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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.

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 126–150 of 277 · page 6 of 12.

Hiveflow

Hiveflow is a visual AI agent orchestrator: you design workflows on a drag-and-drop canvas, connect them to your tools and data, and let them run on a schedule, from a trigger, or on demand. This connector brings your Hiveflow workspace into Claude, so you can inspect and operate it in conversation instead of switching to the dashboard.

What you can do with it:

• Flows — list your workflows with their execution state, inspect a flow's nodes and edges, create new flows, run one on demand, and activate or pause it. • Kanban boards — list boards, read columns and cards, create cards, move them between columns, and add comments. • Workers — see which agents are connected to a board, whether they are paused, and when they last checked in. Moving a card into a watched column is how you hand work to them. • Organizations and workspaces — list the organizations and workspaces you belong to, and scope any operation to a specific one. • Live API reference — a docs tool that returns the current Hiveflow API reference, so Claude works from up-to-date definitions rather than assumptions.

Everything runs with your own Hiveflow account through OAuth: the connector sees exactly what you see, respects your organization roles and permissions, and every action is attributed to you. Tools that only read are marked read-only; tools that change your account — running a flow, pausing one, moving a card — are marked as such, so Claude asks before acting.

Free to connect with any Hiveflow account.

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

Iceflower

See where your customers really shop. Iceflower turns real card and bank transactions into interactive market intelligence: merchant benchmarks, cross-shopping, catchment maps, customer movement and AI-assisted reports - for your brand and the competitors around it.

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

Moody's Credit MCP

Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis.

Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial analysis, default risk metrics, and qualitative insights. It combines comprehensive entity information, such as financials, ownership, and management, with Moody's Ratings proprietary ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and macroeconomic trends.

By bringing structured and unstructured credit inputs together in a single interface, Moody's Credit MCP enables faster data-to-insight workflows, supporting more rigorous, consistent credit assessment and continuous monitoring of entities, markets, and portfolios.

Data includes:

Use Moody's Credit MCP for:

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

Skipo

Connect Claude to your Skipo account for secure, read-only access to your balances and activity. Ask questions in plain language and get answers drawn directly from your live account data.

With this connector you can: • Check balances across all your currencies and see how they've changed over time • Review your transaction history — deposits, withdrawals, and conversions — with full status and detail • Look up conversion orders, ledger movements, and your saved contacts • Reference supported currencies and markets, and check service status

Authentication uses Skipo's secure OAuth sign-in: you approve access with your own Skipo login, and Claude only ever sees data you already have access to. The connector is strictly read-only — it cannot move funds, make conversions, change settings, or modify anything in your account.

Ideal for reviewing your portfolio, reconciling activity, or pulling account details into your workflow without leaving the conversation.

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

AFAS AI Connect, by iWebDevelopment

AFAS AI Connect connects Claude directly to your AFAS Profit 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 AFAS partner specializing in AFAS integrations.

What you can do:

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

Setup takes about two minutes: add the connector to Claude, authorize the connection in AFAS Profit, and ask your first question. No plug-ins or installations in AFAS Profit required. The connection runs entirely through the official AFAS Profit API, is ISO 27001 certified, and independently pentested. You control which administrations are connected and can revoke access at any time.

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

Dynamo

Dynamo is the leading end-to-end platform for alternative investments, covering deal management, investor relations, portfolio monitoring, fund accounting, and reporting. This connector lets Claude read and act on your Dynamo data, search deals, pull portfolio metrics, surface investor activity, and streamline day-to-day operations across front, middle, and back office.

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

FGAC.ai

Connect Claude to Multiple Gmail Accounts, Work, School and Personal and let it update Google Sheets for you! Through FGAC.ai you can give Claude precise access to the specific sheets and senders you want.

More Google Workspace Connections Coming Soon!

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

Theia Insights

Theia Insights brings professional thematic equity research into Claude. Ask about a structural trend: artificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure scores.

The data is built on the Theia Insights Industry Classification (TIIC): a five-level, one-to-many taxonomy mapping companies to 3,000+ investable themes based on what they actually do. Performance is tracked through Theme Watch Indices (TWI), with 10+ years of daily history across global regions.

