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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 201–225 of 277 · page 9 of 12.

ValYou

ValYou is a multi-currency net worth tracker. This connector gives Claude read-only access to your own ValYou data so you can ask questions about your finances in plain English and get answers grounded in your real numbers.

Claude can see your net worth and how it breaks down by category, your accounts and balances, your month-by-month history, and your wealth percentile ranking for your age and country. It can run retirement and what-if projections from your own figures, tell you who owes you and who you owe across shared expenses, and help you plan a monthly budget to find where you could save.

Example questions: "What's my net worth right now?" · "Where do I rank for my age?" · "Will I have enough to retire at 65?" · "How much does Alex owe me?" · "Help me build a budget so I can save more each month."

The connector is strictly read-only. It cannot move money, change settings, or modify anything in your account. It never exposes bank login credentials or account numbers, and every request is verified so you only ever see your own data. You can disconnect at any time from Claude's connector settings.

Budgets are a planning view of estimated costs, not a record of your actual spending. Split balances are shown per currency and are never converted between currencies. Projections are estimates based on your own trend and stated assumptions. They are not financial advice.

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

Zocks

Zocks connects Claude to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, Claude can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.

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

Chronograph

The Chronograph MCP server allows users to query portfolio data, analyze investments, search for entities, retrieve performance metrics, and access Chronograph's help documentation. The connector is designed for private investment workflows, providing programmatic access to portfolio analytics and reporting data.

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

GVRN Company Incorporation MCP

This GVRN MCP server will allow to create incorporation request to incorporate in supported jurisdictions such as:

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

MT Newswires

MT Newswires' MCP server delivers real-time, low-latency financial news across equities, fixed income, commodities, FX, and macroeconomics. Structured and machine-readable, it integrates seamlessly into AI, trading, and analytics systems, providing scalable, reliable, event-driven intelligence from MT Newswires' global newsroom trusted by leading banks, brokerages, and data providers.

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

PhotonCommerce

Photon Commerce is the Managed Agents platform for financial data intelligence delivering 99.9%+ accuracy guaranteed by contract. Photon turns unstructured invoices, receipts, bank statements, bills of lading, insurance documents, contracts, and other documents into validated, structured, audit-ready data.

Built on a deterministic agent pipeline trained on 55 million industrial documents and backed by a global expert review network of thousands of people, Photon delivers what generic large language models cannot: reproducible outputs, zero hallucination, and SLA-grade reliability at production scale. Photon's Managed Agents, business-rules engine, and Human-in-the-Loop verification work digitize across the full document to payment lifecycle.

Photon's Managed AI Agents (Standard, Flash, Turbo, and LightSpeed) are designed for maximum accuracy, delivering 99% accurate, verified data extraction across even the most complex documents. By combining advanced AI with multi-step validation workflows, Photon Commerce ensures the structured data you receive is reliable and consistent. The Instant Agent delivers fully automated results in seconds.

Browse recently processed documents, explore the field schema for every supported document type, and view connected account information - all without leaving the conversation. With a single click, open results in Photon Commerce to review or edit extracted data.

Effortlessly transform documents into accurate, searchable, and analyzable data with verified AI extraction.

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

RelPro

RelPro turns company and people data into quality leads and actionable intelligence, right inside your AI assistant. Search by firmographics like revenue and industry codes, maturing filings and loans, competing lenders, buyer intent topics, and more. Once your target list has been narrowed and prioritized, pull the full profile details: the right people with accurate contact data, plus UCC filings, SBA loans, Form 5500, government contracts, and CRE. Pair it with your CRM to enrich records and flag triggers like a maturing loan or an expiring filing. From people and firmographics to filings and loans, RelPro brings trusted data right where you work.

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

Saturation

Saturation is the financial operating system for production teams — film and TV budgeting, cost tracking, purchase orders, and payments. This connector lets Claude search and read budgets, transactions, contacts, purchase orders, and documents in a connected Saturation workspace; run read-only workspace queries (budget summaries, line items, accounts); create or update records (transactions, contacts, purchase orders, budget lines); and upload a document from a URL into the workspace for AI extraction. All access is scoped to the workspace the user connects and authenticates with OAuth.

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

Stable.com

Stable.com is a read-only information and order-tracking companion for the Stable platform. It looks up supported networks and assets, estimates indicative rates and fees, tracks the status of swaps a user has already started, and shows wallet balances and token allowances. The app does not execute trades, move or hold funds, or provide investment advice; any action is completed by the user on the Stable platform at stable.com.

