All AI connectors
Addepar MCP
Bring Addepar portfolio intelligence into Claude
Affinity
Search, update, and prep deals without switching tabs.
agri-mcp.tcit.cl
Manage farm operations in AGRI: labor tasks, harvest, irrigation, inventory, purchasing and cost reports.
Aiera
Live events, filings, company publications, and more
Airwallex Developer
Integrate with the Airwallex Platform using Claude
Aiwyn Tax (formerly Column Tax)
Estimate your federal & state taxes with Aiwyn's tax engine
Alpha Vantage MCP Server
Stock market data: stocks, options, fundamentals, earnings, SEC filings, indices, news, exchange rates, commodities, and other trading signals to power your quantitative finance workflow
Amazon Selling Partner
Amazon Selling Partner MCP
AngelList
Turn your fund into something you can talk to.
AnythingMCP
Connect Claude to SAP, weclapp, DATEV, Odoo, Etsy, Shopware, Billbee, Sendcloud, Deutsche Bahn, Telegram, Bundesbank & 180+ business APIs — or turn any REST, SOAP, GraphQL or SQL API into MCP tools.
Atlar
Query your live treasury data: accounts, balances, transactions, and forecasts—directly from Claude.
Autosheet
Agent for Google Sheets work
Belvo MCP
Understand your finances on your own terms
Bigdata.com
Not yet verified
BiggerPockets
Underwrite real estate deals and search BiggerPockets' investing library.
BILL
Finance answers, where you need them.
BillingMart
BillingMart.com MCP Server- Invoice drafts, estimates, client lookup, expenses, and billing reports
Black Diamond
Client, portfolio, and performance data for advisors
BlackRock Advisor Center
Build, analyze, and compare portfolios for advisors
Bling MCP
Access and manage your Bling directly in Claude.
Blockscout
Access and analyze blockchain data
Breezing
Crypto accounting for Xero, QuickBooks and Bexio Alternative: Categorize, reconcile and book crypto in your ledger
Brex
Intelligent finance automation
CAISey
CAISey gives CAIS platform users access to alternative investment products data made available on the platform.
Campfire
Search, analyze, and export Campfire data
Canary Data
Perform world-class investment analysis
Carta
The connected ERP for private capital
Cashfree
Your All in One AI Assistant
CB Insights
Predictive intelligence on private companies
Chargebee
Live billing intelligence for your revenue team
Chariot
Manage your nonprofit's DAF donations and deposits
Checkout.com
Investigate, troubleshoot, and understand payment operations.
Chronograph
Interact with your Chronograph data directly in Claude
Clarity AI
Simulate fund classifications under proposed SFDR 2.0
Clear Street
Research and Analyze Stocks and Options.
CoinDesk
Access Live & Historical Crypto Data, Indices
CoinGecko
Live crypto prices, charts, trends, and sector rankings, powered by CoinGecko.
CoinMarketCap
Real-time crypto market and on-chain data analysis
Coinversa Pulse
Live crypto, stock, gold & oil trading data from Hyperliquid: see what the best traders and whales are doing on Bitcoin, ETH, the S&P 500 and more
Conquest MCP Server
Conquest’s verifiable AI financial advice engine in Claude — create plans, review client goals, and apply SAM strategies right where you work.
Contract-Factory — Sociétés & SIREN
Infos officielles des entreprises françaises (RNE)
Cotality
Access Cotality’s property and location intelligence
Crunchbase
Access reliable company data, market signals, and forward-looking predictions to research organizations, compare performance, uncover emerging trends, and make faster, more informed business decisions
Crypto.com
Real time prices, orders, charts, and more for crypto
Cube Software
Bring trusted Cube financial context into Claude. Analyze performance, model scenarios, and move decisions into action, with your Cube permissions enforced on every request.
D&B Finance Analytics
Commercial credit decisioning and portfolio risk workflows for AI
D&B Risk Analytics
Execute risk workflows powered by the D&B Commercial Graph™
Daffy MCP
Check your Daffy fund, donations and charities
Daloopa
Financial fundamental data and KPIs with hyperlinks
Datarails FinanceOS
Query and analyze your company's consolidated financial data from Datarails FinanceOS.
Datasite
Manage your M&A data room from Claude
Deel
Manage your global workforce, right in Claude.
Dext
For accounting and bookkeeping firms: ask Dext about client data health, VAT and CT positions, aged debt, workflow and team capacity - across one client or your whole portfolio. Read-only.
