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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.

276 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 101–125 of 276 · page 5 of 12.

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.

Verisk XactRestore

Connect Claude to Verisk’s XactRestore so restoration and remodeling professionals can build and refine estimates by simply describing the work that needs to be done. Powered by Xactware’s pricing and material data, Claude can create rooms, add and adjust line items, apply Quick Estimates, and surface pricing details inside trusted XactRestore workflows, while keeping contractors in control of every change. Make estimating faster, more intuitive, and easier to review so teams spend less time wrestling with software and more time helping homeowners.

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

Well

Well is a business context layer. It connects your bank, invoicing, CRM, email, and accounting tools, then models them as one living graph your agents can reach over MCP.

Ask across every source at once. Read the schema and query invoices, companies, contacts, transactions, accounts, and journal entries, with relationship traversal and provenance on every record. Create and update companies, people, and invoices, all with idempotency so retries never double-apply.

The part that stands out: one Well connection reaches every other tool. Two bridge tools let Claude discover and invoke the tools from any app connected to your workspace (Stripe, Qonto, Pennylane, Notion and 140+ more), with no second login. We hold and refresh the auth, so nothing breaks between sessions.

Because the graph spans every tool, Claude answers questions no single app can. Match an invoice to a bank transaction to a vendor across different rails. Close your books from chat. Ask why the same vendor charged you twice, and get the answer.

One click to install with OAuth. Nothing to paste.

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

NetSuite

A flexible and scalable way to connect Claude to NetSuite and use AI to query and analyze NetSuite data.

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

PuraFi Expenses

PuraFi turns a conversation into a finished expense report.

Drop receipts into chat as photos, PDFs, or plain descriptions and PuraFi keeps a running list: merchant, date, category, and amount, organized by month or trip. Describe a drive ("office to the Hartford client and back") and PuraFi figures out the actual driving distance and applies the current IRS mileage rate, including the mid-year rate changes your spreadsheet missed.

When you're ready, PuraFi puts everything into a polished PDF report, plus files your finance team can open straight in Excel or QuickBooks. It double-checks every line for the things that get reports bounced back: missing details, forgotten attendees, duplicate charges. Then it sends the report to your approver with a one-click review link. No account or app needed on their end. After you send it, PuraFi tracks where your report stands (pending, approved, or rejected) and counts how many days you've been waiting, so asking "how much am I owed?" always has a real answer.

Use it for:

• Turning receipt photos and PDFs into organized expenses • Logging business mileage at the current IRS mileage rate • Building expense reports as PDF, Excel, or QuickBooks-ready files • Sending expense reports to your manager for one-click approval • Tracking approval status and how long you've been owed

Try: "File my expenses from this trip" - "Log my drive to the client site and back" - "Make my expense report and submit it to my manager" - "How much am I owed?"

From a pocketful of receipts to a submitted, tracked expense report, without ever leaving the conversation.

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

Ramp

Enables secure, read-only access to Ramp data for customer-defined logic. Supports loading and querying transactions, reimbursements, bills, purchase orders, cards, vendors, and more, enabling dynamic data fetching and analysis via Claude.

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

World Office Cloud

El Conector MCP de World Office conecta tu cuenta con asistentes de IA como Claude para que consultes tus informes preguntando en español, sin navegar menús ni exportar archivos. Incluye ventas por producto, vendedor y documento; balance general, estado de resultados, libro auxiliar y estado de cuenta; existencias de inventario por bodega e informe de nómina. Antes de generar cualquier informe resuelve empresas, terceros, productos y cuentas contables por nombre, así que nunca trabaja con datos adivinados. Todas las herramientas son de solo lectura: consultan, nunca modifican, crean ni eliminan.

