WealthMCP

Free directory of 217 MCP servers for wealth management: search by need, get exact endpoints and client configs, and assemble practice stacks for workflows like onboarding or review-meeting prep. Read-only; no client data.

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Hosted MCP Server

npx add-mcp 'https://wealthmcp.ai/mcp'

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wealthmcp.ai

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Free · community-maintained · 217 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.

217

Servers indexed

18

Categories

Practice Stack

All stacks · 217 Growth (Prospecting + Marketing) Onboard a Client Client Review Meeting Prep Trade & Rebalance Portfolio Reporting & Performance Crypto & Digital Assets Financial Planning Retirement Plan Due Diligence Insurance & Annuity Review Sell / M&A Readiness Books & Tax Compliance & Audit Readiness Practice Management Data Infrastructure (Builder / Enterprise)

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All roles · 217 Source System Gateway Aggregator Directory Domain Composition

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All · 217Accounting & Tax · 11Advertising & Marketing Platforms · 10Advisor & Firm Intelligence / Prospecting · 9AI Notetakers & Meeting Intelligence · 6Banking & Account Aggregation · 23Brokerage & Trade Execution · 21Compliance, Risk & Regulatory · 12CRM · 12Crypto & Digital Assets · 7Custody & Clearing · 5Data & Analytics Infrastructure · 10Directories & Registries · 6Financial Planning · 5Insurance & Annuities · 17Market & Financial Data · 40Productivity & Collaboration · 14Retirement & Form 5500 Research · 4Wealth Platforms · 14Official onlyPublic endpoint · 49Copy link to this view

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217 results

  • 5500mcp

    MCP-Native App DomainOfficial [

    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.form 5500retirement plansservice-provider feescohort percentilesDOLmcp-native](https://wealthmcp.ai/server/5500mcp) Documentation ↗Auth: NoneRemoteUpdated 2026-09-03★★★★★Rate

    Public MCP endpoint

    https://5500mcp.ai/mcp

    Copy MCP URLCopy config

  • Aave MCP

    MCP Server SystemVendor [

    Aave · 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.DeFilendingAaveuser-signed transactions](https://wealthmcp.ai/server/aave-mcp) Documentation ↗Auth: NoneRemoteUpdated 2026-09-29★★★★★Rate

    Public MCP endpoint

    https://mcp.aave.com

    Copy MCP URLCopy config

  • ACORD Solutions Group (ADEPT & Transcriber)

    MCP Server SystemVendor [

    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.standardsdata exchangequote to bindclaims](https://wealthmcp.ai/server/acord-solutions-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-24★★★★★Rate

  • Addepar Connector for Claude

    MCP Server SystemVendor [

    Addepar · 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.portfolio intelligenceperformanceClaude for Financial AdvisorsUHNW](https://wealthmcp.ai/server/addepar-claude-connector) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-29★★★★★Rate

  • Adobe Acrobat Sign MCP Server (via Zapier / viaSocket)

    MCP Server SystemVendor [

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

    Exposes Adobe Acrobat Sign actions (send, sign, track) through a third-party MCP gateway.e-signaturewrapperautomation](https://wealthmcp.ai/server/adobe-acrobat-sign) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • AdvisorFinder

    MCP Server DomainCommunity [

    AdvisorFinder · Advisor & Firm Intelligence / Prospecting

    Queries SEC IAPD Form ADV filings and FINRA BrokerCheck for advisor and firm profiles, disclosures, and risk scoring.form adviapdbrokercheckdue diligence](https://wealthmcp.ai/server/advisorfinder-mcp) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★RateCopy install commandCopy config

  • AdvizorPro

    MCP Server DomainOfficial [

    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.ria dataprospectingread-only](https://wealthmcp.ai/server/advizorpro) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • ADVmcp

    MCP-Native App DomainOfficial [

    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.form ADVSEC IAPDRIA intelligenceAUMdisclosuresfiling historymcp-native](https://wealthmcp.ai/server/advmcp) Documentation ↗Auth: NoneRemoteUpdated 2026-09-02★★★★★Rate

    Public MCP endpoint

    https://advmcp.ai/mcp

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  • Advyzon (via Zapier MCP)

    MCP Server SystemVendor [

    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.CRMAdvyzonZapiercontacts](https://wealthmcp.ai/server/advyzon-zapier-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • ADX

    MCP Server SourceOfficial [

    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.MENAUAEexchange datamarket depthXBRL](https://wealthmcp.ai/server/adx-mcp) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://mcp.adx.ae/v1

    Copy MCP URLCopy config

  • Aiera

    MCP Server SourceOfficial [

    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.transcriptsearnings callseventssummaries](https://wealthmcp.ai/server/aiera) Documentation ↗Auth: API keyRemoteUpdated 2026-08-12★★★★★Rate

    Public MCP endpoint

    https://mcp-pub.aiera.com

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  • Alpaca

    MCP Server SystemOfficial [

    Alpaca · 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.tradingbrokeragepaper trading](https://wealthmcp.ai/server/alpaca) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★Rate

  • Alpha Vantage

    MCP Server SourceOfficial [

    Alpha Vantage · Market & Financial Data

    Stocks, ETFs, options, forex, crypto, commodities, fundamentals, technical & economic indicators via natural language.equitiesforexindicatorsfundamentals](https://wealthmcp.ai/server/alpha-vantage) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://mcp.alphavantage.co/mcp?apikey=YOUR_API_KEY

    Copy MCP URLCopy config

  • AlphaAI

    MCP Server SourceCommunity [

    AlphaAI (github.com/makeev) · Market & Financial Data

    AlphaAI is a hosted MCP server for financial news. Every article is scored 1-10 for relevance and tagged with the tickers it affects plus one of 14 categories, so an agent can filter before it spends tokens reading. SEC Form 4 filings arrive as structured insider events about six minutes after they hit EDGAR, grouped per filing rather than per tranche, so a 10b5-1 ladder counts once instead of 25 times. Coverage so far: 53,546 filings, 55,267 events, 4,342 tickers since August 2025. Thirteen tools, including per-ticker feeds, trending stories, insider events, macro releases and an earnings calendar. Auth is OAuth 2.1 in the browser, or an API key header where there is no browser (n8n, cron agents, CI). Free tier is 20 requests/min and 100/day on both REST and MCP, no card.financial newsSEC Form 4insider tradesticker taggingearnings calendarmacro releases](https://wealthmcp.ai/server/1fcac413-8618-485f-bdb9-cf439a68e0c3) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://mcp.alphai.io/mcp

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  • Amazon Ads

    MCP Server SystemCommunity [

    cprice70 (OSS) · Advertising & Marketing Platforms

    Community-built server for the Amazon Advertising API. List profiles, manage Sponsored Products campaigns, keywords, and performance reports.amazonretail mediasponsored productsreporting](https://wealthmcp.ai/server/amazon-ads-mcp) Documentation ↗Auth: OAuthLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • Amazon Redshift

    MCP Server SystemCommunity [

    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.data warehousesqlawsreporting](https://wealthmcp.ai/server/redshift-mcp) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★RateCopy install commandCopy config

  • Annuities

    MCP Server SystemCommunity [

    btholath (open source) · Insurance & Annuities

    Python/FastMCP server exposing retirement annuities data, resources and prompt templates for annuity education and case design.annuitiesretirement planningfastmcp](https://wealthmcp.ai/server/mcp-annuities-server) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★Rate

  • Annuities

    MCP Server DomainCommunity [

    Community · Retirement & Form 5500 Research

    Community-built local server for annuity contract lookup, payout calculations and rider comparisons.annuitiespayoutsriders](https://wealthmcp.ai/server/annuities-mcp) Documentation ↗Auth: NoneLocalUpdated 2026-08-01★★★★★RateCopy install commandCopy config

  • Apollo.io

    MCP Server DomainOfficial [

    Apollo.io · Advisor & Firm Intelligence / Prospecting

    General B2B prospecting: search 240M+ contacts/companies, enrich records, create/update contacts, add to outbound sequences.prospectingenrichmentoutbound](https://wealthmcp.ai/server/apollo-io) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Atlas

    MCP Server SystemCommunity [

    finmanagerai · Wealth Platforms

    Atlas is a hosted MCP server from finmanagerai covering investment and broker workflows, listed on PulseMCP. It positions itself as a managed connection layer so an agent can work across portfolio and broker operations without running local infrastructure.hostedinvestment workflowsbroker workflowsportfolio](https://wealthmcp.ai/server/atlas-finmanagerai) Documentation ↗Auth: API keyRemoteUpdated 2026-10-07★★★★★Rate

  • Awesome MCP Servers (TensorBlock)

    MCP Server DirectoryCommunity [

    Community / OSS · Directories & Registries

    Curated community list of MCP servers.directoryopen source](https://wealthmcp.ai/server/awesome-mcp-servers) Documentation ↗Auth: NoneRemoteUpdated 2026-07-31★★★★★Rate

  • BankSync

    MCP Server AggregatorVendor [

    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.aggregationtransactionsopen bankingapi keyread-write](https://wealthmcp.ai/server/banksync-mcp) Documentation ↗Auth: API keyBothUpdated 2026-09-01★★★★★Rate

    Public MCP endpoint

    https://mcp.banksync.io

    Copy MCP URLCopy config

  • Belvo

    MCP Server AggregatorVendor [

    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.open financeLatin AmericaBrazilMexico](https://wealthmcp.ai/server/belvo-mcp) Documentation ↗Auth: API keyRemoteUpdated 2026-09-10★★★★★Rate

