trader Broker Management MCP · Match-Trader MCP for Traders · Wealthy Trading Platform · Tiger Brokers · IBKR Portfolio Builder

   CRM

   Sentir MCP

   Insurance & Annuities

   Sigo Seguros MCP

   Market & Financial Data

   Bloomberg Enterprise MCP · NSE MCP

   Advertising & Marketing Platforms

   Bento MCP

   Banking & Account Aggregation

   Fillfolio MCP · Synci

   Financial Planning

   WealthOS

   Data & Analytics Infrastructure

   Okama Portfolio Analytics · MaverickMCP

   Wealth Platforms

   Atlas

7. v1.0.14

   ContentSeptember 29, 2026

   Zeplyn and eight vendor MCP servers from the late-September wave

   • Added nine products announced between September 8 and September 24, 2026: Zeplyn's MCP server plus eight vendor servers surfaced by the late-September announcement sweep. Each product is listed once, even where it spans two categories. The directory now lists 188 products.
   • Zeplyn MCP Server (added September 21) gives MCP-compatible AI applications and a firm's own advisor tools governed access to agents built in Zeplyn Agent Studio, plus Zeplyn's client intelligence and what the vendor says is a library of 60-plus wealth-specific tools. It is listed under AI Notetakers & Meeting Intelligence and Wealth Platforms as a Vendor listing. Zeplyn publishes no endpoint or developer documentation, so connection details are marked unconfirmed rather than guessed.
   • All eight of the others are vendor-verified only, and each listing was checked against the vendor's own developer documentation before it shipped. Where the documentation publishes nothing technical (NexJ, Conquest Planning, Trading Central), the listing says so plainly instead of filling the gaps.
   • Three of the new listings publish a public remote endpoint and join the Public endpoint filter, which now covers 34 listings, each card showing the URL in full with a copy button: TradingView at https://mcp.tradingview.com/mcp (public beta, OAuth 2.1 sign-in), FinTech Studios at https://mcp.fintechstudios.com/mcp (read-only tools, credit-based usage beyond a free tier) and Aave at https://mcp.aave.com (no authentication; action tools return unsigned transactions the user signs in their own wallet).
   • Four of the nine can act, not just read, and each says so in its caveats: Milemarker Firm MCP exposes raw SQL and can deploy dashboards and manage users; TradingView manages the user's own watchlists and alerts; Conquest Planning adjusts client strategies behind advisor confirmation; Aave prepares real on-chain transactions that are irreversible once signed.
   • Every new listing joins at least one Practice Stack and carries an explicit role: Source for the three market-data listings, System for NexJ, Addepar, Conquest Planning and Aave, and Aggregator for Milemarker's firm data layer.

   MCP servers added in this release (9)

