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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 176–200 of 277 · page 8 of 12.

ualet

ualet connects Claude to your personal financial data, synced from Chilean bank accounts and cards. Ask about monthly spending, budgets, trends, and recurring merchants. List uncategorized transactions and suggest categories for you to review and confirm in the ualet app.

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

Aiwyn Tax (formerly Column Tax)

Estimate your federal & state taxes using Aiwyn's tax engine that's filed over 1 million returns. Give Claude your tax documents (e.g. W-2s) and get a 1040 PDF back.

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

Carta

Access cap table and investor data directly to your AI workflow. Cap table customers can pull cap table ownership, 409A valuations, and stakeholder details. Model pro-forma rounds and analyze exit scenarios. For investors, access investment metrics, fund performance, accounting data, and company financials instantly. Ask questions, run scenarios, and uncover insights without context switching—your Carta data remains secure and integrated.

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

Cognitive Credit

Cognitive Credit connects Claude directly to institutional-grade credit market data. Search across company filings, prospectuses, and financial statements to surface the information you need. Fetch detailed financials for any covered company. Compare performance across peers and analyze key metrics over time. Purpose-built for credit analysts, Cognitive Credit brings structured, reliable data into your workflow without ever leaving the conversation.

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

Crypto.com

Real time price quotes, order books, conversions, candlestick charts and more for cryptocurrency tokens from Crypto.com

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

DOST

Dost is AI-native AP/AR automation. The Dost MCP server lets your AI assistant interact directly with your finance operations using natural language. Retrieve invoices and their details, configure data enrichment, build approval workflows, and assign them to financial documents, all through simple requests instead of navigating multiple screens.

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

Drivepoint

Drivepoint is the AI data and finance platform for consumer brands. Connect your sales, marketing, operations and finance data in one place, then use it to build reports, models and analyses with built-in consumer brand expertise and best practices. All the power of Claude pointed at a unified context and data layer built specifically for brands like yours. After a one-click OAuth sign-in, Claude can work directly with your Drivepoint data — exploring your warehouse, querying actuals, reviewing your financial plans, and producing reports and analyses grounded in your real numbers. No SQL or spreadsheet wrangling required. The connector ships built-in analyst guidance — a data dictionary, sample queries, a report catalog, and artifact style guides — that Claude loads automatically so it uses the correct columns, metric definitions, and conventions for your data. Every tool is read-only: the connector never writes, modifies, or deletes data. Access is limited to the companies your Drivepoint account is authorized for, and your data is fetched in real time and never stored by the connector.

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

Jump

Jump is the #1 AI platform for advisors and financial professionals. The Jump connector gives Claude read-only access to your meeting data, contacts, and documents — the same data you already see in Jump. List and search meetings by date or keyword, retrieve full transcripts and AI-generated summaries, run semantic search across meeting and document content, and look up contacts and meeting participants. All access is scoped to your authenticated Jump account; nothing is created, changed, or deleted.

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

Kepler

Get citation-backed answers on public company financials, straight from SEC filings, earnings transcripts, and market data. Ask questions like "compare AAPL and MSFT gross margins over the last 4 quarters" or "build a 3-statement model for NVDA," and Kepler returns verified figures with every number traced back to its source document, page, and line item plus downloadable Excel workbooks for model requests.

Built for financial analysts such as buy-side analysts, equity researchers, and asset managers for all workflows where "probably right" isn't good enough.

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

Margins

Most data tools guess. Margins doesn't. Connect 1,000+ sources — Shopify, Amazon, Stripe, Meta, Google, banks, payroll, inventory — and run your business from a Claude conversation on accrual-grade accounting data. Ask anything: sales and profits, blended ROAS, true SKU margin, cash runway, anomalies. Build dashboards and schedule reports in plain English. Every answer is reconciled to the penny — numbers you can defend in a board meeting

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

Mastercard Developers

Connect your AI assistant to Mastercard's developer platform. This server gives AI agents live access to Mastercard's full API catalog, including endpoint specs, request and response details, authentication guides for OAuth 1.0a, OAuth 2.0, and Open Finance, and structured documentation with code samples. Agents can discover services, retrieve integration guides, and generate accurate code without relying on stale training data.

