"Resources or Information on Finance" matching MCP servers:

A personal finance tracker MCP server that imports Rocket Money data or connects banks via SimpleFIN to a local SQLite database, enabling Claude to analyze spending, subscriptions, cash flow, and debt payoff with complete privacy.

A Model Context Protocol server providing comprehensive financial data from Yahoo Finance, allowing users to retrieve detailed stock information, financial statements, options data, and market news.

Enables querying personal financial data such as balances, expenses by category, upcoming bills, transactions, and credit card summaries through any MCP client, using a SQLite database with fictional seed data.

Enables personal finance tracking through Claude Desktop using natural language to manage income and expenses with persistent SQLite storage. Supports adding and deleting transactions, checking balances, and viewing spending summaries grouped by category or month.

MCP server for SchoolFinance, a single-user school finance app, exposing tools and resources for managing students, classes, payments, income/expenses, reports, and settings via local SQLite.

Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.

Tracks personal expenses with tools to add, edit, and summarize expenses, storing data locally in SQLite.

Enables AI assistants to securely manage and analyze personal finances through natural language, with full control over data via a private PostgreSQL database.

Enables LLMs to query a synthetic general ledger and trial balance through read-only tools for account lookups, GL drill-down, variance analysis, and naive forecasting, with every answer cited to specific transactions or periods.

An MCP server that lets you log and query your own spending through natural conversation with Claude, instead of a spreadsheet or app.

A local-first MCP server that connects SimpleFIN bank accounts to Claude, storing data in a local DuckDB file and providing a web dashboard.

Enables an LLM to inspect a relational database schema and answer financial questions by running validated, read-only SQL queries against a synthetic SQLite dataset.

Enables MCP clients to manage a local SQLite personal-finance ledger by recording income and expenses, listing transactions, aggregating spending by category, summarizing income/expense/net, and setting and tracking monthly budgets.

Enables GitHub Copilot Chat to query and analyze finance model data stored in MongoDB through natural language, supporting tools like listing collections, schema inspection, data queries, aggregations, and summary statistics.

Turns a personal-finance SQLite database into typed, schema-validated tools that an AI assistant can call directly, letting you manage accounts, transactions, budgets, debts, investments, tax estimates, and goals through natural language.

MCP server that exposes an H2 database as callable tools (list_tables, describe_table, run_query, run_update, sample_rows), enabling LLMs to interact with H2 databases through natural language.

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.

The Finance Toolkit gives AI assistants access to 500+ financial metrics, all calculated transparently from raw financial statements, not pulled from third-party endpoints.

This read-only MCP Server allows you to connect to Act-On data from Claude Desktop through CData JDBC Drivers. Free (beta) read/write servers available at https://www.cdata.com/solutions/mcp

Retrieves comprehensive patient information including personal details, insurance plans, and employee data through the get_patient tool. Supports Docker Compose deployment and integration with Watson Orchestrate for healthcare data access.

Enables AI assistants to explore metadata, query data, and perform write operations across multiple Microsoft Dynamics 365 Finance & Operations environments. It features specialized tools for OData execution and data analysis with built-in read-only safety for production environments.

Exposes the full capabilities of Microsoft Dynamics 365 Finance & Operations to AI assistants through 49 comprehensive tools and standardized protocol interactions. It enables sophisticated workflows including OData operations, metadata discovery, and secure database analysis.

Deploys 25 MCP tools for Apache Doris, enabling SQL execution, metadata queries, monitoring, and data governance over HTTPS via AWS Bedrock AgentCore Runtime.

Enables MCP sessions to survive ECS Fargate deployments by using Redis-backed tool state and stateless Streamable HTTP transport.

Provides AI agents read-only access to the Autotask Report Data Warehouse for cross-client reporting on finance, contracts, projects, time, and tickets through schema exploration and SQL queries.

Provides structured access to PMAS Arid Agriculture University Rawalpindi's academic resources, admissions, and student services through 53 specialized tools. AI agents can manage course information, library services, hostel details, and administrative functions using secure stdio or HTTP transports.

Manages user data with resources, tools, and prompts for CRUD operations on a JSON file.

An API server that enables interaction with IBM Maximo resources like Assets and Work Orders, providing tool functions to retrieve and list asset information.

Enables querying a curated book database using MCP tools to retrieve basic or detailed book information by ISBN or title, including batch lookups.

A remote MCP gateway that lets any MCP client sign in as the end user to discover curated semantic models, read finance glossaries and recipes, inspect schemas and report metadata, and generate or execute DAX through an on-behalf-of token, so row-level security and Build permissions stay enforced. Finance know-how lives centrally in server-side skill files and instructions, so every connected client benefits without per-client configuration.