Best Financial Services MCP Servers

MCP servers for financial services, what each one reports it can do, and whether Pod has verified it.

277 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 226–250 of 277 · page 10 of 12.

Athena Information

Athena connects Claude to your Athena Information news-intelligence workspace. Browse the topics your team monitors, search and filter your curated news feed by topic, company, source, country, or date, and run AI-powered analyses with source citations — using your saved analysis presets or ad-hoc questions. At the end of a session, Claude can (with your go-ahead) record which stories were useful to sharpen your feed's future ranking. Access is OAuth-scoped to your organization's tenant: Claude sees only what your Athena account sees, and you can revoke the connection at any time.

5 tools reported — Publisher-reported; not verified by Pod.

Canonical Company Search

Canonical is a company data API and remote MCP server built for the long tail — the companies others miss. Describe what you want in plain English (or pass structured filters) and it retrieves from a curated corpus of millions, verifying each candidate against products/services, target customer, and business model with an LLM evaluator. You get a precise, domain-keyed shortlist: signal, not a noisy page of links.

Two workflows, one graph. Discovery: search for companies matching an ICP, or pull look-alikes from a seed domain. Enrichment: resolve a free-text company name to a canonical domain, then retrieve the full company record — funding (round series from pre-seed through growth, amount raised, post-money valuation, investors, last-raise date), founding year, employee count, HQ city/state/country, founder and executive slates with role, LinkedIn, and prior-employer tags like FAANG or unicorn, plus corporate-family links (parents, ultimate parent, subsidiaries, joint ventures). Founder and leadership coverage is a curated subset, not the whole corpus.

Built for agents: everything is keyed by domain, so an agent runs the whole loop without holding state — look up a name, drill into the profile, hop to a related company, or fan out to look-alikes.

Free tier to start with, no credit card required.

5 tools reported — Publisher-reported; not verified by Pod.

Clarity AI by clarity

Screen companies and portfolios against investment mandates to assess compliance. Access mandates created in the Clarity AI web app, then run compliance reports to identify breaches. Drill into individual companies for detailed evidence across a range of extra financial metrics. Discover investment universe companies that meet your criteria, and get concise breach summaries across your portfolios, all powered by Clarity AI's data.

5 tools reported — Publisher-reported; not verified by Pod.

Contract-Factory — Sociétés & SIREN

Consultez gratuitement les données officielles des entreprises françaises, issues du Registre National des Entreprises (RNE). Recherchez une société par nom ou par SIREN, obtenez sa fiche complète (dénomination, forme juridique, capital social, siège, code APE/NAF, dirigeants, état actif/radié), listez ses établissements et leurs SIRET, retrouvez toutes les sociétés dirigées par une personne, et vérifiez si un nom d'entreprise est déjà pris avant d'immatriculer. Aucune inscription, aucun compte requis. Données proposées par Contract-Factory, plateforme française de création et de gestion de sociétés.

EN — Look up official data on French companies for free, sourced from the National Business Register (RNE). Search a company by name or SIREN, get its full profile (legal name, legal form, share capital, registered office, APE/NAF activity code, directors, active/struck-off status), list its establishments and SIRET numbers, find every company a person manages, and check whether a company name is already taken before incorporating. No sign-up, no account required. Provided by Contract-Factory, a French company-formation platform.

5 tools reported — Publisher-reported; not verified by Pod.

D&B Finance Analytics

Enable AI-powered credit decisioning, portfolio monitoring, and risk management workflows using trusted D&B data and analytics.

For inquiries, please contact anthropicleads@dnb.com

D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and predictive risk, accelerate credit decisions, monitor portfolio health, and take action through AI assistants, agents, and enterprise applications. By combining trusted D&B business intelligence, financial risk insights, predictive analytics, and workflow capabilities, organizations can bring credit and portfolio management processes directly into AI-driven workflows.

Anchored by the global standard D‑U‑N‑S® Number and powered by the D&B Commercial Graph™, D&B Finance Analytics helps organizations reduce ambiguity, improve consistency, and make more confident commercial credit decisions at scale. It also enables teams to move from insight to action through portfolio management and workflow capabilities available within D&B Finance Analytics.

Use D&B Finance Analytics to:

Evaluate credit recommendation: "What is the recommended credit limit for [Company Name], and what factors contributed to that recommendation?"

Assess business risk: "Summarize the financial risk, payment behavior, and predictive risk indicators for [Company Name]."

