AI tools · Finance

Polygon.io MCP Server

Polygon.io's official MCP server that exposes its market-data API: aggregates and bars, trades and quotes, snapshots, ticker reference, dividends, splits and fundamentals for stocks, options, forex and crypto. Useful for plugging granular market data into an AI assistant.

Alpha Vantage MCP Server

Alpha Vantage's official MCP server that exposes real-time and historical market data to AI assistants: equities, forex, crypto, commodities and economic indicators. It runs over Streamable HTTP with a free tier. Handy for querying financial data directly from Claude or ChatGPT.

EODHD MCP Server

EODHD's official MCP server bundling dozens of read-only tools plus embedded API docs: prices and intraday, fundamentals, news and sentiment, technical indicators, options, indices, Treasury rates and ESG. Useful for analysts wanting to plug a broad market dataset into an AI assistant.

Financial Datasets MCP Server

Financial Datasets' official MCP server covering a broad universe of tickers: income statements, balance sheets and cash flows, SEC filings with section extraction, prices, metrics, ETF and 13F holdings, insider trades and news. Connects via OAuth or API key. Suited to listed-company analysis.

SEC EDGAR MCP Server

Open-source MCP server that gives an AI assistant access to SEC EDGAR regulatory filings (10-K, 10-Q, 8-K, financial statements). It lets you pull and analyze official figures and documents from US public companies in plain language. Useful for analysts and finance teams doing fundamental research.

Yahoo Finance MCP Server

Widely used community MCP server that delivers Yahoo Finance data: historical prices, company info, income statements, balance sheets and cash flows, options chains, holders, analyst recommendations and news. Handy for quick, free access to market data from an AI assistant.

Financial Modeling Prep MCP Server

Community MCP server that wraps the Financial Modeling Prep API with a large set of tools spanning fundamentals, financial statements, ratios, ETFs, crypto, forex and economic data. It offers dynamic, static or all-tools modes. Useful for exposing a broad financial-data catalog to an AI assistant.

Claude for Excel

Microsoft Excel add-in that brings Claude into the spreadsheet with cell and sheet context for analysis, modeling and reusable financial workflows. It rolled out to Pro subscribers after a limited beta. Useful for FP&A staff and analysts who build their models in Excel.

Wisesheets

Add-on for Excel and Google Sheets that pulls, via simple formulas, a company's financial statements over many years, key metrics, live and historical prices, dividends, analyst estimates and ETF and options data. Useful for analysts who build their models in a spreadsheet.

Investment Co-Pilot (GPT)

Ready-made assistant in ChatGPT for retail investors to analyze companies, markets and portfolios and to explain financial concepts. It acts as an investment thinking aid rather than an official data source. Handy for sketching an analysis before verifying it.

Xero MCP Server

XeroAPI's official MCP server that connects AI assistants to Xero accounting: contacts, invoices, chart of accounts, bank transactions, payroll and financial reports, via OAuth2. Useful for teams wanting to query or automate their Xero accounting from an assistant.

QuickBooks Online MCP Server

Intuit's official MCP server for QuickBooks Online, with a broad set of tools across many entity types and several financial reports such as balance sheet, P&L and cash flow. It authenticates via OAuth 2.0 and runs locally. Aimed at automating accounting through an AI agent.

Agentic Commerce Protocol (ACP)

Open standard co-maintained by OpenAI and Stripe that defines how AI agents, buyers and merchants connect to complete purchases and payments. It underpins ChatGPT's instant checkout flow. Useful for teams building agent-driven commerce and payment workflows.

Plaid Dashboard MCP Server

Plaid's official remote MCP server for its Dashboard: debug Items, review Link conversion and funnel analytics, and track API usage metrics. It authenticates via OAuth with no API key to set up. Aimed at technical teams operating Plaid's banking connectivity.

Stripe agent toolkit (MCP)

Stripe's official toolkit that exposes payment operations to AI agents via MCP. It lets you automate billing and payment tasks from an assistant. Useful for finance and billing teams wanting to drive Stripe through natural language.

Coinbase Agentic Wallet MCP

Coinbase's official MCP server (CDP Agentic Wallet) that lets AI agents check balances, add USDC via Onramp, discover x402 services and make autonomous payments on Base, Polygon and Solana, within user-set limits. Aimed at agent-driven crypto payment use cases.

CoinGecko MCP Server

CoinGecko's official MCP server that gives AI assistants real-time and historical crypto prices, market caps and volumes across a broad set of tokens, plus onchain DEX price and liquidity data. Available through a free keyless endpoint or a Pro plan with an API key.