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

Bigdata.com

Bigdata.com is the AI grounding layer for finance — it stops agents from hallucinating by grounding every answer in real, cited sources instead of guesses. Ask in plain language and get back cited, source-linked answers instead of a wall of raw data to parse yourself. Query stocks, market data, portfolio holdings and fundamentals alongside SEC filings, earnings calls, broker and analyst research, press releases, and sentiment signals across billions of documents spanning 25+ years: 10M+ new public news documents monthly, 200+ premium news sources (Financial Times, Benzinga, MT Newswires and more), filings across 50+ countries, 30+ years of fundamentals, expert interviews, and podcasts. RavenPack's financial knowledge graph resolves company and entity names automatically, so a single query surfaces the right filings, transcripts, and news without manual ticker-matching. Every claim traces back to a real, citable source — no fabricated numbers, no invented quotes. Beyond public content, search and upload your own private documents — notes, research, and internal files — side-by-side with public filings and market data, so proprietary research and public sources answer from the same query. Because retrieval returns only the cited excerpts that matter instead of stuffing whole documents into context, typical queries use around 90% fewer input tokens than an ungrounded approach. Built for anyone making a financial decision — from individual investors sizing up a trade to analysts at hedge funds, asset managers and investment banks. Run an initiation report, compare two 10-Ks, prep a pre-earnings or pre-FOMC briefing, track a competitor, catch a sentiment shift before consensus does, or build a sourced brief before a call — all from one grounded search. Connect in seconds inside Claude — no setup, no glue code. You're searching cited financial data from your first prompt.

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

Companion.energy

Companion.energy Analytics is a read-only remote MCP server that lets AI assistants query live energy analytics from the Companion.energy platform in natural language — no dashboards or manual exports.

Companion.energy is an energy-optimization platform for commercial and industrial sites. This connector gives your assistant secure, read-only access to your organization's data across:

• Assets & locations — batteries, solar, grid connections, EV chargers and more • Sensor time series — consumption, production, power, state of charge and temperature, both raw and aggregated • Cost, revenue & savings — energy cost breakdowns, revenue, and realised savings • Market data — day-ahead spot prices, imbalance prices and metrics, and futures curves across European markets • Steering & flexibility — capacity under active energy-steering control • Forecasts, energy balance, profiles, spot exposure, imbalance, hedge positions and peak consumption

Ask questions like "Show hourly consumption for the Antwerp plant last week and highlight the peak," "Break down energy cost by site for Q2," or "What were yesterday's Belgian day-ahead prices, and when was the cheapest hour?" The assistant retrieves the answer live and can also run its own read-only queries against the full analytics schema for anything the curated tools don't cover.

Built for safety and governance: • Strictly read-only — 16 tools, every one annotated read-only; the server rejects any write, mutation or subscription • OAuth 2.1 sign-in — you authenticate to Companion.energy in the browser on first connect • Organization-scoped access — you only ever see data you're entitled to, enforced per request • Least-privilege scopes and per-organization rate limits • Your data is used only to answer your request, never to train models

Requires a Companion.energy account. Learn more and connect at companion.energy.

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

Crunchbase MCP

Crunchbase is the leading provider of private-company prospecting and research data, used by salespeople, entrepreneurs, investors, and market researchers to find and evaluate companies.

This connector brings that data into your conversation. Ask in plain language and get structured answers back.

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

DealTraq

DealTraq connects Claude to your deal pipeline for end-to-end diligence and portfolio research. Pull structured company snapshots, browse pipeline stages, and dig into diligence materials — including deck pages, meeting transcripts, and file contents — directly within a conversation. Run semantic or keyword searches across your portfolio, query pipeline metrics, and get a full research context on any company in one call. When you're ready to act, propose profile or stage changes for review, or execute registered company actions directly, keeping your pipeline data current without leaving Claude.

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

Driggsby

Ever feel like you should be doing more with your money, but aren’t sure where to start?

Driggsby gives Claude a secure, up-to-date view of your financial life through Plaid. That means clearer answers, better context, and less uncertainty about where things stand.

With Claude Scheduled Tasks, you can make staying informed a recurring habit without adding another task to your day. Set the review and schedule once, then let Claude deliver the summary.

Driggsby has read-only access and cannot move money. Your bank credentials never touch Driggsby’s servers.

