"A guide to investing in managed funds and equities" matching MCP servers:

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

An MCP to give AI agents extensive knowledge of your personal finances and control of your budgeting.

Production-ready MCP server enabling AI assistants to interact with Braze's customer engagement platform, offering 92 tools for user management, messaging, campaigns, analytics, email/SMS, catalogs, and SCIM provisioning.

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

Enables Claude Desktop to answer natural-language questions about customers by exposing search, profile, order history, status filter, and spend statistics tools backed by local mock data, with a single-file swap path to Oracle AI Agent Studio later.

Enables AI agents to safely operate HubSpot CRM contacts, deals, and pipelines via MCP, with caching, idempotency, audit trails, and robust error handling.

Enables asking questions in plain language to explore loyalty and promo data through Voucherify API endpoints.

Read-only, PII-masked MCP server for querying data federated through DuckDB — list sources/tables, inspect schemas, and run SQL across Postgres, MySQL, SQLite, Snowflake, BigQuery, Excel, and files, governed per source/table/column by a charter.yaml contract. Snowflake, BigQuery, Excel, and files, governed per source/table/column by a charter.yaml contract.

Scores companies against a configurable Ideal Customer Profile using firmographic and signal data. Returns a weighted fit score with per-criterion breakdowns.

Intelligence layer for AI that enables querying across revenue, errors, identity, and analytics layers in plain English, returning rendered charts and dashboards.

Enables AI agents to verify email addresses, clean lists, run bulk verification jobs, and manage a Verifly account through natural language, without writing HTTP calls.

Enables interaction with HubSpot CRM through MCP, providing tools to manage contacts, companies, deals, and search/associations via natural language.

Read-only MCP server for Pipedrive that provides a digest-ready sales queue with overdue follow-ups, due today activities, and deals missing next action.

Enables an AI assistant to answer customer-success questions by synthesizing simulated billing, support ticket, and product usage data into composite churn-risk scores, bands, and plain-language explanations for fictional accounts. It exposes raw-data tools, a synthesis tool, and a methodology resource so users can list at-risk accounts or get a per-account health summary.

Waterfall lead enrichment for AI agents. Cascades through Apollo, Clearbit, and Hunter to build the most complete lead profile in a single call.

MCP server for Postscript SMS marketing platform, enabling AI agents to query subscribers, look up opt-in keyword IDs, add new subscribers with consent, list campaigns, and check audience segment sizes.

A server for interacting with the Iaptic API, allowing AI models like Claude to query customer, purchase, and transaction data, as well as retrieve statistical insights.

Anchord MCP is a hosted remote MCP server for AI agents that need canonical identity resolution and safe write evaluation across customer systems. Resolve companies and people to canonical AnchorIDs, inspect linked records and target-system coverage, and evaluate whether a proposed write should be allowed or blocked. Read-only by design.

MCP server for running a publisher's feed, enabling agents to create feeds, publish signed updates, and read analytics.

Enables AI clients to seamlessly take HubSpot actions and interact with HubSpot data, allowing users to create/update CRM records, manage associations, and gain insights through natural language.