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 1–24 of 117 servers
Financial Services
Recurly is a subscription billing platform that automates recurring billing, invoicing, and revenue management for businesses to streamline their subscription processes.
Financial Services
Search and analyze FDIC-insured bank institutions. 27,000+ banks with financials, branches, failures, history, and industry-level analytics.
Financial Services
Sector/industry performance, P/E ratios, gainers, losers, and most active stocks
Financial Services
Treasury rates, economic indicators, and market risk premium data
Financial Services
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.
Financial Services
Analyst financial estimates, ratings, price targets, and stock grades from top analysts
Financial Services
Finage provides real-time and historical market data for stocks, forex, and cryptocurrency through a REST API. Get live quotes, OHLCV bars, and previous close data for US stocks, 3500+ forex pairs, and crypto markets.
Financial Services
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.
Financial Services
Earnings call transcripts and transcript availability dates
Financial Services
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.
Financial Services
Poplar provides an API for verifying bank account details in real-time to ensure secure and accurate financial transactions.
Financial Services
Zoho Books is an online accounting software that enables businesses to streamline financial operations, including invoicing, expense tracking, and tax compliance. Use it to automate accounting tasks and gain financial insights.
Financial Services
Insider trading activity, transaction types, and acquisition ownership
Financial Services
Environmental, Social, and Governance (ESG) ratings and benchmarks
Financial Services
Alpaca Broker API is a financial trading platform that offers developers access to tools for algorithmic trading, providing real-time market data and management of stock and options orders. Use it to automate trading strategies and manage investment portfolios effectively.
Financial Services
Earnings reports, dividend history, stock splits, and IPO calendars
Financial Services
Brex provides a financial platform integrated with APIs to manage company expenses, accounting, and business banking. Use it to streamline financial operations and optimize resource allocation.
Financial Services
Search and discover companies by symbol, name, CIK, CUSIP, ISIN, and more
Financial Services
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.
Financial Services
Float is a cash flow forecasting tool that helps businesses manage their finances by providing real-time financial insights and visibility into future cash positions. Use it to improve financial planning and decision-making.
Financial Services
E-conomic is an online accounting software that enables small and medium-sized enterprises to manage invoicing, bookkeeping, and financial reporting. Utilize its features to streamline financial processes and gain insights into business finances.
Financial Services
Crowdfunding campaigns and equity offering data
Financial Services
Global exchange trading hours and holiday schedules
Financial Services
Foreign exchange currency pairs and forex market data
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.
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.
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.
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.