  • Bento MCP

    MCP Server SourceVendor [

    Bento Engine · Advertising & Marketing Platforms

    Bento Engine's MCP layer, announced October 7, 2026, gives AI agents secure, real-time access to Bento's compliant, multi-format advice content: the "Moments That Matter" life events and age-based milestones Bento already delivers to advisors. Suggested uses include pre-populating client meeting decks, surfacing personalized advice in client portals, driving retirement-plan engagement, supporting advisor- and client-facing chatbots and personalizing outreach campaigns at scale. Every interaction runs through the compliance, governance and approval workflows firms already use, with enterprise control over which agents access which content and in what context. Bento already embeds by API into nine wealth CRMs: Salesforce, Redtail, Wealthbox, Tamarac, SS&C Salentica, Microsoft Dynamics, Practifi, XLR 8 and HubSpot.advice contentclient outreachcompliancelife eventscontent marketing](https://wealthmcp.ai/server/bento-engine-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-10-07★★★★★Rate

  • BigQuery

    MCP Server SystemOfficial [

    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.data warehousesqlgoogle cloudanalytics](https://wealthmcp.ai/server/bigquery-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://bigquery.googleapis.com/mcp

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  • Binance MCP Server

    MCP Server SystemVendor [

    Binance · 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.cryptoexchangetradingAgent OS](https://wealthmcp.ai/server/binance-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-08-24★★★★★Rate

  • Blend (Autopilot MCP)

    MCP Server GatewayVendor [

    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.mortgageloan originationlendingagentic workflows](https://wealthmcp.ai/server/blend-autopilot-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • Bloomberg

    MCP Server SourceCommunity [

    djsamseng · Market & Financial Data

    Unofficial Bloomberg data access.Bloombergunofficial](https://wealthmcp.ai/server/bloomberg-mcp) Documentation ↗Auth: EnterpriseLocalUpdated 2026-07-31★★★★★Rate

  • Bloomberg Enterprise MCP

    MCP Server SourceOfficial [

    Bloomberg · Market & Financial Data

    Bloomberg's Enterprise MCP, announced September 29, 2026, lets enterprise AI applications discover, understand and retrieve Bloomberg data and metadata from their licensed Data License Plus collections. Access follows existing data entitlements. This first-party enterprise data service is distinct from the directory's unofficial community Bloomberg server and is not a trading connection.BloombergData License Plusenterprise datalicensed content](https://wealthmcp.ai/server/bloomberg-enterprise-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-10-06★★★★★Rate

  • BridgeFT

    MCP Server SystemCommunity [

    Community (timp-apex) · Custody & Clearing

    BridgeFT WealthTech API access: custodial accounts, positions, transactions, balances, performance, AUM, households and billing.BridgeFTcustodial dataperformancebilling](https://wealthmcp.ai/server/bridgeft-mcp) Documentation ↗Auth: API keyLocalUpdated 2026-08-02★★★★★1.0 (1)

  • BriteCore

    MCP Server GatewayVendor [

    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.P&C insurancecarrier platformagent orchestrationcopilots](https://wealthmcp.ai/server/britecore-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • Bud Financial

    MCP Server SourceVendor [

    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.transaction enrichmentaffordabilityopen bankinginsights](https://wealthmcp.ai/server/bud-financial-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • Calendly

    MCP Server SystemOfficial [

    Calendly · Productivity & Collaboration

    Natural-language meeting scheduling ("book a 30-min meeting with Sam next Tuesday") mapped to the Calendly API.schedulingcalendarhosted](https://wealthmcp.ai/server/calendly) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Charles Schwab Brokerage

    MCP Server SystemCommunity [

    Community (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.Schwabunofficialcustody](https://wealthmcp.ai/server/schwab-brokerage) Documentation ↗Auth: OAuthLocalUpdated 2026-07-31★★★★★Rate

  • Chronograph

    MCP Server SystemOfficial [

    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.private marketsportfolio monitoringLP reporting](https://wealthmcp.ai/server/chronograph) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12★★★★★Rate

    Public MCP endpoint

    https://ai.chronograph.pe/mcp

    Copy MCP URLCopy config

  • CISO Assistant

    MCP Server SourceVendor [

    CISO Assistant · Compliance, Risk & Regulatory

    Open-source GRC platform from intuitem that you self-host, mapping controls across frameworks including SOC 2, ISO 27001, NIST and DORA, with an MCP server so an assistant can query your risk assessments and compliance posture. The only entry in this category you can run without a vendor agreement.GRCopen sourcesecurity](https://wealthmcp.ai/server/ciso-assistant) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★Rate

  • Coinbase Base / CDP

    MCP Server SystemOfficial [

    Coinbase · 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.cryptowallettradingBase](https://wealthmcp.ai/server/coinbase-cdp) Documentation ↗Auth: API keyBothUpdated 2026-07-31★★★★★Rate

  • CoinStats

    MCP Server SourceVendor [

    CoinStats · Crypto & Digital Assets

    Crypto portfolio tracking and market data.portfoliocryptomarket data](https://wealthmcp.ai/server/coinstats) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★Rate

  • ComplyAI

    MCP Server SourceVendor [

    Comply · Compliance, Risk & Regulatory

    Compliance workflow automation aimed at RIAs and broker-dealers, covering registration filings, code of ethics and personal trading review, marketing review and books-and-records tasks. Connection details are arranged with Comply rather than published, so this is a server for firms already on the platform.complianceRIAautomation](https://wealthmcp.ai/server/complyai) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31★★★★★Rate

  • Connect Trade

    MCP Server AggregatorVendor [

    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.brokerage APIB2B infrastructuremulti-brokeragent trading](https://wealthmcp.ai/server/connect-trade-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • Conquest Planning MCP

    MCP Server SystemVendor [

    Conquest 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.financial planningSAMplan data](https://wealthmcp.ai/server/conquest-planning-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-29★★★★★Rate

  • d1g1t

    MCP Server SystemOfficial [

    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.portfolio analyticsriskrebalancingcompliance](https://wealthmcp.ai/server/d1g1t) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02★★★★★Rate

  • Daloopa

    MCP Server SourceOfficial [

    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.fundamentalsKPIsmodelsfilings](https://wealthmcp.ai/server/daloopa) Documentation ↗Auth: OAuthRemoteUpdated 2026-08-12★★★★★Rate

    Public MCP endpoint

    https://mcp.daloopa.com/server/mcp

    Copy MCP URLCopy config

  • Databricks

    MCP Server SystemOfficial [

    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.data lakehouseunity catalogagentsml](https://wealthmcp.ai/server/databricks-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • DeepVest MCP

    MCP Server SourceCommunity [

    DeepVest Inc · Market & Financial Data

    The DeepVest MCP server gives your AI assistant access to DeepVest's full suite of financial analysis tools via the Model Context Protocol. Once connected, your AI can analyze stocks, run backtests, optimize portfolios, price options, value companies, parse SEC filings, and more — directly in your workflow.](https://wealthmcp.ai/server/c90ab2cf-6cde-4f8e-a3c4-b9aa75f14693) Documentation ↗Auth: NoneRemoteUpdated 2026-07-31★★★★★Rate

  • DocuSign

    MCP Server SystemOfficial [

    DocuSign · Productivity & Collaboration

    4 tools for envelope creation, status, and e-signature workflows.e-signatureenvelopesworkflows](https://wealthmcp.ai/server/docusign) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • DORA Compliance

    MCP Server SourceVendor [

    csoai.org · Compliance, Risk & Regulatory

    Small vendor server focused on the EU Digital Operational Resilience Act, intended to help map ICT risk, third-party register and incident reporting requirements to a firm's own controls. Relevant only to firms in scope of DORA, which means EU financial entities and their critical service providers.DORAEUregulatory](https://wealthmcp.ai/server/dora-compliance) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Drata

    MCP Server SourceVendor [

    Drata · Compliance, Risk & Regulatory

    Continuous security compliance monitoring across SOC 2, ISO 27001 and similar frameworks, exposing control status, automated test results, evidence and personnel and asset inventories to an assistant. The same job as Vanta and the same limit: it is about your firm as a company.monitoringSOC 2audit](https://wealthmcp.ai/server/drata) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31★★★★★Rate

  • DriveWealth

    MCP Server SystemOfficial [

    DriveWealth · 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.embedded investingbrokeragetrade execution](https://wealthmcp.ai/server/drivewealth) Documentation ↗Auth: Bearer tokenRemoteUpdated 2026-10-06★★★★★Rate

    Public MCP endpoint

    https://mcp-api.drivewealth.io/mcp

    Copy MCP URLCopy config

  • Dropbox

    MCP Server SystemOfficial [

    Dropbox · Productivity & Collaboration

    Browse, search, extract text, create, move, delete files, and manage shared links.file storagedocumentsopen beta](https://wealthmcp.ai/server/dropbox) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Duck Creek

    MCP Server GatewayVendor [

    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.P&C insuranceunderwritingclaimsagentic platform](https://wealthmcp.ai/server/duck-creek-agentic-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • Dukascopy Bank

    MCP Server SystemVendor [

    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.tradingCFDsJForexorder execution](https://wealthmcp.ai/server/dukascopy-jforex-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-10★★★★★Rate

  • Dun & Bradstreet Commercial Graph

    MCP Server SystemOfficial [

    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.business identitycreditriskcompliancevendor data](https://wealthmcp.ai/server/dun-bradstreet-commercial-graph-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31★★★★★Rate

  • e-conomic

    MCP Server SystemCommunity [

    Community · Accounting & Tax

    Unofficial e-conomic accounting integration.accountingNordicsunofficial](https://wealthmcp.ai/server/mcp-economic) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★Rate

  • EdgarTools

    MCP Server SourceCommunity [

    EdgarTools (OSS) · Market & Financial Data

    SEC filings access via EdgarTools.SECfilingspython](https://wealthmcp.ai/server/edgartools-mcp) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★Rate

