"Finance-Oriented MCP Servers" matching MCP servers:

Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.

A production-oriented Agent Operating System kernel that provides multi-graph memory, durable tasks, portable skills, attestation, and plan-based monetization for MCP-based agents.

Enables AI agents to store and execute reusable protocol chains across sessions, driving multi-step procedures deterministically through activate, forward, and reward steps while echoing server-issued nonces, hashes, and URIs. Provides persistent memory and agent-oriented tool descriptions, resources, and error messages so agents can follow local procedures reliably in a fixed execution order.

MCP server for the Postern personal context gateway, enabling agents to read and act on data from finance, health, mail, calendar, contacts, and home sources through a unified, cached interface.

Provides a durable research store that lets Claude persist sessions, preferences, skills, tags, watchlists, peer groups, notes, theses, and research steps, alongside SEC EDGAR and Yahoo Finance numbers and filings that stay traceable to their source. It also supports custom XBRL concept validation and iXBRL viewing for equity research workflows.

Enables financial modeling for SaaS and other assets via MCP tools, including simulation, scenario comparison, sensitivity analysis, semantic knowledge search, and persistent context memory.

An MCP server that provides tools for privacy-oriented context API including encrypted fact storage, commitment-based proofs, and semantic search, enabling users, AI agents, and back-office systems to securely manage and prove personal facts without exposing raw data.

Verified knowledge base for AI agents. Stop hallucinations with certified, source-backed facts. Covers Swiss law, health, finance, climate, AI/ML, and more. 8 tools, no API key needed, public and free.

A self-hosted MCP server that provides any LLM with a graph-backed memory layer of your life—tasks, email, finance, contacts, calendar—plus autonomous agent offices that act on your behalf.