Composition axis
System MCP servers
Provides one system's data and actions. Reads and writes inside a single product of record; it can act, but only within its own walls.
Example · Salesforce
A System server reads and writes inside one product of record. A CRM, a planning tool, a custody platform, an accounting package. It can act, but only within its own walls.
This is where most of the wealth stack lives, and it is where the real risk sits. A server that can create a task in your CRM can also create the wrong task. One that can update a household record can overwrite a field somebody spent an hour getting right. The question to ask before connecting a System server is not whether it works. It is what it can change, and whether you can tell afterward that it did.
Start read-only. Every listing here carries its auth model and whether the server is official, vendor-published or community-built. Where we know a server exposes write actions, the listing says so. Where a vendor's documentation does not make its write surface obvious, assume it is wider than you would like and scope the credential accordingly.
The other thing System servers do not do is compose. Each one knows its own product and nothing else. Getting a household's plan, positions and last meeting note into one answer means connecting three of them and letting the agent carry the facts between them.
System servers in the directory
103 servers in this directory play this role
Aave MCP
VendorAave · Crypto & Digital Assets
Aave's own MCP server, introduced September 8, 2026, is a remote Streamable HTTP server with no authentication. Aave's docs group its tools into protocol reads (chains, markets, reserve details, APY and protocol history), action builders for supply, borrow, withdraw, repay and collateral, swap quotes, Savings GHO and DAO governance. It never holds keys or signs: action tools return an unsigned transaction or EIP-712 typed data for the user's own wallet.
Auth: NoneRemoteUpdated 2026-09-29ACORD Solutions Group (ADEPT & Transcriber)
VendorACORD Solutions Group · Insurance & Annuities
MCP layered across ACORD Solutions Group's digital insurance suite, including ADEPT (Data Exchange Platform & Translator) and ACORD Transcriber, so agentic AI can execute end-to-end workflows from indication and appetite through quote, bind, endorsement, accounting, claims and settlement inside defined compliance, validation and audit controls.
Auth: EnterpriseRemoteUpdated 2026-08-24Addepar Connector for Claude
VendorAddepar · Wealth Platforms
Addepar's first-party connector for Claude for Financial Advisors, announced September 14, 2026, brings permission-aware portfolio intelligence into an advisor conversation. Its Claude directory listing documents 15 read tools, including portfolio data, exposure, performance attribution, ownership graphs, transactions and private fund cash movements and upcoming capital activity, answered within each user's existing Addepar permissions.
Auth: OAuthRemoteUpdated 2026-09-29Adobe Acrobat Sign MCP Server (via Zapier / viaSocket)
VendorZapier / viaSocket (third-party gateways) · Productivity & Collaboration
Exposes Adobe Acrobat Sign actions (send, sign, track) through a third-party MCP gateway.
Auth: OAuthRemoteUpdated 2026-07-31Advyzon (via Zapier MCP)
VendorZapier · CRM
Advyzon has no native MCP server; Zapier's hosted MCP endpoint exposes Advyzon contact and household actions to AI clients using your own Advyzon connection.
Auth: OAuthRemoteUpdated 2026-07-31Alpaca
OfficialAlpaca · Brokerage & Trade Execution
Trading and brokerage account access through Alpaca's API, covering positions, orders and market data. Alpaca's paper-trading environment makes it the most practical option here for watching how an agent behaves before pointing it at real money.
Auth: API keyLocalUpdated 2026-07-31Amazon Ads
Communitycprice70 (OSS) · Advertising & Marketing Platforms
Community-built server for the Amazon Advertising API. List profiles, manage Sponsored Products campaigns, keywords, and performance reports.
Auth: OAuthLocalUpdated 2026-08-02Amazon Redshift
CommunityAWS Labs · Data & Analytics Infrastructure
AWS Labs open-source MCP server for Amazon Redshift. Run SQL analytics, inspect schemas, and generate reports from any MCP client.
Auth: API keyLocalUpdated 2026-07-31Annuities
Communitybtholath (open source) · Insurance & Annuities
Python/FastMCP server exposing retirement annuities data, resources and prompt templates for annuity education and case design.
Auth: NoneLocalUpdated 2026-07-31BigQuery
OfficialGoogle Cloud · Data & Analytics Infrastructure
Official Google Cloud remote MCP server for BigQuery. Execute SQL, list datasets and tables, and pull query results from any MCP client with IAM-managed access.
Auth: OAuthRemoteUpdated 2026-07-31Binance MCP Server
VendorBinance · Brokerage & Trade Execution
Binance Agent OS endpoint giving approved AI clients market data and account access. Public tickers, order books, candlesticks and funding rates need no auth; authorized actions cover balances, internal transfers and spot, margin, Convert and futures trading where eligible. Agents cannot withdraw to external addresses or fund the Agentic subaccount.
