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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 151–175 of 277 · page 7 of 12.

Kavara Kirk

Kavara Kirk is the first algorithm in the Ulysses family — an algorithmic primitive for detecting structural change in raw, unlabeled data streams. Think of it as a Kalman filter for the non-Gaussian, non-stationary world. It maintains a running structural state, updates that state as each new observation arrives, and returns a scalar score measuring how much the current observation diverges from the accumulated structure. No labels. No training. No GPU.

The engine runs on the CPU you already have. Order-book snapshots score in under a millisecond on modern Intel and AMD server-class hardware. State is small enough (kilobytes) to embed in confidential-compute enclaves, so customer data never crosses the trust boundary in cleartext.

Available via MCP: score single or batched observations against a registered model, retrieve engine attestation (cryptographic proof of the exact binary running), browse capabilities and case studies, inspect usage and inference-unit balance.

The finance domain has been characterized end-to-end — a bit-exact reproduction of a published FY24 US-equities result runs in seconds against our production sealed engine. Other domains (industrial telemetry, network traffic, biosignal streams) are structurally compatible but require characterization first.

Output is a scalar structural-change score per observation, with the engine attestation attached. No black-box embeddings, no opaque logits — a single number you can reason about, backtest, and audit.

Prepaid inference units, metered per call. First checkout is $500 → 50,000 IU. Pricing is public via the kirk_pricing tool. The sealed engine ships as Intel TDX, AWS Nitro, and AMD SEV-compatible; every response carries a cryptographic attestation of the running binary.

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

Mesh by meshpayments

The Mesh MCP connects Claude directly to Mesh, giving it real-time access to your company's spend data, cards, policies, and approvals. Ask Claude to pull expense reports, flag anomalies, manage card limits, or trigger workflows, without touching the Mesh app.

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

Moody's Growth & Strategy

Moody’s Growth & Strategy MCP supports AI-driven sales, marketing, and revenue operations by providing GenAI-ready data, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, relationship, and market datasets into a unified intelligence layer to help teams identify opportunities, prioritize accounts, and support more effective customer engagement.

The solution combines comprehensive Moody’s entity intelligence, including global company profiles, hierarchies, and ownership linkages, with augmented signals such as news, market activity, and risk indicators. This integrated view helps organizations gain additional visibility into total addressable markets, identify whitespace opportunities, and align sales and marketing strategies around high-value prospects.

By bringing together structured company data and contextual insights into a single interface, Moody’s Growth & Strategy MCP helps streamline data-to-insight workflows and supports improvements in targeting precision, pipeline quality, and revenue outcomes.

Data includes: Global company firmographics and identifiers Corporate hierarchies and ownership structures Industry classifications and segmentation Financial indicators and company scale metrics News, market signals, and company events Risk indicators and early warning signals Economic data and research

Use Moody’s Growth & Strategy MCP for: GTM Planning – define and size target markets with comprehensive company coverage Account Prioritization – identify and prioritize high-value prospects and customers and support more sophisticated opportunity scoring by combining company-level data with market-level indicators. Territory Design – support geographic and account planning by highlighting industries, regions or countries with stronger growth prospects

Pipeline Acceleration – surface in-market signals and help support timely engagement based on macroeconomic tren

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

Paytm Payment Gateway

Connect your Paytm merchant account to Claude for intelligent access to your payment operations. Look up transactions, search payment links, track refunds, review settlement status, and reconcile payments - all through conversation. No dashboard switching, no API calls. Claude becomes your payments co-pilot - it works directly with your Paytm merchant account. Built for merchants, developers, and operations teams.

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

Scorechain

Scorechain's blockchain compliance and AML risk analysis is now available as a Claude.ai connector via the Model Context Protocol.

What's included:

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

Vibe Prospecting

Turn your Claude agent into a full B2B prospecting platform. Vibe Prospecting finds any company or professional right inside your chat.

Go beyond basic contact lookups: search company profiles, org charts, and company hierarchy to identify decision-makers and their reporting lines, run company search and contact search by name or industry, and track business events like funding rounds, hiring signals, and growth signals as they happen. Find actionable contact info from emails and numbers to social profiles.

Underneath, Vibe Prospecting covers the full stack sales, recruiting, and GTM teams expect: firmographics, technographics, intent data, buyer intent, website traffic, and industry classification by LinkedIn Industry, NAICS or SIC code, plus employee count, revenue data, funding events, and workforce signals for 150M+ companies and 800M+ professional profiles from 50+ live sources, including third-party and alternative data.

Use it to build lead lists, run people search, person lookup, and phone number lookups, source candidates for recruiting and candidate sourcing, and craft personalized cold email, outbound sales, phone number waterfall, and sales engagement sequences. Enrich any CRM or ATS record with fresh contact data and company data, run an email finder plus email verification, append missing fields, and resolve duplicate entities with entity and identity resolution — all without leaving Claude. Layer in market, competitive, and revenue intelligence to sharpen list building and sales enablement.

