Financial Services MCP Servers

Discounted cash flow models including levered and custom DCF calculations

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

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

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

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

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.

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.

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.

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

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

Senate and House member financial disclosures and trading activity

Cryptocurrency symbols and digital asset market data

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

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Financial Services

Serbian Dinar Exchange Rates

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

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.

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.

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.

Cotrader allows users to screen over 11,000 stocks using natural language processing to identify characteristics and trends. Investors and analysts can utilize this tool for stock market research and decision-making.

IncredibleFi is a personal loan marketplace that facilitates the loan application process by providing users with the necessary forms and submission capabilities. This service is tailored for individuals seeking personal loans and financial institutions looking to connect with potential borrowers.

Clarid HMDA Validator assists users in validating Home Mortgage Disclosure Act data, ensuring compliance with regulatory standards. This server is useful for financial institutions and compliance professionals focused on mortgage data reporting.

CoinGecko provides broad access to cryptocurrency data, including market trends, historical data, and exchange information, making it a vital resource for investors and developers in the crypto space. Users can leverage various tools to analyze coins, exchanges, and NFT markets.

Renzo MCP Server offers insights into various blockchain protocols, including supported chains and protocol statistics. It is designed for developers and blockchain enthusiasts looking to analyze and interact with decentralized finance (DeFi) ecosystems.