   AI Notetakers & Meeting Intelligence · Wealth Platforms

   Zeplyn MCP Server

   CRM

   NexJ MCP Server

   Data & Analytics Infrastructure

   Milemarker Firm MCP

   Market & Financial Data

   Trading Central MCP · TradingView MCP · FinTech Studios MCP Connector

   Wealth Platforms

   Addepar Connector for Claude

   Financial Planning

   Conquest Planning MCP

   Crypto & Digital Assets

   Aave MCP

8. v1.0.13

   ContentSeptember 16, 2026

   Claude for Financial Advisors launch partners and directory reliability

   • Added three first-party MCP connectors announced on September 14, 2026 as Anthropic Claude for Financial Advisors launch partners. Three products were added, each listed once even where it spans two categories. The directory now lists 177 products.
   • Also approved one community submission on September 15: AlphaAI, a hosted financial news and SEC Form 4 insider-event server under Market & Financial Data, with relevance scoring, ticker tagging and a free tier.
   • Orion Connector for Claude links Orion Connect portfolio and account data and Redtail CRM to Claude, so advisors can ask in plain language for a client update, meeting prep or pipeline read. It is listed under Wealth Platforms and CRM as a Vendor connector. Anthropic's connector directory is the expected access path, but Orion has not published a raw MCP endpoint or install command yet, so those fields stay empty rather than guessed.
   • Orion's caveats cover an unconfirmed remote endpoint, the need for firm-level entitlements, the fact that it is not read-only by default, and the distinction from a third-party bridge such as Truthifi's Orion connector.
   • Wealth.com (Wealth MCP) brings estate- and tax-planning into Claude for Financial Advisors: document analysis with page-level citations, natural-language trust and tax questions, flowchart visualizations and household financial data. It is listed under Financial Planning as a Vendor connector. Wealth.com publishes a Streamable HTTP endpoint at https://mcp.wealth.com/mcp, OAuth against identity.wealth.com, and 18 tools (15 read, 3 write), all reproduced verbatim.
   • Wealth.com's caveats note vendor-verified specs, per-firm provisioning, the three write tools, the model nature of planning output and the need for IT allowlists.
   • Schwab Advisor Center for Claude is Charles Schwab's own first-party connector for custody, clearing and brokerage data inside Claude for Financial Advisors. It is listed under Custody & Clearing and Brokerage & Trade Execution as a Vendor connector, and is clearly separated from the unrelated community-built Schwab Brokerage listing. Schwab's announcement frames the integration as a partnership with no published MCP spec or endpoint, so the listing carries only the press release link and no fabricated connection details.
   • Schwab's caveats stress that the connector is vendor-verified only, the announcement is not a GA spec, read-only assumptions are unsafe and write scope is unstated.
   • Updated the Orion and Redtail vendor pages to reflect the first-party connector route, and removed stale language that said Orion had no connector of its own.
   • Fixed the persistent "JWT issued at future" database rejections that were making directory pages slow or fail. Public listing reads, rating summaries and listing overrides now use a read-only Supabase client backed by anon-granted database views that expose only safe fields. Full rating rows and removed-listing details stay admin-only. The retry-and-snapshot workaround is no longer the only thing keeping the site up.

   MCP servers added in this release (4)

   Wealth Platforms · CRM

   Orion Connector for Claude

   Financial Planning

   Wealth.com (Wealth MCP)

   Custody & Clearing · Brokerage & Trade Execution

   Schwab Advisor Center for Claude

   Market & Financial Data

   AlphaAI (approved submission, September 15)