Digits
Track and analyze your finances with Digits
docsend.com
Manage data rooms, track engagement, and move deals forward with DocSend in Claude
DualEntry
Search, create, and manage your DualEntry accounting data
Egnyte
Securely search and analyze your Egnyte content
Embat
Ask Embat about cash, debt, payments, and accounting
Era Context
Manage your personal finances using Claude
Etherscan
Explore wallets, tokens, transactions, contracts, logs, blocks, and gas across 60+ EVM chains with Etherscan
etoro
etoro. Where Our Collective Intelligence Meets Your Claude
Expensify
Search and analyze your Expensify data
FactSet AI-Ready Data
Access institutional-quality financial data and analytics
Financial Datasets
Access stock market data
FINNY
Your FINNY campaigns, website visitor tracking, and prospect uploads in Claude.
Fiscal.ai
Clean Public Equity Fundamental Data
Fitch Solutions
Fitch credit intelligence, inside your AI workflow
Flourish Financial
Securely access and analyze Flourish client data from Claude
FMP
Comprehensive financial market data
Franklin Templeton Funds and Insights
Explore public Franklin Templeton fund information, document links and published investment insights.
FreshBooks
Ask Claude how your business is really doing — straight from your FreshBooks financials
Gemini
Connect AI assistants to live crypto markets, prediction markets, your trading accounts, all through our secure read-only plugin
GLG
Expert intelligence, instantly in your workflow
GoCardless
Build GoCardless payment API integrations
Grasp
Find, screen and analyse private-market opportunities
Grasshopper Bank
Query and analyze your financial data
Guidepoint
Real-time access to trusted expert knowledge
Gusto
People and payroll, made easy
Hanover Park
Run your investment firm in real-time with access to portfolio, accounting, performance and LP data.
Hebbia
AI for financial rigor
IBISWorld
Financials, risk data and analysis on 50,000 industries
ICE Data Services
Analyze U.S. fixed income trade and reference data
Ideals
Search, manage, and update your Ideals project from Claude
Interactive Brokers (IBKR)
Analyze global markets
Intuit Credit Karma
Credit score factors & insights
Intuit Developer
Build and test integrations with Intuit APIs
Intuit QuickBooks
Accounting Payments & Payroll
Intuit QuickBooks Labs
Categorize transactions, reconcile accounts, send invoices, and run reports
Intuit TurboTax
Estimate tax refunds and connect with live tax experts
Invesco for Advisors
Tools to help solve your investing and business challenges
J.P. Morgan Asset Management (55ip)
Develop and analyze personalized, tax-aware portfolio transition scenarios
Jump
Trusted AI for advisors & financial professionals
Keel
Build & backtest Hyperliquid strategies
Kepler
Connect your Kepler account for sourced financial analysis and model building
Kick
Search, categorize, edit, and report in Kick.
Light
Work with your Light finance data in Claude
LSEG
Access best in class data & analytics across a broad spectrum of asset classes.
LSEG AI
Data Analytics and Trading
Lukka Prediction Markets Data MCP
Prediction market intelligence across several venues, including Kalshi and Polymarket: market discovery, classification, pricing, open interest and volume.
Lumonic
Analyze portfolio data and reporting in Claude
LunarCrush
Add real-time social media data to your searches
Macrobond Assist
Spend your time on the analysis, not on finding the data
Mastercard Developers
Up-to-date Mastercard APIs, docs, and guides
Mercury
Understand & manage your money
Meridian Connector for QuickBooks
Make changes to QuickBooks Online from within Claude.
Meridian Connector for Xero
Make changes to Xero from within Claude
Mollie
Online and in-person payments, subscriptions, funding, reconciliation, and fraud prevention – so growth never means more providers.
Moody's Credit MCP
Risk insights, analytics, and decision intelligence
Morningstar
Up-to-date investment and market insights
Morningstar Credit Analytics
Structured credit insights and analytics
MSCI Connector
Data you can build on
MT Newswires
Trusted real-time global financial news provider
MYOB
Understand your MYOB business finances with Claude.
Navan
Access and analyze your Navan financial and travel data
NetSuite
Connect Claude to NetSuite data for analysis & insights
Nevis
Look up clients, review and update tasks, and capture notes
NumbersGame MCP
Query and update QuickBooks Online and Xero from Claude — invoices, bills, reports, and reconciliations.
Omega Point
Turn market, index, and portfolio data into decisions: institutional risk, performance, and factor analytics in one place.
