MCP Servers with a list_portfolios tool
Every MCP server Pod knows of that exposes a list_portfolios 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.
Adology
Stop screenshotting competitor ads into a deck nobody reads. Adology turns competitor advertising into structured answers you can act on.
Ask about any brand's ad strategy and get intelligence back: which hooks they run, how their creative is built, what formats and CTAs convert, and how spend shifts over time.
Built for agencies and brand marketers, the Adology connector lets you:
Analyze competitor creative across Meta, TikTok, Instagram, YouTube, Reddit, and LinkedIn Decode the elements driving performance: hooks, formats, messaging, and offers Track brands, competitors, and influencers in reusable Knowledge Sets Benchmark share of voice and creative trends across a full category Surface AI and search visibility for any brand
Instead of guessing, you get sourced competitive intelligence in the same conversation where you plan campaigns, briefs, and content.
43 tools reported — Live, but requires authorization before it will list tools. Publisher lists 43 tools.
BlackRock Advisor Center
Description
Analyze client portfolios, understand risk, stress test market scenarios, and compare investment alternatives. BlackRock Advisor Center brings Advisor Center 360° insights and analytics into Claude, so financial advisors can review a portfolio, see what drives risk, evaluate concentration and cost, and explore changes across ETFs, mutual funds, individual bonds, SMAs, model portfolios, and alternatives.
What you can do: • Analyze a portfolio across asset allocation, exposures, expenses, risk factors, and concentration • Understand what drives risk across holdings, asset classes, sectors, and factors • Stress test historical or hypothetical scenarios and see which positions drive the outcome • Identify triggers such as excess cash, concentrated stock, fund concentration, or unintended exposures • Compare investment alternatives, including ETFs, mutual funds, individual bonds, SMAs, model portfolios, and alternatives, and evaluate potential changes • Browse model portfolios and construct proposed allocations. Try prompts like: • "Review this client portfolio and tell me what stands out" • "What's driving the risk in this portfolio, and which holdings contribute most?" • "Is this portfolio too concentrated in any single stock or sector?" • "Stress test this portfolio against a 20% market drop" • "How would this portfolio hold up in a recession or if rates rise?" • "Is this portfolio holding too much cash, and what if I put it to work?" • "Show me the impact on risk and cost if I replace this fund" • "Compare this client portfolio against this model portfolio" • "Find a model portfolio for a moderate-risk income client" • "Show me ETFs, mutual funds, individual bonds, SMAs, model portfolios, or alternatives I could evaluate for this portfolio"
All analysis is advisor driven. You bring the questions and client context, and the connector provides objective portfolio insights and analytics. It does not provide investment advice, recommend or place trades.
29 tools reported — Live, but requires authorization before it will list tools. Publisher lists 29 tools.
Craft.io
Craft.io is a product management platform that gives Claude persistent, structured context about your product - work items, customer feedback, and strategic OKRs - so it can reason about your product from high-level strategy down to granular execution, across every conversation. With the Craft.io MCP server, Claude works with full awareness of your product context: it can query and manage backlog items, draft PRDs grounded in real customer evidence, and prioritize work across workspaces and portfolios - all without leaving your AI workflow. Capabilities include: Backlog management: Create, update, and prioritize work items across all your workspaces, including statuses, priorities, sprints, labels, and custom fields. Specs: Draft PRDs and break them into user stories with full awareness of your feedback, OKRs, and existing work items. Feedback triage: Submit, update and analyze customer feedback to surface feature requests, cluster themes, and connect insights directly to work items. Strategy: Align tactical work with high-level strategy by managing portfolios, initiatives, objectives, and key results. Execution planning: Build data-driven roadmaps, plan sprints against team capacity, and map dependencies between items.
31 tools reported — Live, but requires authorization before it will list tools. Publisher lists 31 tools.
Patlytics
Patlytics brings concept-level, AI-native patent search into your assistant: semantic, not keyword-based. Describe an invention in plain prose and get the most relevant patents, look up any patent's claims, search the scientific literature, and pull your own organization's saved patents, all through structured, predictable tools (not a black box).
The connector's five tools are read-only: semantic patent search (optionally anchored to a reference patent), patent lookup (bibliographic data and full claims), non-patent literature search (via OpenAlex), and listings of your organization's private portfolios and vault. Search is semantic, so a richer description (how an invention works, the problem it solves, its components) returns better results.
