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MCP Servers with a list_transactions tool

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

13 servers, ordered by adoption — npm downloads where a package exists, then reported issue volume. None have been dialled by Pod yet, so every tool list here is publisher-reported and unverified.

ChartMogul

ChartMogul’s MCP server gives AI assistants secure access to your subscription analytics and customer data. Analyze MRR, ARR, churn, retention, cohorts, subscriptions, revenue trends, and customer activity using natural language. Investigate business performance, identify growth opportunities, uncover churn drivers, explore customer relationships, and answer complex questions about your SaaS business. Built for founders and go-to-market, product, and finance teams, it turns ChartMogul data into actionable insights and faster decisions.

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

LedgerMCP

Free bookkeeping software for your business or personal finances. AI becomes your bookkeeper. Hand it your bank statements, ask questions in plain English, and it keeps everything categorized in the app.

Free to use. If you'd rather connect live bank feeds than upload statements every month, log in on the website.

For businesses Everything a bookkeeper would do for you:

For personal finances The same thing, but for your own money:

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

PocketSmith Complete Access

PocketSmith is a leading personal finance software, trusted by over 380,000 users in 190 countries. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management.

This connector lets Claude have full secure access to your PocketSmith data, so that you can work with your finances in plain language.

Understand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches.

Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of financial data into answers, stories and decisions that feel relevant to your life.

Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?"

Keep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots.

Plan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events that map out your future.

Keep things tidy: categorize your transactions, create new category rules, manage files and sync bank feeds.

Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith.

Claude connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. A read-only version of this connector is also available, if you don't want Claude to ever modify your data.

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

Torii

Torii is a SaaS Management Platform that helps organizations discover, manage, and optimize the software they use. This connector lets you work with your Torii data directly in Claude — ask about applications, users, licenses, contracts, transactions, and access, and take action without leaving the conversation.

With the Torii connector you can: • Explore your SaaS portfolio — search apps, see usage, owners, and spend • Look up users and their application access across the organization • Query and manage contracts, renewals, and licenses • Review transactions and software spend • Manage custom fields, create and run workflows, and handle access requests • Get answers grounded in your real Torii data, with links back to the Torii app

Ideal for IT, finance, and procurement teams who want fast, conversational access to their SaaS management data and the ability to act on it.

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

Ultipa

Model Context Protocol server for Ultipa Cloud and any self-managed Ultipa GQLDB instance. Provision and operate instances, run GQL queries and graph algorithms, manage backups and firewall rules, and view metrics and billing — all through natural language.

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

Qonto

Qonto MCP brings your business account into Claude. Once connected, Claude can browse your transactions, statements, and bank accounts; manage clients, products, and quotes; issue and track client invoices and credit notes; review pending supplier invoices; manage debit, virtual, and flash cards; and handle team expense requests. Every action runs with the same access you already have in the Qonto app.

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

mcp.basitkargo.com

Basit Kargo is a shipping platform for e-commerce sellers: one account for all
major carriers — Aras, MNG, Yurtiçi, Sürat, PTT, HepsiJet and more.
With this connector, Claude can:
• Track shipments with full movement history
• Create draft orders and compare live carrier prices
• Generate shipping codes with your confirmation — drafts are free; charging is
a separate, confirmed step with server-side double-charge protection
• Fetch labels as images or print them on your desktop printer

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

Spendify

Spendify connects your personal finances to Claude, giving you AI-powered insights into your spending, budgets, and financial health. View bank account balances, search and filter transactions, analyze spending by category or merchant, track daily and monthly spending trends, manage budgets, categorize transactions, set up automation rules, and monitor recurring charges. Spendify syncs with thousands of banks via Plaid, keeping your financial data up to date and accessible through natural conversation.

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

TrueProfit

TrueProfit helps ecommerce merchants review revenue, costs, profit, orders, products, ads, pixel-based marketing attribution, UTM performance, customer overview, and store health from their authenticated TrueProfit account in Claude.

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

SumIt

SumIt helps authorized family office users query their accounting data from Claude. Users can authenticate with SumIt, select an MCP-enabled organization, inspect ledgers, chart of accounts, tags, account codes, journal entries, account balances, balance sheets, and income summaries, and submit product feedback about the MCP connector. The connector uses the user's existing SumIt permissions and is designed for read-only accounting analysis, except for private session organization selection and internal feedback capture.

13 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.

BETA Climbing

BETA — Climbing gym management data access. Provides read-only administrative access to a climbing gym's operational data via the BETA (sendmoregetbeta.com) platform. Supports querying gyms you administer, searching climber/member records, retrieving membership passes and punch cards, listing products for sale, viewing check-in session logs, and reviewing transaction history. Useful for gym administrators who need to look up members, audit check-in activity, track pass usage, or review sales and revenue data.

6 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.

For agents

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