Finance MCP Servers

Find MCP servers for finance data, accounting workflows, invoices, payments, market data, and agent-assisted financial operations.

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pigi.finance - DeFi Vault Intelligence MCP
官方
Query 2,000+ DeFi vaults across 25+ protocols and 14 EVM chains. Get vault risk scores, APR/APY and TVL history, risk-adjusted yield, DeFi base rates and hack/exploit data — for Claude, Cursor, Codex, Gemini CLI and any other MCP client.
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financekit-mcp
Financial market intelligence with 12 tools: real-time stock quotes, crypto prices, technical analysis (RSI, MACD, Bollinger Bands), market overview, and portfolio tracking. Zero API keys required.
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FinanceMCP
Provides real-time financial data using the Tushare API.
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Finance MCP Server
An MCP server for retrieving financial data using the financialdatasets API.
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Finance MCP Server
Provides real-time financial data from Yahoo Finance.
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Finance MCP Server
Stock prices, cryptocurrency data, exchange rates, and portfolio tracking
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FinanceRateCalc (frc-mcp)
Lender-level FHA mortgage denial statistics from the complete 2025 federal HMDA record (1.2M credit decisions). 5 tools: national stats, lender lookup, rankings, state stats, Door Effect analysis. Open data (CC BY 4.0), methodology on SSRN. Historical aggregates only — never individual approval predictions.
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MyFinance MCP
Personal finance by chat: expenses, income, budgets and net worth in 150+ currencies; any bank via statement import.
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Fortnox Accounting MCP Server
MCP server for Fortnox — Sweden's largest cloud accounting platform (612K+ customers). Manage invoices, customers, suppliers, accounting, and more via AI agents.
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Odoo Accounting MCP Server
Integrates with Odoo Accounting via XML-RPC, allowing AI tools to query and analyze account journal entries for auditing purposes.
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Visma eAccounting MCP Server
MCP server for Visma eAccounting — used across Norway, Finland, Netherlands, and UK. Manage invoices, customers, suppliers, and accounting via AI agents.
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Carta
官方
Carta connects cap table, investor, fund, accounting, and company financial data to AI-assisted private-capital workflows. Its MCP connector helps assistants analyze ownership, valuations, pro-forma rounds, exit scenarios, investment metrics, and fund performance without switching systems.
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Finance MCP 適合的場景

Give agents controlled access to financial records, invoices, payments, or market data for analysis and drafting.

Connect finance context to customer operations, reporting, and workflow automation.

Prepare summaries and reconciliations while keeping sensitive actions gated.

設定清單

  1. 1Choose servers for the finance or accounting systems your team already uses.
  2. 2Start with read-only credentials and sandbox data where possible.
  3. 3Add scoped API keys or OAuth configuration to the MCP client.
  4. 4Require approval for payments, invoices, refunds, account changes, and exported financial data.

如何選擇

  • Prefer servers with clear object scopes, auditability, and sandbox support.
  • Check support for invoices, payments, accounts, customers, or market data depending on your workflow.
  • Treat financial writes and exports as high-risk actions that need human review.

Finance MCP 常見問題

What is Finance MCP?

Finance MCP connects agents to financial, accounting, payment, or market-data systems through the Model Context Protocol.

Is Finance MCP safe for payments?

It can be safe only with scoped credentials, sandbox testing, audit logs, and approval for payment or billing actions.

Which tools fit Finance MCP?

Stripe, Xero, QuickBooks, invoice systems, bank-data providers, crypto data, and market-data tools can fit this topic.