9. v1.0.12

   FixesSeptember 13, 2026

   Canonical products, comparison pages, and enriched listings

   • Four products were listed twice, once per category, to express membership in two categories: Truthifi, Otter.ai, Coinbase Base / CDP and Binance MCP Server. Each is now a single listing that carries both of its categories. The directory holds 176 products, and that number is now computed from the live catalog everywhere it appears rather than being counted by hand.
   • The duplication was publishing contradictions. Because a server's role was derived from its category, Coinbase and Binance appeared as System on one role page and Source on another, for the same product. Roles are now taken from the primary category only, and any listing with more than one category must state its role explicitly. A build-time check fails if one does not, so this cannot come back.
   • Coinbase and Binance are both classified System, stated explicitly: each reads and writes inside its own product, covering trading, balances and transfers, which is not read-only Source behaviour.
   • The two Truthifi records disagreed on the access model, one saying OAuth and the other Enterprise. The merged listing keeps OAuth and carries a note that this is unverified pending confirmation against Truthifi's own documentation, rather than quietly presenting one of the two as fact.
   • The six retired listing URLs now redirect permanently to their canonical listing instead of returning a not-found page, and only canonical URLs appear in the sitemap.
   • Category membership counts are unchanged: a cross-listed product still counts in each category it belongs to. Filtering by Crypto & Digital Assets or Brokerage & Trade Execution returns the same listings as before.
   • MCP tool output shape changed: search_servers and get_server now return every category a listing belongs to, and a category filter matches when any of a listing's categories match. The MCP Apps card and detail templates were updated to read the new categories field, so the inline assistant view again shows the category line that had gone blank. The server version is v1.3.1. The tool surface itself is unchanged, so no reconnect is required, though clients that cache structured output shapes will pick up the new field on their next call.
   • The MCP tools were reading the curated catalog only, so they reported fewer listings than the website and never returned approved community submissions. They now serve the same merged directory the site renders: curated listings, approved community submissions and any editorial corrections, with removed listings excluded. Searches, category counts and the listing total agree with the site.
   • Retired listing slugs no longer come back as not-found through the tools. A client still holding a merged slug receives the canonical listing instead, and the reply says which listing it is now, so the caller learns the current slug.
   • The merged directory is cached briefly and falls back to the curated catalog if the backend is briefly unavailable, so a tool call never fails because of a database blip.
   • Added six comparison pages that line up the servers advisors actually choose between for one job: market data, brokerage, account aggregation, wealth platforms, AI notetakers, and advisor and firm intelligence. Each page states the decision criteria, lists what each server can and cannot do, and links back to the individual listings.
   • Replaced one-line stubs in Compliance, Risk & Regulatory with substantive summaries and explicit caveats for ComplyAI, IBM OpenPages, Integrate.io, Vanta, Drata, CISO Assistant, DORA Compliance and FeedOracle. The caveats now distinguish firm security GRC from adviser regulatory obligations and mark anything that lives offline or outside a connected tool.
   • Updated the Compliance & Audit Readiness Practice Stack so its server list matches its blurb, and revised the compliance prompts so they no longer assume a connected system holds exam findings, trade records or disclosure delivery. Prompts from a stack built around the requested category now appear first on a listing page, so Vanta and Drata no longer suggest Form 5500 research.
   • Enriched summaries and added caveats for eight priority listings: Polygon.io, Finnhub, Plaid, Salesforce Hosted, Schwab Brokerage, Interactive Brokers, Alpaca and Coinbase Base / CDP. Each caveat is scoped to what is verified, what depends on plan or permission, and what the server can actually move or change.

10. v1.0.11

    ContentSeptember 10, 2026

    Twenty vendor MCP servers from the 2026 announcement backlog

    • Swept vendor announcements from 2025 and 2026 across wealth platforms, insurance, banking, brokerage and fintech infrastructure for firm-shipped MCP servers the directory had not yet picked up. Twenty cleared the bar for listing.
    • Every one of the twenty is vendor-verified only, sourced from the vendor's own press release or newsroom, none independently tested. Vendor claims are attributed rather than stated as fact, so "industry-first", "audit-ready" and "bank-grade" appear as what the vendor said, not as directory findings.
    • None of the twenty publishes a confirmable public endpoint or install command, so every one ships with its MCP URL and install fields empty rather than inferred. A listing with a blank connection field is telling you the truth about what is public; a listing with a guessed endpoint would not be.
    • Four of the twenty are write-capable, and each says so in its caveats. Dukascopy Bank executes live trades and was demo-accounts-only at announcement. Nymbus includes money movement and debit card controls. Lendscape commits changes the platform has validated. Connect Trade can be configured by the integrating platform to trade automatically or to require per-order approval. The safety posture belongs to the integrator, not the server.
    • Three are region-limited and listed as such: Belvo covers Brazil and Mexico, Fi Money is India-only and consumer-facing, HeirWealth is an Australian wealth reporting platform.
    • Four sit adjacent to wealth management rather than inside it, Blend (mortgage and consumer lending origination), Lendscape (asset and equipment finance), Fingerprint (device intelligence and fraud) and VisitorsCoverage (travel insurance). They are listed with that scope stated plainly rather than quietly filed alongside advisor tooling.
    • Duck Creek is listed as MCP protocol support inside its Agentic AI Platform, not as a discrete published server, because that is what the announcement describes.
    • Leverate and Lendscape carry unconfirmed announcement dates. Neither vendor's primary source gave a date that could be pinned down, so the listings say so instead of showing a date that would look precise and be invented.
    • Caught and removed a duplicate during the same pass: Insig AI Central Bank had been listed since v1.0.3 and was re-added in error. The existing listing was the better of the two. It describes the full 15,000-document, 60-central-bank corpus, while the duplicate quoted the smaller figure from Insig AI's demonstration study. The older entry stands unchanged.
    • New listings never require a reconnect. They read fresh from the directory on every tool call. The endpoint (wealthmcp.ai/mcp) and the tool surface are unchanged in this release.

