Release notes

1. v1.13

   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)

2. v1.12

   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.

3. v1.11

   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 v1.03 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

4. v1.10

   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.

5. v1.09

   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.

6. v1.08

   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

7. v1.07

   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)

8. v1.06

   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

9. v1.05

   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

10. v1.04

    FeatureAugust 7, 2026

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

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

11. v1.03

    ContentAugust 3, 2026

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

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

    MCP servers added in this release (13)

    CRM

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

    Financial Planning

    ProjectionLab MCP Server

    Compliance, Risk & Regulatory

    SEON MCP Server · Fintel Discovery MCP Server

    Advisor & Firm Intelligence / Prospecting

    AdvisorFinder MCP Server

    Banking & Account Aggregation

    Griffin MCP Server · Meniga Fini MCP Server

    Market & Financial Data

    Insig AI Central Bank MCP Server · DeepVest MCP Server

12. v1.02

    FeatureAugust 2, 2026

    Interactive connect actions and shareable views

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

    MCP servers added in this release (32)

    Market & Financial Data

    Morningstar MCP Server · Finance News RSS MCP Server

    Banking & Account Aggregation

    Yodlee MCP Server

    Wealth Platforms

    d1g1t MCP Server · OneVest MCP Server · Truthifi MCP Server

    Custody & Clearing

    BridgeFT MCP Server · Truthifi MCP Server (custodial bridge)

    Financial Planning

    eMoney MCP Server

    Accounting & Tax

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

    Retirement & Form 5500 Research

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

    Advertising & Marketing Platforms

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

    Data & Analytics Infrastructure

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

13. v1.01

    FeatureAugust 1, 2026

    Security, ratings and glass morphism

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

    MCP servers added in this release (7)

    Insurance & Annuities

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

14. v1.00

    LaunchJuly 31, 2026

    WealthMCP launch and day-one foundation

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

    MCP servers added in this release (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.