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

Ramp Data

Ramp Data MCP enables Claude users to access Ramp Data from billions of dollars in real corporate spend across 50,000+ businesses, including Ramp Rate (vendor adoption, pricing, and switching trends) and the AI Index (how businesses are spending on AI). Ramp Data is used by founders, procurement leads, researchers, investors, and policy analysts and is cited by leading publications like NYT, WSJ, Bloomberg, and more.

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

Wisesheets

Wisesheets gives your AI instant access to institutional grade financial data without the terminal price. Pull income statements, balance sheets, cash flow statements, and hundreds of financial metrics sourced directly from SEC EDGAR (XBRL), plus historical and real time stock prices, dividends, and key ratios like P/E, ROIC, and margins for public companies. Ask for any company's fundamentals, screen an industry by revenue growth, build a DCF, or generate a tearsheet without leaving the chat. An affordable alternative to Bloomberg Terminal, Alpha Vantage, and Financial Modeling Prep, trusted by 70,000+ investors and analysts worldwide.

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

ZenHR

ZenHR is the leading AI-powered HR platform built specifically for organizations across the Middle East and North Africa.

ZenHR is more than just HR software; it allows you to connect workforce data with Claude to help organizations transform HR information into actionable insights, recommendations, reports, and executive-ready presentations. By combining HR management, workforce management, payroll, performance management, employee data, attendance, leave management, and HR analytics in one intelligent platform, ZenHR enables businesses to make faster, smarter workforce decisions.

Through a growing library of AI skills, HR teams can instantly generate workforce reports, analyze performance trends, monitor Saudization targets, uncover workforce insights, answer HR questions, and create executive presentations using real-time HR data.

Built for the region and fully localized across multiple MENA countries, ZenHR understands local labor laws, payroll regulations, compliance requirements, and workforce challenges. As new AI skills continue to be introduced - including but not limited to: workforce planning, succession planning, employee retention analysis, talent intelligence, compensation insights, and predictive workforce analytics - ZenHR is evolving into the AI operating layer for workforce management in the region.

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

Billit

Billit is a global e-invoicing platform and certified Peppol Access Point.

This connector gives Claude secure, read-only access to your Billit account, so you can ask questions about your invoices, customers, and suppliers in plain language — no documents are ever created, modified, or sent. What you can do: • Invoices & credit notes — Look up sales and purchase documents, check payment status, find overdue invoices, and search by counterparty, date, amount, or free text. • Spending & revenue insights — Get per-customer or per-supplier totals across your order history, e.g. "How much did I spend per supplier this year?" • Customers & suppliers — Retrieve contact details, addresses, VAT numbers, IBANs, and Peppol identifiers for the parties in your account. • Company registry lookup — Search the public Belgian company registry (CBE/KBO) by name or VAT number to find official company data. • Peppol verification — Check whether any company can receive electronic invoices over the Peppol network, and which document types it supports, before you send.

Example prompts: • "Show my unpaid invoices from the last quarter" • "How much did I spend per supplier this year?" • "Can I send an e-invoice to Acme NV?"

Who it's for: Businesses, freelancers, and accountants using Billit for invoicing and Peppol e-invoicing across the globe. Multi-company accounts are fully supported. Enabling Claude to work with any company you administer. Authentication uses OAuth 2.0: you sign in with your own Billit credentials and can revoke access at any time. All access is read-only.

For more info or help go to https://my.billit.eu then login and click help.

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

CurrencyGuard

Get rate protection for any upcoming foreign payment or receipt — in seconds, from Claude. CurrencyGuard puts the kind of exchange rate protection usually reserved for large corporates into the hands of any SME buying or selling across borders. Give Claude the foreign-currency amount, when the payment is due, and whether you're paying or receiving; get back an indicative Guard quote that caps your worst-case rate while keeping the upside open, plus historic context on what could have moved against you. Covers GBP/USD, GBP/EUR and EUR/USD. No credit lines, no collateral, no API keys.

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

Fincome

Fincome reveals untapped growth levers at the heart of your revenue data to fuel your strategic decisions.

SEE A seamless view of all your data & KPIs All your KPIs and dashboards, computed by the Data Engine and accessible in one click: no training, no data analyst needed.

UNDERSTAND Unmatched analytical depth Dive into every figure. Cross-reference your segments, cohorts, and breakdowns by geography, product, and acquisition channel to understand precisely how your revenue is evolving.

DECIDE Custom reports, forecasting, and stronger collaboration Anticipate variances to plan, model your trade-offs, and share your analyses: your teams discuss, iterate, and decide within Fincome.

