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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 51–75 of 275 · page 3 of 11.

Pearl

Pearl connects Claude to your own bank, card, loan, and investment accounts so you can ask real questions about your money and get real answers. Ask where your spending went last month, what subscriptions are charging you, how much is left in your grocery budget, what your debts are costing you, what your net worth is, how long your cash lasts, and whether you can afford what's coming up.

Pearl is personal finance for people whose finances aren't only personal. If you're self-employed, freelance, or running a small business, tag accounts and transactions as business or personal — business expenses on one side, household spending on the other. Useful at tax time, when deductible spending has to come apart from the rest, and for anyone tired of keeping two apps open.

Then set a target and work toward it. An emergency fund, paying off a card, a down payment: Pearl works out the monthly number, tracks progress against your real balances, and tells you when you're ahead or when the date is slipping.

Every answer is sourced. Pearl cites the accounts and transactions behind each number and tells you how fresh the data is, instead of guessing. You can clean up your data as you go — recategorize transactions, fix subscription and bill detection, set monthly budgets, adjust goals — and your corrections stick.

Accounts are linked through Plaid, scoped to your own account, and read on your behalf. Pearl helps you understand your money; it is not an investment adviser and does not tell you what securities to buy or sell.

Requires a Pearl account with an active subscription and at least one linked bank.

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

Slice

The Slice MCP connector lets Claude securely query your Slice account so you can analyze cap tables, stakeholders, grants, share classes, ESOP pools, funding rounds, exit waterfalls, valuations, compliance issues, and pending equity workflows - all under your existing Slice permissions, with no create, update, or delete access.

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

Affinity

Bring your Affinity data into Claude to search contacts, companies, and deals; prep for meetings using your actual notes and interaction history; and update records as deals progress. Every email captured, every meeting logged, every relationship scored by your firm is now available directly in the conversation.

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

Spendify

Spendify connects your personal finances to Claude, giving you AI-powered insights into your spending, budgets, and financial health. View bank account balances, search and filter transactions, analyze spending by category or merchant, track daily and monthly spending trends, manage budgets, categorize transactions, set up automation rules, and monitor recurring charges. Spendify syncs with thousands of banks via Plaid, keeping your financial data up to date and accessible through natural conversation.

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

Truehome Desk

Truehome is an Irish property platform. Truehome Desk connects an estate agent's desk to Claude: the listings they manage, the buyers enquiring, the viewings booked, and the offers on the table.

Ask what came in overnight and get a straight answer. Check where a property stands against its reserve and the seller's goal. See which viewing slots still have room and who is waiting on a reply. Draft a listing, add a note to a property, record an offer, or answer a buyer, without opening the dashboard.

Four views render inline rather than as raw text: your listings as photo cards with price, status and BER rating, your portfolio against list, reserve, goal and highest offer, your enquiries with unread counts, and your viewing diary.

Anything that changes data is deliberately two steps. The tool returns a summary of exactly what it will do plus a confirmation token, and does nothing until you approve it. Sending a message to a buyer, publishing a listing, changing a listing's status, responding to a viewing request, revoking a review link and inviting a colleague all work this way.

Truehome Desk reads and writes only the agent's own branch data, scoped at consent to reading, drafting and acting. It reaches nothing outside Truehome.

You need a Truehome agent account. Sign up at truehome.ie.

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

Cookiedeal MCP

Cookiedeal MCP helps Claude search and analyze Korean companies using Cookiedeal data and public disclosure sources. It supports company search, OpenDART disclosure lookup, financial and ownership insights, view-only corporate and real-estate registry PDFs, and authenticated search across the user’s own business-card network.

Some tools use existing Cookiedeal subscription or prepaid usage credits. The connector cannot top up, refund, transfer, or exchange credits. Registry PDFs are provided as view-only access for business review workflows and are not legal certificate issuance.

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

Pappers France

Pappers donne à Claude accès à la donnée légale française la plus complète du marché avec 12 millions d'utilisateurs par mois. Recherchez des entreprises (SIREN, dirigeants, bénéficiaires effectifs, comptes annuels, cartographie capitalistique), explorez la jurisprudence et la législation, interrogez les données cadastrales et immobilières, et suivez l'activité politique (parlementaires, votes, amendements, projets de loi). Plus d'une centaine de sources officielles mises à jour quotidiennement et plus de 100 000 nouveaux documents par jour. Vérifiez les PPE et sanctions, menez vos due diligence et KYB, et alimentez votre veille concurrentielle et vos recherches juridiques, le tout depuis un seul connecteur.