Auth: OAuthRemoteUpdated 2026-08-24BridgeFT
CommunityCommunity (timp-apex) · Custody & Clearing
BridgeFT WealthTech API access: custodial accounts, positions, transactions, balances, performance, AUM, households and billing.
Auth: API keyLocalUpdated 2026-08-02Calendly
OfficialCalendly · Productivity & Collaboration
Natural-language meeting scheduling ("book a 30-min meeting with Sam next Tuesday") mapped to the Calendly API.
Auth: OAuthRemoteUpdated 2026-07-31Charles Schwab Brokerage
CommunityCommunity (k1xme) · Brokerage & Trade Execution
Community-built integrations against Schwab's brokerage API, covering account positions, balances and, in some implementations, order placement. There is no official Schwab MCP server, and implementations vary in scope and maintenance.
Auth: OAuthLocalUpdated 2026-07-31Chronograph
OfficialChronograph · Data & Analytics Infrastructure
Private-markets portfolio monitoring for LPs and GPs: fund and portfolio company metrics, cash flows and performance analytics queryable from an MCP client.
Auth: EnterpriseRemoteUpdated 2026-08-12Coinbase Base / CDP
OfficialCoinbase · Brokerage & Trade Execution
Coinbase Developer Platform access covering trading, wallet operations and on-chain activity across Coinbase and Base. Reads and writes inside Coinbase's own product rather than serving a read-only data feed.
Auth: API keyBothUpdated 2026-07-31Conquest Planning MCP
VendorConquest Planning · Financial Planning
Conquest Planning's MCP server connects AI assistants to plan data computed by Conquest's Strategic Advice Manager (SAM), so an assistant can answer questions about a client's plan, goals and KPIs from the planning engine's own outputs rather than recomputing them. Conquest's page also describes adjusting strategies by request, with advisor confirmation.
Auth: EnterpriseRemoteUpdated 2026-09-29d1g1t
Officiald1g1t · Wealth Platforms
Enterprise wealth management platform (portfolio analytics, risk, performance, rebalancing, tax-loss harvesting, compliance monitoring) exposed as natural-language tools for Claude, ChatGPT, and Copilot.
Auth: EnterpriseRemoteUpdated 2026-08-02Databricks
OfficialDatabricks · Data & Analytics Infrastructure
Official Databricks MCP support for agent frameworks. Host custom MCP servers on Databricks or connect external MCP tools to Unity Catalog-backed agents.
Auth: OAuthRemoteUpdated 2026-07-31DocuSign
OfficialDocuSign · Productivity & Collaboration
4 tools for envelope creation, status, and e-signature workflows.
Auth: OAuthRemoteUpdated 2026-07-31DriveWealth
OfficialDriveWealth · Brokerage & Trade Execution
Official MCP gateway to DriveWealth's embedded-investing APIs and API documentation: instruments, accounts, positions and order execution for brokerage correspondent clients. Connect once to the MCP endpoint instead of building a REST wrapper for each AI client. The infrastructure layer underneath many fintech and digital-wealth investing apps.
Auth: Bearer tokenRemoteUpdated 2026-10-06Dropbox
OfficialDropbox · Productivity & Collaboration
Browse, search, extract text, create, move, delete files, and manage shared links.
Auth: OAuthRemoteUpdated 2026-07-31Dukascopy Bank
VendorDukascopy Bank SA · Brokerage & Trade Execution
Connects a Dukascopy JForex trading account to AI assistants including ChatGPT and Claude, so clients can execute orders, manage positions, calculate risk parameters and monitor account exposure in natural language. Vendor states client passwords are never shared with the assistant. Caveats: executes live trades. This is not a read-only server; at announcement the integration was available for JForex DEMO accounts only, with live-account support described as "coming soon". Confirm current status before relying on it. Dukascopy's retail offering is heavily CFD/leverage-based. FINMA-regulated (Switzerland). "First Swiss bank to enable AI-powered trading via MCP" is the vendor's own claim. Connection details are not publicly published and are arranged with the vendor; start with read-only scopes.
Auth: OAuthRemoteUpdated 2026-09-10Dun & Bradstreet Commercial Graph
OfficialDun & Bradstreet · Data & Analytics Infrastructure
Verified business identity and commercial context via the D&B Commercial Graph, available through the IBM watsonx Orchestrate Agent Catalog. Anchored by the D-U-N-S Number for finance, credit, compliance, procurement and vendor-risk workflows.
Auth: EnterpriseRemoteUpdated 2026-07-31e-conomic
CommunityCommunity · Accounting & Tax
Unofficial e-conomic accounting integration.
