# Best Financial Services MCP Servers MCP servers for financial services, what each one reports it can do, and whether Pod has verified it. 275 servers, ordered by adoption — npm downloads where a package exists, then reported issue volume. Pod has connected to 1 of them; the rest are publisher-reported and unverified. Showing 1–25 of 275 · page 1 of 11. ## [Alpha Vantage MCP Server](/mcp/alpha-vantage-mcp-server) Real-time and historical stock prices, quotes, and price history for any ticker, spanning stocks, ETFs, mutual funds, options, forex, commodities, and global indices. Licensed by major global exchanges for institutional-grade accuracy. Access 200+ global market indices, ETF profiles and sector allocations, and top gainers/losers/most active tickers. Pull company fundamentals, financial statements, P/E ratio, EPS, market cap, and dividend yield. Ingest earnings call transcripts, track earnings and IPO calendars, monitor insider transactions and institutional holdings, and review stock splits and dividends. Score news sentiment by ticker, and analyze options chains, put-call ratios, and volume/open-interest ratios for market positioning and sentiment analysis. Query 50+ technical indicators (RSI, MACD, moving averages, Bollinger Bands, VWAP, and more), plus advanced rolling and fixed-window analytics for volatility, correlation, and performance metrics, ideal for backtesting and building trading strategies. Check forex and currency exchange rates, global commodity prices (gold, silver, oil, natural gas, agricultural goods), and economic indicators like GDP, CPI, inflation, unemployment, treasury yields, and the federal funds rate. Built for portfolio analysis, valuation modeling, quantitative research, and agentic workflows, from quick ticker lookups to multi-step financial analysis. 5 reported issues · 126 tools reported — Publisher-reported; not verified by Pod. ## [Stripe](/mcp/stripe) The Stripe Model Context Protocol server defines a set of tools that AI agents can use to interact with the Stripe API and search its knowledge base (including documentation and support articles). 36 reported issues · 23 tools reported — Publisher-reported; not verified by Pod. ## [BankSync](/mcp/banksync) BankSync securely connects your bank, credit card, and brokerage accounts and makes their data available to Claude. Link your accounts once, then ask Claude about your finances in plain language. With BankSync connected, Claude can: • Read transactions, balances, account details, holdings, trades, and loans across all your connected institutions • Search and filter your financial history ("how much did I spend on groceries last month?") • Build queries, dashboards, and widgets to visualize spending, cash flow, net worth, and portfolio performance • Sync data on a schedule to destinations like Google Sheets, Excel, and databases • Categorize and enrich transactions automatically BankSync handles the hard parts of financial data — institution coverage, secure consent management, deduplication, and keeping balances fresh — so you can focus on the insights. All access is read-only by default and scoped to the workspace you connect. Whether you're tracking personal spending and net worth, reconciling the books for a business, or monitoring an investment portfolio, BankSync gives Claude a complete, up-to-date picture of your accounts ~ no manual exports required. 94 tools reported — Publisher-reported; not verified by Pod. ## [Chariot](/mcp/chariot) Manage your nonprofit's gift processing directly from Claude. Connect your Chariot account to look up, create, and reconcile donations, process checks received by mail, and edit donation details. Manage the custom properties and policies that automate your donation pipeline, read deposits, ledger transactions, and invoices, and export your data for reporting. Built for nonprofits and their finance teams, Chariot brings your entire donation workflow—records, deposits, reconciliation, and reporting—into your conversation, with secure OAuth access scoped to exactly the data and actions you authorize. 65 tools reported — Publisher-reported; not verified by Pod. ## [Deel](/mcp/deel) Connect Claude to your Deel account and take action across your entire global workforce. Manage contracts, track payments, handle time-off, run payroll calculations, and query your HRIS data — all in natural language. Ask questions, get instant answers, and make decisions faster, securely. Whether you're managing a team of 5 or 5,000, Deel brings your people data and workflows directly into Claude. 