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 76–100 of 275 · page 4 of 11.

BullrunData Market Intelligence

Real-time macro intelligence for AI agents. Get a US recession probability score from a 15-indicator weighted model, sector rotation signals, institutional flows from CFTC and TIC reports, and cascade scenarios that map how catalysts ripple across markets. 23 read-only tools cover economic indicators (FRED), yield curves, Fed stance, and real estate calculators (BRRRR, investment property). Built for agents that reason about macro context, not just retrieve raw numbers.

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

Clear Street

Clear Street MCP lets you access your Clear Street account information such as balances, positions, orders, and portfolio history along with real time market data and finance news. Use it to research opportunities, analyze portfolio performance, assess risk scenarios and evaluate sophisticated trading opportunities and hedging strategies.

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

Egnyte

Egnyte MCP server enables AI agents to securely search, retrieve, and analyze content stored in any Egnyte domain. It wraps Egnyte’s public APIs and enforces native permissions, compliance rules, and audit logging.

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

Mergr

Mergr is a private equity and M&A intelligence platform built to be accessible: straightforward, current data on PE firms, deals, and private companies — no onboarding, no training, no enterprise-database complexity.

This connector gives Claude direct, read-only access to Mergr's live database: 4,100+ active PE firms, 224,000+ companies, 223,000+ M&A transactions, and 100,000+ original press releases, with ownership histories, deal advisors, and sector analytics.

Ask questions the way you'd ask an analyst:

• "Which PE firms would be the strongest buyers for a $30M revenue HVAC company in Texas?" — Buyer Match scores financial and strategic buyers against the target's profile.

• "Which sponsors are building roll-ups in collision repair?" — Roll-Up Tracker surfaces active platforms and their add-on velocity.

• "Which banks and law firms advised the most software deals last year?" — Rankings builds advisor and acquirer league tables with full filtering.

In total, 23 research tools cover firm, company, and deal search with the same filter sets as mergr.com; buyer, investor, and advisor matching; ownership lineage and exit signals; divestiture candidates; investor lookalikes; press-release search; and market analytics. Every answer links back to mergr.com profiles and source press releases, so results are verifiable — not a black box.

Getting started takes seconds: connect with your mergr.com login (read-only — the connector never acts on your behalf). Not a member? Sign up for a free trial at mergr.com.

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

Allowance

Allowance is a payment security layer for AI agents. It lets Claude request a human-approved spending allowance, then use scoped virtual cards to complete purchases without exposing the user's real card. The connector supports approval requests, approval polling, contact and address retrieval for checkout, one-time virtual card issuance, remote fulfillment status, purchase result reporting, allowance management, and merchant capability checks. OAuth sign-in connects each Claude user to their own Allowance account. Allowance is designed for agent-initiated purchases that need clear spend limits, receipts, revocation, and an audit trail.

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

Morningstar Credit Analytics

Integrate Morningstar's comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered connector, clients can explore cross-asset coverage—including funds, equities, and beyond, enhanced by forward-looking insights from our global analyst teams. Access trusted, unbiased intelligence to support investment decisions, due diligence, and portfolio strategy in one seamless experience.

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

QuickFile Accounting Software

Query your QuickFile accounting records and run financial reports using natural language. Retrieve and filter invoices, analyse client and supplier trends, locate bank transactions and develop deep insights into the financial position of your business.

Claude connects to QuickFile with read-only access. Data retrieved from QuickFile is used only to respond to questions and is not stored between sessions.

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

S&P - Deterministic Retrieval

Deterministic Retrieval provides structured, API-driven access to S&P Global data for LLMs and agent-based systems that know exactly what they need. Using defined parameters and structured queries, it returns fast, predictable, cited results, with full customer control over orchestration, tool selection, and execution. Built by Kensho, S&P Global's AI innovation engine, the solution is ideal for company-specific research, financial analysis, transcript intelligence, and multi-entity comparisons. Can be used alongside S&P Global - Adaptive Retrieval for teams that need both structured and flexible data access.

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

Cloud Cost Coach

Your personal cloud cost expert, who is always available, in any language. Ask questions in natural language, get live data with dynamic charts, and receive personalized optimization opportunities. Chat with an AWS FinOps expert on your real usage data and find quick wins, serverless migration opportunities, efficient saving plans, and other best practices to save on your cloud costs.

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

FactSet AI-Ready Data

Access, comprehensive financial data and analytics through AI-powered tools. Connect to FactSet global prices, fundamental analysis, earnings estimates, and research insights into Claude, to enhance your financial analysis, earning estimates and investment research with trusted, institutional-quality data.