  • Egnyte

    MCP Server SystemOfficial [

    Egnyte · Productivity & Collaboration

    Governed document access across Egnyte content: search, retrieve and summarize client files, agreements and diligence material with existing permissions enforced.documentscontent governancesearchdiligence](https://wealthmcp.ai/server/egnyte) Documentation ↗Auth: OAuthRemoteUpdated 2026-08-12★★★★★Rate

    Public MCP endpoint

    https://mcp-server.egnyte.com/mcp

    Copy MCP URLCopy config

  • eMoney

    MCP Server SystemCommunity [

    Community (PyPI) · Financial Planning

    Local Python MCP server for eMoney Advisor financial planning data, exposing household and plan context to AI assistants.financial planningeMoneyhouseholds](https://wealthmcp.ai/server/emoney-mcp) Documentation ↗Auth: API keyLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • Equibles

    MCP Server SourceCommunity [

    Equibles · Market & Financial Data

    Official hosted MCP server for US equity research: SEC filing search, financial statements, earnings-call transcripts, 13F holdings, insider and congressional trades, short data, and market data. Does not execute brokerage trades.SEC filingsfinancial statementsearnings transcripts13F holdingsinsider tradescongressional tradesshort interest](https://wealthmcp.ai/server/ea5d1108-ad41-4b77-bf76-2a8fc298480d) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://mcp.equibles.com/mcp

    Copy MCP URLCopy config

  • FactSet

    MCP Server SourceOfficial [

    FactSet · Market & Financial Data

    FactSet content and analytics over MCP: company fundamentals, ownership, estimates, prices and screening for equity research and portfolio analysis.fundamentalsownershipestimatesscreening](https://wealthmcp.ai/server/factset) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12★★★★★Rate

    Public MCP endpoint

    https://mcp.factset.com/mcp

    Copy MCP URLCopy config

  • FeedOracle

    MCP Server SourceVendor [

    FeedOracle Technologies · Compliance, Risk & Regulatory

    Compliance and regulatory feed service for financial services, surfacing rule changes and regulatory updates to an assistant rather than managing controls. Coverage, jurisdictions and update latency are not clearly published, so confirm what the feed actually includes before relying on it.feedscompliancefinancial services](https://wealthmcp.ai/server/feedoracle) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Fellow

    MCP Server SystemOfficial [

    Fellow.ai · AI Notetakers & Meeting Intelligence

    Meeting summaries, transcripts, action items, talking points, and calendar events queryable via Claude, ChatGPT, or Cursor.meetingstranscriptsaction items](https://wealthmcp.ai/server/fellow) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Fi Money

    MCP Server AggregatorVendor [

    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.Indiapersonal financeconsumeraccount consolidation](https://wealthmcp.ai/server/fi-money-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-10★★★★★Rate

  • Fidelity MCP Server (claude-fidelity)

    MCP Server SystemCommunity [

    Community (TylerFlar) · Custody & Clearing

    Browser-automation server for Fidelity accounts and positions. Fidelity has no public API, so review their terms before use.Fidelitybrowser automationaccounts](https://wealthmcp.ai/server/claude-fidelity-mcp) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★Rate

  • Fidelity MCP Server (Strider Labs)

    MCP Server SystemVendor [

    Strider Labs · Custody & Clearing

    Lets agents view Fidelity accounts, positions and holdings across brokerage, IRA and 401(k) custody.Fidelitycustody401kIRA](https://wealthmcp.ai/server/fidelity-mcp-strider) Documentation ↗Auth: OAuthLocalUpdated 2026-07-31★★★★★RateCopy install commandCopy config

  • Fillfolio MCP

    MCP Server AggregatorOfficial [

    Fillfolio · Banking & Account Aggregation

    Fillfolio's MCP server gives AI agents read-only access to a user's consolidated net worth: holdings, cost basis, cash and debt across connected accounts. It is listed in the official MCP registry and connects over OAuth at a public remote endpoint. The server cannot trade, move money or change anything in the underlying accounts.net worthportfolio trackingholdingscost basisread-only](https://wealthmcp.ai/server/fillfolio-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-10-07★★★★★Rate

    Public MCP endpoint

    https://fillfolio.com/api/mcp

    Copy MCP URLCopy config

  • Finance News RSS

    MCP Server SourceCommunity [

    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.newsRSSmediaheadlines](https://wealthmcp.ai/server/finance-news-rss) Documentation ↗Auth: NoneLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • Financial Evidence by LiquiLens

    MCP Server GatewayCommunity [

    LIQUILENS PRIVATE LIMITED / beepboop2025 · Market & Financial Data

    Read-only financial evidence gateway for institution diligence, dollar-funding research and market-liquidity reviews. Three tools discover topics, resolve fixed routes and retrieve public evidence from LiquiLens, Seiche, Undertow and Palimpsest, preserving source links, retrieval clocks, rights notes and unavailable states. No client-account access or order execution.financial evidenceinstitution diligencemoney marketsfunding stressBTC liquiditysource provenance](https://wealthmcp.ai/server/f9dc010c-a819-489c-bc57-dc423c076402) Documentation ↗Auth: NoneRemoteUpdated 2026-10-13★★★★★Rate

    Public MCP endpoint

    https://liquilens.in/mcp/financial-evidence

    Copy MCP URLCopy config

  • FinancialData.Net

    MCP Server SourceVendor [

    FinancialData.net · Market & Financial Data

    Financial market datasets.datasetsmarket data](https://wealthmcp.ai/server/financialdata-net) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Fingerprint

    MCP Server SourceVendor [

    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.fraud preventiondevice intelligenceopen sourceinvestigation](https://wealthmcp.ai/server/fingerprint-mcp) Documentation ↗Auth: API keyBothUpdated 2026-09-10★★★★★Rate

  • Finnhub

    MCP Server SourceOfficial [

    Finnhub · Market & Financial Data

    Real-time quotes, company fundamentals, earnings calendars, analyst estimates and news with sentiment scoring, across US and international equities. Broader non-US coverage than most alternatives at a comparable tier. What any given endpoint returns depends on plan entitlement.quotesearningsnews sentiment](https://wealthmcp.ai/server/finnhub) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • FinTech Studios MCP Connector

    MCP Server SourceVendor [

    FinTech Studios · Market & Financial Data

    FinTech Studios' MCP connector, announced September 24, 2026 and listed in the Claude and ChatGPT connector directories, brings its news and regulatory intelligence into AI assistants. It is a hosted Streamable HTTP server with read-only tools for collections, insight channels, account usage and cost estimates; a local stdio option with an API key is also documented.newsregulatory intelligenceClaudeChatGPT](https://wealthmcp.ai/server/fintech-studios-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-29★★★★★Rate

    Public MCP endpoint

    https://mcp.fintechstudios.com/mcp

    Copy MCP URLCopy config

  • Fintel Discovery

    MCP Server SourceVendor [

    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.form advedgar13fbrokercheck](https://wealthmcp.ai/server/fintel-discovery-mcp) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://ai.fin-discovery.com/mcp

    Copy MCP URLCopy config

  • FINTRX

    MCP Server DomainOfficial [

    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.ria datafamily officesprospecting](https://wealthmcp.ai/server/fintrx) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Fireflies.ai

    MCP Server SystemOfficial [

    Fireflies.ai · AI Notetakers & Meeting Intelligence

    Transcripts, meeting metadata, speaker info, and summaries queryable via Claude/ChatGPT (OAuth or JSON config).meetingstranscriptssummaries](https://wealthmcp.ai/server/fireflies-ai) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • FreshBooks

    MCP Server SystemCommunity [

    Community-built (Bitovi) · Accounting & Tax

    Community-built MCP server for FreshBooks accounting, invoicing, clients, expenses and time tracking.accountinginvoicingsmall-businesscommunity-built](https://wealthmcp.ai/server/freshbooks) Documentation ↗Auth: API keyLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • Frihet

    MCP Server SystemVendor [

    Frihet.io · Accounting & Tax

    Accounting/tax automation.accountingtax](https://wealthmcp.ai/server/frihet) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★Rate

  • FXMacroData

    MCP Server SourceVendor [

    FXMacroData · Market & Financial Data

    FX and macroeconomic data.FXmacro](https://wealthmcp.ai/server/fxmacrodata) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • GoHighLevel (LeadConnector)

    MCP Server SystemOfficial [

    HighLevel · CRM

    Official GoHighLevel remote MCP endpoint for sub-account CRM data: contacts, conversations, opportunities, calendars and payments.CRMGoHighLevelpipelinesconversations](https://wealthmcp.ai/server/gohighlevel-mcp) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Google Ads

    MCP Server SystemOfficial [

    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.google adscampaignsreportinggaql](https://wealthmcp.ai/server/google-ads-mcp) Documentation ↗Auth: OAuthLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • Google Workspace MCP Servers (community builds)

    MCP Server SystemCommunity [

    Various OSS maintainers · Productivity & Collaboration

    Same scope as Google's official server (Gmail, Drive, Docs, Sheets, Calendar, Slides) built before Google shipped its own.Workspaceopen sourceunofficial](https://wealthmcp.ai/server/google-workspace-community) Documentation ↗Auth: OAuthLocalUpdated 2026-07-31★★★★★Rate

  • Google Workspace MCP Servers (Google-managed)

    MCP Server SystemOfficial [

    Google · Productivity & Collaboration

    Gmail (read/draft/search), Drive (files, permissions), Calendar (availability, events), Docs, Sheets, Slides, Chat, People API.GmailDriveCalendarWorkspace](https://wealthmcp.ai/server/google-workspace-official) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Griffin

    MCP Server AggregatorVendor [

    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.banking-as-a-serviceaccount openingpaymentsUK](https://wealthmcp.ai/server/griffin-bank) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Gusto Payroll (via Zapier MCP)

