wealthmcp.ai

Free · community-maintained · 48 servers

The MCP server directory for wealth management.

Model Context Protocol servers that RIAs, advisors, fintech builders and developers can connect to Claude, ChatGPT and other assistants — market data, custody, CRM, planning, compliance and operations, in one index.

48
Servers indexed
8
Categories

49 results

Connecting a server

Remote servers connect through your assistant's connector settings. Local servers run on your machine and are declared in a config file — the shape below works for Claude Desktop.

{
  "mcpServers": {
    "sec-edgar": {
      "command": "uvx",
      "args": ["sec-edgar-mcp"],
      "env": { "SEC_EDGAR_USER_AGENT": "you@firm.com" }
    }
  }
}

Client data stays yours

Prefer local servers for anything touching PII or tax documents — nothing leaves your network.

Read-only first

Start with read-only tools. Grant trading or write scopes only after you have reviewed the tool annotations.

Books and records

Assistant output used with clients is generally a business record. Route it into your firm's archive.