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

LSEG

The LSEG Connector provides real-time access to LSEG's comprehensive financial market data ecosystem, spanning across asset classes and domains. It enables seamless integration of institutional-grade market data, analytics, and valuation tools directly into conversational AI workflows, allowing users to access deep market insights, perform complex calculations, and analyze financial instruments through natural language interactions.

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

Moloni ON

Moloni ON is AT-certified invoicing and commercial management software for Portuguese businesses. This connector lets Claude work directly with your Moloni ON account:

• Documents — create invoices, invoice-receipts, simplified invoices, credit notes, debit notes, estimates, pro-forma invoices, delivery notes and receipts. Documents are always created as drafts and only issued when you decide: close them in the Moloni app (a deep link is returned with every draft) or ask Claude to close them — closing a document or emailing an invoice always requires your explicit confirmation. You can also generate public, shareable PDF download links for any document.

• Customers & products — search, inspect and create customers and products, with a preview-and-confirm step before anything is written.

• Sales insight — aggregated sales analysis by product or date, outstanding/unpaid documents per customer or as a flat list, and current stock levels.

• Company data — taxes, payment methods, product categories and document sets are resolved automatically from your company's settings; multi-company accounts can switch the active company at any time.

Requires a Moloni ON subscription with the "API Clients" module enabled. Claude accesses your data via OAuth on your behalf — you authenticate directly with Moloni ON and no credentials are ever shared with the connector.

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

Rydoo

Rydoo MCP connects your AI assistant to your Rydoo account, so you can manage your expenses through everyday conversation instead of navigating the app. Sign in once with your existing Rydoo login — your assistant can then only see and do what you're already permitted to do in Rydoo, using your own roles and permissions.

Ask your assistant to pull up expenses, check on trips, or clarify policy questions, and get answers instantly without switching tools or digging through menus.

Key features:

• Read and analyse spend — search expenses you own or oversee by date, status, category, group, person or trip, pull up a single expense with a link into Rydoo, find card expenses still missing a receipt, and get server-computed totals per trip, person or project.
• Process approvals — see what's waiting on you, then approve or reject an expense using your company's reject reasons. Every action is confirmed with you first and recorded under your name.
• Answer questions — expense-policy Q&A: what's reimbursable, which limits apply, and similar.
• Look up company records — find the right category, branch, group, person or trip to filter expenses by, and check your own roles, modules and currencies.
• Review trips — look up trips and bookings you own or oversee, and tie expenses back to them.
• Manage cards and wallets — list cards you hold, approve or oversee as finance, review matched and unmatched card transactions, check wallet balances, spend summaries and monthly statements, and request a virtual card with the limit you confirm. Requires the Rydoo Cards module.
• Send feedback — report a bug or request a feature straight to Rydoo.

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

Stocklake

Stocklake connects Claude to a financial data pipeline covering 2,000+ stocks. Get real-time prices, RSI, MACD, Bollinger Bands, and 52-week ranges alongside AI-synthesized research summaries, sentiment analysis from SEC Form 4 filings and institutional holdings, sector rotation signals, macro regime assessments, and AI-screened discovery ideas. The pipeline refreshes continuously via market data feeds, news ingestion, and nightly AI analysis — giving Claude a complete picture of any publicly traded stock without requiring multiple data sources.

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

Datasite

Connect Claude to your Datasite virtual data room - the secure workspace where thousands of M&A deals are facilitated annually. Set up folder structures, invite users, search documents, track buyer Q&A, and audit data room readiness, all through natural language. No workflow interruptions. No security trade-offs. Built for advisors, bankers, and corporate development teams - backed by the enterprise security and permissioning every transaction demands.

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

MetricDuck

The SEC data layer for AI workflows — SEC figures come back linked to the exact filing they came from, so you can verify, not just trust. Pull financial statements and 323+ pre-computed metrics, compare peers, screen 5,500+ companies, read filing sections (risk factors, MD&A, earnings), and full-text search all of SEC EDGAR. Earnings-call and IR content rounds it out — management's own words on guidance and strategy, labeled by source (SEC-filed, issuer-published, or machine-transcribed) so you always know what's audit-grade. Built for work where a wrong number isn't an option. Free up to 500 tool calls per day — no credit card.

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

Numeric

Manage close tasks, build financial reports, query your general ledger, and automate bulk operations — all through conversation. Combine Numeric with your favorite tools (like Slack, Gmail, Calendar, and more) to build custom agents and skills, and automate everyday accounting workflows.

