"Finance-Oriented MCP Servers" matching MCP servers:

Enables self-hosted personal finance management for MCP clients by connecting read-only bank accounts via SimpleFIN, syncing transactions into a local SQLite database, and exposing tools to query balances, spending, budgets, cash flow, and net worth.

Enables AI assistants to access real-time financial data, historical stock prices, company information, financial statements, options data, market news, and analyst recommendations through Yahoo Finance. Built with FastMCP v2 for efficient HTTP streaming and comprehensive market analysis tools.

A portfolio analysis MCP server that enables AI agents to manage investment portfolios, fetch financial data from Yahoo Finance and CoinGecko, and perform advanced analysis like weight optimization and Monte Carlo simulations. It utilizes reference-based caching to efficiently handle large datasets without bloating the LLM's context window.

Imports CSV or Excel files into Dynamics 365 Finance & Operations data projects through the Data Management Framework, generating manifests, resolving entity targets and dependency order, and waiting for execution results. Also exports data projects and exposes tools to search the entity catalogue, inspect entity fields, and check execution status.

Read-only MCP server for reconciling SimpleFIN bank data against Firefly III ledger, enabling audit and review workflows without mutation.

Enables users to convert structured data into Token-Oriented Object Notation (TOON) to reduce LLM token usage and costs by up to 70%. It provides tools for encoding, decoding, and analyzing data formats like JSON, CSV, and XML to optimize prompt efficiency.

Converts JSON data to TOON (Token-Oriented Object Notation) format and back, reducing token usage by 30-60% for more efficient LLM applications.

Provides real-time market data for A-shares, Hong Kong, and US stocks using the Tencent Finance API. It enables users to manage stock positions and watchlists through an AI assistant.

MCP server that syncs and queries comprehensive stock data (quotes, financials, dividends, analyst forecasts, options, news) from Yahoo Finance and Investing.com into an external MySQL database.

Read-only MCP server for FP&A & management reporting — governed metrics, financial statements and drill-down over a SQL semantic layer. Your own financials on your own warehouse, not market data. Open core of Précis. (metric engine · ClickHouse · OIDC · Docker)

MCP server for the Postern personal context gateway, enabling agents to read and act on data from finance, health, mail, calendar, contacts, and home sources through a unified, cached interface.

Enables AI assistants to work with Taranis NG OSINT platform through a typed, safety-oriented interface over its REST API, covering collection, analysis, reporting, and administration workflows.

Enables Claude to analyze personal finances by reading bank CSVs or connecting to Plaid for live transactions, categorizing spending, flagging overspending against benchmarks, and generating actionable reports and savings tips.

Converts JSON data and system prompts to and from TOON (Token-Oriented Object Notation) format, reducing token usage by 30-60% when interacting with LLMs while preserving data structure.

Enables AI agents to retrieve real-time stock data, manage watchlists, and perform comprehensive technical analysis using Yahoo Finance API. Provides 18+ tools for stock price tracking, trend analysis, volatility assessment, and financial indicators through MCP integration.

Provides a local, read-oriented MCP server for the MASA protocol, enabling offline validation, inspection, lineage tracing, public-export audit, and processing-request planning for sound-matter records.

Enables AI agents to operate a self-hosted double-entry personal finance ledger: answering spending, net-worth and cash-flow forecast questions, searching transactions, and managing schedules, rules and imports through audited, reversible tools. Read and write access is scoped by token, with privacy controls over what financial details reach the agent.

Enables read-only access to company financial data from Handelsbanken Sweden via Enable Banking, exposing accounts, balances, transactions, monthly spending, and sync status through MCP tools.

Enables agents to explore a project's captured events and properties, then run trend, funnel and retention analyses and create or list saved insights. Tools are model-oriented, returning trimmed, budgeted results and actionable errors, with the project resolved from the API key or bearer token rather than passed as an argument.

MCP server for personal finance via Open Finance, consolidating accounts and cards and answering spending questions with aggregated numbers. Provides tools for category spending, recurring subscriptions, budgets, card bills, and installment forecasts, with data stored locally in an encrypted SQLite database.