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

Swath API

Swath API gives Claude radar-verified storm intelligence for the continental United States. It ingests NOAA MRMS radar data to detect hail and damaging-wind swaths as they happen, then maps each swath to the properties inside it — so you can go from "did it hail in Plano last night?" to a ranked list of affected addresses in one conversation.

Seven tools: find_storms (search verified hail/wind events by place, date, or severity), get_swath_report (every property inside a storm swath with the hail size measured at each address and an exposure score), lookup_property (year built, roof-age estimate, owner-occupancy, and assessed value for one address), create_monitor and list_monitors (standing watches over your territory with email alerts and signed webhooks the moment a storm is radar-verified), show_swath_map (the swath footprint as a map), and get_usage (your credit balance).

Built for roofing and restoration sales, insurance claims, real-estate diligence, and any workflow that needs ground truth about severe weather — measured by radar, never forecast. Data scope is deliberately compliance-friendly: property attributes and owner-occupancy status, never homeowner names, phone numbers, or emails.

Remote server — nothing to install. Connect and sign in with just your email; the free tier includes 100 credits per month, and paid plans with higher allowances are self-serve at swathapi.com.

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

Trademo Hermes for Claude

The Trade Intelligence MCP gives AI assistants seamless access to global trade intelligence, enabling them to discover buyers and suppliers, identify companies, retrieve comprehensive company trade profiles, search shipment-level import and export records, and analyze commodity trade flows across countries. With support for natural language queries and advanced trade filters such as HS codes, product keywords, countries, trade periods, ports, shipment value, and trading partners, it delivers trusted, structured trade intelligence in real time. Powered by Trademo's dataset of over 3 billion shipment records, 15 million company profiles, and coverage across 190+ countries, it enables AI applications to enrich company profiles, validate trading activity, analyze global markets, and generate actionable insights for sourcing, sales, procurement, and market research through a single, unified interface.

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

Zint

Zint gives Claude live access to data on every UK company. Search and filter the full register, resolve a company name or domain to the right entity, then pull filed financials, multi-year accounts, directors, news and website context. Built for sales, research, credit and diligence workflows: ask in plain language ("find manufacturers in the North West with rising cash and a recent FX loss, then show their last five years of accounts") and Claude calls Zint to answer with real data and links to source filings. Sign in with your Zint account to connect; usage draws on your Zint plan.

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

CardoAI ABF MCP

CardoAI ABF MCP gives Claude read-only access to your CardoAI asset-backed finance platform. You can discover the securitization transactions your account is authorized for (by name or asset class), browse the preconfigured analytics views available for a transaction, inspect which columns support filtering, and retrieve analytics result tables — optionally narrowed by region, value thresholds, dates, or status flags.

The connector is strictly read-only: it retrieves data and never creates, modifies, or deletes anything. Results reflect each transaction’s most recent synchronized portfolio snapshot. All access is governed by OAuth and per-transaction authorization scopes, so the connector can only return data for transactions the authenticated account is permitted to see.

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

Grasshopper Bank

The Grasshopper Bank MCP server connects Claude to your banking data, enabling AI-powered access to account information, transactions, and other insights. Query balances, analyze spending patterns, retrieve transaction history, and surface financial trends — all through natural language. Purpose-built for Grasshopper Bank customers, this connector brings your banking data into Claude workflows without switching tools. Accelerate routine analysis, support financial decisions, and unlock deeper visibility into your banking operations.

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

ICE Data Services

Query real-time and historical bond trades across corporate, agency and securitized products reported to FINRA TRACE, and municipal bond trades reported to MSRB RTRS. Look up bond reference data including coupon details and maturity dates.

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

In Practise

In Practise runs primary research for fundamental investors. We interview the former operators and executives who ran the companies you're analysing, then turn those conversations into structured, cited research.

This connector brings that library into Claude. You can:

Ask Claude about a company, a competitor or an end market, and it pulls the relevant primary-source view from people who were actually in the room, rather than a summary scraped from the web.

Access requires an In Practise library subscription. Learn more at inpractise.com.

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

Majir

Stop leaving money on the table when you shop. Majir finds every coupon, promo code, deal, discount, reward, and cashback offer for the stores you buy from, and tracks the credits, gift cards, and offers already sitting in your inbox and wallet so they get used before they expire. Ask Claude to search Majir's catalog, compare prices and savings on a purchase, check your saved offers, and get a Majir-tracked redemption link with the right coupon code from the offer itself. Majir shares structured offer fields only, never your raw emails.