    MCP Server SystemVendor [

    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.payrollGustoZapierowner compensationback office](https://wealthmcp.ai/server/gusto-payroll-zapier-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://mcp.zapier.com/api/mcp/mcp

    Copy MCP URLCopy config

  • HeirWealth

    MCP Server SystemVendor [

    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.whole-of-wealthfamily officeconsolidated reportingAustralia](https://wealthmcp.ai/server/heirwealth-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • HubSpot

    MCP Server SystemOfficial [

    HubSpot · CRM

    Official HubSpot MCP server for CRM objects: contacts, companies, deals, tickets and engagements, plus workflow and marketing data.CRMHubSpotcontactsdealsmarketing](https://wealthmcp.ai/server/hubspot-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • IBKR Portfolio Builder

    MCP Server SourceCommunity [

    Adwiteey Mauriya · Brokerage & Trade Execution

    A community MCP server that pairs 468 stock screeners with Interactive Brokers account access, letting an agent screen universes and inspect a connected IBKR portfolio in one place. Listed on PulseMCP.screenersInteractive Brokersportfoliocommunity](https://wealthmcp.ai/server/ibkr-portfolio-builder) Documentation ↗Auth: API keyLocalUpdated 2026-10-07★★★★★Rate

  • IBM OpenPages GRC MCP Server (v9.2)

    MCP Server SourceVendor [

    IBM · Compliance, Risk & Regulatory

    Enterprise governance, risk and compliance platform, with MCP access added in the v9.2 release so an assistant can query risk registers, controls, policies and issues held in OpenPages. Built for large institutions with a dedicated risk function rather than for an advisory practice.GRCenterpriserisk](https://wealthmcp.ai/server/ibm-openpages) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31★★★★★Rate

  • iCapital Connector for Claude

    MCP Server SystemVendor [

    iCapital · 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.alternative investmentsprivate fundsvaluationsperformanceClaude for Financial Advisors](https://wealthmcp.ai/server/icapital-claude-connector) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-18★★★★★Rate

  • Insig AI Central Bank

    MCP Server SourceVendor [

    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.central banksmacropolicy analysisresearch](https://wealthmcp.ai/server/insig-ai-central-bank) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Integrate.io

    MCP Server SourceVendor [

    Integrate.io · Compliance, Risk & Regulatory

    Data pipeline platform whose MCP server lets an assistant inspect and operate ETL jobs, useful when compliance reporting depends on moving financial data between systems on a schedule. It is pipeline tooling rather than a compliance product, and it appears in this category because that is the job firms use it for.pipelinesETLcompliance](https://wealthmcp.ai/server/integrate-io) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Interactive Brokers

    MCP Server SystemCommunity [

    Community · 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.IBKRunofficialtrading](https://wealthmcp.ai/server/interactive-brokers) Documentation ↗Auth: OAuthLocalUpdated 2026-07-31★★★★★Rate

  • Investec Private Banking

    MCP Server AggregatorCommunity [

    Community (acambitsis) · Banking & Account Aggregation

    Unofficial Investec private banking integration.private bankingunofficial](https://wealthmcp.ai/server/investec) Documentation ↗Auth: OAuthLocalUpdated 2026-07-31★★★★★Rate

  • Israeli Bank

    MCP Server AggregatorCommunity [

    Community (mottibec) · Banking & Account Aggregation

    Unofficial Israeli bank data integration.Israelbankingunofficial](https://wealthmcp.ai/server/israeli-bank) Documentation ↗Auth: OAuthLocalUpdated 2026-07-31★★★★★Rate

  • Jithox Payment Checks

    MCP Server SourceCommunity [

    Jithox · Compliance, Risk & Regulatory

    Free, read-only MCP checks an AI agent runs before it pays a supplier or sends an EU e-invoice: IBAN verification, payment-change checks, payment preflight, Peppol readiness and Peppol participant lookup. A separate Jithox MCP server covers e-invoicing: e-invoice readiness, invoice and VAT number validation, and VIES VAT verification. Both endpoints are remote, need no account, and answered an MCP handshake when checked on October 6, 2026.IBAN verificationpayment fraudvendor payment changePeppolEU e-invoicingVAT validation](https://wealthmcp.ai/server/f104c6a2-4f62-4715-a745-a069d4da502a) Documentation ↗Auth: NoneRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://jithox.com/api/mcp

    Copy MCP URLCopy config

  • Lambda Finance

    MCP Server SourceVendor [

    Lambda Finance · Market & Financial Data

    Real-time prices, financial statements, earnings call transcripts, stock screening, options chains with Greeks, news and charting.transcriptsscreeningoptions Greeks](https://wealthmcp.ai/server/lambda-finance) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Lendscape

    MCP Server SystemVendor [

    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.asset financeequipment financewrite actionsoperations](https://wealthmcp.ai/server/lendscape-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • Leverate

    MCP Server SystemVendor [

    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.back officebroker CRMprop firmsoperations](https://wealthmcp.ai/server/leverate-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • Lili

    MCP Server AggregatorVendor [

    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.small business bankingaccountantsbookkeepingclient-authorised](https://wealthmcp.ai/server/lili-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-10★★★★★Rate

  • LinkedIn

    MCP Server SystemCommunity [

    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.linkedinprofilescompaniesjobs](https://wealthmcp.ai/server/linkedin-mcp) Documentation ↗Auth: OAuthLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • LinkedIn Sales Navigator

    MCP Server SystemCommunity [

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

    Sales Navigator search, profile lookups, InMail, and inbox access.prospectingunofficialToS risk](https://wealthmcp.ai/server/linkedin-sales-navigator) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★Rate

  • Long tail of DeFi / trading-signal servers

    MCP Server SourceCommunity [

    Hundreds of independent OSS authors · Crypto & Digital Assets

    Hundreds of independent OSS crypto/DeFi servers (high variance in quality).DeFisignalsopen source](https://wealthmcp.ai/server/defi-long-tail) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★Rate

  • LSEG Analytics

    MCP Server SourceOfficial [

    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.pricingreference dataanalyticsestimates](https://wealthmcp.ai/server/lseg) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12★★★★★Rate

    Public MCP endpoint

    https://api.analytics.lseg.com/lfa/mcp

    Copy MCP URLCopy config

  • Lumonic

    MCP Server SystemVendor [

    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.private creditprivate equityportfolio monitoringcovenants](https://wealthmcp.ai/server/lumonic-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • MarketXLS

    MCP Server SourceVendor [

    MarketXLS · Market & Financial Data

    1,100+ Excel-native financial functions covering ratios, statements and metrics.excelratiosstatements](https://wealthmcp.ai/server/marketxls) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Match-Trader Broker Management MCP

    MCP Server SourceVendor [

    Match-Trade Technologies · Brokerage & Trade Execution

    Match-Trader's broker-management MCP server connects brokers and proprietary trading firms to their own Manager and Admin operational data. The vendor documents 23 read-only tools covering accounts, positions, orders, ledgers, instrument and group configuration, market data, trading sessions and risk rules. This is the broker-facing data service, not the separate trader-facing execution server.broker operationsrisk exposureread-onlyMatch-Trader](https://wealthmcp.ai/server/match-trader-broker-management-mcp) Documentation ↗Auth: Bearer tokenRemoteUpdated 2026-10-06★★★★★Rate

    Public MCP endpoint

    https://mtr-broker-management.match-trade.com/mcp

    Copy MCP URLCopy config

  • Match-Trader MCP for Traders

    MCP Server SystemVendor [

    Match-Trade Technologies · Brokerage & Trade Execution

    Match-Trader's trader-facing remote MCP server, announced October 6, 2026, connects one trading account to an AI assistant. Read tools retrieve account, portfolio and market data; action tools map to the Trader API to open, modify and close positions and create, modify and cancel pending orders. Access uses a revocable account token generated in the platform's API Access view.trading accountorder executionpositionsMatch-Trader](https://wealthmcp.ai/server/match-trader-traders-mcp) Documentation ↗Auth: Bearer tokenRemoteUpdated 2026-10-06★★★★★Rate

  • MaverickMCP

    MCP Server SourceCommunity [

    MaverickMCP · Data & Analytics Infrastructure

    MaverickMCP is a broad community research server covering market research, portfolio analysis and risk tools, listed on Glama. It bundles a wide set of finance tools behind one server for agents doing investment research workflows.researchportfolio analysisriskmarket datacommunity](https://wealthmcp.ai/server/maverickmcp) Documentation ↗Auth: NoneLocalUpdated 2026-10-07★★★★★Rate

  • MCP Market

    MCP Server DirectoryCommunity [

    Community · Directories & Registries

    Curated marketplace and directory for discovering MCP servers across finance, wealth management and productivity use cases.directorymarketplacediscovery](https://wealthmcp.ai/server/mcpmarket) Documentation ↗Auth: NoneRemoteUpdated 2026-07-31★★★★★Rate

  • mcp.so

    MCP Server DirectoryCommunity [

    Community · Directories & Registries

    Community MCP directory.directorydiscovery](https://wealthmcp.ai/server/mcp-so) Documentation ↗Auth: NoneRemoteUpdated 2026-07-31★★★★★Rate

  • MeetGeek

    MCP Server SystemOfficial [

    MeetGeek · AI Notetakers & Meeting Intelligence

    Meeting transcripts, summaries, action items, highlights, and insights via a hosted or self-hosted open-source MCP server.meetingstranscriptsinsights](https://wealthmcp.ai/server/meetgeek) Documentation ↗Auth: API keyBothUpdated 2026-07-31★★★★★Rate

  • Meniga Fini

    MCP Server AggregatorVendor [

    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.transaction enrichmentPFMconversational bankingagentic](https://wealthmcp.ai/server/meniga-fini) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31★★★★★Rate