Auth: API keyLocalUpdated 2026-07-31Egnyte
OfficialEgnyte · Productivity & Collaboration
Governed document access across Egnyte content: search, retrieve and summarize client files, agreements and diligence material with existing permissions enforced.
Auth: OAuthRemoteUpdated 2026-08-12eMoney
CommunityCommunity (PyPI) · Financial Planning
Local Python MCP server for eMoney Advisor financial planning data, exposing household and plan context to AI assistants.
Auth: API keyLocalUpdated 2026-08-02Fellow
OfficialFellow.ai · AI Notetakers & Meeting Intelligence
Meeting summaries, transcripts, action items, talking points, and calendar events queryable via Claude, ChatGPT, or Cursor.
Auth: OAuthRemoteUpdated 2026-07-31Fidelity MCP Server (claude-fidelity)
CommunityCommunity (TylerFlar) · Custody & Clearing
Browser-automation server for Fidelity accounts and positions. Fidelity has no public API, so review their terms before use.
Auth: NoneLocalUpdated 2026-07-31Fidelity MCP Server (Strider Labs)
VendorStrider Labs · Custody & Clearing
Lets agents view Fidelity accounts, positions and holdings across brokerage, IRA and 401(k) custody.
Auth: OAuthLocalUpdated 2026-07-31Fireflies.ai
OfficialFireflies.ai · AI Notetakers & Meeting Intelligence
Transcripts, meeting metadata, speaker info, and summaries queryable via Claude/ChatGPT (OAuth or JSON config).
Auth: OAuthRemoteUpdated 2026-07-31FreshBooks
CommunityCommunity-built (Bitovi) · Accounting & Tax
Community-built MCP server for FreshBooks accounting, invoicing, clients, expenses and time tracking.
Auth: API keyLocalUpdated 2026-08-02Frihet
VendorFrihet.io · Accounting & Tax
Accounting/tax automation.
Auth: API keyLocalUpdated 2026-07-31GoHighLevel (LeadConnector)
OfficialHighLevel · CRM
Official GoHighLevel remote MCP endpoint for sub-account CRM data: contacts, conversations, opportunities, calendars and payments.
Auth: API keyRemoteUpdated 2026-07-31Google Ads
OfficialGoogle Ads · Advertising & Marketing Platforms
Official MCP server for the Google Ads API. Search accounts, retrieve resource metadata, list accessible customers, and run GAQL queries via natural language.
Auth: OAuthLocalUpdated 2026-08-02Google Workspace MCP Servers (community builds)
CommunityVarious OSS maintainers · Productivity & Collaboration
Same scope as Google's official server (Gmail, Drive, Docs, Sheets, Calendar, Slides) built before Google shipped its own.
Auth: OAuthLocalUpdated 2026-07-31Google Workspace MCP Servers (Google-managed)
OfficialGoogle · Productivity & Collaboration
Gmail (read/draft/search), Drive (files, permissions), Calendar (availability, events), Docs, Sheets, Slides, Chat, People API.
Auth: OAuthRemoteUpdated 2026-07-31Gusto Payroll (via Zapier MCP)
VendorZapier · Productivity & Collaboration
Gusto publishes no native MCP server; Zapier's hosted endpoint exposes employee records, compensation changes and payroll run data as tools using your own Gusto connection, useful for owner-comp normalization and staffing-cost analysis during a valuation or sale.
Auth: OAuthRemoteUpdated 2026-07-31HeirWealth
VendorHeirWealth · Wealth Platforms
Connects the HeirWealth Atlas client data layer to AI assistants such as Claude and ChatGPT, letting advisers, accountants and family offices query consolidated whole-of-wealth data across multiple entities and structures in plain language, with portfolio insights, summaries and anomaly flags. Caveats: requires an existing HeirWealth Atlas deployment. Australian platform. The "first for an Australian wealth reporting platform" framing is the vendor's. Vendor states figures are produced by HeirWealth's own deterministic calculation engine and passed to the assistant rather than generated by the AI, and that no client data is used to train third-party models. Both vendor claims, not independently verified. Connection details are not publicly published; start with read-only scopes.
Auth: EnterpriseRemoteUpdated 2026-09-10HubSpot
OfficialHubSpot · CRM
Official HubSpot MCP server for CRM objects: contacts, companies, deals, tickets and engagements, plus workflow and marketing data.
