Advi
The first app that scores your financial health — and banks on it. PFM + Banking, better together.
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https://advi.ai/https://mcp.advi.ai/mcpLast probed Nov 3, 2026 · mcp.advi.ai
4tools discovered
Score From Transactions
Score a list of agent-transmitted transactions.
Link Plaid And Score
Exchange a Plaid public_token, run the adviserver ETL, return score.
Search Transactions
Search the user's complete transaction and account history with structured filters and free-text matching.
Get Cfip Rates
Get the Advi consumer comparison data for a savings-product category (currently 'hysa' — high-yield savings accounts).
Schemas and invoke metadata: Directory API
Get your MCP into directories
A working endpoint is step one. Directory coverage is the coordinated launch across ChatGPT, Claude, Cursor, the MCP Registry, and community indexes.
Directory coverage for brandsThe first app that scores your financial health — and banks on it. PFM + Banking, better together.
Use the MCP endpoint listed on this page in your MCP client configuration. One-click install pills support Claude, Cursor, VS Code, and other hosts. Copy the remote MCP URL if your client needs a manual entry.
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MCPBundles probed 4 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
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