"Resources or information related to 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 AI agents to convert CSV text into JSON arrays with automatic delimiter detection and optional header-row handling, accessed through a pay-per-call x402 micropayment API.

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

Convert PDFs to structured JSON. Extract invoices, bank statements, contracts, and more. Pay per call via x402 USDC.

The Excel to JSON MCP provides a standardized interface for converting Excel and CSV data into JSON format using the Model Context Protocol.

The JSON to Excel MCP provides a standardized interface for converting (1)JSON data (2)URL pointing to JSON files into CSV format

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

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.

An open-source MCP server that imports HR CSV data into an in-memory SQLite database for structured querying and metadata retrieval. It enables users to perform read-only SQL queries and structured searches on employee data through natural language.

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.

An implementation that integrates with Odoo ERP systems, enabling AI assistants to interact with Odoo data and functionality through the Model Context Protocol.

Enables AI agents to rank US healthcare organizations for clinical trial site feasibility, predicting patient accrual for a Graves' disease protocol using claims and registry data.

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

Converts eFax documents (PDF, TIFF, CCD XML) from OpenText Fax Server Software into structured JSON format with OCR support, metadata extraction, and batch processing capabilities.

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.

Enables collection of patent-related information from PatSnap's API for trend analysis and reporting, providing tools for patent trends, word clouds, innovation wheels, and identification of top inventors, assignees, and litigated patents.