Financial MCP servers connect your AI to banking data aggregators, market data feeds, accounting ledgers, and tax or expense platforms. Pull balances, categorize transactions, or file structured reports — scoped credentials keep exposure minimal.
Showing 24 of 114 servers
Financial Services
CrossFin provides a full suite of financial tools, enabling users to manage their cryptocurrency transactions, compare exchange prices, and track their budgets. This server is particularly useful for cryptocurrency traders and financial analysts looking for efficient ways to handle digital assets.
Financial Services
Cryptocurrency symbols and digital asset market data
Financial Services
Discounted cash flow models including levered and custom DCF calculations
Financial Services
DexPaprika provides a suite of tools for analyzing decentralized exchanges, including network capabilities, pool details, and token statistics. It is designed for crypto traders and analysts who need in-depth insights into the performance of various decentralized finance (DeFi) networks.
Financial Services
Earnings reports, dividend history, stock splits, and IPO calendars
Financial Services
Earnings Feed provides real-time access to earnings reports and financial data for publicly traded companies. This server is particularly useful for financial analysts and investors who need up-to-date information for decision-making.
Financial Services
Earnings call transcripts and transcript availability dates
Financial Services
E-conomic is an online accounting software that enables small and medium-sized enterprises to manage invoicing, bookkeeping, and financial reporting. Utilize its features to streamline financial processes and gain insights into business finances.
Financial Services
Treasury rates, economic indicators, and market risk premium data
Financial Services
Environmental, Social, and Governance (ESG) ratings and benchmarks
Financial Services
ETF and mutual fund holdings, allocations, sector weightings, and disclosures
Financial Services
Screen persons and entities against 8 US export control lists — BIS Entity List, Denied Persons, Unverified, Military End User, ITAR Debarred, Nonproliferation, CMIC, CAPTA. Fuzzy name matching with composite scoring.
Financial Services
Search and analyze FDIC-insured bank institutions. 27,000+ banks with financials, branches, failures, history, and industry-level analytics.
Financial Services
Finage provides real-time and historical market data for stocks, forex, and cryptocurrency through a REST API. Get live quotes, OHLCV bars, and previous close data for US stocks, 3500+ forex pairs, and crypto markets.
Financial Services
MetricDuck offers advanced financial analysis tools that enable users to gain insights into their financial data. This server is designed for finance professionals and analysts looking to perform in-depth financial modeling and reporting.
Financial Services
Complete Financial Modeling Prep toolkit. Stock data, company financials, market analysis, economic indicators, alternative data, and more.
Financial Services
Income statements, balance sheets, cash flows, key metrics, ratios, and financial growth
Financial Services
Finnhub provides a real-time financial market data API offering stock, forex, and crypto data, news, and market insights for financial analysis and reporting. It is primarily used by developers and financial analysts to integrate financial data into applications and systems.
Financial Services
This server integrates FINTRX's intelligence on family offices and registered investment advisors (RIAs) into applications, providing users with valuable insights and data for investment strategies. It is primarily aimed at financial professionals and firms looking to enhance their client engagement and market analysis.
Financial Services
Float is a cash flow forecasting tool that helps businesses manage their finances by providing real-time financial insights and visibility into future cash positions. Use it to improve financial planning and decision-making.
Financial Services
Financial management: Invoices, Estimates, Transactions, Bank Accounts, Payments, Recurring Invoices. Manage your business finances.
Financial Services
Foreign exchange currency pairs and forex market data
Financial Services
This server provides a full suite of tools for forex trading, allowing users to manage their trading accounts, execute market and limit orders, and analyze assets. It is designed for traders and financial analysts who require real-time access to market data and trading functionalities.
Financial Services
Institutional ownership, 13F filings, holder performance, and position analytics
Financial MCP servers give AI agents API access to banks, brokers, accounting packages, and fintech infrastructure. Typical operations include reading accounts, importing transactions, reconciling entries, or fetching market quotes — depending on the provider.
Payment servers emphasize money movement — charges, refunds, subscriptions. Financial servers emphasize ledgers, banking aggregation, market data, and accounting workflows. Many teams enable both with separate credentials.
Use read-only or accountant-scoped keys when possible, enable workspace isolation in MCPBundles, and rotate credentials if a laptop is lost. The AI never sees secrets in prompts; it calls tools that inject auth server-side.
No. Tools return data and execute API operations you authorize. Any interpretation or trading decision remains your responsibility and must comply with regulations that apply to your jurisdiction and business.