Composition axis
Source MCP servers
Provides data. A read-only feed from one provider; it answers questions, doesn't act, and doesn't expect other servers alongside it.
Example · Morningstar
A Source server gives an agent read access to one provider's data and nothing else. It answers questions. It does not write anything back, and it does not expect other servers working alongside it.
That makes Source the easiest role to adopt and the easiest to underestimate. An advisor connecting a market data server gets real capability on day one: quotes, fundamentals, macro series, all available in the same conversation where they are already working. Nothing in the firm changes. No credentials to client systems are handed over. The blast radius if the server misbehaves is a wrong number in a chat window, not a modified record.
The limit shows up when the question needs context the feed does not carry. A Source server can tell you what a security did last quarter. It cannot tell you which of your households hold it. That answer needs a System or an Aggregator next to it, and the agent, not the server, is what carries the fact across.
Most Sources in this directory are market and macro data. A few compliance and regulatory feeds land here too, because they publish rather than transact. Read-only scopes are the default here, and they should stay that way.
Source servers in the directory
49 servers in this directory play this role
ADX
OfficialAbu Dhabi Securities Exchange · Market & Financial Data
Official MENA exchange market data through a governed MCP endpoint: per-symbol market depth, bid-ask spreads, trading statistics, XBRL issuer disclosures, corporate actions and index constituents from ADX.
Auth: API keyRemoteUpdated 2026-07-31Aiera
OfficialAiera · Market & Financial Data
Earnings call transcripts, live event audio, summaries and Q&A extraction from Aiera's event intelligence platform for post-earnings and catalyst research.
Auth: API keyRemoteUpdated 2026-08-12Alpha Vantage
OfficialAlpha Vantage · Market & Financial Data
Stocks, ETFs, options, forex, crypto, commodities, fundamentals, technical & economic indicators via natural language.
Auth: API keyRemoteUpdated 2026-07-31AlphaAI
CommunityAlphaAI (github.com/makeev) · Market & Financial Data
AlphaAI is a hosted MCP server for financial news, at https://mcp.alphai.io/mcp (setup docs: https://alphai.io/mcp). Every article is scored 1-10 for relevance and tagged with the tickers it affects plus one of 14 categories, so an agent can filter before it spends tokens reading. SEC Form 4 filings arrive as structured insider events about six minutes after they hit EDGAR, grouped per filing rather than per tranche, so a 10b5-1 ladder counts once instead of 25 times. Coverage so far: 53,546 filings, 55,267 events, 4,342 tickers since August 2025. Thirteen tools, including per-ticker feeds, trending stories, insider events, macro releases and an earnings calendar. Auth is OAuth 2.1 in the browser, or an API key header where there is no browser (n8n, cron agents, CI). Free tier is 20 requests/min and 100/day on both REST and MCP, no card.
Auth: NoneRemoteUpdated 2026-07-31Bloomberg
Communitydjsamseng · Market & Financial Data
Unofficial Bloomberg data access.
Auth: EnterpriseLocalUpdated 2026-07-31Bud Financial
VendorBud Financial · Banking & Account Aggregation
Gives AI applications access to Bud's enriched transaction and account data and money-management tools, so agents can answer questions on spending patterns, product suitability, affordability and individual transactions within existing consent and security boundaries. Caveats: requires the Bud platform. An enrichment layer over bank data, not direct account access. Aimed at banks, credit unions and fintechs rather than advisors. "Bank-grade" and the consent and security boundary handling are vendor-described, not independently verified. Connection details are not publicly published; start with read-only scopes.
Auth: EnterpriseRemoteUpdated 2026-09-10CISO Assistant
VendorCISO Assistant · Compliance, Risk & Regulatory
Open-source GRC platform from intuitem that you self-host, mapping controls across frameworks including SOC 2, ISO 27001, NIST and DORA, with an MCP server so an assistant can query your risk assessments and compliance posture. The only entry in this category you can run without a vendor agreement.
Auth: NoneLocalUpdated 2026-07-31CoinStats
VendorCoinStats · Crypto & Digital Assets
Crypto portfolio tracking and market data.
Auth: API keyLocalUpdated 2026-07-31ComplyAI
VendorComply · Compliance, Risk & Regulatory
Compliance workflow automation aimed at RIAs and broker-dealers, covering registration filings, code of ethics and personal trading review, marketing review and books-and-records tasks. Connection details are arranged with Comply rather than published, so this is a server for firms already on the platform.
