Financial Services MCP Servers (114)

Financial MCP servers connect your AI to banking data aggregators, market data feeds, accounting ledgers, and tax or expense platforms. Pull balances, categorize transactions, or file structured reports — scoped credentials keep exposure minimal.

Showing 24 of 114 servers

Norman

Financial Services

Official

AI-powered accounting platform for German freelancers and entrepreneurs. Automates invoicing, receipt matching, tax deductions, and VAT return filing.

Numerai MCP

Financial Services

Official
SKILL.md

Numerai is a crowdsourced AI hedge fund. Access tournament data, submit predictions, manage models, view leaderboards, run diagnostics, and upload pickle models. Supports Classic, Signals, and CryptoSignals tournaments.

Numerai Tournament

Financial Services

SKILL.md
28 tools

Complete Numerai tournament toolkit. Manage models, submit predictions, view leaderboards, track scores and staking, monitor pipeline status, and get NMR/ETH prices — across the full tournament lifecycle.

PayFit

Financial Services

SKILL.md
2 tools

PayFit is a payroll management solution that automates the calculation of employee salaries, payslips, and tax declarations, making payroll processing more efficient for businesses. Use it to streamline payroll operations and ensure compliance with legal regulations.

Pennylane

Financial Services

SKILL.md
9 tools

Pennylane provides an API for managing financial operations, including accounting, invoicing, and financial reporting, allowing businesses to automate and streamline their accounting processes.

Plaid

Financial Services

Official

Plaid provides financial data infrastructure connecting applications to bank accounts. Offers account linking, transaction data, balance checks, identity verification, and payment initiation.

Poplar

Financial Services

SKILL.md
5 tools

Poplar provides an API for verifying bank account details in real-time to ensure secure and accurate financial transactions.

Portfolio Ideas

Financial Services

Official

This server provides users with tailored portfolio ideas, helping investors make informed decisions based on current market trends and analysis. It is particularly beneficial for individual investors and financial advisors looking to optimize investment strategies.

Profitelligence

Financial Services

Official
SKILL.md

This server offers financial intelligence tools, including insights into insider trades, SEC filings, and 13F holdings. It is targeted at investors and financial analysts looking for detailed data to inform their investment decisions.

Pyth Pro

Financial Services

Official

Pyth Pro provides access to real-time financial data, including symbols, candlestick data, and historical prices. It is designed for traders and analysts who require accurate and timely market information.

QuickBooks

Financial Services

SKILL.md
33 tools

QuickBooks Online is accounting software for managing invoicing, expenses, payroll, and financial reporting. Query customers, vendors, invoices, bills, accounts, and generate financial reports like P&L and Balance Sheet.

Ramp

Financial Services

Official

Ramp is a corporate expense management and spend analytics platform. Provides corporate card management, expense tracking, bill pay, accounting integrations, and spend insights for finance teams.

Real-Time Quotes

Financial Services

SKILL.md
28 tools

Real-time and delayed stock, ETF, mutual fund, commodity, forex, crypto, and index quotes

Recurly

Financial Services

SKILL.md
21 tools

Recurly is a subscription billing platform that automates recurring billing, invoicing, and revenue management for businesses to streamline their subscription processes.

Renzo

Financial Services

Official

Renzo MCP Server offers insights into various blockchain protocols, including supported chains and protocol statistics. It is designed for developers and blockchain enthusiasts looking to analyze and interact with decentralized finance (DeFi) ecosystems.

Sanctions Screening

Financial Services

App
SKILL.md
5 tools

Screen persons, entities, and vessels against 25+ government sanctions lists. Fuzzy name matching, identifier search, batch screening.

SEC Executive Compensation

Financial Services

App
SKILL.md
4 tools

Search CEO and named executive officer compensation at 4,000+ US public companies — salary, bonus, stock awards, option awards, non-equity incentive, pension changes, and total compensation. Parsed from SEC EDGAR DEF 14A proxy statements using LLM extraction with iXBRL cross-validation.

SEC Filings

Financial Services

SKILL.md
9 tools

SEC filings including 8-K, 10-K, 10-Q forms and company profile lookups

Sec Intelligence

Financial Services

Official

EDGAR.tools SEC Intelligence provides access to financial data and insights related to the U.S. Securities and Exchange Commission filings. This server is ideal for investors, analysts, and researchers who need detailed regulatory information.

Shibui Finance

Financial Services

Official

This server offers financial data services, including stock data queries and various financial workflows. It is targeted at financial analysts and developers looking to integrate financial data into their applications.

Skybridge Capitals Example

Financial Services

Official

Skybridge Capitals offers tools to explore various capital investment opportunities, enabling users to analyze and discover potential investment options. This server is ideal for investors and financial analysts seeking detailed insights into capital markets.

Spraay Solana Gateway

Financial Services

Official

This server facilitates the batch sending of SOL or any SPL token to multiple wallets, making it a powerful tool for developers and users in the Solana ecosystem who need to manage token distributions efficiently.

Stock Directory

Financial Services

SKILL.md
11 tools

Lists of available symbols, exchanges, sectors, industries, and countries

Stock Moves Explained

Financial Services

Official

This server explains stock market movements by providing insights into the reasons behind significant stock price changes. It is particularly useful for investors and analysts seeking to understand market trends and make informed investment decisions.

Frequently Asked Questions

What are financial MCP servers?

Financial MCP servers give AI agents API access to banks, brokers, accounting packages, and fintech infrastructure. Typical operations include reading accounts, importing transactions, reconciling entries, or fetching market quotes — depending on the provider.

How is this different from payment MCP servers?

Payment servers emphasize money movement — charges, refunds, subscriptions. Financial servers emphasize ledgers, banking aggregation, market data, and accounting workflows. Many teams enable both with separate credentials.

Is it safe to link financial APIs to an AI?

Use read-only or accountant-scoped keys when possible, enable workspace isolation in MCPBundles, and rotate credentials if a laptop is lost. The AI never sees secrets in prompts; it calls tools that inject auth server-side.

Do these servers give investment advice?

No. Tools return data and execute API operations you authorize. Any interpretation or trading decision remains your responsibility and must comply with regulations that apply to your jurisdiction and business.

Start using MCP servers now

Each server comes with AI skills that teach your assistant the domain knowledge it needs to use the tools correctly.