Monitor portfolio health: "Which customers in my portfolio show elevated risk or signs of deterioration?"

Prioritize risk management activities: "Which customers should I review first based on recent alerts, exposure, and risk changes?"

Analyze ownership and corporate linkage: "Show the ownership structure and related entities for [Company Name]."

Take action on portfolio: "Create a folder named [Folder Name], move [Company Name] to the folder and assign Alert Profile [Alert Profile Name] to the folder."

Note: Requires a D&B Finance Analytics license.

5 tools reported — Publisher-reported; not verified by Pod.

GReminders

GReminders gives Claude secure access to your firm's scheduling, calendar, CRM, and client data. Claude can book and manage meetings, retrieve information from your CRM, answer questions about clients, financial information and firm data, and help advisors stay organized by bringing the right information together in one place.

5 tools reported — Publisher-reported; not verified by Pod.

Mercury

Check your balance, download statements, search/analyze/graph transactions, and understand Cards directly from Claude. Mercury brings your finances into your AI tools

5 tools reported — Publisher-reported; not verified by Pod.

Ontra

The Ontra MCP Server lets you query your Ontra data directly from Claude and other AI tools — no need to switch between applications. Ask questions about legal entities, ownership structures, funds, people, agreements, tax classifications, jurisdictions, and more. Results respect your existing Ontra permissions, so users only see data they already have access to. Setup takes about a minute via a quick OAuth flow with your Ontra credentials.

5 tools reported — Publisher-reported; not verified by Pod.

Otnox

Search live public procurement notices across 40+ markets in Europe, Latin America and Africa. Filter tenders by country, category, status and value; open full tender details with buyer information, deadlines and links to the official source. Every notice comes from the country's official procurement portal, refreshed daily. Requires a free Otnox account.

5 tools reported — Publisher-reported; not verified by Pod.

Yardi Virtuoso

Yardi Virtuoso provides secure, real-time access to Yardi data and tools through Claude. It enables investment, property and asset management professionals to query financial models, predictive maintenance insights, market analysis, and portfolio data using natural language. Users can ask complex operational questions, explore strategic scenarios, and perform analysis without manual data extraction, all grounded in accurate, enterprise-grade Yardi data.

5 tools reported — Publisher-reported; not verified by Pod.

AskNeedl

Ask Needl extends Claude with enterprise-grade research and intelligence capabilities, helping teams discover, analyze, and understand complex information from trusted sources.

Ask questions in natural language, research companies and industries, compare entities, summarize documents, uncover insights, and receive grounded, cited answers, all within Claude. Built for enterprise teams, analysts, and knowledge workers, Ask Needl combines intelligent retrieval with conversational reasoning to deliver accurate, explainable responses for research, market intelligence, and decision support.

Currently available by invitation only.

4 tools reported — Publisher-reported; not verified by Pod.

Autosheet

Autosheet lets Claude run a specialized spreadsheet agent directly in Google Sheets. Prompt what you need in plain language and give it a Google Sheets URL — the agent inspects the spreadsheet, plans the steps, performs work, and reports back.

Delegate most work involving a Google Sheet including simply reading data or inspecting structure — it's reliable, fast, token-efficient, and helps keep context clean.

Everyday tasks:

Create, fix, and explain formulas
Build charts, pivot tables, and dashboards
Format and style cells, ranges, and entire sheets
Restructure data into clean, organized rows, columns, and sheets
Web research

Row-by-row bulk processing with AI at up to 1,000 rows per minute:

Enrich and categorize product catalogs for e-commerce and merchandising
Generate, rewrite, and translate content at scale for SEO and localization
Enrich and score leads for sales outbound through bulk web search
Clean, standardize, and deduplicate messy data across any dataset

Beyond these, teams use Autosheet wherever work lives in a spreadsheet: accounting, finance, HR, inventory, education, and more.

How it works:

Give Claude a prompt and a Google Sheets URL or ID. Autosheet launches an agent on that spreadsheet and returns the result. Long jobs keep running server-side — check status or stop an agent at any time. Follow-up requests continue on the same spreadsheet with full context. The agent works directly in the spreadsheet and can add, change, or remove content.

Authentication through OAuth: you grant access to your own Google Sheets. Works with any spreadsheet you can edit.

Built by Talarian, the team behind GPT for Work (7M+ installs on the Google Workspace Marketplace). Requires a GPT for Work account. New accounts start with free trial credits.

