Finance MCP Servers — Page 25

Morningstar provides independent investment research, ratings, and data across funds, equities, and markets. Its remote MCP server connects assistants to Morningstar's research and analytics so investment questions can be answered with cited, institutional-grade data.

Moody's provides credit ratings, research, and risk analytics for global markets. Its GenAI-Ready Data remote MCP server gives assistants structured access to Moody's datasets so credit and risk analysis can be grounded in authoritative information.

IBISWorld provides financials, risk data, and analysis across tens of thousands of industries. Its connector gives assistants industry research context for market sizing, risk assessment, benchmarking, and business planning.

Interactive Brokers (IBKR) is a global brokerage for stocks, options, futures, and multi-currency portfolios. Its hosted MCP server lets assistants analyze positions, balances, P&L, and risk, research investments, and draft trade instructions after you sign in with your IBKR account. Orders stay under your control — instructions never execute automatically.

GoCardless helps developers build payment API integrations for bank payments and payment workflows. Its connector brings GoCardless documentation and integration context into assistant workflows for implementation planning and troubleshooting.

FMP provides comprehensive financial datasets for market and company analysis. Its connector gives assistants finance data context for working with fundamentals, market information, comparisons, and investment-research workflows.

Fiscal.ai provides clean public-equity fundamental data for financial research. Its connector gives assistants structured company and market context for analysis, comparison, and investment-oriented questions grounded in financial datasets.

FactSet provides institutional-grade financial data, analytics, and research tools. Its AI-Ready Data remote MCP server gives assistants structured access to FactSet content so company fundamentals, estimates, and market data can be queried in conversation.

Digits helps users track and analyze business finances through connected accounting context. Its connector gives assistants financial data for reviewing performance, answering finance questions, and understanding company numbers from conversational prompts.

Datasite supports M&A data-room workflows for diligence content and transaction collaboration. Its MCP connector gives assistants deal-room context for locating materials, understanding project state, and helping teams coordinate work during mergers and acquisitions.

Daloopa supplies financial fundamentals and KPI data sourced from SEC filings, investor presentations, and public financial documents. Its connector gives assistants source-linked data points for quantitative financial analysis, dashboards, and company comparisons.

D&B Risk Analytics uses Dun & Bradstreet commercial data to support KYC, KYB, entity resolution, screening, and alert triage workflows. Its MCP connector brings relationship-aware business context and D-U-N-S anchored risk data into assistant workflows.

CoinDesk Data and Indices provides real-time and historical digital asset market data, regulated indices, benchmarks, spot prices, derivatives data, and exchange metrics. Its connector gives assistants crypto-market context for trader, analyst, and research workflows.

Chronograph connects private-investment portfolio data to assistant workflows. Its connector lets users query portfolio information, analyze investments, search entities, retrieve performance metrics, and access Chronograph help documentation from programmatic portfolio context.

CB Insights provides predictive intelligence on private companies, markets, deals, and technology trends. Its MCP connector gives assistants company profiles, market-map context, investment-research signals, and competitor-monitoring data for private-market workflows.

Order by Cash App brings local food ordering into assistant workflows. It helps users discover nearby restaurants, compare menus, customize orders, and check out through supported clients while keeping the ordering experience inside the conversation.

Carta connects cap table, investor, fund, accounting, and company financial data to AI-assisted private-capital workflows. Its MCP connector helps assistants analyze ownership, valuations, pro-forma rounds, exit scenarios, investment metrics, and fund performance without switching systems.

Brex is a spend management platform covering corporate cards, expenses, travel, and bill pay. Its remote MCP server gives assistants governed access to company spend data so expenses can be monitored, policies checked, and finance questions answered with live account context.

Bigdata.com provides institutional-grade financial data covering global news, transcripts, and regulatory filings. Its MCP server combines entity-aware search with assistant reasoning so analysts can run due diligence and produce cited finance research from grounded sources.

Airwallex provides payment and financial platform capabilities for developers building on its APIs. Its MCP server brings Airwallex documentation, API references, and sandbox testing context into assistant workflows for integration planning, troubleshooting, simulations, and go-live preparation.

Aiera is a financial events intelligence platform covering live earnings calls, transcripts, filings, and company publications. Its remote MCP server connects assistants to Aiera's event and document APIs so market-moving information can be searched and analyzed in conversation.