Auth: EnterpriseRemoteUpdated 2026-07-31Daloopa
OfficialDaloopa · Market & Financial Data
Analyst-grade fundamental data: as-reported and standardized KPIs, segment detail and historical model line items sourced directly from filings, with links back to the source document.
Auth: OAuthRemoteUpdated 2026-08-12DeepVest MCP
CommunityDeepVest Inc · Market & Financial Data
The DeepVest MCP server gives your AI assistant access to DeepVest's full suite of financial analysis tools via the Model Context Protocol. Once connected, your AI can analyze stocks, run backtests, optimize portfolios, price options, value companies, parse SEC filings, and more — directly in your workflow.
Auth: NoneRemoteUpdated 2026-07-31DORA Compliance
Vendorcsoai.org · Compliance, Risk & Regulatory
Small vendor server focused on the EU Digital Operational Resilience Act, intended to help map ICT risk, third-party register and incident reporting requirements to a firm's own controls. Relevant only to firms in scope of DORA, which means EU financial entities and their critical service providers.
Auth: API keyRemoteUpdated 2026-07-31Drata
VendorDrata · Compliance, Risk & Regulatory
Continuous security compliance monitoring across SOC 2, ISO 27001 and similar frameworks, exposing control status, automated test results, evidence and personnel and asset inventories to an assistant. The same job as Vanta and the same limit: it is about your firm as a company.
Auth: EnterpriseRemoteUpdated 2026-07-31EdgarTools
CommunityEdgarTools (OSS) · Market & Financial Data
SEC filings access via EdgarTools.
Auth: NoneLocalUpdated 2026-07-31FactSet
OfficialFactSet · Market & Financial Data
FactSet content and analytics over MCP: company fundamentals, ownership, estimates, prices and screening for equity research and portfolio analysis.
Auth: EnterpriseRemoteUpdated 2026-08-12FeedOracle
VendorFeedOracle Technologies · Compliance, Risk & Regulatory
Compliance and regulatory feed service for financial services, surfacing rule changes and regulatory updates to an assistant rather than managing controls. Coverage, jurisdictions and update latency are not clearly published, so confirm what the feed actually includes before relying on it.
Auth: API keyRemoteUpdated 2026-07-31Finance News RSS
Communityjvenkatasandeep (OSS) · Market & Financial Data
Community-built aggregator that pulls RSS headlines from Bloomberg, WSJ, CNBC, Seeking Alpha, MarketWatch and Financial Times. Provides latest-news and keyword-search tools.
Auth: NoneLocalUpdated 2026-08-02FinancialData.Net
VendorFinancialData.net · Market & Financial Data
Financial market datasets.
Auth: API keyRemoteUpdated 2026-07-31Fingerprint
VendorFingerprint · Compliance, Risk & Regulatory
Open-source MCP server for device intelligence and fraud prevention, letting fraud teams and developers query browser and device identification events, spot anomalies and investigate suspicious activity through natural-language prompts. Available as open-source software for local infrastructure or as a managed service. Caveats: fraud and device intelligence, relevant to firm operations rather than client wealth data. Launched as an invitation-only preview; confirm current availability. "First open-source MCP implementation in the fraud prevention space" is the vendor's claim. Open-source deployment means the firm carries its own hosting and security responsibility. Managed-service connection details are not publicly published.
Auth: API keyBothUpdated 2026-09-10Finnhub
OfficialFinnhub · Market & Financial Data
Real-time quotes, company fundamentals, earnings calendars, analyst estimates and news with sentiment scoring, across US and international equities. Broader non-US coverage than most alternatives at a comparable tier. What any given endpoint returns depends on plan entitlement.
Auth: API keyRemoteUpdated 2026-07-31FinTech Studios MCP Connector
VendorFinTech Studios · Market & Financial Data
FinTech Studios' MCP connector, announced September 24, 2026 and listed in the Claude and ChatGPT connector directories, brings its news and regulatory intelligence into AI assistants. It is a hosted Streamable HTTP server with read-only tools for collections, insight channels, account usage and cost estimates; a local stdio option with an API key is also documented.
