"Finance-Oriented MCP Servers" matching MCP servers:

An MCP server for analyzing startup financial health and generating metrics reports locally.

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.

Provides Korean-specific financial calculators (4 insurances, salary net, severance pay, capital gains tax, DSR/DTI, FX conversion, housing subscription score) as MCP tools for AI agents.

Local-first personal finance MCP that aggregates bank, brokerage, credit, and loan accounts via Plaid and writes balances, holdings, and transactions to an Obsidian-style markdown vault, with access tokens stored securely in macOS Keychain.

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

Provides real-time AI compute pricing and cost analysis across LLM providers, enabling session cost tracking, model price comparisons, and historical data queries.

An MCP server that gives AI assistants read access to real brokerage accounts and market data, with 39 tools for prices, technical analysis, SEC filings, and macro indicators, while order execution requires human approval via a separate dashboard.

India's first MCP server for Indian equity research, enabling Claude to access structured financial data, operational KPIs, and documents for 5,000+ NSE/BSE listed companies.

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

A simple MCP server for interacting with Marinade Finance on Solana, providing real-time updates and secure transactions.

An MCP server and CLI providing business, financial, and tax calculations including math expressions, income tax estimates, loan amortization, depreciation, and more.

India's first MCP server for Indian equity research, enabling natural language queries on 5,000+ NSE/BSE listed companies directly from Claude.

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

Provides read-only investment research and audit tools for validating ETF snapshots, comparing ETF structures, and auditing backtest reports, while strictly excluding any order or trading capabilities.

Provides AI agents with deterministic, offline finance tools for commodity margin analysis, loan covenant compliance, invoice auditing, AP exception classification, and five-day close readiness.

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

Enables Claude to store and query personal finance transactions using semantic search. Transactions are persisted in ChromaDB and JSON, allowing natural language questions about spending trends and portfolio allocations.

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

Enables natural language financial management for self-hosted Maybe Finance instances, including account queries, transaction CRUD, CSV import, intelligent categorization, cash flow analysis, and forecasting.

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.