"Finance-Oriented MCP Servers" matching MCP servers:

AI-powered personal finance analysis through Claude AI using Plaid integration, enabling natural language queries about transactions, subscriptions, budgets, and spending trends.

Enables interacting with personal-finance-service business operations—groups, payment methods, and expenses—as MCP tools, with Keycloak authentication for interactive and headless agents.

Enables Claude to interact with the Open Finance Brasil APIs, allowing users to query accounts, balances, transactions, credit cards, PIX keys, initiate PIX payments, and view investments across supported Brazilian banks using natural language.

Local, privacy-first access to bank and credit-card transactions for Copilot, backed by SimpleFIN.

Enables Claude and other MCP clients to query Stripe receivables, payouts, disputes, balance, approved supplier bills, and cash forecasts in plain English through read-only finance tools.

Enables AI agents to calculate Etsy, eBay, and Stripe fees, compare platform fees, and analyze profit margins through MCP tools.

Exposes OMIE ERP's financial API as MCP tools, enabling AI agents to query bills, process payments, generate boletos/PIX, and read cash flow via natural language.

Enables agents to run 14 billing and finance workflows across Stripe, Gmail, Slack, Google Calendar, Sheets, Drive, Docs, GitHub, Shopify, Linear and Notion — from generating invoices and chasing failed payments to reconciling payouts, assembling dispute evidence and building revenue and fee reports. Reads run automatically, while anything that creates, sends, changes or deletes is shown for approval first.

Enables stdio-only MCP hosts like Claude Desktop and Cursor to securely connect to Payman's remote Genie MCP server, exposing the ask_genie tool for payments and finance tasks via a local bridge.

Enables AI assistants to read Itaú bank account information (balances, statements, credit card bills, investments) via Open Finance Brasil, read-only.

Enables AI agents to issue, query, and cancel Serbia SEF eFaktura electronic invoices (UBL 2.1 SRB-CIUS) into the national Ministry of Finance system, using the merchant's own API key.

Enables AI agents and finance teams to extract structured fields from messy invoices and audit them before payment, applying seven evidence-backed risk rules that catch total/tax mismatches, duplicate invoices, missing fields, future dates, and round amounts, then returning a 0–100 score with a payment link. Exposes four MCP tools over stdio and Streamable HTTP (spec 2025-11-25) plus a web UI, backed by an optional AWS Bedrock or OpenAI-compatible extraction brain that degrades gracefully to a zero-dependency offline engine.

An MCP server for the Pluggy Open Finance Brazil API, enabling connection to bank accounts and management of financial data including transactions, accounts, investments, and payment intents through natural language.

Connects Mercado Pago accounts via Open Finance Brasil to AI assistants for read-only queries about balances, statements, credit card bills, and investments.

Enables agents to list, preview, confirm, and pay for HTTP resources via x402, while providing a payment ledger and Binance account/market-data context.

Connect this server to read-only Wise accounts via Enable Banking OAuth to allow ChatGPT access to fresh balances and transaction history.

Connects the BV bank to AI assistants via Open Finance Brasil, enabling natural language queries on balances, transactions, credit card bills, and investments with read-only access.

Connects AI agents to Uber Conta by Digio via Open Finance Brazil, enabling read-only queries on balances, transactions, credit card bills, and investments.

Connect your Clear bank account to AI assistants like Claude and ChatGPT via Open Finance Brasil to query balances, statements, credit card bills, and investments in natural language (read-only).

Connects PagBank accounts to AI assistants via Open Finance Brasil, enabling natural language queries about balances, statements, credit card bills, and investments. Read-only and regulated by the Central Bank.

Enables natural-language access to personal finance data, including consolidated balances, monthly overviews, transaction search, credit card invoices, recurring bills, budgets, category/tag reports, cash flow forecasts, and Open Finance status, with optional read/write tools.

Exposes four stdio MCP tools that let an AI client read sandbox disputes and unpaid invoices, draft persistent payment reminders, and execute reminders only after a human approves them in a separate terminal CLI. This lets finance teams triage PayPal issues and prepare outreach while keeping sending behind explicit human approval.

Connect your PicPay account to Claude, ChatGPT, and AI agents via Open Finance Brazil to query balances, statements, credit card bills, and investments in natural language. Read-only.

Connect your Íon account to Claude, ChatGPT, and AI agents via Open Finance Brasil to query balances, statements, credit card bills, and investments in natural language. Read-only and regulated by the Central Bank.

Enables natural language queries about Porto Bank accounts via Open Finance, including balances, statements, credit card bills, and investments, using Claude, ChatGPT, and AI agents.

Enables natural-language-driven purchase-to-pay workflows against mock procurement and payment APIs, including invoice matching, exception handling, human approvals, and idempotent payment scheduling with a tamper-evident audit log.

Connects to EQI accounts via Open Finance Brasil, enabling read-only access to balances, statements, credit card bills, investments, and loans through natural language.

Enables AI assistants to read and analyze consolidated financial data across banks, cards, payments, accounting, payroll, and equity sources. Provides tightly controlled, read-only access so AI can answer finance questions without moving money.

Connects Player's Bank via Open Finance Brasil to AI assistants, enabling natural language queries about balances, statements, card bills, and investments, read-only.

Enables financial management through MCP tools for account viewing, transaction analysis, budgeting, and analytics, deployable on Vercel.