Auth: OAuthRemoteUpdated 2026-09-29Fintel Discovery
VendorFintel Discovery · Compliance, Risk & Regulatory
Remote MCP endpoint aggregating SEC IAPD Form ADV filings, FINRA BrokerCheck, SEC EDGAR 13F holdings, and related regulatory and market datasets.
Auth: API keyRemoteUpdated 2026-07-31FXMacroData
VendorFXMacroData · Market & Financial Data
FX and macroeconomic data.
Auth: API keyRemoteUpdated 2026-07-31IBM OpenPages GRC MCP Server (v9.2)
VendorIBM · Compliance, Risk & Regulatory
Enterprise governance, risk and compliance platform, with MCP access added in the v9.2 release so an assistant can query risk registers, controls, policies and issues held in OpenPages. Built for large institutions with a dedicated risk function rather than for an advisory practice.
Auth: EnterpriseRemoteUpdated 2026-07-31Insig AI Central Bank
VendorInsig AI · Market & Financial Data
Machine-readable central bank corpus, 15,000+ documents from 60 central banks, 2.39M structured sentences, queryable from any major LLM for macro signals, policy-tone shifts and research aimed at asset managers and hedge funds.
Auth: OAuthRemoteUpdated 2026-07-31Integrate.io
VendorIntegrate.io · Compliance, Risk & Regulatory
Data pipeline platform whose MCP server lets an assistant inspect and operate ETL jobs, useful when compliance reporting depends on moving financial data between systems on a schedule. It is pipeline tooling rather than a compliance product, and it appears in this category because that is the job firms use it for.
Auth: API keyRemoteUpdated 2026-07-31Lambda Finance
VendorLambda Finance · Market & Financial Data
Real-time prices, financial statements, earnings call transcripts, stock screening, options chains with Greeks, news and charting.
Auth: API keyRemoteUpdated 2026-07-31Long tail of DeFi / trading-signal servers
CommunityHundreds of independent OSS authors · Crypto & Digital Assets
Hundreds of independent OSS crypto/DeFi servers (high variance in quality).
Auth: NoneLocalUpdated 2026-07-31LSEG Analytics
OfficialLSEG (London Stock Exchange Group) · Market & Financial Data
LSEG financial analytics over MCP: pricing, reference data, estimates and analytics from the LSEG Financial Analytics platform, including a partner-built plugin for Claude.
Auth: EnterpriseRemoteUpdated 2026-08-12MarketXLS
VendorMarketXLS · Market & Financial Data
1,100+ Excel-native financial functions covering ratios, statements and metrics.
Auth: API keyRemoteUpdated 2026-07-31Moody's GenAI-Ready Data
OfficialMoody's · Market & Financial Data
Moody's GenAI-ready data: company entity and ownership records, credit assessments, ratings research and risk signals for counterparty and credit diligence.
Auth: EnterpriseRemoteUpdated 2026-08-12Morningstar
OfficialMorningstar · Market & Financial Data
Official MCP server exposing Morningstar analyst research, market analysis, fund holdings, portfolio X-Ray analytics, screening tools and investment data via Streamable HTTP.
Auth: EnterpriseRemoteUpdated 2026-08-02MT Newswires
OfficialMT Newswires · Market & Financial Data
Real-time global financial news and market commentary from MT Newswires, delivered over a hosted MCP endpoint for market context and client-ready talking points.
Auth: EnterpriseRemoteUpdated 2026-08-12Octav
VendorOctav Labs · Crypto & Digital Assets
On-chain portfolio and DeFi data.
Auth: API keyLocalUpdated 2026-07-31Ontra
VendorOntra · Wealth Platforms
Brings real-time private markets fund data from Ontra into Claude and ChatGPT, entity information including ownership structures, jurisdictions, tax classifications, filing deadlines, directors and officers, and authorised signatories, supporting plain-language queries, portfolio mapping and multi-filter entity search. Caveats: fund entity, legal and compliance data. Not portfolio performance or investment analytics. Built for legal, compliance, tax, finance and deal teams at fund managers rather than for advisors. Vendor stated additional data and use cases were still to come after GA. Connection details are not publicly published; start with read-only scopes.