Access is for existing Patlytics users: each member signs in with their own account (OAuth), and results are scoped to their organization. Deeper work like freedom-to-operate opinions, infringement and invalidity claim charts, and patent drafting runs in the Patlytics web app, linked from every result.
5 tools reported — Live, but requires authorization before it will list tools. Publisher lists 5 tools.
PioneerIP
PioneerIP connects Claude to your patent-intelligence workspace. Ask about your portfolios, searches, and results in plain language: which products may infringe your patents, how strong each claim is (element by element, with evidence links), which companies keep showing up across your account, what's in litigation, and what expires soon.
Claude can read your completed infringement, validity, and patentability searches; open full claim charts with per-element reasoning; generate executive and portfolio BI reports and quote their conclusions in the conversation; search the content of your uploaded documents; draft candidate claims from a plain-language invention description; and track your credit balance and usage.
Anything that spends credits — starting a search, retrying one, upgrading a claim chart to Pro — is quoted first with its exact credit cost and runs only after you explicitly confirm. Nothing spends without your approval.
Requires a PioneerIP account (pioneerip.com). Connect with your normal PioneerIP login — no API keys.
44 tools reported — Live, but requires authorization before it will list tools. Publisher lists 44 tools.
PropertyMe
The PropertyMe Connector securely links Claude with your PropertyMe Manage PM portfolios, giving you a faster way to understand what’s happening across your portfolio and get answers using everyday language.
Instead of clicking through screens or pulling together information manually, simply ask Claude what you need to know. You can:
See what needs attention across your team - Access Tasks and team member information to understand outstanding work, responsibilities and priorities across your agency.
Draw deeper insights across all your properties and contacts - Search across your portfolios for properties, owners, tenants and suppliers.
Stay ahead of tenancies - Access lease renewals, agreement dates, advertised rent and re-lets. Ask Claude to identify upcoming expiries, overdue actions or tenancies that need attention.
Keep track of inspections and maintenance - Find inspections and maintenance jobs by property, status or priority, track what's done or due and optimise inspection routes across portfolios to plan efficient visits.
And that’s just the beginning. With PropertyMe connected to Claude, you can ask questions across your PropertyMe portfolios and turn the information already there into useful answers and insights. Built for Property Managers in Australia and New Zealand, the PropertyMe Connector respects your existing PropertyMe access and permissions. A PropertyMe Advanced plan is required.
22 tools reported — Live, but requires authorization before it will list tools. Publisher lists 22 tools.
FolioTrack
FolioTrack is a portfolio tracker for Australian investors holding ASX and US shares. This connector lets you ask Claude questions about your own portfolio without opening FolioTrack.
What you can ask about:
- Your portfolios, current holdings and transaction history
- Unrealised and realised gains and losses
- Performance over time (time-weighted return and XIRR)
- Your largest holdings and currency exposure (AUD vs USD)
- Dividend history, including franking credits you've recorded
- Risk metrics such as volatility and max drawdown
- Your watchlist
- The Taxable Income Summary (Estimate): estimated capital gains and grossed-up franking income for an Australian financial year
The connector is read-only. It cannot add, edit or delete anything in your account. Each user signs in with their own FolioTrack account and can only see their own data. You can revoke access at any time from Settings → Connected Apps in FolioTrack.
FolioTrack provides factual data from your own records only. It does not give financial advice, recommendations or tax advice. Tax figures are estimates and should be checked by a registered tax agent.
Some tools require a FolioTrack Pro plan.
14 tools reported — Publisher-reported; not verified by Pod.
Instaport
Connect your Instaport portfolio to Claude for read-only portfolio and market research. Explore the portfolio you approve, inspect dated holdings and available summary data, and research stocks, options, funds, crypto, market events, public investor disclosures, news, and watchlists. You choose the data permissions during Instaport sign-in and can disconnect in Instaport Settings. Exact portfolio amounts require separate approval. Results include source dates and coverage where available; missing data stays missing. Requires an eligible Instaport Pro account. The connector cannot place trades or edit your portfolio, and does not expose saved Instaport AI reports.
27 tools reported — Publisher-reported; not verified by Pod.
For agents
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