The MCP server directory for wealth management.

5500mcp · Retirement & Form 5500 Research

MCP-first DOL Form 5500 service covering every filed U.S. retirement and welfare plan. Nine tools and eight skills — Form 5500 literacy, plan fee benchmark, plan diligence brief, fee transparency report, compliance flag scan, committee review inputs, verify a plan claim, and plan prospecting screen. Participants, assets, service-provider fees and financials exactly as filed, no login or keys, updated daily.

ACORD 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.

Zapier / viaSocket (third-party gateways) · Productivity & Collaboration

Exposes Adobe Acrobat Sign actions (send, sign, track) through a third-party MCP gateway.

AdvisorFinder · Advisor & Firm Intelligence / Prospecting

Queries SEC IAPD Form ADV filings and FINRA BrokerCheck for advisor and firm profiles, disclosures, and risk scoring.

AdvizorPro · Advisor & Firm Intelligence / Prospecting

Read-only access to AdvizorPro's RIA, broker-dealer, family office, and wealth-team contact/firm data via Claude, ChatGPT, and other MCP clients.

ADVmcp · Advisor & Firm Intelligence / Prospecting

MCP-first SEC Form ADV service covering 23,740 advisers ($177.4T reported AUM). Nine tools and six skills — Form ADV Literacy, Firm Due-Diligence Brief, RIA Acquisition Screen, Peer Benchmark, Custody & Disclosure Triage, and Filing Change Monitor. Assets, clients, accounts, custody and disclosures exactly as filed, no login or keys, updated daily.

Zapier · 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.

Abu 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.

Aiera · 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.

Alpaca · Brokerage & Trade Execution

Trading and brokerage account access via Alpaca.

Alpha Vantage · Market & Financial Data

Stocks, ETFs, options, forex, crypto, commodities, fundamentals, technical & economic indicators via natural language.

cprice70 (OSS) · Advertising & Marketing Platforms

Community-built server for the Amazon Advertising API. List profiles, manage Sponsored Products campaigns, keywords, and performance reports.

AWS 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.

btholath (open source) · Insurance & Annuities

Python/FastMCP server exposing retirement annuities data, resources and prompt templates for annuity education and case design.

Community · Retirement & Form 5500 Research

Community-built local server for annuity contract lookup, payout calculations and rider comparisons.

Apollo.io · Advisor & Firm Intelligence / Prospecting

General B2B prospecting: search 240M+ contacts/companies, enrich records, create/update contacts, add to outbound sequences.

Community / OSS · Directories & Registries

Curated community list of MCP servers.

BankSync · 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.

Belvo · 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.

Google 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.

Binance · Brokerage & Trade Execution

Binance Agent OS market data and account access for approved AI clients (also listed under Crypto & Digital Assets). Public market data needs no auth; authorized actions cover balances, internal transfers and spot, margin, Convert and futures trading where eligible, with no external withdrawals by agents.

Binance · Crypto & Digital Assets

Binance Agent OS endpoint giving approved AI clients market data and account access (also listed under Brokerage & Trade Execution). 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.

Blend Labs · Banking & Account Aggregation

Gives lender-built AI agents a single interface into Blend's origination stack — credit and underwriting through compliance and closing — with agentic workflow execution, institution-specific configuration against a lender's own guidelines, access controls and audit trails. Caveats: mortgage and consumer lending origination — adjacent to, not part of, wealth management. Live in beta at announcement. Blend platform lenders only. Access controls and audit trail are vendor-described. Connection details are not publicly published; start with read-only scopes.

djsamseng · Market & Financial Data

Unofficial Bloomberg data access.

Community (timp-apex) · Custody & Clearing

BridgeFT WealthTech API access: custodial accounts, positions, transactions, balances, performance, AUM, households and billing.

BriteCore · Insurance & Annuities

Open MCP Service layer across the BriteCore P&C platform, acting as a governed orchestration surface over policy, billing, claims, document and workflow APIs so carriers and partners can build their own AI agents on the same infrastructure as BriteCore's native copilots. Vendor describes enforcement of authentication, fine-grained access control, rate limiting, auditability, compliance controls, human-in-the-loop governance and observability — all vendor-described, not independently verified. Caveats: available to BriteCore platform carriers, not a public endpoint. Shipped alongside eight embedded copilots as the first phase of a broader roadmap — multi-agent orchestration across renewals, premium-to-cash and other processes was still future work at announcement. Connection details are arranged with the vendor; start with read-only scopes.

Bud 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.

Calendly · Productivity & Collaboration

Natural-language meeting scheduling ("book a 30-min meeting with Sam next Tuesday") mapped to the Calendly API.

Community (k1xme) · Brokerage & Trade Execution

Unofficial Schwab brokerage integration.

Chronograph · 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.

CISO Assistant · Compliance, Risk & Regulatory

Open-source GRC assistant.

