"Information and Resources on Finance" matching MCP servers:

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.

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.

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.

Enables AI agents to perform comprehensive person and company lookups by integrating directly with the Lusha API for business contact enrichment. It provides tools for bulk contact identification via LinkedIn URLs, emails, or names, alongside detailed company information retrieval.

Enables client success teams to get instant, natural-language health reads on client accounts with tools for overall health, low-performing courses, and launcher-only clients.

Enables interaction with the ChartMogul API to manage subscription data, customer relationships, and sales CRM activities. It allows users to retrieve key business metrics like MRR and churn while performing data operations on plans, invoices, and contacts.

MCP server for the Gripp API, enabling CRUD operations on Gripp entities with built-in confirmation safety for mutations.

Enables AI assistants to manage Piwik PRO Analytics resources including apps, tags, triggers, variables, audiences, and tracker settings through natural language commands. Supports comprehensive analytics configuration and tag management operations.

Enables interaction with Monobank personal accounts through MCP tools to fetch client information, account details, and transaction statements for specified time periods.

MCP server for managing on-chain loyalty programs on Base L2. Mint tokens, manage rewards, track balances, tiers and marketplace offers via standard MCP protocol.

A Machine Conversation Protocol server that enables AI assistants to manage Google Contacts and search Google Workspace directories, providing tools for listing, creating, updating, and deleting contacts within your Google account.

Enables creating and managing user profiles with interactive elicitation capabilities that prompt users for missing required information. Demonstrates MCP's elicitation feature by validating profile data and requesting additional details when fields are incomplete.

A Model Context Protocol server for Hatch API integration that provides tools for finding and verifying contact information including emails, phone numbers, LinkedIn profiles, and company data.

An MCP server that integrates the Dex personal CRM API with AI assistants to manage contacts, groups, tags, and reminders through 27 specialized tools. It enables users to perform unified searches and execute full CRUD operations on their CRM data via natural language.

Enables interaction with the Terros platform's User API to manage and retrieve user profiles. Users can fetch authenticated account details, list users with filters, and lookup specific user information by ID.

MCP server for VTENext CRM (open-source vtiger-based). Query, create and update opportunities and contacts via natural language using the VTENext WebService API. Supports list, search, get, create, update on Potentials and Contacts modules, plus raw VTQL queries.

Enables querying ChurchSuite bookings, resources, ministries, and serving patterns via MCP tools, providing read-only access to church management data.

Provides comprehensive access to People Data Labs' data models and search capabilities, enabling enrichment of person and company profiles, multi-criteria searches, and autocomplete functionality through a Model Context Protocol interface.

Provides tools to check weather information for any city and manage prospects in Upnify CRM with dynamic authentication, eliminating the need for pre-configured credentials.

An MCP adapter that maps Coffee Company B2B HTTP APIs to MCP tools, allowing AI agents to query member information, benefits, coupons, and payment statuses. It enables seamless integration for AI assistants to manage coffee-related customer assets and loyalty details through natural language.