"Chase" matching MCP servers:

Enables AI agents to interact with Chase Bank accounts to view balances, transactions, statements, and rewards. It provides a secure, read-only interface using browser automation and stored session cookies for natural language financial management.

Enforces pre-trade planning discipline by checking entry, stop, target, and risk/reward via a gate tool, and provides proof receipts, terminal links, and risk prompts for AI assistants.

Parse crypto exchange CSVs (Coinbase, Binance, Kraken, +11 more) and bank statement PDFs (Chase, BofA, +11 more) into Koinly, TurboTax, CoinLedger, or ZenLedger formats. Free tier: 25 files/month, no credit card required.

Lets a user ask what their business is owed, who to chase first, and get a chase email drafted in their own voice, via tools for weekly totals, chase queues, customer history, due-soon invoices and insights. Every tool only reads or returns a draft, so nothing can be sent.

Gives Alexa+ voice access to track household insurance claims, refunds, repairs, and disputes, and to chase them via disclosed AI phone calls while keeping money and legal decisions with the human.

Enables searching and comparing live credit card merchant offers (cash back, points, statement credits) across Amex, Chase, Citi, PayPal, Rakuten, and Capital One from any AI agent.

Enables users to track unpaid invoices and generate an escalating ladder of payment-reminder letters — first reminder, second reminder, and final notice — anchored to the due date, plus overdue listings, aging buckets, and a daily chase list of what to send today. It records payments and letters sent, rendering each letter as Markdown or printable HTML without ever emailing anything itself.