MCP Servers with a get_accounts tool

Every MCP server Pod knows of that exposes a get_accounts tool.

8 servers, ordered by decision readiness and adoption — GitHub stars and npm downloads where available, then reported issue volume. Pod has connected to 6 of them; the rest are publisher-reported and unverified.

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 — Live, but requires authorization before it will list tools. Publisher lists 12 tools.

Modjo

Connect Claude to Modjo, the conversation intelligence platform that captures every sales interaction across your revenue team. Stop digging through your CRM — ask Claude anything about your pipeline and get sales-ready answers grounded in what actually happened.

You can use the Modjo connector to:

• Prepare for your next meetings: "I have a call with Acme Corp in 30 minutes. Give me a brief on where we stand, what we discussed last time, next steps that were discussed and what to focus on during the call."
• Automate your meeting follow up: "Summarize my call with John at Acme , list the action items on my side, and draft a follow-up email recapping next steps"
• Prioritize your pipeline: "Review my open pipeline and rank the deals by where I should focus. Flag anything stalled and tell me the next move on each."
• Coach your reps on key deals: "Score rep's top open deals against MEDDPICC and tell me where to focus our next 1:1."
• Revive lost opportunities: “Considering all the opportunities I closed lost last quarter, which ones have potential to be reopened?”

12 tools reported — Live, but requires authorization before it will list tools. Publisher lists 12 tools.

Production Truthifi MCP

Truthifi connects Claude to your actual investment and financial accounts, so answers about your money are based on your real portfolio instead of hypotheticals.

Once you authorize the connection, Claude can retrieve:

• Holdings, balances, and performance history across all linked accounts, with benchmark comparisons
• Fees by account, broken down by type
• Asset allocation, market-cap exposure, and equity concentrations, including indirect holdings inside funds
• Investment transactions, dividends, and other distributions
• Budget and spending flows
• Truthifi's automated portfolio health findings and Truthifi Score history
• Security details and related market news

Accounts are linked from 18,000+ banks, brokerages, and retirement providers through Plaid, Envestnet | Yodlee, and Morningstar By All Accounts. Users can also track manually entered assets and liabilities, such as real estate or private investments.

Security and control: Truthifi cannot place trades or move money. Brokerage credentials are entered only on the institution's own login page and are never seen or stored by Truthifi. Users choose which accounts to share when authorizing and can revoke access at any time from Claude's connector settings or their Truthifi account.

Example questions: "What am I paying in fees across all my accounts?" "Am I overconcentrated in any single stock once you count my funds?" "How has my portfolio performed this year against a similar benchmark?"

Requires a Truthifi account (sign up at truthifi.com). Truthifi is not a registered investment advisor and does not provide investment advice.

25 tools reported — Live, but requires authorization before it will list tools. Publisher lists 25 tools.

Reevo

Bring your Reevo CRM into Claude. Pull up accounts, contacts, and opportunities, search your pipeline by stage, owner, or any field, and keep records current without leaving the conversation. Capture notes from calls and log tasks with due dates. Enroll prospects into outreach sequences, review email threads, and trace a full engagement timeline across every touchpoint. Reevo becomes a native part of your AI workflow so you can move deals forward, stay on top of follow-ups, and work your pipeline without switching tabs.

30 tools reported — Live, but requires authorization before it will list tools. Publisher lists 30 tools.

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 — Live, but requires authorization before it will list tools. Publisher lists 8 tools.

Windsor.ai

Analyze multi-channel marketing, analytics, sales, and e-commerce data within Claude by connecting to your Windsor.ai data flows: Query metrics from over 325 sources. Fetch and blend data from top platforms like Facebook, Google Ads, Instagram, Google Analytics 4, TikTok, Shopify, Salesforce, HubSpot, Google My Business, and LinkedIn into actionable intelligence for smarter, faster decision-making with accurate, up-to-date business information.

5 tools reported — Live, but requires authorization before it will list tools. Publisher lists 5 tools.

aarven

Aarven is a Swiss double-entry accounting system (CHF, Swiss SME chart of accounts, Swiss VAT/MWST) built for small businesses and fiduciary offices (Treuhänder) that manage several client companies.

With the Aarven connector, Claude works directly with your books:

• Answer questions about your financial position: bank and cash balances, receivables, payables and equity from the balance sheet as of any date.
• Analyse revenue, expenses and profit for any period and compare months or years.
• Prepare the Swiss VAT return (effective method or net tax rate method / Saldosteuersatz), including a reconciliation against the VAT account balances.
• Look up bookings and the transactions of individual accounts.
• Draft bookings from your description or from an invoice you share, using your own chart of accounts and VAT codes. Bookings are always created as drafts; they are only posted when you explicitly ask for it, and Claude asks for confirmation first.

You sign in with your Aarven account via OAuth and choose which company Claude may access and whether it may only read or also create bookings. Every connection can be revoked at any time under Settings > API access in Aarven. Aarven's user interface is in German; Claude answers in your language.

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

Cadence Money

Cadence is a personal finance app for budgeting, net worth, goals and reports. You can link your bank accounts, import a CSV file, or manually add transactions and Cadence sorts your them into categories and budgets for you. Tracking includes your budgets, recurring bills, income, savings and debt goals, and investments, all in one place, in US or Canadian dollars.

The Cadence MCP server connects Claude to your Cadence account so you can ask about your money in plain language. Claude reads your live data each time you ask, so answers reflect today's numbers.

With Cadence connected, you can ask Claude to:

• Check your budgets: "How am I doing on my budgets this month?" or "What can I still spend this week?" Look at spending: search and summarize transactions, break spending down by category, and compare this month to last month.
• Stay ahead of bills: list upcoming bills, subscriptions and paycheques, and see your monthly cash flow.
• Track net worth: see account balances, current net worth, and how it has changed over time.
• Review investments: view your portfolio holdings, how individual assets have performed, and your total compensation including equity. = Follow your goals: see progress on savings and debt payoff goals, and get suggestions for new ones.
• Get insights: surface the spending patterns and alerts Cadence has spotted for you.

The connection is read-only. Claude can see your budgets, transactions, accounts, bills, goals and investments, but it can't move money, edit anything or connect new accounts. You sign in with your Cadence account, and you can disconnect at any time from Claude or from Settings in Cadence. You need a Cadence account with an active plan.

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

For agents

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