Finance MCP Servers
Connect AI agents to financial data systems and tools through the Model Context Protocol
MCP servers are connectors that give AI agents like Claude and ChatGPT direct access to financial data sources — your accounting software, market data feeds, brokerage accounts, and compliance systems. Instead of copying and pasting data into a chat window, MCP servers let AI agents read from and interact with your actual financial tools in real time.
Market Data & Research
MCP servers providing real-time and historical market data — stocks, ETFs, options, forex, crypto, and economic indicators — to AI agents and financial workflows.
4 servers →Accounting & Payments
MCP servers connecting AI agents to accounting platforms and payment processors — QuickBooks, Xero, Stripe, PayPal, and Ramp — for automated bookkeeping, invoice management, and expense workflows.
5 servers →Banking & Personal Finance
MCP servers providing AI agents with read-only access to bank accounts, investment portfolios, and personal finance data across 18,000+ financial institutions.
3 servers →SEC Filings & Investment Research
MCP servers giving AI agents access to SEC EDGAR filings, 10-K and 10-Q documents, insider transactions, and US securities data for investment research and due diligence.
2 servers →Trading & Brokerage
MCP servers connecting AI agents to brokerage platforms for portfolio management, market data retrieval, options analysis, and trade execution across stocks, crypto, and futures.
4 servers →Compliance & RegTech
MCP servers automating financial compliance workflows — KYC, AML, regulatory reporting, GRC, audit evidence, and financial services compliance for regulated institutions and fintechs.
3 servers →What is MCP?
The Protocol
Model Context Protocol (MCP) is an open standard created by Anthropic that lets AI agents connect to external data sources and tools in a secure structured way.
How It Works
Instead of an AI agent guessing from training data, MCP servers give it real-time access to your actual financial data — live prices, your books, your accounts.
Read vs Write
Some MCP servers are read-only — safe for monitoring and research. Others are read-write and can take actions. Always check the access type before connecting.