Composition axis
Aggregator MCP servers
Normalizes several systems behind one interface. Hides many underlying providers behind a single normalized shape.
Example · Truthifi
An Aggregator normalizes several underlying providers behind one interface. You ask it one question in one shape, and it deals with the fact that six custodians answer that question six different ways.
That normalization is the whole product. Anyone who has pulled positions from multiple custodians knows the work is not the retrieval, it is reconciling formats, field names, and the several ways a single account can be represented. An Aggregator absorbs that so the agent does not have to.
What you give up is fidelity at the edges. A normalized shape is a lowest common denominator, and provider-specific fields either get dropped or mapped into something approximate. When a number looks wrong, you are now debugging two layers instead of one.
Aggregators also sit on credentials, as gateways do, though usually for a narrower set of systems. Ask where the credentials live, whether the connection is read-only, and what happens to cached data when you disconnect.
Account aggregation and the custodial bridges are the main Aggregators here. They are frequently the only practical route to a platform that has not published a server of its own.
Aggregator servers in the directory
18 servers in this directory play this role
BankSync
VendorBankSync · Banking & Account Aggregation
Vendor-run remote MCP server over BankSync's aggregation network (15,000+ institutions), exposing accounts, transactions, balances, investments and loans through 28 tools. Vendor documents read-write access. Start with read-only scopes and a least-privilege key.
Auth: API keyBothUpdated 2026-09-01Belvo
VendorBelvo · Banking & Account Aggregation
Three MCP servers over Belvo's Latin American open finance infrastructure: a Developer MCP for integration questions and example code, a Data Access MCP for a specific user's financial data once explicit consent is granted, and an Analytics MCP on the roadmap. Caveats: Brazil and Mexico only. No U.S. coverage. Only the Developer and Data Access servers were live at announcement; Analytics was roadmap. Data access is consent-gated per user. Regional open-finance infrastructure, limited direct relevance to U.S. wealth management. Connection details are not publicly published; start with read-only scopes.
Auth: API keyRemoteUpdated 2026-09-10Connect Trade
VendorConnect Trade · Brokerage & Trade Execution
Enterprise remote MCP server letting fintech platforms connect their users' retail brokerage accounts to AI models from any LLM provider through one server-side integration, spanning 20+ brokers, with structured permissioned access to accounts, trading and real-time market data. Caveats: B2B infrastructure for platforms, not a server an individual advisor or firm connects directly. Platforms can configure agents to trade automatically OR to require manual approval per order. The safety posture depends entirely on the integrator's configuration. Early access, gated to qualified platforms by application. Connection details are not publicly published; start with read-only scopes.
Auth: EnterpriseRemoteUpdated 2026-09-10Fi Money
VendorFi Money · Banking & Account Aggregation
Consumer-facing personal finance MCP server consolidating a user's bank accounts, mutual funds, loans, insurance, EPF, real estate and gold into AI assistants including ChatGPT, Gemini and Claude. Caveats: India only. Consumer product, not an advisor or institutional tool. In beta at announcement. "India's first personal finance MCP server" and "first-ever consumer-facing personal finance MCP" are vendor claims. Connection details are not publicly published; start with read-only scopes.
Auth: OAuthRemoteUpdated 2026-09-10Griffin
VendorGriffin · Banking & Account Aggregation
UK banking-as-a-service MCP server that lets agents open accounts, initiate payments and analyse transaction history against a PRA/FCA-regulated bank. Sandbox access today, production by arrangement.
Auth: API keyRemoteUpdated 2026-07-31Investec Private Banking
CommunityCommunity (acambitsis) · Banking & Account Aggregation
Unofficial Investec private banking integration.
Auth: OAuthLocalUpdated 2026-07-31Israeli Bank
CommunityCommunity (mottibec) · Banking & Account Aggregation
Unofficial Israeli bank data integration.
Auth: OAuthLocalUpdated 2026-07-31Lili
VendorLili · Banking & Account Aggregation
Connects MCP-compatible assistants (Claude, ChatGPT, Copilot) to client-authorised banking data inside Lili, built for accountants and bookkeepers managing multiple small-business clients, supporting recurring workflows such as daily or monthly client financial snapshots. Caveats: requires clients to bank with Lili and to authorise access. Not a general aggregator. U.S. small-business banking; serves accountants rather than wealth advisors. Placed in Banking & Account Aggregation because it connects to banking data, though its audience is accounting. Connection details are not publicly published; start with read-only scopes.
Auth: OAuthRemoteUpdated 2026-09-10Meniga Fini
VendorMeniga · Banking & Account Aggregation
Bridges a bank's chosen LLM to Meniga's transaction enrichment, personal finance and insights layer, supporting conversational spend queries plus agentic tasks like opening accounts or setting up transfers.
Auth: EnterpriseRemoteUpdated 2026-07-31Monarch Money
CommunityCommunity (richardadonnell) · Banking & Account Aggregation
Unofficial Monarch Money personal finance access.
Auth: OAuthLocalUpdated 2026-07-31nCino Mortgage MCP
VendornCino · Banking & Account Aggregation
Connects MCP-compatible AI agents into the nCino Mortgage Suite so lending teams handle origination and admin work in natural language, with pre-built Admin and Loan Officer tool sets running inside nCino's existing permissioning, audit-logging and human-confirmation controls.
Auth: EnterpriseRemoteUpdated 2026-08-07Plaid
OfficialPlaid · Banking & Account Aggregation
Bank account aggregation and financial data via Plaid.
Auth: OAuthRemoteUpdated 2026-07-31Starling Bank
CommunityCommunity (mnckapilan) · Banking & Account Aggregation
Unofficial Starling Bank integration.
Auth: OAuthLocalUpdated 2026-07-31Truthifi
VendorTruthifi · Wealth Platforms
Hosted read-only MCP bridge that connects advisor and investor platform accounts, Orion, Envestnet, Tamarac, eMoney and custodial portals, to Claude, ChatGPT and other agents.
Auth: OAuthRemoteUpdated 2026-08-02Truthifi MCP Server (custodial bridge)
VendorTruthifi · Custody & Clearing
Hosted bridge into custodial and portfolio portals including Orion, Envestnet, Tamarac and eMoney (also listed under Wealth Platforms).
Auth: EnterpriseRemoteUpdated 2026-08-02VisitorsCoverage (Treppy)
VendorVisitorsCoverage · Insurance & Annuities
Treppy MCP Server exposes travel insurance quoting to AI assistants including OpenAI, Claude and Cursor, returning real-time quotes from multiple carriers with quote-to-compare functionality and coverage details across hundreds of plans, without per-carrier integrations. Caveats: travel insurance only, narrow relevance to wealth management. Free public beta at announcement; beta terms and pricing may have changed. Quoting and comparison, not binding. Connection details are not publicly published.
Auth: NoneRemoteUpdated 2026-09-10YNAB
CommunityCommunity · Banking & Account Aggregation
Unofficial You Need A Budget integrations.
Auth: API keyLocalUpdated 2026-07-31Yodlee
CommunityCommunity (ashishmerani) · Banking & Account Aggregation
Unofficial Gradio-based server exposing Envestnet | Yodlee bank accounts, balances, and transactions to MCP clients.
Auth: API keyLocalUpdated 2026-08-02