Auth: OAuthRemoteUpdated 2026-07-31iCapital Connector for Claude
VendoriCapital · Wealth Platforms
First-party iCapital connector for Claude for Financial Advisors, announced September 15, 2026, bringing alternative investment data into an advisor conversation. iCapital describes it as securely exposing authorized holdings, valuation, transaction and performance information for a client's private fund positions so an advisor can ask about them and see them alongside the rest of the portfolio, supporting client conversations, portfolio reviews and investment research. It follows iCapital's April 2026 announcement of layering Claude models across its platform for alternatives, structured investments and annuities. iCapital says governance and permissions controls are maintained, so an advisor reaches only the client data they are already authorized to see.
Auth: OAuthRemoteUpdated 2026-09-18Interactive Brokers
CommunityCommunity · Brokerage & Trade Execution
Community-built integrations against the Interactive Brokers API, typically covering positions, balances, market data and order entry through the IBKR gateway. No official Interactive Brokers MCP server exists.
Auth: OAuthLocalUpdated 2026-07-31Lendscape
VendorLendscape · Banking & Account Aggregation
Connects a finance provider's live Lendscape environment to assistants from Anthropic, OpenAI and Microsoft, so an assistant can read operational data, simulate proposed actions and execute changes validated against the provider's business rules. Vendor emphasises that the platform, not the AI, validates and commits every action. Caveats: asset and equipment finance, outside wealth management proper. Includes write actions, though validation sits with the platform per the vendor. Lendscape customers only. Announcement date unconfirmed (2026). No primary-source date verified. Connection details are not publicly published; start with read-only scopes.
Auth: EnterpriseRemoteUpdated 2026-09-10Leverate
VendorLeverate · Brokerage & Trade Execution
Back-office MCP server for brokers and prop firms, connecting a firm's Leverate CRM, marketing funnel and risk data to Claude, ChatGPT and other assistants for conversational analysis of its own operational data. Caveats: deliberately points at back-office data, NOT trade execution, unlike most brokerage MCP servers. Serves CFD brokers and prop firms rather than RIAs or wealth managers; relevance to a wealth audience is indirect. Announcement date unconfirmed (2026). No primary-source date verified. Connection details are not publicly published; start with read-only scopes.
Auth: EnterpriseRemoteUpdated 2026-09-10LinkedIn
Communityeliasbiondo (OSS) · Advertising & Marketing Platforms
Community-built server for searching LinkedIn people, companies and jobs, scraping profiles, and extracting structured data via any MCP client.
Auth: OAuthLocalUpdated 2026-08-02LinkedIn Sales Navigator
CommunityVarious OSS (browser-automation / cookie auth) · Productivity & Collaboration
Sales Navigator search, profile lookups, InMail, and inbox access.
Auth: NoneLocalUpdated 2026-07-31Lumonic
VendorLumonic (a PitchBook company) · Wealth Platforms
Connects a firm's Lumonic workspace to Claude, ChatGPT and other approved MCP assistants for portfolio monitoring queries across private credit and private equity. Which portfolio companies have not submitted financials, which borrowers are approaching a covenant breach, and similar. Vendor also publishes an MCP prompt library for private credit, PE and VC workflows. Caveats: existing Lumonic customers only. The "every number links back to its source document, down to the exact cell" audit-trail claim is the vendor's. Combined PitchBook + Lumonic data access requires being a client of both. Connection details are not publicly published; start with read-only scopes.
Auth: EnterpriseRemoteUpdated 2026-09-10MeetGeek
OfficialMeetGeek · AI Notetakers & Meeting Intelligence
Meeting transcripts, summaries, action items, highlights, and insights via a hosted or self-hosted open-source MCP server.
Auth: API keyBothUpdated 2026-07-31Meta Ads
OfficialMeta · Advertising & Marketing Platforms
Official Meta-hosted remote MCP server for managing Meta ads. Supports reporting, ad creation and management, catalog management, signals/datasets, help, A/B tests and activity logs.
Auth: OAuthRemoteUpdated 2026-08-02Microsoft 365 Agent 365 / Work IQ MCP Servers
OfficialMicrosoft · Productivity & Collaboration
Pre-certified MCP servers covering Outlook Mail & Calendar, Teams, SharePoint, OneDrive, Word, and Dataverse.
Auth: OAuthRemoteUpdated 2026-07-31Microsoft Dynamics 365 Sales
OfficialMicrosoft · CRM
Official Dynamics 365 Sales MCP server for CRM records, pipeline insights and email drafting. The underlying platform for Dynamics-based advisor CRMs such as Tamarac CRM and Salentica Elements.
Auth: OAuthRemoteUpdated 2026-07-31MONEX MCP Server
VendorMonex Group / Monex, Inc. · Brokerage & Trade Execution
Lets Monex Securities clients query their own brokerage account through ChatGPT and Claude: holdings, deposit and withdrawal history, order status and mutual fund information, without opening the Monex site or app. Information retrieval only; no trade execution through AI. Reported as the first major Japanese brokerage with an MCP server cleared through OpenAI's review process.