95 tools reported — Publisher-reported; not verified by Pod. ## [Foodics MCP](/mcp/foodics-mcp) Foodics is the restaurant operating system F&B businesses across the Middle East and North Africa offering point of sale, payments, inventory, and back-office in one platform. The Foodics MCP connector lets you ask questions about your own restaurant data in plain language, in English or Arabic, without writing a query or exporting a report. Connect once and Claude can pull from: No API key is required : authentication happens through your existing Foodics account, and the connector is read-only, so Claude can analyse your data but never change it. Access is scoped to the account you sign in with. Server URL: https://mcp.foodics.com/mcp Foodics MCP includes a limited number of questions per period. For the full analytics experience, see Foodics AI. 92 tools reported — Publisher-reported; not verified by Pod. ## [LedgerMCP](/mcp/ledgermcp) Free bookkeeping software for your business or personal finances. AI becomes your bookkeeper. Hand it your bank statements, ask questions in plain English, and it keeps everything categorized in the app. Free to use. If you'd rather connect live bank feeds than upload statements every month, log in on the website. For businesses Everything a bookkeeper would do for you: - Categorizes expenses - Matches transfers between accounts - Add Tags to track projects & vendors, etc. - Track spending & savings - Reconcile accounts to statements - Profit & loss, balance sheet, track for 1099s, simple Schedule C categorization For personal finances The same thing, but for your own money: - Categorize your spend - Set budgets - Net worth to see your assets vs. liabilities - Find subscriptions you forgot about - Flags charges that look wrong: charged twice, an odd amount, one you don't recognize. - See how much your saving (or overspending) - Transaction calendar with upcoming income and expenses +more 63 tools reported — Publisher-reported; not verified by Pod. ## [Longbridge](/mcp/longbridge) Research US and HK stocks with market data, fundamentals, analyst ratings, news, filings, screeners, movers, rankings, and short interest. Connect your Longbridge account to analyze balances, positions, profit and loss, cash flow, statements, watchlists, and order history. 126 tools reported — Publisher-reported; not verified by Pod. ## [Meridian Connector for QuickBooks](/mcp/meridian-connector-for-quickbooks) This connector lets Claude securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Create arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting files to QuickBooks transactions • Automatically fill in your firm-specific reporting template • The craziest use case I tried was "Clone the contents of QBO A into QBO B", and… it worked 63 tools reported — Publisher-reported; not verified by Pod. ## [Minhas Economias](/mcp/minhas-economias) O conector Minhas Economias conecta o Claude à sua vida financeira, permitindo consultar e organizar seus dados de forma conversacional. Com ele você pode acompanhar seu patrimônio consolidado (patrimônio líquido, ativos, dívidas e bens), listar e filtrar transações por período, conta, cartão ou categoria, e criar ou editar lançamentos, contas manuais, cartões de crédito, tags e membros. Na frente de investimentos, o conector oferece posições consolidadas por categoria, custódia e ordens de renda fixa, carteiras de fundos de investimento, cotações e rentabilidade histórica. Para o mercado de ações e FIIs da B3, traz indicadores fundamentalistas, demonstrações financeiras (DRE, balanço patrimonial e fluxo de caixa), eventos corporativos, consenso de analistas e documentos divulgados ao mercado. Ideal para investidores que querem analisar a carteira, planejar aportes e dividendos, e tomar decisões financeiras com o apoio do Claude — tudo a partir dos seus próprios dados. 63 tools reported — Publisher-reported; not verified by Pod. ## [Norman Finance](/mcp/norman-finance) Norman lets you issue invoices and close your books without leaving Claude. Sync your bank transactions, send invoices, upload receipts, and file taxes — all while talking naturally with Claude. No accounting jargon, no 15 clicks to reconcile an invoice. What you can do: • Invoicing — create, send, and track invoices, including recurring and ZUGFeRD e-invoices • Bookkeeping — categorize transactions, match receipts, and verify entries • Client management — maintain your client database and contact details • Tax filing — generate Finanzamt previews, file VAT returns, and track deadlines • Company overview — check your balance, revenue, and financial health at a glance • Documents — upload and attach receipts, invoices, and supporting files Norman securely connects Claude to your financial workspace via OAuth — your password never touches the AI. Built for freelancers and small businesses at the heart of the European economy. 67 tools reported — Publisher-reported; not verified by Pod. ## [PocketSmith Complete Access](/mcp/pocketsmith-complete-access) PocketSmith is a leading personal finance software, trusted by over 380,000 users in 190 countries. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets Claude have full secure access to your PocketSmith data, so that you can work with your finances in plain language. Understand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of financial data into answers, stories and decisions that feel relevant to your life. Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?" Keep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots. Plan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events that map out your future. Keep things tidy: categorize your transactions, create new category rules, manage files and sync bank feeds. Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith. Claude connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. A read-only version of this connector is also available, if you don't want Claude to ever modify your data. 66 tools reported — Publisher-reported; not verified by Pod. ## [POHODA – AI účtovný konektor od ÚčtoMost](/mcp/pohoda-ai-uctovny-konektor-od-uctomost) ÚčtoMost je nezávislá integrácia pre POHODA, ktorá používa zdokumentované API spoločnosti STORMWARE a autentifikovaný prístup k mServeru. Každý klient pripája vlastné licencované prostredie POHODA. Integrácia nie je prepojená so spoločnosťou STORMWARE ani ňou podporovaná. 95 tools reported — Publisher-reported; not verified by Pod. ## [Receiptor AI](/mcp/receiptor-ai) Connect Claude to your Receiptor AI workspace so you can search, inspect, summarize, and visualize your financial documents from email, WhatsApp, uploads, and connected inboxes. You can ask Claude to find receipts, bills, invoices, vendors, amounts, dates, categories, processing status, extraction results, and related records. Use it to answer bookkeeping questions, prepare accountant-ready summaries, review missing or duplicate documents, and understand your export or integration workflows. Because Receiptor AI provides structured financial data through MCP, you can also use Claude to create artifacts such as custom expense dashboards, category breakdowns, vendor views, monthly reports, tax-prep summaries, and other tailored views of your business finances. 62 tools reported — Publisher-reported; not verified by Pod. ## [Rillet](/mcp/rillet) Rillet is an AI-native ERP built for scaling companies. Connect Claude to your live general ledger to query financials in plain English, analyze revenue trends and SaaS metrics, and create journal entries by prompt. Rillet runs on real-time architecture, not batch processing, so every answer Claude surfaces comes from your live books, not last month's data. Ask about your top customers, monthly burn, missing accruals, or cash runway. Get answers from your books, not a spreadsheet. 81 tools reported — Publisher-reported; not verified by Pod. ## [Setyl](/mcp/setyl) Get the who, what, why, where, when of your IT assets & software licenses. Gain full visibility and control over your IT assets, licenses, usage, and spend in one place with Setyl. 93 tools reported — Publisher-reported; not verified by Pod. ## [Slatemark](/mcp/slatemark) Slatemark connects Claude to the record you keep around each journaled trade: delayed market data and analytics, public and primary-source research, your trade journal and framework rules, and, on Plus, authorized brokerage Account Data. Market data is approximately 15 minutes delayed and labeled with its freshness. On Plus, option-chain snapshots are available where listed. They contain no Greeks and use indicative, non-executable midpoint marks. Brokerage connections provide synced account views of balances, positions, orders, and activity, not market data. Upstream results include source and fetch-time metadata. Use it to compare facts with your recorded rules, keep your thesis beside the outcome, and review patterns across past closed trades. On Plus, available brokerage fills can be imported and reconciled periodically while manual and broker-derived facts remain distinct. The Strategy Scorecard describes your own closed-trade results. It does not forecast them. Claude creates each response. Slatemark hosts no model. Market, research, and brokerage access are read-only. Journal tools can change only your Slatemark records. Slatemark cannot place, modify, or cancel orders, move money, change a brokerage account, or tell you what to trade. It does not provide investment advice and is not a registered investment adviser, broker-dealer, financial planner, or fiduciary. This listing installs only the connector. The optional senior-analyst skill is separate. 87 tools reported — Publisher-reported; not verified by Pod. ## [Ticket Tailor](/mcp/ticket-tailor) Provides event organisers with tools to interact with a Ticket Tailor box office account. It covers nearly every aspect of event ticketing: from event creation and ticket issuing, to managing orders, discounts, products, and more. 65 tools reported — Publisher-reported; not verified by Pod. ## [TipRanks Financial Data](/mcp/tipranks-financial-data) TipRanks provides live financial data and analyst research for informational purposes. Tools cover: real-time stock quotes and price history; analyst consensus, price targets, and the proprietary Smart Score; financial statements, earnings history, estimates, and earnings-call summaries; dividends and stock splits; news and blogger sentiment; insider transactions; hedge-fund and congressional (politician) trading; ETF analysis, holdings, and screening; options activity; and cross-asset data for commodities, forex, crypto, and indices — plus market movers, sector and market performance, and economic, IPO, and FDA/clinical-trial calendars. Authenticated users can also read their own TipRanks portfolios (holdings, performance, and allocation). All 70 tools are read-only — the connector never places trades or modifies accounts. Data is for informational purposes only and is not investment, financial, legal, or tax advice; quotes may be delayed. 