Community-built server
Does Envestnet | Yodlee have an MCP server?
No public first-party MCP documentation for Yodlee was found in this review. This directory lists an unofficial, community-built Gradio server for Yodlee-connected accounts, balances and transactions.
This is third-party software, not written, reviewed or supported by Envestnet or Yodlee, per its own repository at https://github.com/ashishmerani/yodlee-mcp-server. Nothing commits the author to tracking Yodlee API changes, and there is no vendor behind it if it breaks.
Yodlee is itself an aggregation layer that many advisor platforms use behind the scenes, similar to Plaid; confirm whether your firm's actual Yodlee relationship is direct or mediated through another platform before assuming this server reaches your data at all.
Start read-only, confirm what API key or credential the server requires and what it can reach beyond the specific accounts you intend to expose. A listing here is not an endorsement of this project's security practices. Start with read-only scopes where supported and keep client-side approval prompts on.
What works today
Last checked: 2026-10-13
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