Auth: OAuthRemoteUpdated 2026-08-24Narmi / Grasshopper Bank
VendorNarmi (for Grasshopper Bank) · Banking & Account Aggregation
MCP server letting Grasshopper business banking clients query their own financial information through Claude, account balances, recurring vendor categorisation and similar analysis. Caveats: read-only by design. Launched as a controlled beta to a limited client group. Confirm current availability. Grasshopper business banking clients only; Narmi's broader partner availability is separate. Claude was the only supported assistant at launch. "First MCP server by a U.S. bank" and "first bank in Anthropic's connector directory" are the vendor's claims. Connection details are not publicly published.
Auth: OAuthRemoteUpdated 2026-09-10NetSuite MCP Server (Standard Tools SuiteApp)
OfficialOracle / NetSuite · Accounting & Tax
Official NetSuite AI Connector SuiteApp exposing records, reports, saved searches and SuiteQL via MCP; governed by NetSuite role permissions.
Auth: EnterpriseRemoteUpdated 2026-08-02Newline by Fifth Third
VendorFifth Third Bank · Banking & Account Aggregation
MCP server for Newline, Fifth Third's embedded finance business, standardising how AI agents access Newline APIs for payment, card and deposit products. Extended in April 2026 with Skills, which standardises how models use tools and workflows. Caveats: enterprise embedded-finance clients of Newline only. Not an advisor-facing tool. MCP was introduced December 2025 and the Skills phase announced April 2026; treat as an evolving capability rather than a fixed release. Governance and productivity benefits are vendor-stated. Connection details are not publicly published; start with read-only scopes.
Auth: EnterpriseRemoteUpdated 2026-09-10NexJ MCP Server
VendorNexJ Systems · CRM
NexJ's MCP server, generally available September 21, 2026, connects MCP-compatible AI platforms to NexJ's wealth and private banking CRM. NexJ positions it as governed access: AI assistants reach client, relationship and activity records inside the firm's existing NexJ permissions and controls, so an advisor can ask for client context or relationship detail in plain language.
Auth: EnterpriseRemoteUpdated 2026-09-29NitroStack Wealth Management
CommunityCommunity (babuvenky76) · Wealth Platforms
Early-stage wealth management MCP server.
Auth: NoneLocalUpdated 2026-07-31Norman Finance
VendorNorman Finance · Accounting & Tax
Accounting and tax automation.
Auth: API keyLocalUpdated 2026-07-31Nymbus
VendorNymbus · Banking & Account Aggregation
MCP server purpose-built for the Nymbus core banking platform, exposing 19 tools for front-office banking actions including customer lookup, account management, money movement and debit card controls. Financial institutions choose which tools are enabled, which roles can access them, and where additional review or approval is required. Caveats: includes WRITE actions, money movement and card controls. So scope configuration matters materially. Nymbus platform institutions only. "One of the first secure MCP servers purpose-made for core banking" is the vendor's framing. Connection details are not publicly published; start with read-only scopes.
Auth: EnterpriseRemoteUpdated 2026-09-10One Inc
VendorOne Inc · Insurance & Annuities
Brings One Inc insurance payments data into a carrier's own AI assistants, Claude, ChatGPT Enterprise, Microsoft Copilot. Rather than a vendor-hosted environment. Speeds PremiumPay and ClaimsPay integrations through AI-assisted code generation, documentation and testing, and gives business users on-demand reporting across payments and internal systems.
Auth: EnterpriseRemoteUpdated 2026-08-24OneVest
VendorOneVest · Wealth Platforms
Vendor MCP server for the OneVest wealth platform: real-time client data, portfolio positions and pipeline activity, plus agentic actions for RIAs, banks and broker-dealers.
Auth: EnterpriseRemoteUpdated 2026-08-02OpenInsurance Wiki
Communityopeninsurance-wiki contributors · Insurance & Annuities
Read-only knowledge-base server for insurance products and coverages: search, product and coverage lookup, comparisons and overlap detection.
Auth: NoneLocalUpdated 2026-08-01OpenWealth MCP
CommunityCommunity (alpflo) · Wealth Platforms
Early-stage open-source server exposing Swiss custody data: customers, positions and transactions, through the OpenWealth Custody Services API v3.2.0 standard. Read-only by design; requires OpenWealth credentials, sandbox-oriented, research-grade rather than production.
