"A server for finance intelligence via MCP" matching MCP servers:

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

A production-grade MCP server that provides AI assistants with real-time financial market data, company metrics, and historical prices using yfinance and FastMCP.

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.

A personal finance MCP server that combines DART official disclosures, Telegram analyst chatter, and Toss Securities live trading to give LLM agents research and execution capabilities.

A minimal MCP server that converts company names to stock symbols and fetches financial data from Yahoo Finance using two example tools.

Norman Finance is an accounting and tax filing autopilot designed for entrepreneurs in Germany. The Norman Finance MCP server enables new ways of interacting with Norman Finance's accounting, tax, and invoicing services. Simplifying financial workflows by integrating Norman Finance API capabilities

Enables MCP clients to manage a local SQLite personal-finance ledger by recording income and expenses, listing transactions, aggregating spending by category, summarizing income/expense/net, and setting and tracking monthly budgets.

Enables personal finance tracking through Claude Desktop using natural language to manage income and expenses with persistent SQLite storage. Supports adding and deleting transactions, checking balances, and viewing spending summaries grouped by category or month.

Enables financial data retrieval for stocks and cryptocurrencies, including price, market cap, and volume, with fuzzy company name to ticker resolution, via a FastAPI server and interactive agent.

A read-only personal finance MCP server for analyzing transaction CSVs, providing tools to filter transactions, summarize spending, categorize charges, and flag unusual activity.

Exposes personal-finance tools like accounts, transactions, spending analysis, budgets, bills, reminders, portfolio, and goals via MCP, enabling any MCP client to query financial data.

A unified MCP server for academic paper discovery, citation exploration, and research intelligence workflows over multiple scientific knowledge sources.

Real-time stock & crypto market data for LLMs, over the Model Context Protocol.

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

Provides access to real-time stock prices, financial statements, news, and options data via the Model Context Protocol. It enables AI assistants to retrieve comprehensive market data, including historical prices and analyst recommendations, through a standardized interface.

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.

Enables retrieval of comprehensive financial data from Yahoo Finance, including stock prices, company info, financial statements, options, and news, for stock analysis and market research.

MCP server for SEC EDGAR filing intelligence, providing tools for fetching, chunking/embedding, retrieval, and evaluation of filings.

MCP server that exposes Yahoo Finance data through tools for searching instruments, fetching quotes, history, company info, financials, dividends, news, recommendations, and options. Enables AI assistants to answer market-data questions using natural language.

An MCP server that exposes comprehensive Yahoo Finance data (quotes, financials, options, news, and more) to AI agents via the yfinance library, requiring no API key.