  • Menlo Insurance Customer MCP

    MCP Server SystemCommunity [

    Menlo Insurance Services (Opero Labs Inc.) · Insurance & Annuities

    A customer-authorized MCP server for property and casualty insurance quote requests in California and Texas. Compatible assistants can discover quote products, start a private application, answer ordinary application questions, review the application and consent before requesting submission, and retrieve status and follow-up questions. Chat and the website share the same application questions and validation. Protected information, signatures and purchase remain on the website. Remote endpoint: the listed endpoint. Tool access is free; insurance premiums are separate. No investment advice, life insurance or annuities, and no insurance services outside California or Texas.property and casualtyinsurance quotesCaliforniaTexasconsumer insurance](https://wealthmcp.ai/server/9d2798b5-41f2-40c4-94f2-d103e4282e58) Documentation ↗Auth: NoneRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://www.menloinsurance.com/mcp

    Copy MCP URLCopy config

  • Meta Ads

    MCP Server SystemOfficial [

    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.meta adsfacebookinstagramcampaigns](https://wealthmcp.ai/server/meta-ads-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-08-02★★★★★Rate

    Public MCP endpoint

    https://mcp.facebook.com/ads

    Copy MCP URLCopy config

  • Microsoft 365 Agent 365 / Work IQ MCP Servers

    MCP Server SystemOfficial [

    Microsoft · Productivity & Collaboration

    Pre-certified MCP servers covering Outlook Mail & Calendar, Teams, SharePoint, OneDrive, Word, and Dataverse.Microsoft 365emaildocumentsenterprise](https://wealthmcp.ai/server/microsoft-365-agent-365) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Microsoft Dynamics 365 Sales

    MCP Server SystemOfficial [

    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.CRMDynamics 365TamaracSalenticaMicrosoft](https://wealthmcp.ai/server/dynamics-365-sales-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Milemarker Firm MCP

    MCP Server AggregatorVendor [

    Milemarker · Data & Analytics Infrastructure

    Milemarker's Firm MCP, announced September 22, 2026, gives AI assistants one governed connection to a firm's unified data layer. Milemarker says that layer spans 140-plus custodians, CRMs and planning tools and exposes 300-plus features across data exploration, reporting, entitlements, governance, workflows and application building. Firms request a scoped token from Milemarker and add a config snippet to their AI client.data platformaggregationcustodiansgovernance](https://wealthmcp.ai/server/milemarker-firm-mcp) Documentation ↗Auth: API keyRemoteUpdated 2026-09-29★★★★★Rate

  • Monarch Money

    MCP Server AggregatorCommunity [

    Community (richardadonnell) · Banking & Account Aggregation

    Unofficial Monarch Money personal finance access.personal financeunofficial](https://wealthmcp.ai/server/monarch-money) Documentation ↗Auth: OAuthLocalUpdated 2026-07-31★★★★★Rate

  • MONEX MCP Server

    MCP Server SystemVendor [

    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.Japanholdingsread-onlyconsumer connector](https://wealthmcp.ai/server/monex-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-08-24★★★★★Rate

  • Moody's GenAI-Ready Data

    MCP Server SourceOfficial [

    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.creditratingsentity datarisk](https://wealthmcp.ai/server/moodys) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12★★★★★Rate

    Public MCP endpoint

    https://api.moodys.com/genai-ready-data/m1/mcp

    Copy MCP URLCopy config

  • Morningstar

    MCP Server SourceOfficial [

    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.researchfund dataportfolio analysisscreening](https://wealthmcp.ai/server/morningstar-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02★★★★★Rate

    Public MCP endpoint

    https://mcp.morningstar.com/mcp

    Copy MCP URLCopy config

  • MT Newswires

    MCP Server SourceOfficial [

    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.newsmarket commentaryreal time](https://wealthmcp.ai/server/mt-newswires) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12★★★★★Rate

    Public MCP endpoint

    https://vast-mcp.blueskyapi.com/mtnewswires

    Copy MCP URLCopy config

  • Narmi / Grasshopper Bank

    MCP Server SystemVendor [

    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.business bankingbalancesread-onlybeta](https://wealthmcp.ai/server/narmi-grasshopper-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-10★★★★★Rate

  • nCino Mortgage MCP

    MCP Server AggregatorVendor [

    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.mortgagelendingloan originationLOSPOSbankingcomplianceaudit trailagentic AIgovernance](https://wealthmcp.ai/server/ncino-mortgage-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-07★★★★★Rate

  • NetSuite MCP Server (Standard Tools SuiteApp)

    MCP Server SystemOfficial [

    Oracle / NetSuite · Accounting & Tax

    Official NetSuite AI Connector SuiteApp exposing records, reports, saved searches and SuiteQL via MCP; governed by NetSuite role permissions.ERPaccountingSuiteQLenterprise](https://wealthmcp.ai/server/netsuite) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02★★★★★Rate

    Public MCP endpoint

    https://<ACCOUNT_ID>.suitetalk.api.netsuite.com/services/mcp/v1/suiteapp/com.netsuite.mcpstandardtools

    Copy MCP URLCopy config

  • Newline by Fifth Third

    MCP Server SystemVendor [

    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.embedded financepaymentscardsdeposits](https://wealthmcp.ai/server/newline-fifth-third-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • NexJ MCP Server

    MCP Server SystemVendor [

    NexJ 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.CRMNexJprivate bankinggovernance](https://wealthmcp.ai/server/nexj-mcp-server) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-29★★★★★Rate

  • NitroStack Wealth Management

    MCP Server SystemCommunity [

    Community (babuvenky76) · Wealth Platforms

    Early-stage wealth management MCP server.wealth managementexperimental](https://wealthmcp.ai/server/nitrostack-wealth) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★Rate

  • NoiseFloor

    MCP Server DomainCommunity [

    LIQUILENS PRIVATE LIMITED / beepboop2025 · Data & Analytics Infrastructure

    Statistical research diagnostics for checking whether financial changes are signal or noise. Ten tools assess caller-supplied market observations, repeated headlines, change and sampling effects, empirical forecast intervals, forecast performance and correlation structure. MIT-licensed Python toolkit with local and hosted MCP access; does not fetch market feeds, retain portfolios or execute trades.statistical diagnosticschange detectionforecast evaluationdata qualitycorrelation analysisheadline triage](https://wealthmcp.ai/server/333a058e-c776-4c86-b0f5-980ed0b809b0) Documentation ↗Auth: NoneBothUpdated 2026-10-13★★★★★Rate

    Public MCP endpoint

    https://api.seiche.info/noisefloor/mcp

    Copy MCP URLCopy config

  • Norman Finance

    MCP Server SystemVendor [

    Norman Finance · Accounting & Tax

    Accounting and tax automation.accountingtaxautomation](https://wealthmcp.ai/server/norman-finance) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★Rate

  • NSE MCP

    MCP Server SourceOfficial [

    National Stock Exchange of India · Market & Financial Data

    The National Stock Exchange of India's official MCP offering provides two no-auth, read-only services: Bhavcopy for five years of daily end-of-day equity history, and CM Market Live for delayed market snapshots. Tools cover OHLCV, breadth, historical returns, stock comparisons, gainers and losers, index market data, individual quotes, listings and freshness checks. Newly discovered in the October 6, 2026 directory scan; the exchange page does not establish a launch date.Indiaexchange dataNSEhistorical pricesdelayed quotes](https://wealthmcp.ai/server/nse-mcp) Documentation ↗Auth: NoneRemoteUpdated 2026-10-06★★★★★Rate

    Public MCP endpoint

    https://mcp.nseindia.in/bhavcopy/cm/mcp

    Copy MCP URLCopy config

  • Nymbus

    MCP Server SystemVendor [

    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.core bankingmoney movementwrite actionscommunity banks](https://wealthmcp.ai/server/nymbus-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • Octav

    MCP Server SourceVendor [

    Octav Labs · Crypto & Digital Assets

    On-chain portfolio and DeFi data.on-chainDeFiportfolio](https://wealthmcp.ai/server/octav) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★Rate

  • Official MCP Registry

    MCP Server DirectoryOfficial [

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

    The official Model Context Protocol server registry.registryofficialdiscovery](https://wealthmcp.ai/server/official-mcp-registry) Documentation ↗Auth: NoneRemoteUpdated 2026-07-31★★★★★Rate

  • Okama Portfolio Analytics

    MCP Server SourceCommunity [

    Okama · Data & Analytics Infrastructure

    Okama's MCP server wraps the open-source Okama portfolio analytics library: backtesting, Monte Carlo simulation and efficient frontier analysis over historical asset data. It has some of the strongest usage numbers among community analytics servers on PulseMCP.backtestingMonte Carloefficient frontierportfolio analyticsopen source](https://wealthmcp.ai/server/okama-portfolio-analytics) Documentation ↗Auth: NoneLocalUpdated 2026-10-07★★★★★Rate

  • One Inc

    MCP Server SystemVendor [

    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.paymentsPremiumPayClaimsPayreporting](https://wealthmcp.ai/server/one-inc-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-24★★★★★Rate

  • OneVest

    MCP Server SystemVendor [

    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.wealth platformportfoliospipelineagentic](https://wealthmcp.ai/server/onevest-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02★★★★★Rate

  • Ontra

    MCP Server SourceVendor [

    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.private marketsfund entitieslegal datacompliance](https://wealthmcp.ai/server/ontra-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • OpenInsurance Wiki

    MCP Server SystemCommunity [

    openinsurance-wiki contributors · Insurance & Annuities

    Read-only knowledge-base server for insurance products and coverages: search, product and coverage lookup, comparisons and overlap detection.knowledge basecoverageproduct comparison](https://wealthmcp.ai/server/openinsurance-wiki-mcp) Documentation ↗Auth: NoneLocalUpdated 2026-08-01★★★★★RateCopy install commandCopy config

