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 119 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
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
SEC filings including 8-K, 10-K, 10-Q forms and company profile lookups
Financial Services
Earnings reports, dividend history, stock splits, and IPO calendars
Financial Services
Environmental, Social, and Governance (ESG) ratings and benchmarks
Financial Services
Treasury rates, economic indicators, and market risk premium data
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
Detailed company profiles, employee counts, market cap, executives, and M&A data
Financial Services
Search CEO and named executive officer compensation at 4,000+ US public companies — salary, bonus, stock awards, option awards, non-equity incentive, pension changes, and total compensation. Parsed from SEC EDGAR DEF 14A proxy statements using LLM extraction with iXBRL cross-validation.
Financial Services
Foreign exchange currency pairs and forex market data
Financial Services
Read-only Gusto data for payroll, tax, workforce, contractors, schedules, payouts, benefits, time off, and operational attachments — plus token context.
Financial Services
Real-time and delayed stock, ETF, mutual fund, commodity, forex, crypto, and index quotes
Financial Services
Bureau of Labor Statistics (BLS) provides access to US labor market data including employment, unemployment, inflation (CPI), wages, productivity, and more. Over 200,000 time series covering the US economy. API key required for v2 access with higher rate limits (500 queries/day, 50 series/request, 20 years of data).
Financial Services
Screen persons and entities against 8 US export control lists — BIS Entity List, Denied Persons, Unverified, Military End User, ITAR Debarred, Nonproliferation, CMIC, CAPTA. Fuzzy name matching with composite scoring.
Financial Services
CFTC Commitment of Traders reports and analysis
Financial Services
Insider trading activity, transaction types, and acquisition ownership
Financial Services
Commodity market data and available commodity symbols
Financial Services
Cryptocurrency symbols and digital asset market data
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.
Financial Services
Pennylane provides an API for managing financial operations, including accounting, invoicing, and financial reporting, allowing businesses to automate and streamline their accounting processes.
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.
Financial Services
Discounted cash flow models including levered and custom DCF calculations
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.
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.
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.