Auth: EnterpriseRemoteUpdated 2026-09-10Personetics
VendorPersonetics · Banking & Account Aggregation
Gives banks access to Personetics' financial behaviour analysis, predictive analytics and contextual engagement models over MCP, so institutions can build agentic applications surfacing insights through chatbots, mobile assistants, virtual financial advisors or embedded modules. Caveats: bank licensees of Personetics only. Privacy-by-design, auditability and global regulatory compliance are vendor-stated, not independently verified. Insight layer over bank data rather than a data source in its own right. Connection details are not publicly published; start with read-only scopes.
Auth: EnterpriseRemoteUpdated 2026-09-10PitchBook
OfficialPitchBook · Market & Financial Data
Private capital markets intelligence: company and investor profiles, deal and fund data, valuations and comparables for private-market allocation and diligence.
Auth: EnterpriseRemoteUpdated 2026-08-12Polygon.io
OfficialPolygon.io · Market & Financial Data
Tick-level US market data covering equities, options, forex and crypto, with aggregates, trades and individual quotes. Built for latency-sensitive and time-of-trade questions rather than broad research browsing. Coverage and real-time entitlement vary by plan, so confirm what your tier actually returns before building a workflow on it.
Auth: API keyBothUpdated 2026-07-31QuantContext
Communityzomma-dev (OSS) · Market & Financial Data
Plain-English quant research: screen S&P 500, Nasdaq 100 and Russell 2000 stocks, backtest strategies with a rebalance-loop engine, and run Fama-French factor analysis. Uses real Yahoo Finance and Kenneth French data with no API keys required.
Auth: NoneLocalUpdated 2026-07-31S&P Global (Kensho kFinance)
OfficialS&P Global / Kensho · Market & Financial Data
S&P Global Market Intelligence data through Kensho's kFinance MCP integration: company financials, estimates, transcripts, capital structure and market data for research and valuation work.
Auth: EnterpriseRemoteUpdated 2026-08-12SEC EDGAR
CommunityStefano Amorelli (OSS) · Market & Financial Data
Access to SEC EDGAR filings.
Auth: NoneLocalUpdated 2026-07-31SEC EDGAR (secedgar)
Communitycyanheads (OSS) · Market & Financial Data
SEC EDGAR filings server.
Auth: NoneLocalUpdated 2026-07-31SEON
VendorSEON · Compliance, Risk & Regulatory
Opens SEON's fraud and AML data layer: 900+ real-time risk signals spanning identity, device, behavioural, AML and IP data, to Claude, ChatGPT, Gemini and Copilot, with all signals retrievable in a single call.
Auth: API keyRemoteUpdated 2026-07-31Sharpe
VendorSharpe.ai · Crypto & Digital Assets
Crypto/DeFi analytics and execution.
Auth: API keyRemoteUpdated 2026-07-31Trading Central MCP
VendorTrading Central · Market & Financial Data
Trading Central's MCP server, announced September 21, 2026, delivers its licensed, rights-managed investment research to financial AI agents and chatbots across eight domains: news and sentiment, economic analysis, technical analysis, fundamentals, volatility, corporate events, discovery and storytelling. It is research delivery only, with no trade execution.
Auth: EnterpriseRemoteUpdated 2026-09-29TradingView MCP
VendorTradingView · Market & Financial Data
TradingView's own MCP server, released in public beta on September 16, 2026, gives AI assistants TradingView market data, screeners, fundamentals and news through a published remote endpoint, signed in with OAuth 2.1 rather than API keys. It can also manage the user's own watchlists and alerts, but offers no broker balances, positions or order execution.
Auth: OAuthRemoteUpdated 2026-09-29Vanta
VendorVanta · Compliance, Risk & Regulatory
Security compliance automation for your firm as a company, covering SOC 2, ISO 27001 and similar frameworks, with a published remote endpoint at mcp.vanta.com so an assistant can query controls, tests, evidence and open findings. Answers questions about your own security posture, not about client accounts.
Auth: EnterpriseRemoteUpdated 2026-07-31Yahoo Finance
CommunityCommunity · Market & Financial Data
Yahoo Finance market data (several community implementations).
Auth: NoneLocalUpdated 2026-07-31Ycharts MCP Server
CommunityYcharts · Market & Financial Data
YCharts MCP Server provides access to YCharts market and financial data — including securities pricing, fundamentals, economic indicators, and analytics — for wealth managers, advisors, and fintech teams.
Auth: NoneRemoteUpdated 2026-07-31