Coinbase · Brokerage & Trade Execution

Coinbase Developer Platform trading and wallet access (also listed under Crypto & Digital Assets).

Coinbase · Crypto & Digital Assets

Coinbase Developer Platform trading and wallet access (also listed under Brokerage & Trade Execution).

CoinStats · Crypto & Digital Assets

Crypto portfolio tracking and market data.

Comply · Compliance, Risk & Regulatory

Compliance automation for financial firms.

Connect 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.

d1g1t · 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.

Daloopa · 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.

Databricks · 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.

DocuSign · Productivity & Collaboration

4 tools for envelope creation, status, and e-signature workflows.

csoai.org · Compliance, Risk & Regulatory

DORA regulatory compliance tooling.

Drata · Compliance, Risk & Regulatory

Continuous compliance monitoring.

Dropbox · Productivity & Collaboration

Browse, search, extract text, create, move, delete files, and manage shared links.

Duck Creek Technologies · Insurance & Annuities

MCP support within Duck Creek's insurance-native Agentic AI Platform. Its AI Gateway layer provides a marketplace, registry and standardised protocols (MCP and A2A) so Duck Creek, partner and carrier-built agents can reach core policy, claims, billing and risk data, alongside new agentic underwriting and FNOL applications. Caveats: MCP here is one protocol inside a broader agentic platform, not a standalone published MCP server — treat this listing as protocol support rather than a discrete server. Duck Creek core customers only. The FNOL application was built with Google Cloud on Gemini models. Connection details are not publicly published.

Dukascopy 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.

Dun & 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.

Community · Accounting & Tax

Unofficial e-conomic accounting integration.

EdgarTools (OSS) · Market & Financial Data

SEC filings access via EdgarTools.

Egnyte · Productivity & Collaboration

Governed document access across Egnyte content: search, retrieve and summarize client files, agreements and diligence material with existing permissions enforced.

Community (PyPI) · Financial Planning

Local Python MCP server for eMoney Advisor financial planning data, exposing household and plan context to AI assistants.

FactSet · Market & Financial Data

FactSet content and analytics over MCP: company fundamentals, ownership, estimates, prices and screening for equity research and portfolio analysis.

FeedOracle Technologies · Compliance, Risk & Regulatory

Financial services compliance feeds.

Fellow.ai · AI Notetakers & Meeting Intelligence

Meeting summaries, transcripts, action items, talking points, and calendar events queryable via Claude, ChatGPT, or Cursor.

Fi 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.

Community (TylerFlar) · Custody & Clearing

Browser-automation server for Fidelity accounts and positions. Fidelity has no public API, so review their terms before use.

Strider Labs · Custody & Clearing

Lets agents view Fidelity accounts, positions and holdings across brokerage, IRA and 401(k) custody.

jvenkatasandeep (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.

FinancialData.net · Market & Financial Data

Financial market datasets.

Fingerprint · 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.

Finnhub · Market & Financial Data

Real-time quotes, fundamentals, earnings calendar and news with sentiment scores.

Fintel 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.

FINTRX · Advisor & Firm Intelligence / Prospecting

Real-time access to FINTRX's RIA, broker-dealer, advisor-team, and family office datasets (780,000+ reps, 45,000+ firms, 4,500+ family offices) via Claude, Perplexity, and ChatGPT.

Fireflies.ai · AI Notetakers & Meeting Intelligence

Transcripts, meeting metadata, speaker info, and summaries queryable via Claude/ChatGPT (OAuth or JSON config).

Community-built (Bitovi) · Accounting & Tax

Community-built MCP server for FreshBooks accounting, invoicing, clients, expenses and time tracking.

Frihet.io · Accounting & Tax

Accounting/tax automation.

FXMacroData · Market & Financial Data

FX and macroeconomic data.

HighLevel · CRM

Official GoHighLevel remote MCP endpoint for sub-account CRM data: contacts, conversations, opportunities, calendars and payments.

Google 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.

Various OSS maintainers · Productivity & Collaboration

Same scope as Google's official server (Gmail, Drive, Docs, Sheets, Calendar, Slides) built before Google shipped its own.

Google · Productivity & Collaboration

Gmail (read/draft/search), Drive (files, permissions), Calendar (availability, events), Docs, Sheets, Slides, Chat, People API.

Griffin · 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.

Zapier · 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.

HeirWealth · 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.

HubSpot · CRM

Official HubSpot MCP server for CRM objects — contacts, companies, deals, tickets and engagements — plus workflow and marketing data.

IBM · Compliance, Risk & Regulatory

Governance, risk and compliance platform.

Insig 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.

Integrate.io · Compliance, Risk & Regulatory

Data pipeline and compliance integrations.

Community · Brokerage & Trade Execution

Unofficial IBKR integration.