4 tools reported — Publisher-reported; not verified by Pod.

CE Cosmos Deep Dive

Cosmos brings Consumer Edge's transaction data directly into Claude. Ask questions in plain English and get analyst-grade answers built on near-real-time spend data from millions of US credit and debit cards, covering thousands of brands and merchants — weeks ahead of company reporting. Work directly with transaction-level data to build custom cohorts, run price-point analyses, and answer questions aggregates can't.

Each question runs through Cosmos, Consumer Edge's AI analytics engine, which selects the right metrics, handles panel weighting and merchant hierarchies, and returns a structured summary with the underlying data. Results come back as queryable tables, so Claude can run follow-up analysis, calculate custom metrics, or build charts without re-querying.

Key features:

Natural language querying — no SQL or schema knowledge required; ask about brands, tickers, or merchant groups directly

Full KPI coverage — spend, transactions, average ticket, unique shoppers, visit frequency, and new customer acquisition

Demographic and cohort breakdowns — segment any brand's performance by customer income cohort

Flexible time grains — daily, monthly, or quarterly trends, including quarter-to-date reads on partial periods

Analyst-ready output — answers flag accelerations, decelerations, calendar shifts, and partial-month caveats automatically

Use it to:

Track brand performance ahead of earnings — monthly and quarter-to-date spend growth versus prior periods

Run competitive benchmarking — compare KPIs and market share shifts across any set of brands

Analyze customer behavior — see where new customer growth comes from and whether cohorts are trading down

Spot inflection points — decompose month-over-month changes into customer count, frequency, and ticket drivers

Requires a Consumer Edge subscription with MCP access enabled.

4 tools reported — Publisher-reported; not verified by Pod.

CE Cosmos Signal

Cosmos brings Consumer Edge's transaction data directly into Claude. Ask questions in plain English and get analyst-grade answers built on near-real-time spend data from millions of US credit and debit cards, covering thousands of brands and merchants — weeks ahead of company reporting. Query aggregated spend metrics to track company trends, market share, and segment performance across the consumer landscape.

Key features:

Natural language querying — no SQL or schema knowledge required; ask about brands, tickers, or merchant groups directly

Full KPI coverage — spend, transactions, average ticket, unique shoppers, visit frequency, and new customer acquisition

Demographic and cohort breakdowns — segment any brand's performance by customer income cohort

Flexible time grains — daily, monthly, or quarterly trends, including quarter-to-date reads on partial periods

Analyst-ready output — answers flag accelerations, decelerations, calendar shifts, and partial-month caveats automatically

Use it to:

Track brand performance ahead of earnings — monthly and quarter-to-date spend growth versus prior periods

Run competitive benchmarking — compare KPIs and market share shifts across any set of brands

Analyze customer behavior — see where new customer growth comes from and whether cohorts are trading down

Spot inflection points — decompose month-over-month changes into customer count, frequency, and ticket drivers

Requires a Consumer Edge subscription with MCP access enabled.

4 tools reported — Publisher-reported; not verified by Pod.

Clarity AI

Assess how investment funds may be classified under the European Commission's proposed SFDR 2.0 framework — directly from Claude. Search funds by name, ISIN, or CUSIP and get simulated Article classifications based on Clarity AI's regulatory disclosure data and proprietary modelling of the November 2025 proposal. Ideal for ESG analysts, portfolio managers, and compliance teams preparing for the regulatory transition before final rules are published. This is a live tool that will evolve as we learn more from ongoing EU discussions and guidance.

4 tools reported — Publisher-reported; not verified by Pod.

Digits

Turn your Digits financials into a live data feed for Claude. Get instant answers about transactions, balances, and financial statements, or configure Claude to automate recurring tasks — weekly cash summaries, burn rate alerts, board-ready reports.

4 tools reported — Publisher-reported; not verified by Pod.

Massive

Stocks, options & indices market data via Massive.com financial data API. Access real-time and historical prices, quotes, trades, and aggregates for equities, options contracts, ETFs, FX, crypto, futures, and more. Massive brings institutional-grade market data directly into Claude.

Stocks & equities: Real-time stock prices, historical stock data, tick-level trades and quotes, OHLC aggregates and candlestick bars, market snapshots, and stock ticker reference data for all US equities and ETFs, sourced from all US exchanges.

Options: Options contracts data including options chains, options prices, quotes, trades, open interest, and historical options data across the full US listed options market.

