"Resources or Information 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)

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.

Enables AI assistants to read and analyze consolidated financial data across banks, cards, payments, accounting, payroll, and equity sources. Provides tightly controlled, read-only access so AI can answer finance questions without moving money.

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.

Enables programmatic access to Tiingo financial data, including stock prices, news, forex, fundamentals, and corporate actions via the MCP protocol.

Enables MCP clients to retrieve stock end-of-day and forex prices, news, fundamentals, dividend, and split data from Tiingo through callable tools.

Enables programmatic access to Tiingo financial data, including stock prices, news, forex, fundamentals, and corporate actions, through Model Context Protocol tools.

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 programmatic access to Tiingo financial data, including stock prices, news, forex, fundamentals, dividends, and splits, through MCP tools.

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

Enables MCP-compatible clients to retrieve and work with Tiingo financial data, including stock prices, news, forex quotes, fundamentals, dividends, and splits through configurable tools.

Enables users to convert a vendor partner directory (such as PartnerPage or the Shopify Partner Directory) or a trade body member list into one company row per listing, each carrying website, domain, tier, tags, and location for Clay-ready output. It runs the extraction on Apify, returning dataset rows for up to 20 directory URLs with optional deduping, detail enrichment, and a cost cap.

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.

Connect your ads, shop, analytics, social, CRM and finance platforms once, then let Claude, ChatGPT, Cursor or any MCP client read, join and explain your numbers. Public statistics from the World Bank, IMF, Eurostat, OECD, WHO and SEC filings come as context, searchable and chartable from the same tools. Read-only by design, every number carries its source.

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.

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.

A server providing PDF form manipulation tools via MCP's API, allowing users to find PDFs across directories, extract form field information, and visualize form fields in documents.

An MCP server for executing Malloy queries and managing Malloy resources.

Enables AI agents to work with Fillout forms and submissions by listing forms, reading form schemas, querying and retrieving submissions, importing or deleting submissions, and creating or removing webhooks. Supports compact token-friendly output with safeguards on destructive operations.

Minimalistic MCP server that lets AI assistants inspect, quality-check, and clean CSV datasets through tools, resources, and prompts, without needing local file access.

A Model Context Protocol server that allows interaction with the RubyGems.org API to fetch metadata about Ruby packages, search gems, and explore dependencies and ownership information.

An MCP server that integrates with Hunter.io API to find and verify email addresses using domain and name information.

Enables querying and managing SAP Cloud Platform Integration resources such as packages, integration flows, message processing logs, security material, and artifact lifecycle through the CPI OData v2 API.

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.