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 26–50 of 275 · page 2 of 11.
Qonto
Qonto MCP brings your business account into Claude. Once connected, Claude can browse your transactions, statements, and bank accounts; manage clients, products, and quotes; issue and track client invoices and credit notes; review pending supplier invoices; manage debit, virtual, and flash cards; and handle team expense requests. Every action runs with the same access you already have in the Qonto app.
52 tools reported — Publisher-reported; not verified by Pod.
Lili
Search transactions, track invoices, manage bills, and pull statements - all in one conversation. Built for Lili business owners and accountants managing multiple clients.
51 tools reported — Publisher-reported; not verified by Pod.
Zoho Books
Connect MCP to Zoho Books for automated billing and finance workflows.
49 tools reported — Publisher-reported; not verified by Pod.
AppTrove
Apptrove MCP connects Claude to your Apptrove MMP account with read-only access. Ask about installs, revenue, partners, in-app events, retention, UniLinks, and fraud Claude calls the same analytics APIs your dashboard uses.
Connect with OAuth and paste your Apptrove API key. Tools inherit that key’s org type (advertiser, agency, or partner), user role, and app access.
Preferred tools for counts: • connection-info / app-list — who you are and which apps you can access • today-summary / daily-report / multi-app-daily-report — install and revenue totals • partner-breakdown / event-breakdown — partner and event funnels • unilink-report — UniLink template performance • dashboard-stats / cohort-report / customer-report — dashboard-style reports
Log tools (Install-log, event-inapp-logs, etc.) return paginated samples for inspection only not aggregate counts.
This connector does not create, update, or delete data. Access matches your Apptrove API key permissions.
47 tools reported — Publisher-reported; not verified by Pod.
Ideals
Run your Ideals data room from Claude – build project structures, manage users, search and summarise documents, track project activity, and more – all through natural conversation, no compromises on security, and without switching tools
46 tools reported — Publisher-reported; not verified by Pod.
Chargebee
Connect Claude to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion.
These cross-references work because Chargebee holds the full commercial event chain in one linked data model — payment events, plan changes, invoice records, cancellation reasons — all connected, all timestamped
45 tools reported — Publisher-reported; not verified by Pod.
FINTRX
The FINTRX MCP Server connects Claude to FINTRX, giving you direct access to the industry’s most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth teams, and family offices.
With FINTRX connected, you can search and analyze intelligence across 850,000+ firm and contact records, including 45,000+ RIAs and broker-dealers and 4,500+ family offices. Identify key decision-makers, analyze ETF and portfolio holdings, uncover relationship signals, and build high-conviction prospect lists — all through natural language.
Whether you’re distributing funds, raising capital, recruiting advisors, or identifying M&A opportunities, FINTRX turns data into actionable intelligence directly inside Claude.
44 tools reported — Publisher-reported; not verified by Pod.
Gusto
Connect Claude to your Gusto account to query and analyze your payroll and people data. Ask questions in natural language, build custom reports, and create charts to uncover trends and insights—no exports or tool-switching required. Eligible customers can also run payroll in Claude.
43 tools reported — Publisher-reported; not verified by Pod.
Clockwork
Clockwork is a digital investment office for individuals, family offices, funds, and their advisors. Connect it to work with your portfolio directly in Claude: look up holdings and funds, review commitments, capital calls, distributions, and fees, pull performance metrics including IRR, MOIC, DPI, and TVPI, and read the notes, statements, and documents attached to each position. Claude can also write back, logging a new investment, recording a distribution, creating a company profile, tagging holdings, and building saved portfolios and views. Requires a Clockwork account.
42 tools reported — Publisher-reported; not verified by Pod.
Light
Light is the finance platform for your company's spend, bills, cards, and accounting. This connector lets Claude work with your Light data on your behalf, scoped to your account and your permissions.
Once connected, you can ask Claude to:
- Search bills and vendors and manage payables
- Look up cards and card transactions and edit draft transactions
- Draft expenses and submit them for reimbursement
- Search the chart of accounts and tax codes
- Find team members and see pending approvals
- Answer questions from your company policy and Light help articles
- Run and edit financial reports scoped to your company
42 tools reported — Publisher-reported; not verified by Pod.
Rdash
The RDash Connector links Claude to your RDash construction project management account, so your teams can get answers about projects without opening dashboards or exporting reports.