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

Sanction Scanner

SanctionScanner MCP brings AML compliance capabilities directly into Claude. Compliance officers can screen individuals and companies against global sanctions lists, PEP databases, and adverse media sources through natural language — no need to switch between tools.

Key capabilities:

Sanctions & PEP screening — Screen names against 1,000+ global watchlists with fuzzy matching Adverse media — Search news across financial crime, terrorism, regulatory, and other risk categories Case management — Add memos, set risk levels, assign cases, enable ongoing monitoring Compliance reporting — Get workload snapshots, alert summaries, and compliance statistics Customer risk — Query KYC risk scores and high-risk customer lists (requires CRA product) KYB — Search and retrieve company profiles (requires KYB product) Authentication uses your existing SanctionScanner API credentials. All actions are scoped to your organization and logged in your SanctionScanner activity log.

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

SPACInsider

SPACInsider provides read-only access to comprehensive SPAC market data through a hosted MCP server. Ask questions about the SPAC universe, point-in-time historical snapshots, IPO counts, underwriter league tables, participant relationships, corporate actions, and lockup/earnout terms.

The connector uses OAuth via spacinsider.com. Data is retrieved through structured MCP tools.

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

Spendflo

Spendflo MCP Server connects AI agents to Spendflo's AI-native Managed Procurement Platform, enabling programmatic access to procurement workflows, vendor intelligence, SaaS spend data, and contract information. Agents can retrieve purchase request status, vendor and contract details, and analyze spend data to support procurement decisions across the intake-to-procure lifecycle. By combining workflow visibility, expert-led negotiation services, and AI-driven insights, Spendflo helps organizations optimize costs, accelerate approval cycles, and gain full visibility and control over their technology and vendor spend.

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

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 — Publisher-reported; not verified by Pod.

AngelList

Fund managers spend too much time on lookups that should be instant: capital call status, LP holdings, valuations, documents. AngelList MCP puts your entire fund at the other end of a prompt. Authenticate once to query capital accounts, distributions, and documents across every vehicle, backed by financials that refresh daily instead of once a quarter. It's the system of record your fund already runs on, now queryable from wherever you work.

Every answer comes with a path back to its source — ask for the underlying document to verify on your terms. Investment decisions get made on current numbers, LP questions get answered on the spot, and the workflows that used to take an email chain are handled in a single prompt. AngelList runs more of a fund's operations than any other platform — formation, banking, capital calls, distributions, taxes, reporting. AngelList MCP makes all of it queryable from wherever you work.

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

PayPal

The PayPal MCP server enables AI agents to interact with the PayPal platform. PayPal is a global online payments system that supports online money transfers and serves as an electronic alternative to traditional paper methods like checks and money orders. This MCP server allows AI assistants to programmatically access and manage PayPal account information, transaction details, payment processing, and potentially other financial services offered by PayPal.

28 tools reported — Live, but requires OAuth before it will list tools. Registry lists 28 tools.

0Delta.ai

0Delta lets Claude pull Exact Online numbers and your finance reports, handy if you’re a fractional CFO or founding partner juggling one company or a whole portfolio.

Ask about cash runway, burn, P&L, balance sheet, open invoices, customer concentration, or how the forecast compares to actuals. Scan the portfolio for who needs attention, then dig into one company or Exact division without opening the ERP.

You sign in with your 0Delta.ai account. Curated reports work best for analysis; use the live Exact Online tools when you need to reconcile or drill down.

You’ll need an active 0Delta account with Exact Online connected.

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

Era Context

Era Context is a secure place to manage your finances. Set up automations, fix overspending, figure out your portfolio, or tell Claude a goal and get your full financial life in context.

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

FMP

Real-time and historical financial data through a suite of tools covering stocks, ETFs, crypto, forex, commodities, SEC filings, economic indicators, and more. Users can look up company fundamentals, pull financial statements, screen stocks, read earnings transcripts, track insider and congressional trades, and more. Elevate your financial analysis and investment research with trusted, institutional-quality data.

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

Tabs

The Tabs MCP connector lets AI assistants like Claude query your billing, revenue, and contract data through the Model Context Protocol. Connect your AI tools to Tabs and ask questions in natural language — no custom integration code required.

