Financial Services MCP Servers

FRED (Federal Reserve Economic Data) provides access to over 800,000 US and international economic time series from the Federal Reserve Bank of St. Louis. Includes GDP, inflation, unemployment, interest rates, housing data, and more.

FreshBooks is a cloud-based accounting software designed for small businesses, facilitating tasks like invoicing, expense tracking, and time management. Use it to streamline financial operations and manage client billing efficiently.

Crowdfunding campaigns and equity offering data

Senate and House member financial disclosures and trading activity

Historical price charts and intraday data for stocks, indexes, commodities, forex, and crypto

Clarid HMDA Validator assists users in validating Home Mortgage Disclosure Act data, ensuring compliance with regulatory standards. This server is useful for financial institutions and compliance professionals focused on mortgage data reporting.

In-Context is an AI-native portfolio management tool that helps users view and manage their portfolios effectively. It is aimed at investors and financial professionals looking to optimize their investment strategies.

Insider trading activity, transaction types, and acquisition ownership

The Investigation Game App offers an interactive experience where users can engage in solving a murder mystery, enhancing problem-solving and critical thinking skills. This server is targeted at gamers and educators looking for engaging content.

Invoiced is an accounts receivable automation platform that helps businesses streamline billing, collections, and payment processes. It is primarily used for automating invoicing, managing subscriptions, and reducing payment-related tasks.

Search and verify 1.9M+ IRS-registered tax-exempt organizations. EIN lookup, fuzzy name search, location browse, 501(c)(3) verification, and financial data. Updated daily from the IRS Exempt Organizations Business Master File.

This server automates blockchain workflows for KeeperHub, providing tools to streamline processes and enhance productivity. It is aimed at developers and businesses looking to integrate blockchain technology into their operations.

Kensho Finance is an AI-powered financial analytics platform that provides real-time market intelligence, event-driven insights, and automated research capabilities. It uses natural language processing and machine learning to analyze financial data and market events.

MCP server for Klever blockchain smart contract development.

Lago is a platform that provides organizations with deep insights into their financial data, facilitating the tracking and analysis of financial metrics and performance. It enables users to make data-driven decisions by analyzing billing, revenue, and other financial trends.

IncredibleFi is a personal loan marketplace that facilitates the loan application process by providing users with the necessary forms and submission capabilities. This service is tailored for individuals seeking personal loans and financial institutions looking to connect with potential borrowers.

S&P 500, NASDAQ, Dow Jones index data and historical constituents

Marketgenius offers tools for analyzing dividend data and managing investment portfolios. Users can access dividend calculators, update and sync dividend information, and monitor their investment performance, making it a useful resource for investors and financial analysts.

Global exchange trading hours and holiday schedules

Sector/industry performance, P/E ratios, gainers, losers, and most active stocks

MegaChad provides a suite of tools for users interested in cryptocurrency and personal development. It offers functionalities like retrieving statistics, managing wallets, and accessing NFT metadata, making it ideal for crypto enthusiasts and investors looking to enhance their portfolios and personal branding.

This server serves as a personal finance assistant, helping users track their transactions, manage budgets, and gain insights into their spending habits. It is ideal for individuals looking to improve their financial literacy and control their finances more effectively.

Morningstar is a leading investment research and asset management company that provides independent financial data, analysis, and investment insights. It offers data on stocks, mutual funds, ETFs, and other investment vehicles with ratings and research reports.

Financial news, press releases, and market-specific news for stocks, crypto, and forex