70 tools reported — Publisher-reported; not verified by Pod. ## [Torii](/mcp/torii) Torii is a SaaS Management Platform that helps organizations discover, manage, and optimize the software they use. This connector lets you work with your Torii data directly in Claude — ask about applications, users, licenses, contracts, transactions, and access, and take action without leaving the conversation. With the Torii connector you can: • Explore your SaaS portfolio — search apps, see usage, owners, and spend • Look up users and their application access across the organization • Query and manage contracts, renewals, and licenses • Review transactions and software spend • Manage custom fields, create and run workflows, and handle access requests • Get answers grounded in your real Torii data, with links back to the Torii app Ideal for IT, finance, and procurement teams who want fast, conversational access to their SaaS management data and the ability to act on it. 64 tools reported — Publisher-reported; not verified by Pod. ## [Webull](/mcp/webull) Connect your Webull account to Claude and explore global financial markets through natural conversation. Ask about account balances, positions, real-time quotes, historical price bars, K-line charts, futures and options data, analyst ratings and price targets, or manage your watchlists — all without leaving the chat. Webull MCP brings institutional-grade market intelligence to your fingertips, combining real-time data, deep analytics, and portfolio visibility with bank-level account security, so you can research, monitor, and act with confidence. 71 tools reported — Publisher-reported; not verified by Pod. ## [Controlle](/mcp/controlle) O Controlle conecta o Claude à sua gestão financeira empresarial, permitindo consultar e gerenciar suas finanças em linguagem natural. Principais recursos: • Contas e cartões: crie e liste contas bancárias, carteiras digitais e cartões de crédito, consulte saldos e faturas • Transações: crie, edite, categorize, pague e cancele lançamentos financeiros (únicos, parcelados ou recorrentes) • Conciliação bancária: importe extratos, vincule transações importadas às existentes e gerencie pendências • Relatórios: gere DRE, fluxo de caixa e relatórios customizados, com exportação em CSV • Contatos e centros de custo: cadastre clientes e fornecedores, organize centros de custo e plano de contas • Notas fiscais: consulte e liste NFe-S emitidas • Multiempresa: alterne entre diferentes entidades/empresas que você administra Ideal para quem quer ter uma visão rápida das finanças, lançar despesas e receitas, acompanhar faturas de cartão e gerar relatórios sem precisar abrir o painel completo. 57 tools reported — Publisher-reported; not verified by Pod. ## [FlowAccount](/mcp/flowaccount) FlowAccount connects your business and accounting data to Claude — ask about sales, expenses, invoices, products, customers, and your full financials (profit & loss, balance sheet, trial balance, AR/AP aging) in everyday language. Now you can act on it too: create tax invoices, cash invoices, and expenses, record journal entries, and generate shareable document links — each with a preview-and-confirm step so nothing is saved until you approve. Understand your business faster and make better decisions without digging through reports, with deeper support for accountants: trial-balance review, receivable/payable reconciliation, financial statements, and month-end close. Built for Thai SMEs and accountants — a secure way to bring your accounting into Claude. 54 tools reported — Publisher-reported; not verified by Pod. ## [Fleks Workforce Management](/mcp/fleks-workforce-management) Fleks is a workforce management platform that helps organizations manage employee scheduling, shift planning, recruitment, time tracking, workforce operations, and client requests from a single system. With the Fleks MCP connector, Claude can securely access and interact with operational data in Fleks. Users can retrieve workforce insights, analyze staffing levels, review employee availability, monitor certifications, manage recruitment pipelines, track worked hours, and automate operational workflows. Common use cases include: • Finding available employees for open shifts • Filling understaffed services and projects • Monitoring workforce utilization and performance • Tracking attendance, hours, certifications, and compliance • Managing recruitment and candidate pipelines • Reviewing operational KPIs and workforce analytics • Creating and updating shifts, assignments, and requests The connector supports both read and write operations, allowing Claude to answer questions, generate insights, and execute operational actions directly within Fleks. 52 tools reported — Publisher-reported; not verified by Pod. ## [Lev for Claude](/mcp/lev-for-claude) Lev connects Claude to a user's commercial real estate debt placement workspace. Users can inspect and manage deals, indexed deal facts, source documents, memos, checklists, companies, contacts, notes, lender placements, pipelines, term sheets, billing state, account access, and current market reference rates. 52 tools reported — Publisher-reported; not verified by Pod. Page 1 of 11. [next →](/mcp/for/financial-services?page=2) ## For agents This page has a [Markdown](/mcp/for/financial-services.md) and a [JSON](/mcp/for/financial-services.json) twin. Pod is also queryable over MCP at `https://api.askpod.ai/mcp/read`.