Auth: API keyLocalUpdated 2026-09-01Orion Connector for Claude
VendorOrion Advisor Solutions · Wealth Platforms
First-party Orion MCP connector for Claude for Financial Advisors, announced September 14, 2026 at Future Proof and listed in Anthropic's Claude connector directory. Links Claude to two Orion systems at once: Orion Connect for portfolio and account data, and Redtail CRM for contacts, activities and opportunities. An advisor asks in plain language for a client update, meeting prep or a pipeline read, and the answer is assembled from live Orion and Redtail records without exports or system switching. Access is governed through the Orion Gateway Portal, where a firm administrator sees which MCP tools each product includes, which are read-only versus write, and the per-minute rate limits and daily quotas that apply. Entitlements are derived from the firm's product catalog, so an advisor reaches only what they are already entitled to see. The same connection is offered as a front door for firms building their own AI against Orion rather than using the Claude connector.
Auth: OAuthRemoteUpdated 2026-09-16Otter.ai
OfficialOtter.ai · Productivity & Collaboration
Bidirectional meeting capture: acts as an MCP server for transcripts and history, and as an MCP client pulling from Gmail, Drive, Notion, and Salesforce.
Auth: OAuthRemoteUpdated 2026-07-31ProjectionLab
CommunityCommunity (mormubis) · Financial Planning
Local MCP server for ProjectionLab: export, snapshot and restore financial plans and scenario projections from an AI client.
Auth: API keyLocalUpdated 2026-07-31QuickBooks Online
OfficialIntuit · Accounting & Tax
Official local MCP server for QuickBooks Online with full CRUD across 29 entity types and 11 financial reports.
Auth: OAuthLocalUpdated 2026-08-02Reddit
Communityeliasbiondo (OSS) · Advertising & Marketing Platforms
Zero-config community server for searching Reddit posts, browsing subreddits, scraping user activity, and getting structured data without API keys.
Auth: NoneLocalUpdated 2026-08-02Redtail CRM (via Zapier MCP)
VendorZapier · CRM
Redtail has no native MCP server; Zapier's hosted MCP endpoint exposes Redtail contacts, activities and notes as tools using your own Redtail credentials.
Auth: OAuthRemoteUpdated 2026-07-31Riskcovry
VendorRiskcovry · Insurance & Annuities
India's first insurance-sector MCP server, built for distribution: enterprise AI agents can generate quotes, compare policies across insurers, transact and issue policies across motor, health and general lines. LLM-agnostic and designed to embed in the AI stacks of banks, brokers and distribution partners with human-in-the-loop models.
Auth: EnterpriseRemoteUpdated 2026-08-24Robinhood
CommunityCommunity (trayders) · Brokerage & Trade Execution
Unofficial Robinhood integration.
Auth: OAuthLocalUpdated 2026-07-31Root Insurance
VendorRoot · Insurance & Annuities
Vendor-published server for insurance quotes, policy management and product module development on the Root platform.
Auth: API keyLocalUpdated 2026-08-01Sage Cloud Accounting
VendorSage (via CData) · Accounting & Tax
Vendor-provided MCP server for Sage Cloud Accounting, covering invoices, customers, payments, bank accounts and financial reports.
Auth: API keyRemoteUpdated 2026-08-02Salesforce Hosted MCP Servers
OfficialSalesforce · CRM
Salesforce-hosted MCP servers exposing CRM objects and workflows, including Financial Services Cloud where a firm is licensed for it. The route most large RIAs and broker-dealers will take, since it runs against your own org rather than through a third-party bridge.
Auth: OAuthRemoteUpdated 2026-07-31Savvly
VendorSavvly · Insurance & Annuities
Longevity-linked retirement product tools: projections, eligibility checks, product comparisons and FAQs for the SEC-registered Savvly fund.
Auth: NoneRemoteUpdated 2026-08-01Schwab Advisor Center for Claude
VendorCharles Schwab · Custody & Clearing
Official Schwab Advisor Services partnership with Anthropic, announced September 14, 2026, bringing Claude for Financial Advisors and its MCP-based connectors to the 16,000-plus independent RIAs Schwab custodies for. RIAs reach Schwab Advisor Center from Claude through an authenticated connection, alongside the CRM, planning, portfolio reporting, estate planning and meeting tools they already use, so custodial data can be queried conversationally without leaving Schwab's systems. Schwab describes itself as the first RIA custodian included in the offering. Schwab frames this as a partnership and integration rather than a published server: unlike Orion and Wealth.com it releases no endpoint, transport, tool list or scope detail, so the technical depth here is materially lighter than those two.
Auth: OAuthRemoteUpdated 2026-09-16Seaworthy Insurance
CommunitySeaworthy Insurance Agency · Insurance & Annuities
Open server for disability insurance with an agent-callable quote request action plus carrier and coverage research tools.