  • OpenWealth MCP

    MCP Server SystemCommunity [

    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.openwealthswitzerlandcustodyread-onlyopen source](https://wealthmcp.ai/server/openwealth-mcp) Documentation ↗Auth: API keyLocalUpdated 2026-09-01★★★★★RateCopy install commandCopy config

  • Orion Connector for Claude

    MCP Server SystemVendor [

    Orion 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.Orion ConnectRedtail CRMClaude for Financial Advisorsmeeting preppipelineGateway Portal](https://wealthmcp.ai/server/orion-claude-connector) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-16★★★★★1.0 (1)

  • Otter.ai

    MCP Server SystemOfficial [

    Otter.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.transcriptsmeetingsclient notesbidirectional](https://wealthmcp.ai/server/otter-ai) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Personetics

    MCP Server SourceVendor [

    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.financial intelligencepredictive analyticsengagementbanks](https://wealthmcp.ai/server/personetics-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-10★★★★★Rate

  • PitchBook

    MCP Server SourceOfficial [

    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.private marketsdealsvaluationscomps](https://wealthmcp.ai/server/pitchbook) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12★★★★★Rate

    Public MCP endpoint

    https://premium.mcp.pitchbook.com/mcp

    Copy MCP URLCopy config

  • Plaid

    MCP Server AggregatorOfficial [

    Plaid · Banking & Account Aggregation

    Bank and brokerage account connectivity across thousands of US institutions, returning balances, transactions, holdings and account identity. The most widely deployed aggregation layer in US consumer and advisor fintech, and frequently the mechanism sitting underneath another platform's aggregation feature.aggregationopen bankingaccounts](https://wealthmcp.ai/server/plaid) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://api.dashboard.plaid.com/mcp/

    Copy MCP URLCopy config

  • PlanProvider.Pro

    MCP Server DomainCommunity [

    PlanProvider.Pro · Retirement & Form 5500 Research

    Research retirement-plan service providers, recordkeepers and TPAs using DOL Form 5500 filings through natural-language queries.form 5500recordkeeperstpasretirement plans](https://wealthmcp.ai/server/planprovider-pro) Documentation ↗Auth: API keyRemoteUpdated 2026-08-02★★★★★5.0 (1)

  • PlanTrust

    MCP Server DomainOfficial [

    PlanTrust · Retirement & Form 5500 Research

    AI-first Form 5500 database for retirement-plan research, recordkeeper due diligence and TPA benchmarking.form 5500recordkeepersdue diligence](https://wealthmcp.ai/server/plantrust) Documentation ↗Auth: API keyRemoteUpdated 2026-08-02★★★★★Rate

  • Pocket Invoice MCP

    MCP Server SystemCommunity [

    Pocket Invoice · Accounting & Tax

    Hosted billing MCP server for a compatible AI assistant. Supports invoice and estimate creation, PDF generation from saved company templates, client and item management, and unpaid balance or sales queries. This can support an advisory practice or small business with service invoicing and fee records. OAuth authorizes access to the connected company. Codex is tested. Sending requires confirmation; recording a payment does not transfer funds. This is billing software, not portfolio management or investment advice. Currently free.invoicingestimatesbillingfee recordssmall business](https://wealthmcp.ai/server/abfc97a2-49ab-490d-95a9-92832679ef9f) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://api.freedominvoice.com/mcp

    Copy MCP URLCopy config

  • Polygon.io

    MCP Server SourceOfficial [

    Polygon.io · Market & Financial Data

    Tick-level US market data covering equities, options, forex and crypto, with aggregates, trades and individual quotes. Built for latency-sensitive and time-of-trade questions rather than broad research browsing. Coverage and real-time entitlement vary by plan, so confirm what your tier actually returns before building a workflow on it.tick datastreamingUS equities](https://wealthmcp.ai/server/polygon-io) Documentation ↗Auth: API keyBothUpdated 2026-07-31★★★★★RateCopy install commandCopy config

  • ProjectionLab

    MCP Server SystemCommunity [

    Community (mormubis) · Financial Planning

    Local MCP server for ProjectionLab: export, snapshot and restore financial plans and scenario projections from an AI client.financial planningProjectionLabprojectionsretirement](https://wealthmcp.ai/server/projectionlab-mcp) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★RateCopy install commandCopy config

  • PulseMCP

    MCP Server DirectoryCommunity [

    Community · Directories & Registries

    Community MCP directory.directorydiscovery](https://wealthmcp.ai/server/pulsemcp) Documentation ↗Auth: NoneRemoteUpdated 2026-07-31★★★★★Rate

  • QuantContext

    MCP Server SourceCommunity [

    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.quantitative researchbacktestingfactor analysisscreening](https://wealthmcp.ai/server/quantcontext-mcp) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★RateCopy install commandCopy config

  • QuickBooks Online

    MCP Server SystemOfficial [

    Intuit · Accounting & Tax

    Official local MCP server for QuickBooks Online with full CRUD across 29 entity types and 11 financial reports.accountingQBOinvoicingreports](https://wealthmcp.ai/server/quickbooks-online) Documentation ↗Auth: OAuthLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • Reddit

    MCP Server SystemCommunity [

    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.redditsocialpostssubreddits](https://wealthmcp.ai/server/reddit-mcp) Documentation ↗Auth: NoneLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • Redtail CRM (via Zapier MCP)

    MCP Server SystemVendor [

    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.CRMRedtailZapiercontactsactivities](https://wealthmcp.ai/server/redtail-crm-zapier-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • RelPro

    MCP Server DomainVendor [

    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.relationship intelligenceprospectingForm 5500firmographicscontacts](https://wealthmcp.ai/server/relpro-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Riskcovry

    MCP Server SystemVendor [

    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.Indiadistributionquotespolicy issuance](https://wealthmcp.ai/server/riskcovry-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-24★★★★★Rate

  • Robinhood

    MCP Server SystemCommunity [

    Community (trayders) · Brokerage & Trade Execution

    Unofficial Robinhood integration.Robinhoodunofficialretail](https://wealthmcp.ai/server/robinhood-trayd) Documentation ↗Auth: OAuthLocalUpdated 2026-07-31★★★★★Rate

  • Root Insurance

    MCP Server SystemVendor [

    Root · Insurance & Annuities

    Vendor-published server for insurance quotes, policy management and product module development on the Root platform.quotespoliciesproduct modules](https://wealthmcp.ai/server/root-insurance-mcp) Documentation ↗Auth: API keyLocalUpdated 2026-08-01★★★★★RateCopy install commandCopy config

  • S&P Global (Kensho kFinance)

    MCP Server SourceOfficial [

    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.S&P GlobalKenshoestimatestranscripts](https://wealthmcp.ai/server/sp-global-kensho) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12★★★★★Rate

    Public MCP endpoint

    https://kfinance.kensho.com/integrations/mcp

    Copy MCP URLCopy config

  • Sage Cloud Accounting

    MCP Server SystemVendor [

    Sage (via CData) · Accounting & Tax

    Vendor-provided MCP server for Sage Cloud Accounting, covering invoices, customers, payments, bank accounts and financial reports.accountingSagecloudinvoicing](https://wealthmcp.ai/server/sage-cloud-accounting) Documentation ↗Auth: API keyRemoteUpdated 2026-08-02★★★★★Rate

  • Salesforce Hosted MCP Servers

    MCP Server SystemOfficial [

    Salesforce · 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.CRMworkflowsenterprise](https://wealthmcp.ai/server/salesforce-hosted) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Savvly

    MCP Server SystemVendor [

    Savvly · Insurance & Annuities

    Longevity-linked retirement product tools: projections, eligibility checks, product comparisons and FAQs for the SEC-registered Savvly fund.longevityretirement incomeprojections](https://wealthmcp.ai/server/savvly-mcp) Documentation ↗Auth: NoneRemoteUpdated 2026-08-01★★★★★Rate

  • Schwab Advisor Center for Claude

    MCP Server SystemVendor [

    Charles 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.Schwab Advisor CenterRIA custodyClaude for Financial Advisorsofficial partnership](https://wealthmcp.ai/server/schwab-advisor-center-claude) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-16★★★★★Rate

  • Seamless.AI

    MCP Server DomainOfficial [

    Seamless.AI · Advisor & Firm Intelligence / Prospecting

    General B2B sales intelligence: find contacts, enrich records, build lists, launch campaigns via natural language.prospectingenrichmentcampaigns](https://wealthmcp.ai/server/seamless-ai) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Seaworthy Insurance

    MCP Server SystemCommunity [

    Seaworthy Insurance Agency · Insurance & Annuities

    Open server for disability insurance with an agent-callable quote request action plus carrier and coverage research tools.disability insurancequotescarrier research](https://wealthmcp.ai/server/seaworthy-disability-mcp) Documentation ↗Auth: NoneRemoteUpdated 2026-08-01★★★★★Rate

  • SEC EDGAR

    MCP Server SourceCommunity [

    Stefano Amorelli (OSS) · Market & Financial Data

    Access to SEC EDGAR filings.SECfilingsopen source](https://wealthmcp.ai/server/sec-edgar-mcp) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★RateCopy install commandCopy config

  • SEC EDGAR (secedgar)

    MCP Server SourceCommunity [

    cyanheads (OSS) · Market & Financial Data

    SEC EDGAR filings server.SECfilingsopen source](https://wealthmcp.ai/server/secedgar-mcp-server) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★Rate

  • Seiche

    MCP Server DomainCommunity [

    LIQUILENS PRIVATE LIMITED / beepboop2025 · Market & Financial Data

    Dollar-funding and money-market research terminal built on public-source benchmarks, historical observations and source-linked briefs. Provides funding-stress context, FX and broader market evidence, data-health checks and historical comparisons for macro analysts, treasury teams and advisor research. Observation, release and retrieval clocks remain distinct; no brokerage connection or trading.dollar fundingmoney marketsSOFRfunding stressFX reference datamacro researchdata provenance](https://wealthmcp.ai/server/e88370ed-89b2-49e8-88de-d8bbdf4eadb0) Documentation ↗Auth: NoneRemoteUpdated 2026-10-13★★★★★Rate