    MCP servers added in this release (20)

    Banking & Account Aggregation

    Nymbus · Newline by Fifth Third · Narmi / Grasshopper Bank · Personetics · Bud Financial · Belvo · Lili · Fi Money · Blend (Autopilot MCP) · Lendscape

    Brokerage & Trade Execution

    Dukascopy Bank · Connect Trade · Leverate

    Insurance & Annuities

    BriteCore · Duck Creek · VisitorsCoverage (Treppy)

    Wealth Platforms

    HeirWealth · Lumonic · Ontra

    Compliance, Risk & Regulatory

    Fingerprint

11. v1.0.10

    FeatureSeptember 9, 2026

    The role axis, classifying servers by how they compose

    • Added a new classification axis to every listing: the role a server plays in a composition: Source, System, Gateway, Aggregator, Directory, Domain or Composition. Category tells you what a server connects to; role tells you whether it expects to work alongside anything else.
    • Each card and server detail page now shows a role badge alongside its category and status, with the role's definition on hover. A Role filter joins the directory toolbar so you can narrow to, say, every Domain server or the Composition servers.
    • A new Roles page lays out the seven roles with a plain-language definition and an example of each.
    • The MCP connector learned the axis too: search_servers takes an optional role filter and returns each result's role, and get_server includes it. So an assistant can ask the directory for composition servers directly.
    • search_servers gained a new input and output field, so clients holding the cached tool list should refresh or re-add the WealthMCP connector to pick it up; the endpoint (wealthmcp.ai/mcp) is unchanged and no key is needed. New role classifications on existing listings never need a reconnect. They read fresh on every call.
    • Roles are editable per listing from the admin Listings console, so any classification can be refined without a code change.

12. v1.0.9

    FeatureSeptember 4, 2026

    Presentation contract and structured output contracts

    • Added a Presentation Contract reference skill the two guided workflows now load: a house standard for how a directory answer is laid out: lead with the recommended stack or the identified server, render the set of servers as a table rather than a paragraph, keep every endpoint, install command and config snippet verbatim in a code block, and collect the read-only-first reminder and the needs the directory could not fill into one closing block. It shapes presentation only and never invents a listing.
    • Every skill now carries a machine-readable output_contract: a format plus either the ordered sections its answer should follow or a one-line rendering principle, returned by both list_skills and get_skill, matching the ADVmcp, ValuationMCP and 5500mcp siblings. The field changed from a prose string to a structured object.
    • Both changes are served fresh on every call over the existing list_skills / get_skill tools, so no reconnect is needed. The tool surface is unchanged.

