Financial – MCP tools

manage-financial-overview
You Need A Budget (YNAB) MCP
Retrieve, update, or refresh a financial overview including account balances, goals, and context notes. Ideal for budget analysis and management.
MIT
financial_ratios_analysis
Excel Finance MCP
Calculate comprehensive financial ratios for investment analysis, cash flow projections, and automated financial reporting using Excel formulas.
octagon-financials-agent
mcp-octagon
Analyze financial statements, calculate key ratios, and evaluate company performance metrics. Use this tool to compare financial data across companies and track trends over time for informed decision-making.
MIT
getRatingsSnapshot
Financial Modeling Prep MCP Server
Retrieve financial ratings for companies to assess financial health and performance using key financial ratios.
TypeScript
Apache 2.0
getLatestHouseDisclosures
Financial Modeling Prep MCP Server
Access real-time financial disclosures from U.S. House members to track trades, asset ownership, and financial activities. Use this tool for enhanced visibility into political figures' financial insights and holdings.
TypeScript
Apache 2.0
getLatestHouseDisclosures
Financial Modeling Prep MCP Server
Access real-time financial disclosures from U.S. House members to track trades, asset ownership, and financial holdings for political transparency.
TypeScript
Apache 2.0

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Federal Financial Intel
SEC EDGAR, CFPB complaints, and BLS employment data. 4 tools.
MetricDuck — Financial Analysis
SEC filing intelligence for AI agents. Financials, screening, peer comparison for 5,000+ companies.