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

Twinfield AI Connect, by iWebDevelopment

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

What you can do:

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

Setup takes about two minutes: add the server URL to Claude, log in with your own Twinfield account via the secure authorization flow, and ask your first question. No plug-ins or installations in Twinfield required. Your data stays in Twinfield and the platform is ISO 27001 certified and independently pentested. You choose which administrations to connect and can revoke authorization at any time.

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

Velvoite

Monitor EU financial regulation directly from Claude. Velvoite tracks 2,400+ regulatory documents across EUR-Lex, EBA, ESMA, EIOPA, FIN-FSA, and BaFin — extracting 16,000+ specific obligations with deadlines, entity scope, and enforcement decisions. Set your company's regulatory profile once, then query obligations filtered to your exact roles. Every answer includes verbatim legal text and a link to the official source.

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

Firmenbuch

Firmenbuch gibt Claude direkten, strukturierten Zugriff auf das offizielle österreichische Firmenbuch und die dort hinterlegten Jahresabschlüsse. Suche und ranke Unternehmen nach Name, Standort, Branche (ÖNACE), Rechtsform, Größenklasse oder Finanzkennzahlen; rufe ein vollständiges Firmenprofil mit jahresweiser Bilanz, GuV und berechneten Kennzahlen ab; vergleiche ein Unternehmen mit Peers derselben Größenklasse; erstelle aggregierte Kohorten-Statistiken; und verfolge den täglichen Änderungs-Feed für Geschäftsführungswechsel, Kapitalerhöhungen, Sitzverlegungen und mehr. Die Daten stammen aus einer automatisierten, deterministischen Pipeline über die EU High Value Datasets – kein LLM im Datenpfad –, sodass jede Zahl bis zum Original-Abschluss nachvollziehbar ist. Alle Werkzeuge sind ausschließlich lesend (read-only). Ideal für Vertriebs-Recherche, Due Diligence, Marktforschung und Wettbewerbsbeobachtung im DACH-Raum.

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

GLG

GLG gives you instant access to the world's largest expert network directly in Claude. Search thousands of expert transcripts, explore insights across industries, and review content from your own research calls — all without leaving your workflow. Every response is grounded in named, verified experts from moderated GLG-hosted conversations, giving you the primary intelligence you need to make faster, more confident decisions.

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

Multiples.vc

Access public comps, M&A multiples and VC data, straight from Claude. Multiples MCP delivers investment-grade valuation intelligence for investment banking, PE and VC ecosystem. Try queries like "cybersecurity strategic M&A buyers" "median SaaS public NTM multiples," or "biggest VC rounds in Europe this year" and get structured, sourced answers back instantly.

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

PicPay

Integre a inteligência artificial diretamente ao core banking do PicPay. Permita que seus agentes realizem operações, gerenciem cofrinhos e consultem saldos em tempo real, mantendo você sempre no controle com aprovação via celular.

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

Pine Labs Payments Assistant

Pine Labs Payments Assistant connects Claude to your Pine Labs merchant account so you can ask questions about your payments data in plain language and get straight answers — without hopping between dashboards.

Once connected, you can:

Look up orders and transactions — find an order by Pine Labs order ID or your own merchant reference, pull orders and refunds over a date range, or search a transaction by ID, and see full status and payment-method breakdown. Track settlements — check settlement status, amounts, and which transactions make up a given payout, by UTR or across a date range. Monitor payment links — retrieve payment link details and current status, individually or as a date-range report. Manage recurring payments — review subscription plans, subscriptions, and subscription presentations, with filters for status, frequency, amount, and date. Monitor performance — check your transaction success rate over a recent window. Ship integrations faster — generate Pine Labs checkout integration code for your stack (Django, Flask, FastAPI, Express, Next.js, or Gin) and pull the right API reference from the live OpenAPI specs.

Built for merchants, finance and operations teams, and developers integrating Pine Labs.

Access uses OAuth — you sign in with your Pine Labs credentials, and Claude can only see data for accounts you authorise. The payments, settlement, subscription, and reporting tools are read-only: they retrieve and explain your data. The integration tools read your project's dependency files to detect your stack and generate code for you to review before applying. No tool in this connector can move funds, issue refunds, or modify your account.

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

Stocktwits

Stocktwits connects AI assistants to one of the world’s largest communities of traders and investors.

