"Information and Resources on Finance" 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.

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

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.

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.

Unified financial data access for US, A-share, HK stocks, and FX rates with automatic fallback across multiple data sources.

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)

Exposes a synthetic issue tracker and pipeline warehouse as callable tools so an agent can answer operational questions about tickets, pipeline health, runs, incidents, and governed metrics with every claim cited to the exact tool call it came from. All writes are proposal-only, requiring human approval through a gated apply path that logs each step for audit.

Answers whether a route ran late and by how much, with drill-down into individual trip delays and an audit trail of data-quality exclusions and duplicate resolutions.

A read-only MCP server that connects AI clients to your own bank, credit card, loan, and brokerage data through Plaid or Teller, letting you query accounts, balances, transactions, holdings, liabilities, identity, income, and run debt avalanche/snowball payoff analysis. Credentials and access tokens stay locally in a chmod-600 SQLite file, with outbound calls limited to the provider's API.

This server facilitates scalable discovery and execution of OpenAPI endpoints using semantic search and high-performance processing, overcoming limitations of large spec handling for streamlined API interactions.

Exposes local DuckDB pizza sales data as MCP tools for querying store-level and total sales metrics via natural language, enabling local LLMs to perform real-time analytical queries.

A bridge that allows AI agents to access and manipulate Odoo ERP data through a standardized Model Context Protocol interface, supporting partner information, accounting data, financial records reconciliation, and invoice queries.

Enables AI to interact with Microsoft Access (.mdb, .accdb) and SQLite 3 databases, including read-only support for Access 97 databases. Supports executing SQL queries, importing/export data from CSV and Excel files, and storing notes about database files.

Provides stock market data and computes technical indicators like EMA, MACD, and RSI across multiple timeframes using the LongPort API and TA-Lib. It enables users to perform detailed financial analysis and multi-timeframe market reviews through standard MCP tools.

Enables schema-aware exploration of JSON data by uploading samples, flattening nested structures, and using heuristic search with token overlap and fuzzy matching to find field paths for target names, accelerating ETL and API onboarding workflows.

Syncs bank data from Pluggy to Postgres and provides MCP tools to answer natural-language questions about spending, budgets, transactions, and categorization rules.

Enables users to preprocess, analyze, and visualize CSV data through comprehensive tools for data manipulation, statistical analysis, and graph generation.

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.

A tutorial implementation MCP server that enables analysis of CSV and Parquet files. Allows users to summarize data and query file information through natural language interactions.