Free during public beta.

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

Exact Online AI Connect, by iWebDevelopment

Exact AI Connect connects Claude directly to your Exact Online administration. Ask questions in plain language and get instant answers from your live business data, from a quick stock check to a full accounts receivable analysis. The connector is built and operated by iWebDevelopment, an official Exact partner specializing in Exact Online integrations.

What you can do:

Every write action is prepared as a draft and requires your explicit confirmation before anything is executed in Exact Online. Nothing changes in your administration without your approval.

Setup takes about two minutes: add the server URL to Claude, log in with your own Exact Online account and ask your first question. No plug-ins or installations in Exact Online required. The connection runs entirely through the official Exact Online API, and the platform is ISO 27001 certified and independently pentested. You choose which administrations to connect and can revoke authorization at any time from within Exact Online.

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

Fattura24

Connect your Fattura24 account to Claude and query your business management and accounting data in natural language, without opening reports, navigating between sections, or building analyses manually.

If you use Fattura24, you already have all the data you need: revenue, collections, payments, VAT, and margins. The problem is that using it takes time. With the MCP connector, that part disappears: ask a question and get the analysis.

What you can ask Claude:

  1. Monthly revenue and year-over-year comparisons, with seasonal trends
  2. Unpaid invoices, collections, and payments with receivables aging
  3. Sales by product/service and geographic distribution
  4. Trial balance: revenue, fixed costs, variable costs, contribution margin, and EBITDA
  5. Comparison between actuals and budget (forecast)
  6. Ready-to-use summaries for the board, accountant, or operational meetings.

Practical examples: "Show me monthly revenue for 2024, 2025, and 2026 side by side. Does the seasonal peak always fall in the same month?"

"Which invoices are unpaid? Give me a follow-up priority by amount and aging."

"Prepare a first-quarter summary for the board: headline KPIs, revenue trend, product mix, and three points to watch." Read-only — no installation

The connector reads your data; it does not modify it. It does not create invoices, send documents to the SDI, or touch master data records. Access is handled through OAuth: you authenticate with Fattura24 and authorize the connection.

You can revoke access at any time. Available to all Fattura24 users with an active subscription.

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

Grasp

Grasp brings the most exhaustive private-market database into Claude — 100m+ companies, 500k+ buyers and 500k+ deals, with data straight from the source. Run deal research end to end: build target, buyer and transaction lists; refine with structured research; analyse financials and ownership; query and export exhaustive data tables; and pull company profiles or decision-maker contacts. Move from a broad investment thesis to final insights — surfacing the opportunities no one else can.

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

IQLand (Official)

IQland MCP provides Automated Intelligence for U.S. real-estate development: parcel & zoning lookup, construction cost, build feasibility, comparable sales, appraisals and property overview and analytics.

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

Norrsent - Agentic Risk Management & GRC

Norrsent MCP connects Claude to your enterprise risk management (ERM) and GRC workspace on Norrsent. Query and analyze your risk register, controls and their effectiveness, Key Risk Indicators (KRIs), mitigations, active threats, governance policies, incidents, your organizational hierarchy, and the aggregated risk matrix and update a risk or report an incident that are all bounded by your own role-based permissions and recorded in an access audit log.

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

PitchBook Premium

Bring the depth of PitchBook's industry-leading private capital market intelligence into Claude. Powered by our MCP server, PitchBook clients can seamlessly search and analyze firms, deals, funds, and key players—unlocking trusted insights for confident decisions, actionable intelligence, and market benchmarking, all within their AI workflows.

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

RED Atlas API

RED Atlas gives your AI assistant direct, authenticated access to RED Atlas real-estate data for Puerto Rico and Colombia. Search and retrieve listings, parcels, properties, transactions, permits, taxes and market news; run market statistics and analytics (rankings, cross-tabs, trends and one-call market reports); look up locations and boundary polygons; generate AVM and comparables valuation reports; and pull parcel owner/contact enrichment. Ask in natural language and get answers grounded in Atlas data, with canonical links back to the RED Atlas app. Access uses the user's own RED Atlas account and is billed to their plan.

