Financial Services MCP Servers

115 servers

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 124 of 115 servers

Finage

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.

Managed
SKILL.md
10 tools
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FRED

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.

Managed
SKILL.md
8 tools
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Fundraising

Financial Services

Crowdfunding campaigns and equity offering data

Managed
SKILL.md
6 tools
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Zoho Invoice

Financial Services

Zoho Invoice is a cloud-based invoicing software that enables businesses to create, send, and manage invoices and estimates, as well as automate payment reminders. It is primarily used for streamlining billing processes and financial management.

Managed
SKILL.md
43 tools
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Chargebee

Financial Services

Chargebee is a subscription billing and revenue management platform that helps businesses automate recurring billing, invoicing, and revenue operations. It is primarily used to manage complex subscription billing cycles and optimize revenue growth.

Managed
SKILL.md
27 tools
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Gusto

Financial Services

Read-only Gusto data for payroll, tax, workforce, contractors, schedules, payouts, benefits, time off, and operational attachments — plus token context.

Managed
SKILL.md
39 tools
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Zoho Billing

Financial Services

Zoho Billing is a full-featured billing and invoicing platform that allows businesses to manage recurring invoices, track expenses, and automate payment processes. Use it to streamline financial operations and enhance billing accuracy.

Managed
SKILL.md
42 tools
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CFPB Consumer Complaints

Financial Services

Search the CFPB Consumer Complaint Database with 4M+ complaints about financial products including mortgages, credit cards, student loans, debt collection, and credit reporting.

Managed
SKILL.md
2 tools
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Cryptocurrency

Financial Services

Cryptocurrency symbols and digital asset market data

Managed
SKILL.md
1 tools
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Market Performance

Financial Services

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

Managed
SKILL.md
8 tools
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Company Search

Financial Services

Search and discover companies by symbol, name, CIK, CUSIP, ISIN, and more

Managed
SKILL.md
7 tools
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Commitment of Traders

Financial Services

CFTC Commitment of Traders reports and analysis

Managed
SKILL.md
3 tools
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Stock Directory

Financial Services

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

Managed
SKILL.md
11 tools
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ETFs & Mutual Funds

Financial Services

ETF and mutual fund holdings, allocations, sector weightings, and disclosures

Managed
SKILL.md
8 tools
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Major Indexes

Financial Services

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

Managed
SKILL.md
7 tools
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News & Press Releases

Financial Services

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

Managed
SKILL.md
10 tools
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Financial Statements

Financial Services

Income statements, balance sheets, cash flows, key metrics, ratios, and financial growth

Managed
SKILL.md
21 tools
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Sanctions Screening

Financial Services

Screen persons, entities, and vessels against 20+ government sanctions lists. Fuzzy name matching, identifier search, batch screening.

Managed
Web UI
Dataset
SKILL.md
7 tools
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Treasury Fiscal Data

Financial Services

U.S. Treasury Fiscal Data API provides access to federal financial data including the national debt, exchange rates, interest rates, treasury securities, government revenue and spending. No authentication required.

Managed
SKILL.md
4 tools
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Company Information

Financial Services

Detailed company profiles, employee counts, market cap, executives, and M&A data

Managed
SKILL.md
15 tools
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Analyst Ratings & Estimates

Financial Services

Analyst financial estimates, ratings, price targets, and stock grades from top analysts

Managed
SKILL.md
8 tools
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Brex

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.

Managed
SKILL.md
6 tools
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ESG Ratings

Financial Services

Environmental, Social, and Governance (ESG) ratings and benchmarks

Managed
SKILL.md
3 tools
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Forex

Financial Services

Foreign exchange currency pairs and forex market data

Managed
SKILL.md
1 tools
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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.

Best Financial Services MCP Servers for Claude, Cursor & Codex | MCPBundles