Search stocks, ETFs, crypto, futures, and other markets using natural language to access real-time market conversations, retail sentiment, trending symbols, Watcher activity, and community insights.

Whether you’re researching an earnings reaction, monitoring sentiment around a ticker, tracking breaking news, or discovering emerging market themes and trade ideas, Stocktwits provides context behind market moves, not just price updates.

Example prompts:

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

SumIt

SumIt helps authorized family office users query their accounting data from Claude. Users can authenticate with SumIt, select an MCP-enabled organization, inspect ledgers, chart of accounts, tags, account codes, journal entries, account balances, balance sheets, and income summaries, and submit product feedback about the MCP connector. The connector uses the user's existing SumIt permissions and is designed for read-only accounting analysis, except for private session organization selection and internal feedback capture.

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

TreasurySpring

Query your TreasurySpring portfolio directly from Claude. Check current and historical holdings, track upcoming maturities, browse available fixed-term funds, and generate portfolio reports using natural language. The integration inherits your existing TreasurySpring permissions and is strictly read-only. No transactions can be initiated, no data is used for model training, and every query is fully authenticated and audited. A faster way to reach the institutional cash data you already work with.

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

Airwallex Developer

The Airwallex Developer Model Context Protocol (MCP) server helps developers to easily integrate with Airwallex capabilities by bringing Airwallex documentation, API references, and sandbox testing tools directly to Claude. Enjoy developer lifecycle support from knowledge search, to troubleshooting, to simulations and go-live testing. Use your sandbox credentials to get started!

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

Campfire

Search, analyze, and retrieve data from your Campfire ERP directly in Claude. Ask questions about projects, contacts, and financials in natural language. Create board decks, generate insights from your data, and make informed decisions as a native part of your AI workflow.

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

CarsXE

CarsXE’s connector provides live vehicle data through the CarsXE API, so you can look up a car in plain language instead of hitting REST endpoints yourself.

You identify a vehicle by VIN, license plate, year/make/model, or a photo. From there Claude can pull specs, history, recalls, market value, images, lien/theft records, and OBD trouble-code meanings — and chain those lookups in one conversation (decode a plate → specs → recalls → value).

Key features

VIN decode & specs — full vehicle specifications from a 17-character VIN, including an international VIN decoder License plate lookup — plate + state/country → VIN and basic vehicle info Image recognition — extract a VIN or license plate from a photo URL Year/make/model lookup — specs, colors, features, and packages without a VIN Vehicle history — accidents, titles, odometer, salvage/junk, and ownership records Recalls — open safety recalls and remedies by VIN Market value — estimated retail/trade-in, adjustable by state, mileage, and condition Lien and theft — title liens and stolen-vehicle records OBD-II decode — diagnostic trouble codes (e.g. P0115) with diagnosis Vehicle images — photos by make, model, year, color, angle, and more

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

Entropia

Connect your AI assistant directly to your Entropia data rooms. Browse folder structures, search documents, and run analytics queries on your audit logs in plain language. Ask who accessed which files, track bidder activity, monitor Q&A threads, or explore document content without opening the platform. Built for M&A and real estate transaction teams who need fast, contextual answers during live deal processes.

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

Gentek Reg Agent

Gentek Reg-Agent helps financial services teams answer regulatory reporting questions faster inside Claude. It brings regulatory validation rules, reporting fields, error codes and reference data into the workflow teams already use. Instead of searching manually through regulator spreadsheets, rulebooks and technical specifications, users can ask practical questions about reporting requirements, field formats, instruments, ISINs, LEIs and legal entities. Responses are grounded in authoritative source material, helping reporting, operations, compliance and control teams work faster while maintaining traceability. Regulatory reporting intelligence across multiple jurisdictions and reporting regimes, sourced from official regulatory and industry documentation.

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

Hanover Park

Connect Claude with your data in Hanover Park. View and work with your investment data across funds, specific companies, and LPs. With your data easily reachable in Claude you can run analyses, generate investor reports, quarterly letters, slide decks and more in minutes. Surface insights for your partners that would previously take days to produce by hand.

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

Intelas

The Intelas MCP server gives Claude secure, permission-aware access to your Intelas data. It helps real estate teams query property-level information, analyze financial and operating performance, review reporting trends, and surface portfolio insights directly from Claude—while respecting each user’s authorized access in Intelas.

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

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