Ask in natural language and Claude reads live data across your projects:
• Projects — list projects and view details, fields, users, organizations, and attachments • Vendor & client orders — orders, order elements, and amounts • Invoices — vendor and client invoices • Schedules — activities, progress, tags, delays, critical path, and change history • BOQ — bill-of-quantities elements and sections • Daily progress reports (DPR) — updates, inventory movements, and schedule progress • Cross-project search — keyword search across orders and schedule activities
Composite tools return a full picture in one call — for example a project financial overview (orders, invoices, and net position) or a schedule overview with progress stats.
All tools are read-only: the Connector never creates, edits, or deletes your RDash data. It authenticates with OAuth 2.0 using short-lived tokens, accesses only records your RDash account is authorized to view, and stores no project data.
42 tools reported — Publisher-reported; not verified by Pod.
Clarifo
Clarifo brings source-backed financial research directly into Claude.
Search annual reports, interim reports and SEC filings; retrieve financial statements, key metrics, segment and geographic data; compare companies and reporting periods; screen listed companies; and run forecasting, valuation and reporting-standard research workflows.
Clarifo covers listed companies in the United States, Finland and Sweden, with more markets being added over time. Results are designed for financial analysis and include source-linked evidence so users can trace figures and claims back to the underlying filing.
Use Clarifo to: • research companies and reported performance • compare peers, quarters and multi-year trends • analyze revenue, profitability, cash flow, segments and geography • search risk factors, strategy, governance and disclosures • investigate IFRS, US GAAP and local reporting questions • build due-diligence briefs, valuation scenarios and visual summaries
Clarifo is read-only: it retrieves and analyzes information but does not modify user data or external systems. Access requires a Clarifo account and an eligible subscription or trial.
40 tools reported — Publisher-reported; not verified by Pod.
ExpenseBot
Snap or forward a receipt — photo or PDF — and ExpenseBot reads it with AI, then drops the vendor, amount, date, tax, and category straight into your Google Sheet within seconds. From there, just ask: "How much did I spend on Uber last month?", "What's my profit by client this year?", or "Scan my Gmail for receipts I haven't logged." Capture expenses, run spending and P&L analytics on your own data, sweep Gmail for receipts, and build shareable expense reports for your accountant — all by chatting. OAuth 2.1 + PKCE, read-only by default with granular write scopes.
40 tools reported — Publisher-reported; not verified by Pod.
Offri
Offri is proposal software that helps you close deals faster. Build professional, interactive proposals in minutes using reusable content blocks for your texts, pricing, and visuals, or let Offri AI draft a complete proposal from the client's briefing. Clients review and sign online, and you're notified the moment your proposal is opened, so you always know when to follow up.
This connector allows Claude to make changes to proposals, templates, components/products, and contacts. When activating the connector, you can choose to only give Claude access to certain modules. You can for example give read-only access to components.
40 tools reported — Publisher-reported; not verified by Pod.
Further
Query your funds in intricate detail with the Further MCP. Once connected, you can check current fund performance, review capital calls and distributions, look up portfolio company holdings, analyse financial and accounting data, and answer ad hoc questions, all through a secure connection to your live Further data.
39 tools reported — Publisher-reported; not verified by Pod.
Kick
Kick is the accounting ledger that helps you scale your judgment. Connect to Kick to categorize your transactions, reconcile your books, post journal entries and run custom reports across all your businesses or clients.
39 tools reported — Publisher-reported; not verified by Pod.
NuMetric
Connect Claude to your NuMetric.work account for read-only access to your accounting and ERP data — no data is ever changed.
Ask Claude about your finances in plain language and it pulls the answer straight from NuMetric's own accounting engine:
• Financial statements — profit & loss, balance sheet, trial balance, cash flow, and a period account-transactions report • Chart of accounts with live balances, general ledger, transaction search, and daily journal • KPIs — cash runway, current ratio, DSO/DPO, revenue concentration • Receivables & payables with aging • Sales-tax / VAT reports (summary and per-transaction) • Project reporting — single and multi-project P&L • Invoice-source, source-quantity, and per-cashier sales & attendance reports • Fixed-asset register with depreciation and custody • Inventory — product list, low-stock, and per-item stock movement • Documents — browse and download attachments on any invoice, bill, or record
Multiple businesses on one account are supported: pick which business to work on from within Claude. Every figure comes from NuMetric's engine — Claude reports what your books say and flags any figure it can't fully verify, rather than recomputing your accounting itself.
