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.
v1.02
FeatureAugust 2, 2026Interactive 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, with consistent Directory, How to connect, Release notes, contact and Add a listing links.
- 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.
MCP servers added in this release (8)
Market & Financial Data
Morningstar 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
v1.01
FeatureAugust 1, 2026Security, 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 · Root Insurance MCP Server · Savvly MCP Server · Seaworthy Insurance MCP Server · MCP Annuities Server · openinsurance-wiki MCP · State Farm MCP Connector
v1.00
LaunchJuly 31, 2026WealthMCP 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 · SEC EDGAR MCP (sec-edgar-mcp) · EdgarTools MCP · secedgar-mcp-server · FXMacroData MCP · FinancialData.Net MCP Server · Bloomberg MCP (bloomberg-mcp) · Yahoo Finance MCP
Brokerage & Trade Execution
Alpaca MCP Server · Charles Schwab Brokerage MCP · Interactive Brokers MCP · Coinbase Base MCP / CDP MCP · Zerodha MCP · Robinhood MCP (trayd-mcp)
Custody & Clearing
Fidelity MCP (Strider Labs) · claude-fidelity-mcp
Banking & Account Aggregation
Plaid MCP Server · Monarch Money MCP · YNAB MCP · Starling Bank MCP · Investec Private Banking MCP · Israeli Bank MCP
CRM
Salesforce Hosted MCP Servers · ZoomInfo MCP Server · Wealthbox MCP Server
Wealth Platforms
nitrostack-wealth-management-mcp · Wealthfolio MCP Server
Compliance, Risk & Regulatory
Comply — ComplyAI MCP Server · IBM OpenPages GRC MCP (v9.2) · Integrate.io MCP Server · Vanta · Drata · CISO Assistant · DORA Compliance MCP · FeedOracle
Accounting & Tax
Norman Finance MCP · e-conomic MCP (mcp-economic) · Frihet MCP
Crypto & Digital Assets
Coinbase Base MCP / CDP MCP · CoinStats MCP · Octav MCP (octav-api-mcp) · 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 (community builds) · Slack MCP Server · Zoom MCP Server · Otter.ai MCP Server · Dropbox MCP Server · DocuSign MCP Server · Adobe Acrobat Sign MCP (via Zapier / viaSocket) · Calendly MCP Server · LinkedIn Sales Navigator MCP
AI Notetakers & Meeting Intelligence
Zocks MCP Server · Fellow · Fireflies.ai MCP Server · MeetGeek · Otter.ai MCP Server
Advisor & Firm Intelligence / Prospecting
AdvizorPro MCP Server · FINTRX MCP · 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.