Financial Services MCP Servers

117 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 117 servers

Earnings Transcripts

Financial Services

Earnings call transcripts and transcript availability dates

Managed
SKILL.md
3 tools
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Float

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.

Managed
SKILL.md
16 tools
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Real-Time Quotes

Financial Services

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

Managed
SKILL.md
28 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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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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Government Trading

Financial Services

Senate and House member financial disclosures and trading activity

Managed
SKILL.md
4 tools
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Finnhub

Financial Services

Finnhub provides a real-time financial market data API offering stock, forex, and crypto data, news, and market insights for financial analysis and reporting. It is primarily used by developers and financial analysts to integrate financial data into applications and systems.

Managed
SKILL.md
11 tools
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Zoho Expense

Financial Services

Zoho Expense is an expense management software that enables businesses to automate and streamline expense reporting, approvals, and reimbursements. It is primarily used to track and analyze employee expenses and ensure compliance with company policies.

Managed
SKILL.md
26 tools
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e-conomic

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.

Managed
SKILL.md
33 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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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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PayFit

Financial Services

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.

Managed
SKILL.md
2 tools
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Alpaca

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.

Managed
SKILL.md
7 tools
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Lago

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.

Managed
SKILL.md
11 tools
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Historical Charts

Financial Services

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

Managed
SKILL.md
22 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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IRS Nonprofit Lookup

Financial Services

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.

Managed
Web UI
Dataset
SKILL.md
7 tools
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Technical Indicators

Financial Services

Technical analysis indicators including moving averages, RSI, and ADX

Managed
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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Bulk Data

Financial Services

Bulk batch endpoints for high-volume data retrieval

Managed
SKILL.md
15 tools
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Younium

Financial Services

Younium is a subscription management platform that automates billing, invoicing, and revenue recognition for businesses. Use it to streamline your financial operations and enhance subscription lifecycle management.

Managed
SKILL.md
5 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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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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FreshBooks

Financial Services

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.

Managed
SKILL.md
10 tools
View server

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.

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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