A read-only MCP server that provides access to Charles Schwab account data and market information, including portfolio positions, real-time quotes, options chains, price history, and account balances through AI assistants.
A read-only MCP server for Trading 212 accounts, enabling AI assistants to query balances, positions, orders, dividends, pies, and instruments without trading capabilities.
A read-only MCP server that exposes Interactive Brokers and Moomoo brokerage accounts as tools, enabling natural-language queries across positions, trade history, realized P&L, and sector exposure in one merged view.
A read-only MCP server that lets AI clients query real financial data (bank, credit card, loan, brokerage) via Plaid or Teller, offering tools for balances, transactions, investments, liabilities, identity, income, and debt analysis.
A local MCP server that gives AI agents read-only access to real brokerage accounts across 16 brokers and exchanges, while keeping API keys on the user's machine. It enables portfolio overviews, positions, trade history, and performance statistics through natural-language queries.
An MCP server that exposes personal financial data — transaction ledger, portfolio holdings, live/historical market prices, and quantitative risk metrics — as standardized tools, resources, and prompts, enabling natural language reasoning over real computed numbers.