    Public MCP endpoint

    https://api.seiche.info/mcp

    Copy MCP URLCopy config

  • Sentir MCP

    MCP Server SystemVendor [

    Practifi · 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.CRMSentirAI-native CRMgovernanceclient intelligence](https://wealthmcp.ai/server/sentir-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-30★★★★★Rate

  • SEON

    MCP Server SourceVendor [

    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.fraudAMLrisk signalsKYC](https://wealthmcp.ai/server/seon) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Sharpe

    MCP Server SourceVendor [

    Sharpe.ai · Crypto & Digital Assets

    Crypto/DeFi analytics and execution.DeFianalyticsexecution](https://wealthmcp.ai/server/sharpe-ai) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Sigo Seguros MCP

    MCP Server SystemVendor [

    Sigo Seguros · Insurance & Annuities

    Sigo Seguros' open, stateless MCP connector returns non-binding car-insurance estimates over Streamable HTTP without an account or API key. Sigo is a licensed insurance agency and broker, not an underwriting carrier. The documented connector supplies estimates; customers complete purchasing in Sigo's own flow rather than binding a policy through the AI assistant.auto insuranceestimatesinsurance agencyno authentication](https://wealthmcp.ai/server/sigo-seguros-mcp) Documentation ↗Auth: NoneRemoteUpdated 2026-10-06★★★★★Rate

    Public MCP endpoint

    https://mcp.sigoseguros.com/mcp

    Copy MCP URLCopy config

  • Slack

    MCP Server SystemOfficial [

    Slack · Productivity & Collaboration

    Hosted at mcp.slack.com. Workspace search, channel/message access, admin-approved OAuth per connecting AI client.messagingsearchworkspace](https://wealthmcp.ai/server/slack) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Slant

    MCP Server SystemOfficial [

    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.CRMadvisor CRMcontactstasksZapier](https://wealthmcp.ai/server/slant-mcp) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Snapchat Ads

    MCP Server SystemCommunity [

    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.snapchatsocial adscampaignsreporting](https://wealthmcp.ai/server/snapchat-ads-mcp) Documentation ↗Auth: OAuthLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • Snowflake

    MCP Server SystemOfficial [

    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.data warehousesqlcortexgovernance](https://wealthmcp.ai/server/snowflake-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://<account>.snowflakecomputing.com/mcp

    Copy MCP URLCopy config

  • Socotra

    MCP Server SystemVendor [

    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.policy administrationbillingaudit trailinsurtech](https://wealthmcp.ai/server/socotra-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-24★★★★★Rate

  • Starling Bank

    MCP Server AggregatorCommunity [

    Community (mnckapilan) · Banking & Account Aggregation

    Unofficial Starling Bank integration.UKbankingunofficial](https://wealthmcp.ai/server/starling-bank) Documentation ↗Auth: OAuthLocalUpdated 2026-07-31★★★★★Rate

  • State Farm MCP Connector

    MCP Server SystemCommunity [

    Strider Labs (unofficial) · Insurance & Annuities

    Unofficial connector for auto, home, life and renters quotes, policy lookup, claims, payments and agent search.personal lineslifeclaimsunofficial](https://wealthmcp.ai/server/statefarm-mcp) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★Rate

  • StockDrifts

    MCP Server SourceCommunity [

    StockDrifts · Market & Financial Data

    Ownership data for AI agents. Rated US 13F funds with each fund's average buy price, company-specific KPIs, Japanese large-shareholder filings with investor ratings, and Korean insider buys. 32 read-only tools on a hosted server. Needs a StockDrifts API key; access is part of the paid Ultra plan.13F holdingsownership datainsider buyingJapan large-shareholder filingsKorea insider trades](https://wealthmcp.ai/server/06be474b-d157-4a28-b82b-62808d50e1e8) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://mcp.stockdrifts.io/mcp/

    Copy MCP URLCopy config

  • Sure

    MCP Server SystemVendor [

    Sure · Insurance & Annuities

    Insurtech platform MCP capability that lets AI agents quote, bind and service insurance policies through Sure's carrier and distribution rails.quotebindpolicy servicinginsurtech](https://wealthmcp.ai/server/sure-insurance-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-01★★★★★Rate

  • Synci

    MCP Server AggregatorCommunity [

    Synci · Banking & Account Aggregation

    Synci connects AI agents read-only to real financial accounts: bank accounts, brokerages and crypto exchanges. Listed on Smithery, it positions itself as a single connection layer for an agent to see balances and holdings across institutions without credentials for each one.account aggregationbankingbrokeragecryptoread-only](https://wealthmcp.ai/server/synci) Documentation ↗Auth: OAuthRemoteUpdated 2026-10-07★★★★★Rate

  • The Trade Desk

    MCP Server SystemCommunity [

    cesteral (OSS) · Advertising & Marketing Platforms

    Community-built server for The Trade Desk campaign entity management and reporting via the TTD API v3.the trade deskprogrammaticdspreporting](https://wealthmcp.ai/server/ttd-mcp) Documentation ↗Auth: API keyLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • Tiger Brokers

    MCP Server SystemCommunity [

    Tiger Brokers · Brokerage & Trade Execution

    Tiger Brokers' MCP server, listed on Smithery, exposes stocks, options and futures across the US, Hong Kong, China and Singapore markets. It gives an agent market data and trading access on a multi-market retail brokerage popular in Asia-Pacific.brokeragetradingoptionsfuturesmulti-market](https://wealthmcp.ai/server/tiger-brokers) Documentation ↗Auth: API keyRemoteUpdated 2026-10-07★★★★★Rate

  • TikTok Ads

    MCP Server SystemCommunity [

    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.tiktoksocial adscampaignsreporting](https://wealthmcp.ai/server/tiktok-ads-mcp) Documentation ↗Auth: OAuthBothUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • TradeStation MCP

    MCP Server SystemVendor [

    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.tradingorder confirmationpositionsClaude](https://wealthmcp.ai/server/tradestation-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-08-24★★★★★Rate

  • Trading 212

    MCP Server SystemCommunity [

    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.Trading 212brokerageUKEUportfolio analytics](https://wealthmcp.ai/server/trading-212-mcp) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★RateCopy install commandCopy config

  • Trading Central MCP

    MCP Server SourceVendor [

    Trading Central · Market & Financial Data

    Trading Central's MCP server, announced September 21, 2026, delivers its licensed, rights-managed investment research to financial AI agents and chatbots across eight domains: news and sentiment, economic analysis, technical analysis, fundamentals, volatility, corporate events, discovery and storytelling. It is research delivery only, with no trade execution.researchtechnical analysislicensed content](https://wealthmcp.ai/server/trading-central-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-29★★★★★Rate

  • TradingView MCP

    MCP Server SourceVendor [

    TradingView · Market & Financial Data

    TradingView's own MCP server, released in public beta on September 16, 2026, gives AI assistants TradingView market data, screeners, fundamentals and news through a published remote endpoint, signed in with OAuth 2.1 rather than API keys. It can also manage the user's own watchlists and alerts, but offers no broker balances, positions or order execution.market datachartspublic beta](https://wealthmcp.ai/server/tradingview-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-29★★★★★Rate

    Public MCP endpoint

    https://mcp.tradingview.com/mcp

    Copy MCP URLCopy config

  • Truthifi

    MCP Server AggregatorVendor [

    Truthifi · Wealth Platforms

    Hosted read-only MCP bridge connecting advisor and client platform accounts to Claude, ChatGPT and other agents. Covers Orion, Envestnet, Tamarac, AssetMark, Black Diamond, Addepar, Pershing NetX360, Fidelity Wealthscape, Schwab Advisor Center, eMoney, MoneyGuidePro, RightCapital, Redtail, Wealthbox and Practifi, plus 18,000+ US institutions. A free Truthifi account and OAuth authorization at the platform's own domain are required.OrionEnvestnetTamaracSchwabFidelityeMoneyread-onlyaggregation](https://wealthmcp.ai/server/truthifi-connect) Documentation ↗Auth: OAuthRemoteUpdated 2026-08-02★★★★★Rate

    Public MCP endpoint

    https://api.truthifi.com/mcp

    Copy MCP URLCopy config

  • ValuationMCP

    MCP-Native App CompositionOfficial [

    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.valuationm&aform advbenchmarksmcp-native](https://wealthmcp.ai/server/valuationmcp) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://valuationmcp.ai/mcp

    Copy MCP URLCopy config

  • Vanta

    MCP Server SourceVendor [

    Vanta · Compliance, Risk & Regulatory

    Security compliance automation for your firm as a company, covering SOC 2, ISO 27001 and similar frameworks, with a published remote endpoint at mcp.vanta.com so an assistant can query controls, tests, evidence and open findings. Answers questions about your own security posture, not about client accounts.SOC 2securityautomation](https://wealthmcp.ai/server/vanta) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://mcp.vanta.com/mcp

    Copy MCP URLCopy config

  • Veripoint

    MCP Server SourceOfficial [

    Veripoint (Global Database) · Market & Financial Data

    AI financial analysis of private and public companies from statutory accounts and filings, with reporting period, currency, scope and source evidence kept beside every figure. Useful for business-owner clients, exit planning and private-company diligence.private companiescompany financialsstatutory accountsdue diligencepeer comparison](https://wealthmcp.ai/server/veripoint) Documentation ↗Auth: OAuthRemoteUpdated 2026-10-08★★★★★Rate