Futures: Futures market data including futures contracts, futures prices, trades, quotes, and historical futures data across major products.

Indices: Real-time and historical index data including index values and aggregates for major market indices.

Forex & crypto: Currency pairs, exchange rates, crypto prices, and historical FX and cryptocurrency market data.

Beyond prices, pull company fundamentals and financials, corporate actions like dividends and stock splits, market news, technical indicators (SMA, EMA, MACD, RSI), and market status. Ask Claude natural-language questions — "show me NVDA's opening cross" or "chart AAPL's daily bars this quarter" — and get answers backed by licensed, exchange-sourced market data.

Built for traders, quants, analysts, and developers who need accurate stock market data, equities data, and multi-asset market data inside Claude.

4 tools reported — Publisher-reported; not verified by Pod.

Plaid Developer Tools

Enables developers to build agents that fetch Plaid Link conversion insights, usage metrics, and Item diagnostics using the Anthropic API.

4 tools reported — Publisher-reported; not verified by Pod.

Ratehub Mortgage

Ratehub makes it easy to compare the best mortgage rates in Canada in seconds. Instantly find the lowest fixed and variable mortgage rates from the Big Banks and top mortgage lenders.

Customize your results based on home price, down payment, and location to see personalized mortgage rates you can actually qualify for. Easily compare options side by side and find the best rate for your budget.

Whether you’re a first-time home buyer, renewing your mortgage, or refinancing, this tool compares real-time mortgage rates to help save you time and money.

Try asking: What are the lowest mortgage rates in Ontario right now? What is the best 5-year fixed rate from top 6 banks? Show me the best variable rate options for a $600K mortgage in B.C

4 tools reported — Publisher-reported; not verified by Pod.

RothGPT

RothGPT models your complete retirement-account lifecycle — through owner distributions and the 10-year inherited-IRA period — to get Roth conversion decisions precisely right. Ask in plain English, and it returns the recommended conversion amount and tax bracket, the present-value gain — the wealth the conversion creates, in today's dollars — and its components (tax-rate arbitrage, RMD tax-drag avoided, and Medicare/IRMAA impact), the conversion and distribution tax rates, the after-tax Roth value, and the conversion IRR versus your portfolio benchmark. Drill into the full bracket-by-bracket ladder or year-by-year projections for any conversion level.

4 tools reported — Publisher-reported; not verified by Pod.

Templafy

Connect Claude to Templafy Document Agents and turn AI-generated content and company knowledge into business-ready PowerPoint presentations. Users can discover relevant document agents, choose company approved themes, collect requirements, and generate a branded PPTX. Every output is built from approved templates, brand assets, and best-practice content, ensuring documents are consistent, and compliant without copying, reformatting, or manual cleanup.

4 tools reported — Publisher-reported; not verified by Pod.

Tiller

This allows Claude to access your transactions in your Tiller spreadsheet so that you can ask Claude questions about your spending.

4 tools reported — Publisher-reported; not verified by Pod.

Trata

Connect your AI assistant directly to Trata — the fastest-growing library of investment research, centered on anonymous hedge fund debate.

With Trata MCP, your assistant will have the tools to reason across hundreds of calls in our library. It goes beyond simple searches to help breakdown bull and bear cases, compare analyst sentiment across time, and deep dive into stock analysis. We compress what would take hours of analyst research into a single question.

4 tools reported — Publisher-reported; not verified by Pod.

Verisk Underwriting Intelligence

Verisk Underwriting Intelligence provides conversational access to trusted ISO Loss Cost insights within Claude, designed for underwriters, actuaries, and product teams with an ISO Core Lines Services subscription. Today, users can explore loss cost indications, experience trends, and filing-aligned intelligence without navigating specialized tools or reports. All outputs are grounded in Verisk's authoritative ISO data and established actuarial methodologies, supporting confident, regulator-ready decisions. Built as an extensible connector, Verisk Underwriting Intelligence is designed to expand over time as additional underwriting insights and capabilities become available.

4 tools reported — Publisher-reported; not verified by Pod.

Xflow

Delivers live currency conversion rates, FX forecasts, and historical rate charts directly inside claude as interactive widgets. No authentication is required — simply connect and start querying. Ideal for anyone who needs quick currency insights, monitors cross-border exchange rate trends.

4 tools reported — Publisher-reported; not verified by Pod.

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