Community (acambitsis) · Banking & Account Aggregation

Unofficial Investec private banking integration.

Community (mottibec) · Banking & Account Aggregation

Unofficial Israeli bank data integration.

Lambda Finance · Market & Financial Data

Real-time prices, financial statements, earnings call transcripts, stock screening, options chains with Greeks, news and charting.

Lendscape · 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.

Leverate · 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.

Lili · 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.

eliasbiondo (OSS) · Advertising & Marketing Platforms

Community-built server for searching LinkedIn people, companies and jobs, scraping profiles, and extracting structured data via any MCP client.

Various OSS (browser-automation / cookie auth) · Productivity & Collaboration

Sales Navigator search, profile lookups, InMail, and inbox access.

Hundreds of independent OSS authors · Crypto & Digital Assets

Hundreds of independent OSS crypto/DeFi servers (high variance in quality).

LSEG (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.

Lumonic (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.

MarketXLS · Market & Financial Data

1,100+ Excel-native financial functions covering ratios, statements and metrics.

Community · Directories & Registries

Curated marketplace and directory for discovering MCP servers across finance, wealth management and productivity use cases.

Community · Directories & Registries

Community MCP directory.

MeetGeek · AI Notetakers & Meeting Intelligence

Meeting transcripts, summaries, action items, highlights, and insights via a hosted or self-hosted open-source MCP server.

Meniga · 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.

Meta · 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.

Microsoft · Productivity & Collaboration

Pre-certified MCP servers covering Outlook Mail & Calendar, Teams, SharePoint, OneDrive, Word, and Dataverse.

Microsoft · 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.

Community (richardadonnell) · Banking & Account Aggregation

Unofficial Monarch Money personal finance access.

Monex 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.

Moody'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.

Morningstar · 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.

MT 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.

Narmi (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.

nCino · 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.

Oracle / NetSuite · Accounting & Tax

Official NetSuite AI Connector SuiteApp exposing records, reports, saved searches and SuiteQL via MCP; governed by NetSuite role permissions.

Fifth 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.

Community (babuvenky76) · Wealth Platforms

Early-stage wealth management MCP server.

Norman Finance · Accounting & Tax

Accounting and tax automation.

Nymbus · 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.

Octav Labs · Crypto & Digital Assets

On-chain portfolio and DeFi data.

MCP project (Anthropic, GitHub, PulseMCP, Microsoft) · Directories & Registries

The official Model Context Protocol server registry.

One 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.

OneVest · 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.

Ontra · 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.

openinsurance-wiki contributors · Insurance & Annuities

Read-only knowledge-base server for insurance products and coverages: search, product and coverage lookup, comparisons and overlap detection.

Community (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.

Otter.ai · Productivity & Collaboration

Exposes meeting transcripts/history to AI assistants; Otter can also act as an MCP client pulling from Gmail, Drive, Notion, and Salesforce.

Otter.ai · AI Notetakers & Meeting Intelligence

Bidirectional meeting capture: acts as an MCP server for transcripts and history, and as an MCP client pulling from Gmail, Drive, Notion, and Salesforce.

Personetics · 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.

PitchBook · Market & Financial Data

Private capital markets intelligence: company and investor profiles, deal and fund data, valuations and comparables for private-market allocation and diligence.

Plaid · Banking & Account Aggregation

Bank account aggregation and financial data via Plaid.

PlanProvider.Pro · Retirement & Form 5500 Research

Research retirement-plan service providers, recordkeepers and TPAs using DOL Form 5500 filings through natural-language queries.

PlanTrust · Retirement & Form 5500 Research

AI-first Form 5500 database for retirement-plan research, recordkeeper due diligence and TPA benchmarking.

Polygon.io · Market & Financial Data

Tick-level US equities data, WebSocket streaming and low-latency quotes.

Community (mormubis) · Financial Planning

Local MCP server for ProjectionLab: export, snapshot and restore financial plans and scenario projections from an AI client.

Community · Directories & Registries

Community MCP directory.

zomma-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.

Intuit · Accounting & Tax

Official local MCP server for QuickBooks Online with full CRUD across 29 entity types and 11 financial reports.

eliasbiondo (OSS) · Advertising & Marketing Platforms

Zero-config community server for searching Reddit posts, browsing subreddits, scraping user activity, and getting structured data without API keys.

Zapier · 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.

RelPro · Advisor & Firm Intelligence / Prospecting

Relationship intelligence for financial and professional services: 7M+ companies, 150M+ decision-makers, firmographics, UCC filings, SBA loans, Form 5500 benefit plans and buyer-intent signals surfaced inside Claude, ChatGPT and Copilot.

Riskcovry · 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.

Community (trayders) · Brokerage & Trade Execution

Unofficial Robinhood integration.

Root · Insurance & Annuities

Vendor-published server for insurance quotes, policy management and product module development on the Root platform.