Auth: NoneRemoteUpdated 2026-08-01Sentir MCP
VendorPractifi · CRM
Practifi's MCP server, available only inside Sentir, its AI-native CRM launched August 25, 2026, connects the client data and relationship intelligence already in the CRM to the AI tools a team uses every day, without leaving Practifi's governance framework. Practifi's page describes four uses: client context inside AI tools, executive insight on performance, capacity, risk and opportunity, client-ready branded work built on full client history, and advisor handoff summaries. Access is permissioned with policy-aligned controls, PII-aware handling and fully reviewable connections. Practifi says the server is built on Model Context Protocol, tested against and optimized for Claude, and works with any MCP-supporting assistant.
Auth: EnterpriseRemoteUpdated 2026-09-30Slack
OfficialSlack · Productivity & Collaboration
Hosted at mcp.slack.com. Workspace search, channel/message access, admin-approved OAuth per connecting AI client.
Auth: OAuthRemoteUpdated 2026-07-31Slant
OfficialSlant · CRM
Official advisor CRM MCP server exposing contacts, households, tasks, notes and pipeline activity via API token, with remote hosting and native Zapier integration.
Auth: API keyRemoteUpdated 2026-07-31Snapchat Ads
CommunitySigma Digital (OSS) · Advertising & Marketing Platforms
Community-built server for Snapchat Ads. Analyze live campaigns, pull performance reports, and take real actions from any MCP client.
Auth: OAuthLocalUpdated 2026-08-02Snowflake
OfficialSnowflake · Data & Analytics Infrastructure
Official Snowflake-managed MCP server for secure, governed data access. Query warehouses, read metadata, and build data agents with Cortex-backed governance.
Auth: OAuthRemoteUpdated 2026-07-31Socotra
VendorSocotra · Insurance & Annuities
Connects agentic AI to the Socotra Insurance Suite for policy and billing workflows with capability-scoped auth, encrypted agent sessions and policy-aware authorization. Every action is logged, permissioned and traceable, with human-in-the-loop checkpoints and setup guides for Claude, Cursor and VS Code.
Auth: EnterpriseRemoteUpdated 2026-08-24State Farm MCP Connector
CommunityStrider Labs (unofficial) · Insurance & Annuities
Unofficial connector for auto, home, life and renters quotes, policy lookup, claims, payments and agent search.
Auth: API keyLocalUpdated 2026-07-31Sure
VendorSure · Insurance & Annuities
Insurtech platform MCP capability that lets AI agents quote, bind and service insurance policies through Sure's carrier and distribution rails.
Auth: EnterpriseRemoteUpdated 2026-08-01The Trade Desk
Communitycesteral (OSS) · Advertising & Marketing Platforms
Community-built server for The Trade Desk campaign entity management and reporting via the TTD API v3.
Auth: API keyLocalUpdated 2026-08-02TikTok Ads
CommunityAdsMCP (OSS) · Advertising & Marketing Platforms
Community-built server for TikTok Ads Marketing API. Read campaign and ad data, diagnose revenue changes, and build TikTok advertising workflows locally or through the AdsMCP hosted option.
Auth: OAuthBothUpdated 2026-08-02TradeStation MCP
VendorTradeStation Securities · Brokerage & Trade Execution
Connects an existing TradeStation brokerage account to AI tools so clients can analyse positions, plan strategies and place trades in plain language. Every order requires explicit confirmation and runs inside the account's existing permissions and risk limits. Claude first, more platforms planned; requires a $10,000 minimum balance and an active Claude Pro subscription.
Auth: OAuthRemoteUpdated 2026-08-24Trading 212
CommunityCommunity (abaddon83) · Brokerage & Trade Execution
Full Trading 212 Invest/ISA account access via MCP: portfolio positions, orders, dividends, transactions, pies and account analytics. Supports demo and live environments.
Auth: API keyLocalUpdated 2026-07-31Verisk
VendorVerisk · Insurance & Annuities
Two vendor connectors in Claude for Verisk's insurance analytics under its own data governance: Underwriting Intelligence (ISO Indications) for loss cost trends, experience insights and filing signals, and XactRestore for researched restoration pricing and estimating intelligence.
Auth: EnterpriseRemoteUpdated 2026-08-24Wave Financial
VendorWave (via CData) · Accounting & Tax
Vendor-provided MCP server for Wave Financial, covering invoices, customers, payments, bank accounts and accounting reports.