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

Twelve Data

Twelve Data gives Claude instant access to global financial market data through a single, AI-powered interface. Describe what you need in plain English and the connector automatically selects the right endpoint, builds the parameters, and returns clean results.

What you can do:

Getting started: A free API key is available at twelvedata.com. Paid plans unlock higher rate limits, real-time data, and premium datasets including extended fundamentals and global exchange coverage.

Twelve Data is used by thousands of developers, quant researchers, and financial professionals worldwide.

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

LedgerHQ

Work with your LedgerHQ books directly in Claude. The connector serves business owners and accounting firms, and follows the same access as your LedgerHQ login.

Ask about any business’s numbers in plain language. Run profit and loss, balance sheet, cash flow, trial balance, and financial ratio reports for any date range. Create a PDF when you need something ready to share. Search across every business available to your account, so you can start with a vendor name or amount without knowing where it appears.

Handle daily bookkeeping from the same conversation. Review uncategorized bank transactions, get category suggestions, code transactions, and post them to the books. Create journal entries. Check reconciliation status, review the work queue for one business, or see outstanding work across the companies your accounting firm manages.

The connector can prepare, open, match, finish, and abandon bank reconciliations. Finishing with an accepted difference can post a Reconciliation Entry to the books.

Deletions, billing, integrations, and client messaging stay in the LedgerHQ app.

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

MSCI Connector

The MSCI Connector provides access to an expanding range of MSCI AI-enabled data and analytics capabilities. Based on entitlements users can investigate index performance characteristics such as country, sector and factor exposures, constituent weights and methodologies and explore private assets market trends, performance benchmarking and holdings and risk factors. Clients can also analyze portfolio risk analytics and factor exposures and explore and assess companies on key sustainability and climate (S&C) metrics including ESG Ratings, controversies, business involvement screening, and emissions.

The connector is designed for investment professionals who require transparent, methodology-aligned data to support portfolio construction, risk analysis, attribution, exposure analysis, sustainability and climate analysis and private assets research.

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

FGO.ro

FGO for Claude turns business management into a simple conversation. This MCP server lets users analyze company data and perform key actions such as issuing or canceling invoices, submitting e-Invoices to SPV, and checking ANAF connectivity. It helps monitor e-Factura status, customer overdue balances, supplier balances, and essential reports such as trial balance, monthly profit, and the company’s position with authorities. It is built for entrepreneurs who want faster invoicing workflows and quick financial insights directly inside Claude.

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

Atominvest MCP

Connect Claude to your Atominvest platform to query Portfolio Management or Investor Relations data, including portfolio company metrics, investor data, and fund commitments, directly from your conversation. Retrieve financial KPIs such as revenue, EBITDA, and debt for portfolio assets across any reporting period, look up investor accounts and their associated entities, and get detailed commitment breakdowns across funds, including amounts and statuses, all without leaving Claude. Ideal for portfolio managers and investor relations teams who need fast, conversational access to their Atominvest data to support reporting, investor queries, and portfolio monitoring.

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

CoinDesk

The CoinDesk Data & Indices Connector provides real-time and historical digital asset market data powered by institutional-grade infrastructure. Access regulated indices, benchmarks, spot prices, futures, and options data across leading exchanges — including funding rates, open interest, orderbook depth, and trade history. Built for traders, analysts, and researchers who need comprehensive, cross-market digital asset intelligence through natural language.

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

Datarails FinanceOS

Datarails FinanceOS connects Claude to your company's consolidated financial data — actuals, budgets, forecasts, and business metrics. Ask questions in plain language and get answers grounded in your live finance tables: discover your org's defined business metrics and check their health, aggregate and filter raw finance tables, profile data quality, look up FX rates and DR.GET Excel functions, and browse your company profile, filebox, and org structure. Built for FP&A teams, controllers, and CFOs who want their numbers at their fingertips. The connector is read-only — it never creates, modifies, or deletes financial data in Datarails.

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

Lumonic

Lumonic connects Claude to permission-aware portfolio monitoring and reporting data. Use it to discover entities, fields, dimensions, and metrics; build portfolio tables; summarize reporting status; identify missing submissions; validate LX expressions; generate refreshable Excel formulas; and inspect source context or traceback links. Claude can only access the Lumonic workspaces and data available to the authenticated user.

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

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