Retrieve, update, or refresh a financial overview including account balances, goals, and context notes. Ideal for budget analysis and management.
MIT
129,875 tools. Last updated 2026-05-06 15:39
"financial" matching MCP tools:
- Computes startup financial metrics from structured inputs such as revenue and opex. Returns metrics and missing input diagnostics.MIT
- Run multiple targeted searches for due diligence, returning company-specific financial metrics, risk factors, sector context, and peer comparisons, with results grouped by section.MIT
- Validate agent actions against safety guardrails before execution. Checks financial transactions, communications, and scheduling against 7 layers of constraints including financial limits, time restrictions, and value alignment.
- Search and filter consumer complaints about financial products from the CFPB database to analyze issues with mortgages, credit cards, student loans, and debt collection.
- Generate a comprehensive company snapshot with profile, financial statements, metrics, and investment narrative in a single call, marking unavailable sections based on user tier.MIT
Matching MCP Servers
- AlicenseCqualityCmaintenanceThe MCP provides comprehensive financial data and analytical tool support for AI large language models, specifically including the following five core data capabilities: Stock Analysis/ETF Analysis/Public Funds/News & Information/General Tools More Info: https://github.com/shenqingtech/deepq-finanLast updated445435ISC
- Alicense-qualityCmaintenanceProvides professional-grade access to financial and economic data from Yahoo Finance and the Federal Reserve Economic Data (FRED). It enables users to perform comprehensive stock analysis, screen equities, and retrieve a wide range of macroeconomic indicators and historical data.Last updatedMIT
Matching MCP Connectors
SEC EDGAR, CFPB complaints, and BLS employment data. 4 tools.
Semantic search over Nordic filings, press releases, macro data and electricity prices.
- Retrieve key market sentiment indicators including VIX fear index, financial conditions, stress index, and consumer sentiment to gauge market mood and risk perception.
- Retrieve key financial metrics from the three major financial statements for any stock symbol. Specify the number of recent records to return.MIT
- Extract structured financial data from investor relations websites and online sources for investment research when APIs are unavailable.MIT
- Fetch and analyze transactions for a specific account or month to review spending patterns. Provides detailed insights for budgeting and financial tracking in YNAB.MIT
- Retrieve financial statements including income statement, balance sheet, and cash flow for companies. Specify company ID and choose annual or quarterly periods to access structured financial data.MIT
- Filter companies by financial criteria to identify investment opportunities. Input JSON filters for sector, market cap, and other metrics to receive matching companies.MIT
- Check real-time trading status of exchanges and financial markets using the Polygon-io MCP Server to stay informed on market availability and activity.MIT
- Retrieve financial metrics and KPIs for companies over specified time periods to analyze performance trends and support investment research.MIT
- Compare financial metrics side by side across multiple companies to analyze performance differences and make informed investment decisions.MIT
- Retrieve fundamental financial data for companies by ticker, CIK, or company name. Filter by filing date, period of report, and other parameters to access detailed financial insights.MIT
- Check sync health and last update timestamps for all linked financial institutions to identify connections needing attention.MIT
- Generate a shareable text summary of your budget plan with allocation tables, key metrics, and Financial Runway estimate for sharing with partners or financial advisors.MIT
- Retrieve updated financial report IDs from the Slovak Registry of Financial Statements since a specified date, with pagination support for handling large datasets.MIT
- Retrieve standardized financial data (revenue, net income, assets) from SEC XBRL filings for a company. Requires CIK number; use sec_company_search to look up filings first.MIT