    Public MCP endpoint

    https://veripoint.ai/api/mcp

    Copy MCP URLCopy config

  • Verisk

    MCP Server SystemVendor [

    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.underwritingISO indicationsactuarialclaims pricing](https://wealthmcp.ai/server/verisk-mcp) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-08-24★★★★★Rate

  • VisitorsCoverage (Treppy)

    MCP Server AggregatorVendor [

    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.travel insurancequotescomparisonbeta](https://wealthmcp.ai/server/treppy-mcp) Documentation ↗Auth: NoneRemoteUpdated 2026-09-10★★★★★Rate

  • Wave Financial

    MCP Server SystemVendor [

    Wave (via CData) · Accounting & Tax

    Vendor-provided MCP server for Wave Financial, covering invoices, customers, payments, bank accounts and accounting reports.accountingWaveinvoicingsmall-business](https://wealthmcp.ai/server/wave-financial) Documentation ↗Auth: API keyRemoteUpdated 2026-08-02★★★★★Rate

  • Wealth.com (Wealth MCP)

    MCP Server SystemVendor [

    Wealth.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 the listed endpoint 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.estate planningtax planningtrust documentspage-level citationsClaude for Financial Advisors](https://wealthmcp.ai/server/wealth-com-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-16★★★★★Rate

    Public MCP endpoint

    https://mcp.wealth.com/mcp

    Copy MCP URLCopy config

  • Wealthbox

    MCP Server SystemCommunity [

    Fireweed Capital (community) · CRM

    Remote MCP server for the Wealthbox advisor CRM: contacts, notes, tasks and events, authorized with your own Wealthbox API token.CRMWealthboxcontactstasks](https://wealthmcp.ai/server/wealthbox-mcp) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

  • Wealthbox Connector for Claude

    MCP Server SystemVendor [

    Wealthbox · 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 the listed endpoint, 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.CRMWealthboxClaude for Financial Advisorsmeeting prepprebuilt skillstasks](https://wealthmcp.ai/server/wealthbox-claude-connector) Documentation ↗Auth: OAuthRemoteUpdated 2026-09-18★★★★★Rate

    Public MCP endpoint

    https://mcp.crmworkspace.com/mcp

    Copy MCP URLCopy config

  • Wealthfolio

    MCP Server SystemVendor [

    Wealthfolio · Wealth Platforms

    Built-in MCP server in the Wealthfolio portfolio tracker, exposing holdings and performance to AI agents through scoped, revocable access tokens.portfolio trackingholdingsscoped tokens](https://wealthmcp.ai/server/wealthfolio-mcp) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★Rate

  • WealthMCP

    MCP Server DirectoryOfficial [

    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.directorydiscoverypractice stacksmcp apps](https://wealthmcp.ai/server/wealthmcp) Documentation ↗Auth: NoneRemoteUpdated 2026-07-31★★★★★5.0 (1)

    Public MCP endpoint

    https://wealthmcp.ai/mcp

    Copy MCP URLCopy config

  • WealthOS

    MCP Server SystemVendor [

    WealthOS · Financial Planning

    WealthOS, tagged official on PulseMCP, exposes net worth, budgets and scenario forecasts to AI agents over a remote endpoint authenticated with an API key. It is a paid product aimed at consumers and advisors who want an agent to reason over a household's full financial picture and forward-looking scenarios.net worthbudgetingscenario forecastingfinancial planning](https://wealthmcp.ai/server/wealthos)Auth: API keyRemoteUpdated 2026-10-07★★★★★Rate

  • Wealthy Trading Platform

    MCP Server SystemVendor [

    Wealthy · Brokerage & Trade Execution

    Wealthy's MCP server, tagged official on PulseMCP, gives AI agents access to quotes, orders and portfolio tools on Wealthy, an Indian retail brokerage. It is among the most-used broker MCP servers on the public directories, but its market coverage is India-only.brokeragetradingquotesordersIndia](https://wealthmcp.ai/server/wealthy-trading-platform) Documentation ↗Auth: OAuthRemoteUpdated 2026-10-07★★★★★Rate

  • Webull Cloud

    MCP Server SystemVendor [

    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.brokeragetradingmarket dataportfoliowatchlistsorder historymulti-assetretail investingOAuthcloud-hosted](https://wealthmcp.ai/server/webull-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-08-04★★★★★Rate

    Public MCP endpoint

    https://api.webull.com/mcp

    Copy MCP URLCopy config

  • X Ads

    MCP Server SystemCommunity [

    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.xtwittersocial adsposts](https://wealthmcp.ai/server/x-ads-mcp) Documentation ↗Auth: OAuthLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • Xero

    MCP Server SystemOfficial [

    Xero · Accounting & Tax

    Official Xero MCP server for contacts, invoices, bank transactions, reports, payroll and tracking categories.accountinginvoicingbankingpayroll](https://wealthmcp.ai/server/xero) Documentation ↗Auth: OAuthLocalUpdated 2026-08-02★★★★★RateCopy install commandCopy config

  • Yahoo Finance

    MCP Server SourceCommunity [

    Community · Market & Financial Data

    Yahoo Finance market data (several community implementations).quotesfreeunofficial](https://wealthmcp.ai/server/yahoo-finance-mcp) Documentation ↗Auth: NoneLocalUpdated 2026-07-31★★★★★Rate

  • Ycharts MCP Server

    MCP Server SourceCommunity [

    Ycharts · Market & Financial Data

    YCharts MCP Server provides access to YCharts market and financial data — including securities pricing, fundamentals, economic indicators, and analytics — for wealth managers, advisors, and fintech teams.](https://wealthmcp.ai/server/6c926adc-23ae-4e42-862f-35ab2fecca56) Documentation ↗Auth: NoneRemoteUpdated 2026-07-31★★★★★5.0 (1)

  • YNAB

    MCP Server AggregatorCommunity [

    Community · Banking & Account Aggregation

    Unofficial You Need A Budget integrations.budgetingunofficial](https://wealthmcp.ai/server/ynab) Documentation ↗Auth: API keyLocalUpdated 2026-07-31★★★★★Rate

  • Yodlee

    MCP Server AggregatorCommunity [

    Community (ashishmerani) · Banking & Account Aggregation

    Unofficial Gradio-based server exposing Envestnet | Yodlee bank accounts, balances, and transactions to MCP clients.aggregationtransactionsunofficialyodlee](https://wealthmcp.ai/server/yodlee-mcp-server) Documentation ↗Auth: API keyLocalUpdated 2026-08-02★★★★★Rate

  • Zapier MCP

    MCP Server GatewayOfficial [

    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.automationgatewayfee billingback officeno-code](https://wealthmcp.ai/server/zapier-mcp) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

    Public MCP endpoint

    https://mcp.zapier.com/api/mcp/mcp

    Copy MCP URLCopy config

  • Zeplyn MCP Server

    MCP Server SystemVendor [

    Zeplyn · 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.advisor intelligenceagent studiomeeting intelligencegovernanceclient intelligence](https://wealthmcp.ai/server/zeplyn) Documentation ↗Auth: EnterpriseRemoteUpdated 2026-09-21★★★★★Rate

  • Zerodha

    MCP Server SystemCommunity [

    Community · Brokerage & Trade Execution

    Unofficial Zerodha trading integrations.Indiatradingunofficial](https://wealthmcp.ai/server/zerodha) Documentation ↗Auth: OAuthLocalUpdated 2026-07-31★★★★★Rate

  • Zocks

    MCP Server SystemOfficial [

    Zocks · AI Notetakers & Meeting Intelligence

    Read-only access to Zocks meeting intelligence (client/household context) for Claude and ChatGPT.meetingsadvisorcrmread-only](https://wealthmcp.ai/server/zocks-notetaker) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • Zoho Books

    MCP Server SystemVendor [

    Zoho (via CData) · Accounting & Tax

    Vendor-provided MCP server for Zoho Books, covering invoices, customers, vendors, payments, bank accounts and financial reports.accountingZohoinvoicingcloud](https://wealthmcp.ai/server/zoho-books) Documentation ↗Auth: API keyRemoteUpdated 2026-08-02★★★★★Rate

  • Zoom

    MCP Server SystemOfficial [

    Zoom · Productivity & Collaboration

    Meeting summaries, transcripts, recordings, notes, and action items; agentic search across connected systems (e.g., Salesforce, Workday).meetingstranscriptsnotes](https://wealthmcp.ai/server/zoom) Documentation ↗Auth: OAuthRemoteUpdated 2026-07-31★★★★★Rate

  • ZoomInfo MCP Server

    MCP Server DomainVendor [

    ZoomInfo · Advisor & Firm Intelligence / Prospecting

    Prospect and company intelligence data.prospectingcompany intelligencecrm](https://wealthmcp.ai/server/zoominfo) Documentation ↗Auth: API keyRemoteUpdated 2026-07-31★★★★★Rate

New to MCP?

Connecting a server takes a pasted link or a short config entry. No engineering background needed. Our guide explains the two hosting models, the four login types you will see on these cards, and a safe order to try them in.

Read the connection guide

wealthmcp.ai

Home Practice Stacks Vendors How to connect Release notes Submit a server Terms Privacy Contact

wealthmcp.ai is a free community directory of Model Context Protocol servers for wealth management. Listings are informational only. They are not endorsements, security reviews, or investment advice. Always verify a server with its publisher before connecting it to client data.

Sources: publisher documentation, vendor announcements, and community submissions reviewed by our editors.

Part of the HnyComb network: WealthMCP · ValuationMCP · ADVmcp · 5500mcp

© 2026 wealthmcp.ai. All rights reserved.

Connector update

Refresh your connection

We've added tools to the WealthMCP MCP server. If you connected before that, refresh or re-add the connector in your client to pick them up. The endpoint is unchanged. See the release notes for details.

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