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"Information and Resources on Finance" matching MCP servers:

  • A
    license
    A
    quality
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    maintenance
    Local-first personal finance MCP that aggregates bank, brokerage, credit, and loan accounts via Plaid and writes balances, holdings, and transactions to an Obsidian-style markdown vault, with access tokens stored securely in macOS Keychain.
    12
    MIT
  • F
    license
    A
    quality
    C
    maintenance
    Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.
    15
  • F
    license
    B
    quality
    D
    maintenance
    A minimal MCP server that converts company names to stock symbols and fetches financial data from Yahoo Finance using two example tools.
    2
    4
  • F
    license
    C
    quality
    D
    maintenance
    Enables cross-chain bridging via Everclear and Chainlink CCIP, and management of DeFi strategies on Puffer Finance across multiple networks.
    9
    1
  • A
    license
    C
    quality
    C
    maintenance
    Provides an MCP server that tracks open loops (pending decisions or replies) across email, agent sessions, and other channels, enabling agents to query what is waiting on whom.
    14
    MIT
  • A
    license
    A
    quality
    A
    maintenance
    Provides live financial data for any LLM agent, including stock quotes, crypto prices, SEC filings, XBRL financials, FX rates, and macro indicators, through ten MCP tools.
    11
    490
    MIT
  • A
    license
    A
    quality
    C
    maintenance
    Four UK property finance calculators for AI assistants: bridging cost, development appraisal, BTL stress test, and UK stamp duty (SDLT, LBTT, LTT). Built by FD Commercial, a specialist UK property finance broker.
    4
    59
    1
    MIT
  • A
    license
    A
    quality
    B
    maintenance
    A personal finance tracker MCP server that imports Rocket Money data or connects banks via SimpleFIN to a local SQLite database, enabling Claude to analyze spending, subscriptions, cash flow, and debt payoff with complete privacy.
    15
    49
    MIT
  • F
    license
    A
    quality
    C
    maintenance
    Provides Korean-specific financial calculators (4 insurances, salary net, severance pay, capital gains tax, DSR/DTI, FX conversion, housing subscription score) as MCP tools for AI agents.
    7
  • A
    license
    A
    quality
    A
    maintenance
    MCP server that exposes Yahoo Finance data through tools for searching instruments, fetching quotes, history, company info, financials, dividends, news, recommendations, and options. Enables AI assistants to answer market-data questions using natural language.
    2
    21
    MIT
  • A
    license
    A
    quality
    C
    maintenance
    Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.
    9
    6
    MIT
  • A
    license
    A
    quality
    B
    maintenance
    Enables AI agents to query Verdict's institutional DeFi diligence layer, including letter grades and composite scores for protocols, chains, tokens, oracles, vaults, organizations, and bridges.
    3
    204
    Apache 2.0