13. v1.0.8

    SecuritySeptember 1–3, 2026

    Connector hardening, guided workflows, and new listings

    • Added a server_info tool that reports the MCP server's version, the exact tool names currently registered, and the live listing and category counts. So an assistant can detect when its client is running on a stale cached tool list.
    • MCP clients fetch the tool list once, at connection time. If you added the WealthMCP server at launch, your client may still be holding that first version. The connector now serves eight read-only tools: directory search, full listing connection details, category and Practice Stack listings, Practice Stack lookup with its workflow starter prompts, the new server_info check, and list_skills / get_skill for the guided workflows below.
    • To pick up new tools: in Cursor, open Settings → MCP and refresh (or remove and re-add) WealthMCP. In Claude, remove the connector and add it again, in Claude Code, claude mcp remove then claude mcp add with the same endpoint. In other clients, restart or re-add the server. The endpoint is unchanged (wealthmcp.ai/mcp) and no account or API key is needed.
    • New listings, Practice Stacks and starter prompts never require a reconnect. They are read fresh from the directory on every tool call.
    • Added two guided workflows the assistant can load over the connector, Compose a workflow stack (assemble the MCP servers for a job, preferring a curated Practice Stack when one fits and composing a candidate set from the directory when none does) and Connect a server (walk through connecting one listing read-only-first, returning its connection details verbatim, never inventing one). They are served through list_skills and get_skill and read fresh on every call, so new workflows never need a reconnect. The directory does the finding; your assistant does the composing.
    • Surfaced the guided workflows on the site: a Guided workflows section on the Connect page with a copyable example prompt for each, and a companion card on the Practice Stacks page pointing to them.
    • Added a fair-use rate limit to the public MCP endpoint (per-caller minute, hour and day windows) that fails open if the counter store is unreachable, so a burst from one client can't degrade the directory for everyone.
    • Tool errors now return a short generic message instead of raw database errors, with the real error logged server-side.
    • Scanned the wider MCP ecosystem for new wealth and financial-services servers. Two cleared the bar for listing. Both publish reproducible connection details and a verifiable public repository. BankSync is a vendor-run remote aggregation server (accounts, transactions, balances, investments, loans across 15,000+ institutions); its tools include write access, so connect it with a least-privilege, read-only key first. OpenWealth MCP is an early-stage open-source, read-only bridge to Swiss custody data via the OpenWealth Custody Services API v3.2.0, research-grade, sandbox-oriented, not production.
    • Added two starter prompts to the Sell / M&A Readiness Practice Stack that chain ADVmcp's filed peer context with ValuationMCP's guided valuation workflow, a sell-side path and a buy-side screen-and-ceiling path. The stack now has 6 workflow prompts, and the directory is pointing at a multi-server workflow rather than listing the servers separately.
    • Re-verified and corrected the ADVmcp listing: it had described a four-tool server, but ADVmcp now serves nine tools and six guided skills. The listing summary now leads with those six guided skills rather than enumerating every tool name. That is the listing standard working as intended. A changed tool surface is what re-opens a listing's review, because a listing vetted once is not vetted forever. Its last-revised date was reset accordingly.
    • Added 5500mcp, an Official MCP-native DOL Form 5500 service covering every filed U.S. retirement and welfare plan. It joins the Retirement Plan Due Diligence Practice Stack with nine tools and eight guided skills. No login or API key required.
    • Fixed directory search for numeric queries like ?q=5500, which were previously parsed as numbers and rejected by the search schema.
    • Hardened listing overrides, star ratings and MCP rate-limit counters against transient database clock skew with multi-attempt retry and a last-known-good snapshot fallback for overrides.

    MCP servers added in this release (3)

    Banking & Account Aggregation

    BankSync

    Wealth Platforms

    OpenWealth MCP

    Retirement & Form 5500 Research

    5500mcp

14. v1.0.7

    ContentAugust 18–24, 2026

    Legal pages, directory export, and insurance/brokerage coverage

    • Published a Terms of Use and a Privacy Policy, both linked from the footer, covering the directory's informational role, the absence of security vetting, and exactly what data the site stores (theme preference, anonymous voter key, optional submission contact fields that are never published).
    • Added an Export CSV action to the Listings console that downloads whatever rows match the current search, category and removed filters, including practice stacks, MCP URLs and install commands.
    • Added Zapier MCP as a generic gateway for fee-billing, invoicing and back-office apps, plus a Gusto Payroll bridge for employee and compensation records.
    • Completed Sell / M&A Readiness stack coverage so every connector on the ValuationMCP integration list: CRMs, portfolio and custody bridges, and accounting ledgers, is explicitly in the stack.
    • Added eight vendor-published servers announced over the past weeks across brokerage, crypto and insurance, with docs links only where no public endpoint was published.
    • Deepened the Insurance & Annuity Review stack with five first-party insurance and distribution servers, added to the seven carrier and annuity listings already in the category.