It's a modern alternative to Apollo, ZoomInfo, Clay, RocketReach, Clearbit, and Cognism: one connector for prospecting, lead generation, account-based marketing, sales intelligence, email customization, and revenue operations, so outreach starts the moment you find a qualified lead in the contact database. Export enriched lists straight to CSV or your CRM and keep every pipeline generation and ICP workflow running on live b2b data.

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

Abacum.ai

Ask your live Abacum data anything, right inside Claude. Pull actuals, plans and forecasts, run variance analysis by any dimension, spot the trend, then turn the numbers into commentary, memos and board-ready output — all without switching tools. Answers stay fast and accurate even on your largest, most detailed financial models, and only the data you ask for ever enters the conversation. Every request uses your own Abacum login and respects the permissions and access controls you already have. Built for finance teams and the business partners who depend on them, from month-end close to Monday's board meeting.

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

Checkin

Get live information about your events, tickets, attendees, and sales from the Checkin event registration platform.

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

CoinGecko

View top cryptocurrency prices live, crypto charts, market cap, and trading volume. Discover today’s trending coins, top crypto gainers and losers in the market such as Bitcoin, Ethereum, Solana, BNB, XRP, Hyperliquid, and more. You can also compare them side by side in a table.

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

Cotality

Cotality's MCP server gives access to property data and analytics across real estate, mortgage, lending, appraisal, and so many more workflows. Available intelligence continues to expand. There is a lot you can accomplish with Cotality’s MCP server. Look up ownership and property characteristics for specific addresses, pull climate risk scores for a portfolio, check home price trends and forecasts for a given market — all here in Claude.

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

LunarCrush

Access comprehensive social analytics and market intelligence for companies, brands, stocks, and cryptocurrencies through LunarCrush's AI-data platform. Stream real-time social metrics, sentiment analysis, trending topics, and market data directly into your AI workflows.

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

Sacra

Bring Sacra research & data into Claude to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, meeting prep and more.

All Sacra research & data is available including:

For investors, VCs & corp dev: produce investment memo first drafts, quickly answer diligence questions, build comps, compare business models, track funding and key milestones, and pull the most relevant context from Sacra coverage—without hopping between tabs.

For founders & operators: map competitors, understand category dynamics, sanity-check positioning, and generate crisp briefs you can drop into a memo, deck, or internal update.

For analysts: turn messy questions into structured outputs (bulleted takeaways, peer lists, “what changed?” updates) grounded in your Sacra data.

Available to all Sacra users from free through standard, pro and platform, with usage limits determined by the plan level.

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

StatCite

StatCite returns official economic statistics — World Bank WDI, IMF WEO/Fiscal Monitor (current vintage via the IMF's own DataMapper API), and ECB reference rates — where every number ships with a full citation: source, dataset, series ID, canonical URL, license, retrieval date, and a ready-to-paste citation sentence.

Its verify_stat tool checks any claimed economic figure against the official series and returns a verdict (match / close / mismatch / cannot_verify) with diagnostics for the classic errors: wrong year, percent-vs-decimal slips, and millions/billions scale confusion. verify_claims batch-checks up to 15 claims from a draft in one call.

An as_of parameter enables revision-aware verification: check whether a claim was true against the IMF WEO/Fiscal Monitor edition that was current on a given historical date, not just today's revised figure.

42 curated indicators across 200+ economies, inflation adjustment, and historical FX conversion (including ~90 currencies the ECB set doesn't cover). Free, read-only, no authentication required.

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

Xero

Check your P&L, cash position, outstanding invoices, top customers and more — directly from Claude. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. Claude connects with read-only access. Any data retrieved is used only to respond to your questions and is never stored between sessions.

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

Bound

Bound MCP helps users inspect Bound account balances, payment recipients, payments, FX orders, indicative exchange rates, and upcoming settlements through read-only Public API tools.

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

Brex

Connect Brex to Claude for automating your company's finances. Finance monitors compliance and runs powerful queries. Employees get personalized memo guidance, policy answers, and status updates. Permission-based access ensures admin oversight while streamlining management.

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

Bull AI

Bull AI gives Claude access to company documents and data for NSE/BSE-listed Indian companies.

Search companies by name, symbol, or ISIN; read filings, annual reports, transcripts, and presentations; and get classifications, peers, corporate actions, and management guidance with source citations. Documents are parsed for search and retrieval.

Sign in with OAuth; usage is subject to existing Bull AI account limits. Results are not trading instructions.

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

Carbon Arc

The Carbon Arc MCP Server is a data infrastructure layer that converts natural language questions into real-world signals for decision-making by providing access to proprietary data.

Core Functions:

  1. Ask questions like "Show me Walmart's 2025 credit card spend" and get structured data tables
  2. Search for companies, locations, and metrics by name based on available data
  3. Analyze trends across different time periods and geographic regions
  4. Explore relationships between entities and available data

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

CRE Agents (Vic)

CRE Agents (Vic) connects Claude to institutional-quality commercial real estate expertise and live market data across acquisitions, development, asset management, investment sales, investor reporting, and more. It supports 12 major property types, with more added regularly.

