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"Information and Resources on Finance" matching MCP servers:

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    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.
    12
    MIT
  • F
    license
    A
    quality
    C
    maintenance
    Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.
    15
  • A
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    quality
    D
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    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.
    34
    MIT
  • F
    license
    -
    quality
    C
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    MCP server for SchoolFinance, a single-user school finance app, exposing tools and resources for managing students, classes, payments, income/expenses, reports, and settings via local SQLite.
  • F
    license
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    quality
    C
    maintenance
    A read-only personal finance MCP server for analyzing transaction CSVs, providing tools to filter transactions, summarize spending, categorize charges, and flag unusual activity.
    1
  • A
    license
    A
    quality
    B
    maintenance
    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.
    15
    49
    MIT
  • F
    license
    A
    quality
    C
    maintenance
    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.
    7
  • A
    license
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    quality
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    maintenance
    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.
    36
    3
    MIT
  • A
    license
    A
    quality
    B
    maintenance
    India's first MCP server for Indian equity research, enabling natural language queries on 5,000+ NSE/BSE listed companies directly from Claude.
    19
    55
    MIT
  • A
    license
    A
    quality
    B
    maintenance
    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.
    19
    55
    11
    MIT
  • A
    license
    A
    quality
    D
    maintenance
    An MCP server and CLI providing business, financial, and tax calculations including math expressions, income tax estimates, loan amortization, depreciation, and more.
    10
    2
    MIT
  • A
    license
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    quality
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    maintenance
    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.
    4
    MIT