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 4972 of 115 servers

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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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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Bulk Data

Financial Services

Bulk batch endpoints for high-volume data retrieval

Managed
SKILL.md
15 tools
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Poplar

Financial Services

Poplar provides an API for verifying bank account details in real-time to ensure secure and accurate financial transactions.

Managed
SKILL.md
5 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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Invoiced

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.

Managed
SKILL.md
17 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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Zoho Books

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.

Managed
SKILL.md
64 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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Earnings Transcripts

Financial Services

Earnings call transcripts and transcript availability dates

Managed
SKILL.md
3 tools
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Pennylane

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.

Managed
SKILL.md
9 tools
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Earnings, Dividends & Splits

Financial Services

Earnings reports, dividend history, stock splits, and IPO calendars

Managed
SKILL.md
9 tools
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SEC Filings

Financial Services

SEC filings including 8-K, 10-K, 10-Q forms and company profile lookups

Managed
SKILL.md
9 tools
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Financial Modeling Prep

Financial Services

Complete Financial Modeling Prep toolkit. Stock data, company financials, market analysis, economic indicators, alternative data, and more.

Managed
228 tools
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Profitelligence

Financial Services

This server offers financial intelligence tools, including insights into insider trades, SEC filings, and 13F holdings. It is targeted at investors and financial analysts looking for detailed data to inform their investment decisions.

SKILL.md
Live tools
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Numerai MCP

Financial Services

Numerai is a crowdsourced AI hedge fund. Access tournament data, submit predictions, manage models, view leaderboards, run diagnostics, and upload pickle models. Supports Classic, Signals, and CryptoSignals tournaments.

SKILL.md
Live tools
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Trade It

Financial Services

Trade It is a platform that facilitates trading activities, allowing users to execute trades and manage their portfolios. It provides real-time market data and trading tools, making it suitable for both novice and experienced traders.

SKILL.md
Live tools
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Morningstar

Financial Services

Morningstar is a leading investment research and asset management company that provides independent financial data, analysis, and investment insights. It offers data on stocks, mutual funds, ETFs, and other investment vehicles with ratings and research reports.

Live tools
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Kensho Finance

Financial Services

Kensho Finance is an AI-powered financial analytics platform that provides real-time market intelligence, event-driven insights, and automated research capabilities. It uses natural language processing and machine learning to analyze financial data and market events.

Live tools
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Sec Intelligence

Financial Services

EDGAR.tools SEC Intelligence provides access to financial data and insights related to the U.S. Securities and Exchange Commission filings. This server is ideal for investors, analysts, and researchers who need detailed regulatory information.

Live tools
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Blindoracle

Financial Services

This server facilitates privacy-preserving transactions within prediction markets, allowing users to create forecasts, submit positions, and resolve markets while maintaining their anonymity. It is particularly useful for data scientists and analysts involved in market predictions who require secure and confidential operations.

Live tools
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Builders

Financial Services

SODAX Builders offers a suite of tools for managing cryptocurrency transactions, including token swaps and transaction tracking. This server is designed for users involved in cryptocurrency trading and investment.

Live tools
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CrossFin

Financial Services

CrossFin provides a full suite of financial tools, enabling users to manage their cryptocurrency transactions, compare exchange prices, and track their budgets. This server is particularly useful for cryptocurrency traders and financial analysts looking for efficient ways to handle digital assets.

Live tools
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Arcadia Finance

Financial Services

Arcadia Finance provides a full suite of financial tools for managing accounts, assets, and trading strategies. It is designed for investors and financial analysts looking to track performance and make informed investment decisions.

Live 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.

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