    MCP servers added in this release (11)

    Brokerage & Trade Execution

    Monex · TradeStation · Binance

    Crypto & Digital Assets

    Binance

    Insurance & Annuities

    Verisk · Socotra · ACORD Solutions Group · One Inc · Riskcovry

    Productivity & Collaboration

    Zapier MCP · Gusto Payroll (via Zapier MCP)

15. v1.0.6

    ContentAugust 13–17, 2026

    New August MCP server announcements plus MCP-native apps

    • Added ADX, the first MENA exchange to expose official live market data through a governed MCP endpoint.
    • Added RelPro for relationship intelligence, prospecting and Form 5500 research in financial and professional services.
    • Added Dun & Bradstreet Commercial Graph, bringing verified business identity and commercial data to IBM watsonx Orchestrate.
    • Added QuantContext for plain-English quant research: stock screening, backtesting and Fama-French factor analysis.
    • Added Trading 212 for portfolio analytics, order management and account history across Invest and ISA accounts.
    • Added ValuationMCP, an MCP-native practice valuation app that produces a seven-method valuation from your own platform data, benchmarked against SEC Form ADV filings and InvestmentNews data.
    • Added ADVmcp, an MCP-native SEC Form ADV explorer that connects your AI assistant to AUM, clients, accounts, custody and disclosures for 23,740+ registered investment advisers.
    • Introduced an app-layer badge that distinguishes three things the directory previously lumped together: "MCP Server" (the default: tools, data or actions exposed through MCP), "MCP App" (ships host-rendered UI inline via the MCP Apps spec) and "MCP-Native App" (a product whose own UI is intentionally thin because the primary interface is your AI client).
    • Removed the redundant "MCP Server" suffix from every listing title now that the badge carries the classification.
    • Mapped ValuationMCP into the Sell / M&A Readiness and Practice Management stacks, and updated the M&A stack's coverage note now that a dedicated valuation server exists.
    • Mapped every new listing to the relevant Practice Stacks and confirmed each carries connection metadata for the copy actions.
    • Refreshed the color palette, brand mark and favicon across the site.

    MCP servers added in this release (7)

    Market & Financial Data

    ADX · QuantContext

    Brokerage & Trade Execution

    Trading 212

    Advisor & Firm Intelligence / Prospecting

    RelPro · ValuationMCP · ADVmcp

    Data & Analytics Infrastructure

    Dun & Bradstreet Commercial Graph

16. v1.0.5

    ContentAugust 8–12, 2026

    Anthropic financial-analysis plugin coverage, Agent Skills install layer, and security hardening

    • Added the 10 missing data and research connectors from Anthropic's financial-analysis plugin: Daloopa, S&P Global / Kensho, FactSet, Moody's, MT Newswires, Aiera, LSEG, PitchBook, Chronograph and Egnyte. WealthMCP now covers 10 of the 11 plugin servers.
    • Launched Phase 1 of the Agent Skills axis: 42 Tier-1 skills from Anthropic's financial-services and JoelLewis/finance_skills repositories, attached to Practice Stacks instead of categories.
    • Each skill card now carries provenance (Official / Community), licence, source link, review flags, and an Install popover with a one-line degit command plus the Anthropic plugin marketplace add/install pair.
    • Added a brass 'Review before client use' warning on skills flagged for client-facing output, regulatory citation, trade recommendation or tax-rule dependency.
    • Added Webull Cloud MCP Server and nCino Mortgage MCP Server, both announced the week of August 3–10, 2026.
    • Swapped the Glama.ai and Qveris listings for MCP Market in Directories & Registries.
    • Hardened security: voter keys are no longer returned by public rating summaries, and admin-only delete access was added to the submissions table.

    MCP servers added in this release (13)

    Market & Financial Data

    Daloopa MCP Server · S&P Global / Kensho MCP Server · FactSet MCP Server · Moody's MCP Server · MT Newswires MCP Server · Aiera MCP Server · LSEG MCP Server · PitchBook MCP Server · Chronograph MCP Server · Egnyte MCP Server

    Brokerage & Trade Execution

    Webull Cloud MCP Server

    Banking & Account Aggregation

    nCino Mortgage MCP Server

    Directories & Registries

    MCP Market

17. v1.0.4

    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.

18. v1.0.3

    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

19. v1.0.2

    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

20. v1.0.1

    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

21. v1.0.0

    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 (72)

    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 · MCP Market · Awesome MCP Servers (TensorBlock)

Spotted something missing or wrong? Submit a server or reach us at hnycomb.ai.