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

Rockhopper

Rockhopper - spreadsheet audit, approvals, and AI-agent governance for Excel & Google Sheets

Rockhopper tracks exactly who - human or AI agent - changed what in a spreadsheet, and adds review/approval workflows on top.

Use it for:

Attribution & history - see which version of a file had AI-made edits vs. human edits; pull cell-level or metric-level change history across versions; surface uncommitted ("unattributed") changes currently sitting in a file.

Versions - list version history for a file, or commit current changes as a new version. Reviews & approvals - create, approve, or cancel a review request for a specific version, so changes go through sign-off before they're final.

Comments - read, add, reply to, and resolve comments and discussion threads on a file, including the latest conversation tied to a specific file.

File management - search enrolled files by name, comment text, or version notes; rename a file.

Trigger this when the user asks who changed a spreadsheet, whether an edit was made by AI or a person, wants to compare periods/versions, needs to approve or request approval for a file, wants to see comments or discussion on a spreadsheet, or names Rockhopper directly. Only works on files already enrolled in the user's Rockhopper workspace (Microsoft Excel or Google Sheets) - it doesn't edit cell data or formulas directly.

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

Blockscout

Provides access to multichain blockchain data such as balances, tokens, NFTs, contract metadata for contextual analysis.

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

CB Insights

Unleash Claude as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights' predictive intelligence. Tap into 11M+ double-validated company profiles, leading coverage of recent equity deals, proprietary taxonomies, unique scores, hidden signals, and over 20 years of bleeding-edge technology research to identify and analyze relevant, high-potential companies ahead of your competition. Built for corporate strategists seeking acquisition targets, VCs screening deal flow, and business development teams hunting new partners. If your work involves private companies, CB Insights delivers the insight you need to make your next move first.

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

Collation MCP Server

Collation sets up and manages a dedicated data warehouse for your investment data, then connects Claude directly to it. Your portfolios, positions, transactions, and performance data stay in your own warehouse — Claude queries it in place so you get answers without exporting or moving anything. Ask questions in plain language and Claude will run SQL against your warehouse, pull up dashboards, and reuse your saved queries. Key capabilities:

Run SQL and explore tables across your own data warehouse Calculate time-weighted returns (TWR) for any portfolio or period Access and build on your saved queries and dashboards Browse schema and documentation to understand what's available

Built for wealth managers, analysts, and operations teams who want fast, accurate answers from investment data they fully own and control.

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

FinancialFilings

FinancialReports gives Claude direct, read-only access to regulatory filings, normalized financial statements, and corporate reference data for listed companies worldwide — sourced from official regulators including the SEC and ESMA.

Connect your free FinancialReports account via OAuth (no API key to copy) and Claude can: • Search and look up companies by name, ticker, ISIN, country, or industry, and retrieve full profiles (LEI, exchanges, IR links). • Find and retrieve regulatory filings — list by company, type, or date; pull a filing’s full text as markdown; and keyword-search inside a single filing. • Read normalized financial statements with explicit currency and fiscal period (income statement, balance sheet, cash flow). • Look up ISINs and dual-listings, and browse the ISIC industry taxonomy and filing-type catalog.

All tools are strictly read-only — the connector retrieves public-company data and never writes, trades, or transacts. Built on the open Model Context Protocol; data is served from FinancialReports’ own first-party API.

Ideal for equity research, financial analysis, due diligence, and monitoring filings across global markets.

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

HitPay

Connect Claude to your HitPay account and work with your business data using natural language.

Ask about your business

Create directly from chat

All other actions are read-only. The connector cannot issue refunds, cancel transactions, move funds, or change account settings.

Sign in using your HitPay dashboard credentials with an owner or admin role, then authorize one business per connection.

HitPay is a payments platform for businesses in Singapore, Malaysia, and the Philippines. It supports PayNow, DuitNow, QR Ph, cards, and more than 50 other payment methods.

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

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