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

Validis

Validis connects Claude to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardised general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

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

マネーフォワード クラウド会計

マネーフォワード クラウド会計がAIから直接読み書きできるようになりました。経理担当者や会計事務所、経営管理部門が日々行う「仕訳の確認」「取引先の管理」「試算表の閲覧」といった作業を、チャットで指示するだけで実行できるようになります。 主な機能 ■ 事業者・マスタ情報の取得 ■ 仕訳の照会・作成・更新 ■ 取引先管理 ■ 財務レポートの取得

特徴 ・自然言語での会計データ操作 「先月の損益計算書を見せて」「〇〇社宛の仕訳を作成して」といった指示だけで、複雑なAPIパラメータを意識せずに会計データへアクセスできます。 ・読み取りと書き込みの両方に対応 仕訳・取引先・明細の新規作成や仕訳の更新まで一気通貫でサポートします。

活用シーン

• 経理担当者による月次・年次の仕訳チェックやレポート作成の効率化
• 会計事務所によるクライアント企業の試算表確認・分析
• 経営層への月次推移表・財務レポートの即時提供
• 定型的な仕訳・取引先登録作業の自動化

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

Aiera

Access to Aiera's financial data APIs, including live events, filings, company publications, and much more.

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

Cortena FinOps

Cortena is a finance operating system for SMB finance teams. AI agents that run payables pre-accounting against your accounting system.

This connector lets Claude work with your live Cortena data using the same permissions as the web app.

Who it’s for: Finance operators and approvers who use Claude and want answers like “What invoices need my approval?” or “Show overdue unpaid payables this week” without switching tabs.

What you can do

• Search and inspect payables: list and open invoices with the same filters as the Cortena workspace (due date, payment status, workflow step, supplier, and more).
• Check your approval and review queues: find invoices where you are eligible at an approval or review step.
• Read Pulse dashboard metrics: action-required and insight cards with clickable deep links into filtered lists.
• Browse workflows: see active workflow definitions and human step types.
• Upload payables: ingest PDF, image, or XML invoice files through the same pipeline as manual upload.
• Approve, complete review, or reject: changes use a prepare → you confirm → commit flow. Cortena never applies workflow actions from a single silent tool call.

Security and access

• Each user connects with their own Cortena login (OAuth authorization code + PKCE).
• A tenant admin must grant MCP access per tenant.
• Org admins register the connector once; each user connects individually at claude.ai/customize/connectors.
• Read-only and read + write access modes are configurable when creating the OAuth client in Cortena Settings.

Setup: Create an OAuth client under Settings → MCP access in Cortena, then connect Claude to https://app.cortena.ai/api/mcp

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

Fitch Solutions

Access trusted Fitch Ratings credit research and data, CreditSights intelligence, and BMI country and sector risk analysis — all through a single, governed MCP connection. Query ratings, financials, key rating drivers, research, and deal insights directly inside your AI workflows. Built for regulated environments with enterprise-grade authentication and entitlement controls. Fitch intelligence, where you work.

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

Kifly

Kifly connects Claude to a network of independent sellers so your agent can shop and complete real purchases end to end.

With Kifly, Claude can:

• Search the seller network with multilingual semantic search (100+ languages), filtered by category, price range, and stock.
• Inspect a seller's profile, flat delivery fee, and delivery coverage before buying.
• Build a single-seller cart, adjust quantities, and validate a shipping address against the seller's coverage area.
• Check out,Kifly returns a secure Stripe Checkout link to complete payment, then reports order and shipment status.
• Optionally register a reusable buyer profile so repeat purchases skip manual data entry.

Each cart is bound to one seller. Kifly never custodies funds: payment is processed by Stripe and settled directly to the seller. Authentication is via OAuth, and your agent is granted only the scopes it needs; catalog read, cart and checkout write, and order read.

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

Sequence

The Sequence connector lets Claude work with your billing and revenue data, so you can answer revenue and billing questions in plain language instead of navigating dashboards and exports.

Key features: • Look up customers — Find customers and their aliases and pull account details for context. • Track invoices — Review invoices to find outstanding and overdue revenue. • Inspect billing setup — Explore billing schedules, products, and price lists to see how customers are billed. • Review credit notes — Check credit notes and adjustments alongside their related invoices. • Report on revenue — Pull invoiced revenue to support reporting and analysis.

Note: more tools are coming soon.

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

Sumsub

Bring your compliance operations into Claude. Connect to your Sumsub account to onboard applicants, generate verification links, and pull live data on identities, businesses, transactions, AML screening cases, and fraud networks—all in plain language. Triage your review queue by risk, assemble due-diligence dossiers, investigate suspicious activity, and draft regulatory reports without clicking through the Dashboard. Turn full-cycle verification into an AI-powered workflow that moves at the speed of conversation.

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

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