"A guide to building wealth and financial success" matching MCP servers:

Resolves a company domain to its LinkedIn company page URL. Lightweight enrichment tool for sales and prospecting workflows.

MCP server for qualifying and responding to inbound leads in seconds using a multi-agent AI pipeline.

Enables pushing enriched leads into Instantly or Smartlead campaigns with ICP score gating, deduplication, and dry-run previews via an Apify actor.

Connects Claude to Jobber to manage clients, jobs, invoices, quotes, and scheduling through natural language.

Provides read-only access to the Planning Center People API, enabling natural language queries for people, households, background checks, and lists.

Provides interactive tools to explore AFAS customer data and employee leave information, including bubble charts, leave balance reports, and detailed leave cards.

MCP server that enables Google ADK agents to triage solar fault signals, retrieve Salesforce diagnostics via hosted MCP prompt templates, and create WorkOrder records when replacements are needed.

Enables read-only access to InvoiceNinja data, including invoices, expenses, clients, and tax reports, for AI assistants like Claude.

Connects AI assistants to Custify customer success data for querying account metrics, health scores, and usage trends. It also supports taking actions such as creating notes, managing tasks, and triggering playbooks.

A Shopify MCP server enabling interaction with store data via GraphQL API, with enhanced order management fields for financial status, fulfillment status, and line item details.

MCP server that gives AI agents controlled access to a building services company's daily operations, including customer records, scheduling, and offer calculations. All write operations are protected by a two-stage approval mechanism with time-limited tokens to prevent unauthorized changes.

A guide and template for setting up an MCP server with Python and Node.js, integrating with Claude, and extending for Zoho CRM conversational AI.

Exposes simulated Salesforce CRM data as MCP tools for Claude Desktop, enabling customer success managers to prioritize at-risk accounts, review opportunities, cases, and Gong notes via natural language.

Provides deterministic mock customer health, product usage, and recommended playbook data via three MCP tools for a Customer Success Orchestrator demo.

Enables Claude to read appointments, invoices, quotes, and work requests from a Jobber Client Hub. Read-only, uses a local browser bridge to access the customer portal.

Enables AI assistants to set up, run, and manage Ballerina + Salesforce integrations inside a WSO2 Integrator workspace, providing 18 tools for OAuth2 token acquisition, project scaffolding, building, deploying, and stopping the integration service.

Provides AI assistants access to YOUREPT CRM admin data, including leads, students, teachers, lessons, payments, payouts, and financial reports, enabling natural-language queries about business metrics.

Provides intelligent access to PowerPlatform/Dataverse entities and records, enabling entity metadata exploration, OData querying, relationship mapping, and AI-assisted query building through MCP.

Outbound sales agent for Claude Code. MCP server handles prospect list building, dedup, quotas, and structured rejection feedback, while the plugin runs per-prospect research, email writing, Gmail sending, and reply tracking. Open source, self-hostable.

Enables AI agents to interact with the Advbox legal management system, supporting operations on clients, lawsuits, tasks, and financial transactions.