MCP Servers with a search_transactions tool
Every MCP server Pod knows of that exposes a search_transactions tool.
8 servers, ordered by decision readiness and adoption — GitHub stars and npm downloads where available, then reported issue volume. None have been dialled by Pod yet, so every tool list here is publisher-reported and unverified.
Norman Finance
Norman lets you issue invoices and close your books without leaving Claude.
Sync your bank transactions, send invoices, upload receipts, and file taxes — all while talking naturally with Claude. No accounting jargon, no 15 clicks to reconcile an invoice.
What you can do:
• Invoicing — create, send, and track invoices, including recurring and ZUGFeRD e-invoices • Bookkeeping — categorize transactions, match receipts, and verify entries • Client management — maintain your client database and contact details • Tax filing — generate Finanzamt previews, file VAT returns, and track deadlines • Company overview — check your balance, revenue, and financial health at a glance • Documents — upload and attach receipts, invoices, and supporting files
Norman securely connects Claude to your financial workspace via OAuth — your password never touches the AI. Built for freelancers and small businesses at the heart of the European economy.
54 GitHub stars · 67 tools reported — Publisher-reported; not verified by Pod.
Atlar
Atlar is the AI-native treasury platform for finance teams, unifying cash management, payments, forecasting, bank reconciliation, and investments across 100+ countries of bank and ERP connections. This connector lets Claude query your live Atlar data, e.g. bank accounts, balances, cash flows, transactions, payments, forecasts, and treasury policies—with the same role-based permissions and audit trail as inside Atlar itself.
21 tools reported — Publisher-reported; not verified by Pod.
Flatre
Connect Claude to your Flatre real estate workspace to find transactions, contacts, properties, tasks, approvals, document metadata, safe message previews, commission summaries, integration status, and recent workspace activity. Claude can also prepare internal tasks, notes, supported record-change proposals, and low-risk email drafts through Flatre Automation. Workspace permissions, OAuth scopes, deterministic safety checks, and approval requirements remain authoritative. Flatre does not expose raw email bodies, document contents, attachments, credentials, storage keys, or direct approval and deletion actions.
19 tools reported — Publisher-reported; not verified by Pod.
Hi Energy
Hi Energy connects Claude to your authenticated affiliate marketing account. Search advertisers and programs across major networks, inspect deals and promotions, look up contacts, review transactions and clicks, choose the right performance report, generate tracking links, and run scoped publisher workflows—using the same permissions you already have in Hi Energy.
60 tools reported — Publisher-reported; not verified by Pod.
Meridian Connector for QuickBooks
This connector lets Claude securely read from and write to QuickBooks Online.
Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Create arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting files to QuickBooks transactions • Automatically fill in your firm-specific reporting template • The craziest use case I tried was "Clone the contents of QBO A into QBO B", and… it worked
63 tools reported — Publisher-reported; not verified by Pod.
NuMetric
Connect Claude to your NuMetric.work account for read-only access to your accounting and ERP data — no data is ever changed.
Ask Claude about your finances in plain language and it pulls the answer straight from NuMetric's own accounting engine:
• Financial statements — profit & loss, balance sheet, trial balance, cash flow, and a period account-transactions report • Chart of accounts with live balances, general ledger, transaction search, and daily journal • KPIs — cash runway, current ratio, DSO/DPO, revenue concentration • Receivables & payables with aging • Sales-tax / VAT reports (summary and per-transaction) • Project reporting — single and multi-project P&L • Invoice-source, source-quantity, and per-cashier sales & attendance reports • Fixed-asset register with depreciation and custody • Inventory — product list, low-stock, and per-item stock movement • Documents — browse and download attachments on any invoice, bill, or record
Multiple businesses on one account are supported: pick which business to work on from within Claude. Every figure comes from NuMetric's engine — Claude reports what your books say and flags any figure it can't fully verify, rather than recomputing your accounting itself.
Sign in with your NuMetric email and password through a secure OAuth flow; your NuMetric credentials are exchanged for a token on our server and are never shared with Claude. Access follows your NuMetric permissions — you only see the modules you already have rights to.
0 GitHub stars · 38 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.
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.
For agents
This page has a Markdown and a JSON twin. Pod is also queryable over MCP at https://api.askpod.ai/mcp/read.