Sign in with your NuMetric email and password through a secure OAuth flow; your NuMetric credentials are exchanged for a token on our server and are never shared with Claude. Access follows your NuMetric permissions — you only see the modules you already have rights to.
38 tools reported — Publisher-reported; not verified by Pod.
Quartr
Access structured first-party IR data from over 14,500+ public companies across 65 markets. Quartr delivers live and recorded earnings calls, real-time and historical transcripts with speaker identification, slide presentations, filings, reports, and event summaries. Best-in-class reliability and timeliness. Ideal for financial research, investment analysis, and building data-driven workflows on top of institutional-grade public company data.
38 tools reported — Publisher-reported; not verified by Pod.
Speeda
Speeda は、企業・業界・市場に関する信頼できる経済情報を、お使いの AI アプリやツールから直接活用できるようにするコネクタです。これまで複数のデータベースやレポートを横断して手作業で集めていた情報を、自然言語の問いかけひとつで取得し、調査・分析・資料作成のワークフローにそのまま組み込めます。
アクセスできるのは、AI ですぐに使える形に整えられた幅広いデータ群です。会計基準や通貨・連結範囲を揃えた標準化済みの企業財務により、上場企業1社の深掘りから同業他社の横並び比較まで一貫した物差しで分析できます。アナリストが執筆する業界レポートやテクノロジートレンドレポートは、市場規模・競争環境・将来見通しといった定性情報を素早く把握する助けになります。さらに、各業界の実務家による専門家の見解や、有価証券報告書や適時開示などの一次情報、企業イベントまでを横断的にカバーします。
これらの機能は固定的なものではなく、継続的に拡充される「AI ですぐに使える機能のライブラリ」として提供されます。新しいデータ領域や分析機能が追加されるたびに、コネクタを通じて自動的に利用できるようになるため、常に最新のリサーチ基盤を手元に保てます。
事業開発・M&A 候補の探索、競合・業界分析、投資検討、市場参入の調査、社内向けレポートの作成など、確かなデータに基づく意思決定が求められるあらゆる場面で、Speeda が AI による調査を強力に後押しします。
38 tools reported — Publisher-reported; not verified by Pod.
Finhay
Access Vietnam's financial markets through Finhay Securities' infrastructure. Get stock prices across HOSE, HNX, and UPCOM, dive into company financials: income statements, balance sheets, cash flow..., and track macroeconomic indicators, FX rates, gold, and commodity prices. Monitor your portfolio performance, review order history, and analyze holdings by sector or asset class. Built for investors who want to research, analyze, and act on Vietnam's market. All through conversation.
37 tools reported — Publisher-reported; not verified by Pod.
Pinegap
Power your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throughs, and AI-generated thesis synthesis. Pinegap provides 40+ institutional analyst tools — drawing AI-powered deep equity research across earnings, company research, watchlists, agents, and investment thesis tracking.
36 tools reported — Publisher-reported; not verified by Pod.
Arcana
Use Arcana's suite of portfolio intelligence tools through a natural language interface. Analyze real-time portfolio and single stock analytics. Attribute performance across names, factors, and custom groups. Workflows built for analysts, PMs, risk managers, CIOs, and allocators. Just ask about your portfolio to get started: "How is [book name] performing YTD"
34 tools reported — Publisher-reported; not verified by Pod.
Cashfeed
Cashfeed is finance-operations software for businesses: it captures purchase and sales invoices, suppliers and bank transactions, routes approvals, and books everything into your accounting software automatically. The connector lets Claude read your invoices, suppliers, transactions and spend, surface what needs approval, and — always with your confirmation — update invoices, suppliers and approvals. All data is scoped per organisation and respects the signed-in user's permissions, exactly like the Cashfeed web app.
34 tools reported — Publisher-reported; not verified by Pod.
D&B Risk Analytics
Dun & Bradstreet empowers teams to execute risk workflows such as KYC/KYB, entity resolution, screening, alert triage, and more using relationship-aware business context from the D&B Commercial Graph™. Verified risk data, anchored in the global standard D‑U‑N‑S® Number business identifier, and policy-driven logic provide the foundation for consistent decisioning across systems of record and scalable risk operations in regulated environments.
33 tools reported — Publisher-reported; not verified by Pod.
PEAK Account
Create and manage sales documents — quotations, invoices, receipts, billing notes, and credit notes Record and track expenses and purchase orders Search contacts, products, and services Look up your chart of accounts and payment methods Tag and classify transactions by department, project, or location
33 tools reported — Publisher-reported; not verified by Pod.
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