Auth: API keyRemoteUpdated 2026-08-02Wealth.com (Wealth MCP)
VendorWealth.com · Financial Planning
First-party remote MCP server bringing Wealth.com's estate and tax planning engine into Claude for Financial Advisors, announced September 14, 2026 and listed in Anthropic's connector directory. Wealth.com's developer documentation publishes the connection details: server address https://mcp.wealth.com/mcp over Streamable HTTP, OAuth 2.0 against identity.wealth.com, and 18 tools of which 15 read and 3 write. An advisor connects with their normal Wealth.com credentials, including their usual multi-factor step, and sees exactly the clients the web app shows them. From inside Claude they can ask what a trust actually says with page-level citations back to the document, find gaps in an estate plan, ask about health directives and asset disposition, model tax scenarios such as a Roth conversion against next year's brackets, visualize estate structures as flowcharts, and read household data including asset titling, beneficiary designations and wealth concentration.
Auth: OAuthRemoteUpdated 2026-09-16Wealthbox
CommunityFireweed Capital (community) · CRM
Remote MCP server for the Wealthbox advisor CRM: contacts, notes, tasks and events, authorized with your own Wealthbox API token.
Auth: API keyRemoteUpdated 2026-07-31Wealthbox Connector for Claude
VendorWealthbox · CRM
Wealthbox's own MCP connector for Claude, named as a launch partner for Claude for Financial Advisors on September 14, 2026 and carrying prebuilt advisor skills. It is listed in Anthropic's connector directory as Anthropic verified with the connector URL https://mcp.crmworkspace.com/mcp, sign-in required, and 67 tools covering contacts, notes, opportunities and pipelines, projects and workflow templates, tasks and repeating tasks, calendar events and meetings, custom objects and custom field values, comments, tags, related-contact links, and user, team, account and workspace lookups. The advisor-facing use is meeting prep assembled from the client history already in the CRM, follow-up organized after the meeting and written back to Wealthbox, a catch-up read of recent client activity, drafted client communications, and a view of open tasks that need attention. Wealthbox's own help center documents the connection and the vendor points to a September 28, 2026 webinar for firm-level implementation detail.
Auth: OAuthRemoteUpdated 2026-09-18Wealthfolio
VendorWealthfolio · Wealth Platforms
Built-in MCP server in the Wealthfolio portfolio tracker, exposing holdings and performance to AI agents through scoped, revocable access tokens.
Auth: API keyLocalUpdated 2026-07-31Webull Cloud
VendorWebull · Brokerage & Trade Execution
Fully managed cloud MCP service hosted by Webull. Connect a Webull brokerage account through OAuth and give AI assistants read-only access to account balances, positions, order history, watchlists and real-time market data for stocks, ETFs, options, futures and crypto. No local installation or API-key management required.
Auth: OAuthRemoteUpdated 2026-08-04X Ads
Communitymbelinky (OSS) · Advertising & Marketing Platforms
Community-built server for X (Twitter). Post tweets, search content, manage media uploads, and interact with the X API v2 via OAuth 2.0.
Auth: OAuthLocalUpdated 2026-08-02Xero
OfficialXero · Accounting & Tax
Official Xero MCP server for contacts, invoices, bank transactions, reports, payroll and tracking categories.
Auth: OAuthLocalUpdated 2026-08-02Zeplyn MCP Server
VendorZeplyn · AI Notetakers & Meeting Intelligence
Zeplyn's MCP server, announced September 15, 2026 alongside its Agent Studio, gives MCP-compatible AI applications and a firm's proprietary advisor tools governed access to agents built in Agent Studio, plus Zeplyn's client intelligence and a library of 60-plus wealth-specific tools. Zeplyn positions itself as the AI operating system for wealth management: meeting intelligence, client data and custodial integrations such as Schwab sit behind the server, and agents a firm publishes in Agent Studio become reachable from Claude, ChatGPT, Copilot, Slack or in-house tools. Zeplyn says access runs inside its existing governance layer with role-based permissions, audit trails and PII redaction, and that client data is not used for model training.
Auth: EnterpriseRemoteUpdated 2026-09-21Zerodha
CommunityCommunity · Brokerage & Trade Execution
Unofficial Zerodha trading integrations.
Auth: OAuthLocalUpdated 2026-07-31Zocks
OfficialZocks · AI Notetakers & Meeting Intelligence
Read-only access to Zocks meeting intelligence (client/household context) for Claude and ChatGPT.
Auth: OAuthRemoteUpdated 2026-07-31Zoho Books
VendorZoho (via CData) · Accounting & Tax
Vendor-provided MCP server for Zoho Books, covering invoices, customers, vendors, payments, bank accounts and financial reports.
Auth: API keyRemoteUpdated 2026-08-02Zoom
OfficialZoom · Productivity & Collaboration
Meeting summaries, transcripts, recordings, notes, and action items; agentic search across connected systems (e.g., Salesforce, Workday).
Auth: OAuthRemoteUpdated 2026-07-31