Once connected, simply say "Use Vic to..." in any chat. Vic identifies the right expert task and equips Claude with the specialized process, methods and live market data needed to complete it. Claude then follows the instructions and delivers the finished result. That might be a stabilized pro forma, parsed rent roll, zoning feasibility report, in-depth market report, clean operating statement, offering memorandum, investment committee memo, reconciled estoppel, or hundreds of other commercial real estate tasks.

The expertise is organized into Specialized Task Catalogs built by seasoned CRE professionals for specific roles, such as Investment Sales, Acquisitions, Asset Management, Development, Investor Relations & Reporting, plus a General CRE catalog. Every subscription includes an always-on universal baseline along with the catalogs you add, so Claude discovers only the expertise that's relevant to your work.

Running expert tasks and using the institutional methods is unlimited. Monthly data credits apply only when a task requires live market data, and only when Vic retrieves that data for Claude.

Sign in with the email associated with your active CRE Agents subscription.

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

Flanks Aggregate

Flanks Aggregate gives Claude secure, read-only access to a user's financial data aggregated by Flanks — a regulated open banking platform operating across Europe. Once connected via OAuth, Claude can list bank and broker credentials, fetch portfolio balances, query investment holdings with ISIN-level detail, and retrieve historical investment transactions. It also supports the full Flanks Connect flow: discovering available bank connectors, initiating new connection sessions, and monitoring session status. All data comes from Flanks' latest stored snapshot, ensuring fast responses without live bank calls.

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

Interactive Brokers (IBKR)

Connect your Interactive Brokers account to Claude and manage your portfolio through natural language. Ask about positions, balances, P&L, allocations, and open orders, or request real-time quotes and historical market data. You can also prompt Claude to draft trade instructions — for example, "Buy 100 shares of AAPL at a limit of $200" — which are sent to your IBKR account for your review and approval. Claude never submits orders directly to the market. Any trading symbols displayed or discussed are for illustrative purposes only and are not intended to portray recommendations. Member SIPC.

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

Monk

The Monk MCP server enables AI assistants to connect directly to your Monk instance to get work done with natural language – checking balances, verifying collections, and more. It provides tools for querying and interacting with your data, with configurability and permissions enforced by security roles.

The server maintains control through authenticate, authorization, and risk mitigation features.

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

Privacy.com

Create new Merchant-Locked and Single-Use virtual cards, manage card settings in bulk, and track your spending patterns directly from Claude. Leverage an AI-powered virtual card agent that helps you make changes programmatically and at scale—giving you deeper control over your payments with features like spend limits, card pausing, and closing.

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

Revelata deepKPI

Revelata deepKPI gives Claude grounded access to KPIs extracted from SEC filings for US public companies, with up to 10 years of history, updated daily.

All data can be audited with 1-click to see the exact line that the metric was pulled from. Includes access to filing text in markdown, detailed company summaries, and segment breakdowns.

Built for equity research, diligence, and agent workflows that need trustworthy, citeable financial context.

Key features: • Semantic KPI search — find time series (revenue, margins, segment metrics, and more) by natural-language query, with values linked back to source excerpts • KPI catalog — list available metrics for a company before searching to understand how the companies structures their data • Company summaries & segments — business overview and operating structure from the latest annual filing • Filing markdown — list and fetch full filing text for exact quotes and primary-source research

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

The Big Whale MCP

The Big Whale (TBW) is Europe's leading B2B intelligence provider for institutional players in crypto and digital assets. This connector gives Claude direct, structured access to TBW's exclusive editorial intelligence and proprietary market data — in natural language.

What you can do: • Search TBW's editorial corpus — exclusive analyses, interviews, investigations and Weekly Briefings written by TBW journalists and researchers. • Track crypto news — a curated third-party news wire (CoinDesk, The Block, Decrypt…), editorially scored and sentiment-classified, ideal for daily digests and market monitoring. • Explore regulation — MiCA / CASP / EMT / ART licences, regulators and national registrations across Europe and beyond. • Profile people & companies — key figures and firms (banks, funds, crypto-native players, regulators) tracked by TBW. • Pull market data — BTC dominance, ETF flows, stablecoin metrics, RWA TVL and other proprietary indicators, with historical time series. • Browse TBW events — Corporate Breakfasts, Market Calls and Deep Dives, with speakers and recaps. • Read bank annual reports — the indexed full text of major banks' annual reports (BNP Paribas, Santander, JPMorgan, HSBC…), searchable down to the relevant section.

Built for professionals — fund managers, bankers, legal and corporate teams — who need institutional-grade, citable digital-asset intelligence directly in Claude. Every result links back to its source on the TBW webapp.

Access requires a TBW API key (provided to subscribers).

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

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