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"A guide to investing in managed funds and equities" matching MCP servers:

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    What is PandaDoc MCP? PandaDoc MCP (Model Context Protocol) server connects AI agents directly to PandaDoc's document workflow — creating, sending, and tracking contracts and agreements without leaving your AI client. How to use PandaDoc MCP? To use PandaDoc MCP, connect your PandaDoc account, provide the required API credentials, and configure the appropriate MCP client.
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    MIT
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    Deterministic US equity-compensation tax optimizer. Six tools cover ISO/AMT exercise scheduling, NSO sell-vs-hold, RSU vest-and-sell, single-stock concentration, protective put / zero-cost collar pricing, and Section 1202 QSBS qualification. Federal plus 50-state plus DC tax math.
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    MIT
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    AgentBureau provides the legal and physical infrastructure for AI agents to operate within the German jurisdiction. We bridge the gap between digital intelligence and real-world action by providing "Embodiment-as-a-Service." Through our API, agents can perform legally binding actions—like sending faxes, mailing physical letters, issuing invoices, forming entire companies (GmbH/UG), ...
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    Checks documents against international standards (e.g., ICAO, Hague-Visby) to verify internal consistency and completeness, returning a machine-readable verdict for agent decision-making.
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    MIT
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    Construction trade compliance MCP server. Covers electrical, plumbing, HVAC, welding, roofing, gas fitting, solar and more across Australia, UK, USA, Canada and EU. 8 tools (3 free, 5 pro): compliance checking, cable sizing, RAMS generation, safety checklists, material compliance verification and inspection requirements. Works in Claude Desktop, Cursor, Windsurf and any MCP client.
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    MIT
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    Docuplete automates document completion for businesses — PDF templates, client interview forms, and e-signatures in one platform. The MCP server lets you drive the entire workflow from a conversation: find your document packages, start a client session, prefill fields from context, and generate the completed PDF packet without touching the dashboard.
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    Enables MCP clients to call an OFAC funds transfer authorization tool that returns a structured verdict, permitting transfers only if a version-pinned SDN screen returned CLEAR and COMPLETED before execution.
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    MIT
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    Generates EU AI Act Article 50 transparency disclosures for AI features, in all 24 EU languages, with copy-paste HTML snippets and determines which rules apply.
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    Source-verified regulatory and compliance intelligence: 10,000+ obligations across 39 pillars, each grounded in a primary legal source with a content hash. Covers the EU AI Act, GDPR, DORA, NIS2, HIPAA, Basel III and the MITRE ATT&CK/ATLAS families.
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    A local MCP server that enables Claude to answer Norwegian tax questions with actual calculations, covering income, wealth, stocks, funds, real estate, crypto, and more.
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    MIT
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    An MCP server for Dutch consolidated legislation, enabling AI agents to retrieve acts and their full text in force on a given date with verifiable citations via the official KOOP SRU API.
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    Apache 2.0
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    Enables AI-powered real estate analysis with built-in EU AI Act compliance, providing a production-ready MCP server for property insights and governance.
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    MIT
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    Enables renters to cross-examine their rent ledger against their lease using deterministic tools, uncovering discrepancies in charges, fees, and rent amounts.
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    MIT