OnChainDiligence
Inspect autonomous payments before execution and independently verify evidence afterward.
Ontra
Query your Ontra data directly from any AI tool
Orion
Bring Orion Connect portfolio data and Redtail CRM together in Claude — prep for client meetings, capture follow-ups, prioritize your pipeline, and turn reports into talking points.
Oxford Economics
Access Oxford Economics’ trusted economic analysis and data directly in Claude.
Papermark
Manage your data rooms and tracked documents from Claude
PaperOffice
Built for companies. Ready for AI agents. The headless DMS for Claude: search, read, extract, approve, send for signing and archive documents in your own account, with your permissions.
Payhawk
Ask and act on company spend: cards, invoices, travel
PayPal
Payments and business tools
Paytm Payment Gateway
Make Claude your Paytm Payments assistant
PicPay
PicPay. Seu próximo banco.
Pigment
Analyze business data
Pine Labs Payments Assistant
Query your Pine Labs payments data in plain language — orders, transactions, settlements, subscriptions and success rates, plus integration help for developers.
Pinegap
AI-powered Equity Research Platform
PitchBook Premium
PitchBook data, embedded in the way you work.
Plaid Developer Tools
Monitor, debug, and optimize your Plaid integration
Pliant
Query and manage your Pliant corporate spend, cards, team, and accounting directly in Claude.
PocketSmith Complete Access
Search and categorise transactions, track your budgets and analyse spending trends, forecast your net worth and monitor your cashflow! Work with your live PocketSmith data in plain language.
Privacy.com
Manage virtual cards and track your spending patterns
Public Holdings
View your Public portfolio, market data and preflight trades
Qonto
Manage your Qonto business finances from Claude
Quartr
Financial data and AI infrastructure for company research.
QuickStart
AI-powered accounting
Ramp
Search, access, and analyze your Ramp financial data
Ramp Data
Search and analyze Ramp spend across 50,000+ businesses
Ratehub Mortgage
Find and compare Canada’s best mortgage rates
Revolut X
Manage your crypto portfolio
Rillet
Query your live GL and financials in plain English
Rockhopper
The audit trail and governance layer for every file your team and your AI touch.
S&P - Deterministic Retrieval
Deterministic access to S&P Global data
S&P Global - Adaptive Retrieval
Flexible data access for complex workflows
Schwab Advisor Services
Less time searching. More time focused on your clients. For professional use only.
Sequence
Billing, invoicing, and revenue data tools for Sequence
Square
Search and manage transaction, merchant, and payment data
Stripe
Accept payments, grow revenue.
stub
Super simple AI native accounting
Sumsub
Verify identities, businesses, and prevent fraud
SuperBooks
Financial OS for small businesses
Tabs
Make complex revenue simple at scale.
TaxAct
Estimate your refund, and check what documents you need
TEXT TO QUANT
Backtest trading strategies written in plain English on real market data, with graded, honesty flagged reports.
Third Bridge
Expert-led enhanced insights
Ticket Tailor
Event platform for managing tickets, orders & more
Tiller
Connect to your transactions in your Tiller spreadsheet
TreppMCP
Bring Trepp's trusted CRE, CMBS, CRE CLO, and Lending data, analytics, and market intelligence directly into your AI workflows.
Twelve Data
Real-time prices, 100+ technical indicators, and fundamentals for stocks, forex, crypto, and ETFs — ask in plain English, no API knowledge needed.
Vanguard Advisor Tools
Access Vanguard models data and content from Claude
Verisk Underwriting Intelligence
Ask questions. Get underwriting insights from Verisk.
Verisk XactRestore
Natural-language estimating for XactRestore
viaNexus vAST
Power AI workflows with viaNexus: a financial data marketplace delivering prices, news, fundamentals, and global macro economic data directly from trusted provider partners.
Vibe Prospecting
Find and enrich company and contact data in Claude for prospecting, lead generation, recruiting, and CRM enrichment across 150M+ companies and 800M+ contacts
Wealth.com
Bring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summaries.
Wealthbox
Search, update, and manage Wealthbox data from inside Claude
Webull
Your Global Multi-Asset Trading & Analysis Powerhouse
Xero
Access your Xero financials from any conversation
Yardi Virtuoso
Real-time Yardi data & insights
Zacks Data
Trusted Financial Data from Zacks Investment Research
Zocks
Analyze client conversations, patterns, and insights.
Zoho Books
Zoho Books MCP for Smart Finance Ops