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 2548 of 115 servers

FDIC Bank Data

Financial Services

Search and analyze FDIC-insured bank institutions. 27,000+ banks with financials, branches, failures, history, and industry-level analytics.

Managed
Web UI
Dataset
SKILL.md
11 tools
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QuickBooks

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.

Managed
SKILL.md
33 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
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Flowlu Finance

Financial Services

Financial management: Invoices, Estimates, Transactions, Bank Accounts, Payments, Recurring Invoices. Manage your business finances.

Managed
SKILL.md
105 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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Numerai Tournament

Financial Services

Complete Numerai tournament toolkit. Manage models, submit predictions, view leaderboards, track scores and staking, monitor pipeline status, and get NMR/ETH prices — across the full tournament lifecycle.

Managed
SKILL.md
28 tools
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Economic Indicators

Financial Services

Treasury rates, economic indicators, and market risk premium data

Managed
SKILL.md
3 tools
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SEC Executive Compensation

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.

Managed
Web UI
SKILL.md
5 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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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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BEA Economic Accounts

Financial Services

Bureau of Economic Analysis API providing GDP, personal income, international trade, and industry economic account data at national, state, and county levels.

Managed
SKILL.md
4 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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Form 13F Filings

Financial Services

Institutional ownership, 13F filings, holder performance, and position analytics

Managed
SKILL.md
7 tools
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DCF Valuation

Financial Services

Discounted cash flow models including levered and custom DCF calculations

Managed
SKILL.md
4 tools
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Commodities

Financial Services

Commodity market data and available commodity symbols

Managed
SKILL.md
1 tools
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Export Controls

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.

Managed
SKILL.md
5 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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BLS

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).

Managed
SKILL.md
4 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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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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Market Hours

Financial Services

Global exchange trading hours and holiday schedules

Managed
SKILL.md
3 tools
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Recurly

Financial Services

Recurly is a subscription billing platform that automates recurring billing, invoicing, and revenue management for businesses to streamline their subscription processes.

Managed
SKILL.md
21 tools
View server

Insider Trades

Financial Services

Insider trading activity, transaction types, and acquisition ownership

Managed
SKILL.md
4 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.