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

Morningstar

The Morningstar connector makes it simple to power your AI apps and tools with Morningstar’s trusted content. It provides access to a growing library of AI-ready capabilities, including global analyst research, market analysis, and key investment data.

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

MYOB

See how your business is performing, directly from your conversation. MYOB MCP gives you a fast, read-only view of your MYOB Business numbers, from profit and loss to sales, receivables and payables, with plain-language summaries and clear tables. Make MYOB a native part of your AI workflow.

Note. This feature is currently in beta.

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

Pemo

Pemo is the financial OS for UAE SMBs — corporate cards, bill pay, and treasury in one platform. This connector gives Claude secure, read-only access to your Pemo data: query transactions, cards, team members, and reimbursements directly in conversation, with support for filtering, grouping, and summarizing results. No data is created, approved, or modified — Claude only reads and reports on what's already in your account.

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

Rho

Rho is the modern banking platform for fast-moving companies. Banking, cards, and treasury from day one, with invoicing, bill pay, and expenses as you grow.

The Rho MCP connector brings your Rho account and transaction data directly into Claude, so you can query, analyze, and act on your finances without leaving your AI workflow.

Built for founders and operators who want to build AI-powered workflows on top of real business financial data.

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

SPARK by SILEX

SPARK by SILEX is a structured products platform serving finance professionals.

With the SPARK connector, query your portfolio in natural language directly from Claude: search products, access detailed term sheets, track lifecycle events such as autocall observations, coupon payments and redemptions, and monitor upcoming maturities.

Stay on top of your structured products without leaving your conversation. Available to SPARK clients with an active account; authentication uses your existing SPARK credentials.

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

Trioteca Hipotecas

Calcula la cuota de tu hipoteca, los impuestos de compra y los ratios de asequibilidad en un solo lugar. Compara escenarios, entiende el coste total de comprar una vivienda y comprueba cómo cambian los resultados al modificar la entrada, el plazo o el tipo de interés. Si necesitas más contexto, la app también puede mostrarte información hipotecaria fundamentada para ayudarte a entender los números antes de seguir con tu búsqueda.

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

viaNexus vAST

viaNexus MCP Server

viaNexus is the leading financial data marketplace and fintech infrastructure for AI workflows, providing a single integration for agentic finance and equity research needs. Access real-time and historical stock prices, market data, company fundamentals, financial news, earnings transcripts, index data, and analyst estimates—sourced directly from over 30 premier institutional data partners (including MT Newswires, Aiera, BMLL, ExtractAlpha, and IndexOne).

Powered by vAST (viaNexus Agentic Service Technology), our MCP server delivers an agent-ready financial data layer built for LLMs and autonomous AI agents in Claude, Cursor, ChatGPT, and custom Python/TypeScript environments.

Key Features & Capabilities:

Comprehensive Equities & Financial Data: Instantly search and fetch bundled NexusCore reference data alongside premium NexusEdge partner datasets. Query real-time equity quotes, historical tick/daily stock prices, financial statements, EPS forecasts, and breaking market news through a unified catalog.

Granular Entitlements & Compliance: vAST enforces row-level permissions server-side before data reaches your prompt. Agents automatically discover and query only the equity and market datasets authorized by your subscription, guaranteeing institutional-grade license compliance.

Fintech-Grade Machine Auth: Built on OAuth 2.0 (PKCE) and signed software statements. Replaces static API keys with short-lived, scoped access tokens to eliminate credential leaks in production AI workflows.

Zero-Redeploy Dataset Upgrades: Connect once via standard MCP protocols. Manage or expand your stock market and financial dataset subscriptions through the viaNexus console with zero client-side code changes.

Whether you are developing automated equity research assistants, quantitative trading models, or conversational market analysis tools, viaNexus delivers a compliant, normalized stock and financial data marketplace for modern AI workflows.

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

Arkar

The Arkar Connector lets users of the Arkar platform query their investment fund data in natural language inside Claude — read-only. It surfaces fund registry (tax ID, type, status), structure (classes, subclasses, series), named service providers, and regulatory obligations, scoped strictly to the funds each user already has access to on the platform. Arkar is a fund-administration platform for the Brazilian regulated market (CVM/ANBIMA).

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

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