S&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.

Sage (via CData) · Accounting & Tax

Vendor-provided MCP server for Sage Cloud Accounting, covering invoices, customers, payments, bank accounts and financial reports.

Salesforce · CRM

Salesforce-hosted MCP servers for CRM data and workflows.

Savvly · Insurance & Annuities

Longevity-linked retirement product tools: projections, eligibility checks, product comparisons and FAQs for the SEC-registered Savvly fund.

Seamless.AI · Advisor & Firm Intelligence / Prospecting

General B2B sales intelligence: find contacts, enrich records, build lists, launch campaigns via natural language.

Seaworthy Insurance Agency · Insurance & Annuities

Open server for disability insurance with an agent-callable quote request action plus carrier and coverage research tools.

Stefano Amorelli (OSS) · Market & Financial Data

Access to SEC EDGAR filings.

cyanheads (OSS) · Market & Financial Data

SEC EDGAR filings server.

SEON · 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.

Sharpe.ai · Crypto & Digital Assets

Crypto/DeFi analytics and execution.

Slack · Productivity & Collaboration

Hosted at mcp.slack.com. Workspace search, channel/message access, admin-approved OAuth per connecting AI client.

Slant · CRM

Official advisor CRM MCP server exposing contacts, households, tasks, notes and pipeline activity via API token, with remote hosting and native Zapier integration.

Sigma 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.

Snowflake · 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.

Socotra · 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.

Community (mnckapilan) · Banking & Account Aggregation

Unofficial Starling Bank integration.

Strider Labs (unofficial) · Insurance & Annuities

Unofficial connector for auto, home, life and renters quotes, policy lookup, claims, payments and agent search.

Sure · Insurance & Annuities

Insurtech platform MCP capability that lets AI agents quote, bind and service insurance policies through Sure's carrier and distribution rails.

cesteral (OSS) · Advertising & Marketing Platforms

Community-built server for The Trade Desk campaign entity management and reporting via the TTD API v3.

AdsMCP (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.

TradeStation 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.

Community (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.

Truthifi · 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.

Truthifi · Custody & Clearing

Hosted bridge into custodial and portfolio portals including Orion, Envestnet, Tamarac and eMoney (also listed under Wealth Platforms).

valuationmcp.ai · Advisor & Firm Intelligence / Prospecting

MCP-native practice valuation app: your agent connects to its MCP server, pulls sourced practice data from your platforms and produces a seven-method valuation backed by SEC Form ADV and InvestmentNews benchmarks. The web UI is deliberately thin — the work happens in your AI client.

Vanta · Compliance, Risk & Regulatory

Security and compliance automation.

Verisk · 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.

VisitorsCoverage · 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.

Wave (via CData) · Accounting & Tax

Vendor-provided MCP server for Wave Financial, covering invoices, customers, payments, bank accounts and accounting reports.

Fireweed Capital (community) · CRM

Remote MCP server for the Wealthbox advisor CRM: contacts, notes, tasks and events, authorized with your own Wealthbox API token.

Wealthfolio · Wealth Platforms

Built-in MCP server in the Wealthfolio portfolio tracker, exposing holdings and performance to AI agents through scoped, revocable access tokens.

wealthmcp.ai · Directories & Registries

This directory as an MCP server: search wealth-management MCP servers, browse Practice Stacks and pull workflow prompt examples, with inline UI in MCP Apps-capable hosts.

Webull · 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.

mbelinky (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.

Xero · Accounting & Tax

Official Xero MCP server for contacts, invoices, bank transactions, reports, payroll and tracking categories.

Community · Market & Financial Data

Yahoo Finance market data (several community implementations).

Community · Banking & Account Aggregation

Unofficial You Need A Budget integrations.

Community (ashishmerani) · Banking & Account Aggregation

Unofficial Gradio-based server exposing Envestnet | Yodlee bank accounts, balances, and transactions to MCP clients.

Zapier · Productivity & Collaboration

Hosted MCP gateway that turns 8,000+ connected apps into agent tools — including advisory fee-billing, invoicing and back-office systems that ship no MCP server of their own. You choose which actions to expose on your own private endpoint using your existing Zapier connections.

Community · Brokerage & Trade Execution

Unofficial Zerodha trading integrations.

Zocks · AI Notetakers & Meeting Intelligence

Read-only access to Zocks meeting intelligence (client/household context) for Claude and ChatGPT.

Zoho (via CData) · Accounting & Tax

Vendor-provided MCP server for Zoho Books, covering invoices, customers, vendors, payments, bank accounts and financial reports.

Zoom · Productivity & Collaboration

Meeting summaries, transcripts, recordings, notes, and action items; agentic search across connected systems (e.g., Salesforce, Workday).

ZoomInfo · CRM

Prospect and company intelligence data.