Fincome is a revenue analytics platform for B2B SaaS vendors. The connector gives Claude secure, read-only access to the subscription metrics Fincome computes from the company's billing data (Stripe, Chargebee, NetSuite, Pennylane, etc.), ARR/MRR, growth bridges, churn, net and gross revenue retention, cohorts, ARPA/ACV, LTV/CAC, quick ratio, as well as row-level views such as invoices, subscriptions, and MRR by customer.

Primary tasks users accomplish:

Instant reporting in natural language: query any SaaS metric, broken down by product, country, plan, or the company's custom dimensions...
Retention and churn analysis: investigate churn and NRR/GRR trends, then drill into row-level data to identify which customers or segments drive a movement.
Board and investor reporting: assemble ARR bridges, KPI summaries, and commentary for board decks and investor updates.
Financial due diligence: produce structured financial datapacks (ARR bridges, cohort retention, customer concentration) during fundraising or M&A processes.
Ad hoc analysis: answer bespoke questions combining metrics and views: pricing and ACV trends, expansion vs. new business mix, segment performance.

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

IBISWorld

Turn Claude into your personal industry analyst, powered by IBISWorld's coverage of thousands of industries and 10 million data points. Access revenue and employment statistics, financial ratios, risk scores, cost structures, trade data, analyst-written insights, and other industry statistics. Size markets, forecast trends, and assess risk across banking, consulting, accounting, sales, and other strategic workflows without ever leaving Claude.

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

Mantle Portal

Query fund positions, look-through exposure to portfolio companies, and derive data and insights from documents like LPAs, capital calls, and K-1s directly within Claude. Mantle Portal integrates into your investment workflow, providing plain-language Q&A and analysis grounded in live data with reference back to source documents. Designed for family offices, endowments, pensions, and fund-of-funds GPs who manage positions across numerous funds and legal entities.

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

mrmarket.ai

mrmarket.ai turns a plain-English question about US-listed equities into a custom result set built from 20+ years of end-of-day history. It runs point-in-time queries that honor the information available on any past date, measures forward returns following insider buys and earnings surprises, and renders time-series annotated with event markers. The same engine spans screens, rankings, and cohort-relative comparisons across 11,000+ stocks and ETFs. Because every figure is computed from source data rather than predicted, a study run today reproduces exactly when run again tomorrow.

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

NAVI Protocol

Interact with NAVI DeFi protocol on Sui blockchain for market data and transactions.

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

Parallel

Connect your Parallel financial plan to Claude. Ask questions about your model in plain language and get grounded, real-time answers pulled straight from your live data, with no exporting, no copy-paste, and no stale spreadsheets.

The server exposes Parallel's core planning surface as a set of tools: query your P&L, revenue and expense forecasts, headcount and hiring plans, monthly reports, and the assumptions driving your model. Your assistant can pull the exact numbers it needs to answer a question, compare scenarios, or summarize where the business is headed.

Access is read-only and secured with OAuth. Your assistant can explore and report on your financials but never modify them. You connect once, scope what it can see, and revoke access any time.

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

Pearler

Connect Claude to your Pearler account to bring your investing data into conversation. Ask about your cash balance, review your ASX and US share holdings across accounts, or search Pearler's investable universe by ticker or name - all without switching to the app.

Pearler is an Australian investing platform built for long-term, buy-and-hold investors, offering CHESS-sponsored ASX shares, ETFs, and US share access.

This connector is read-only: it retrieves your account data so Claude can help you understand and think through your portfolio. It does not place trades or move money.

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

Pulse MCP

Pulse turns documents into clean, structured data inside Claude. Point it at any document (PDF, DOCX, XLSX, PNG, etc.) and get back accurate markdown, tables, and JSON. No copy-paste, no manual transcription.

With the Pulse connector you can:

Extract a document's full content as markdown or HTML.
Pull structured fields by applying a JSON schema (or have Pulse generate one for you).
Extract tables, including charts converted to tables.
Split a long document into topic-based page ranges.
Batch-extract many documents or run a saved extraction pipeline.

Long-running extractions are handled asynchronously: the connector returns a job you can poll for the result. Authentication is OAuth 2.0 - sign in with your Pulse account and approve access; no API key to manage. Usage draws on your Pulse organization's credits.

Full API details: https://docs.runpulse.com

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

TaxAct

Compare filing costs, estimate your refund, and check what documents you need.

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

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