Finance and payments MCP servers

finpln

finpln.app

Personal and family finances: free-to-spend, budgets, reports; adds statement rows for review

Katana — Japan Stock Screener

katanascreener.com

Screen every listed company in Japan by financials, custom formulas, and annual report text.

MoreAI - Byrå ChatGPT & Claude (Fortnox)

byra.amore.cloud

Fortnox MCP for accounting firms: every consultant reaches every client, and approves each change.

FacturaSmart Pro

facturasmartpro.com

Invoicing your AI agent runs for you: invoices, quotes, expenses, VAT books. Veri*factu for Spain.

Citeri

citeri.es

Bookings, clients, services and invoices of your beauty salon on Citeri (Spain) from your AI.

Mini Accountant

miniaccountant.app

Invoicing, expenses, accounting analytics. OAuth 2.1 dynamic client registration, no API key.

What's Moving

whatsmoving.app

Archive of US stock moves after they happen, with cited evidence and market narratives.

bitledger.app

bitledger.app

Crypto tax ledger for Switzerland, Germany and Austria: review, tax figures, source of funds.

TallyNexa

tallynexa.ai

Ask about your TallyPrime books: who owes you, what you owe, sales, stock, GST and 40+ reports.

Tradetron

mcp.tradetron.tech

Build, backtest and diagnose algo trading strategies in your own Tradetron account in plain English.

OptionsWave

optionswave.com

Earnings research on US stocks: what options price for a report, and PEAD model signals after it.

Xponda

xponda.com

Real, up-to-date prices and data for your AI: groceries, fuel, rent, stocks and the economy.

InsiderCat

insidercat.com

Congress and corporate insider trades, portfolio holdings, performance, sentiment and ownership.

QuanterLab

quanterlab.com

Backtest trading rules and read registered finance studies, on point-in-time data.

Portali

portali.tech

Bookkeeping for CPA firms: clients, QuickBooks, bank data, reports, OCR docs, and billing.

Otis

otisbase.com

Free client billing for AI assistants: hours, expenses, timers, invoices and payments.

Vamos

@ArifADS

Organize group trips, track shared expenses, and see who owes whom in Vamos.

Budget Tracker by Smart Money

smart-money.ink

Personal finance: log expenses in plain language, track accounts, budgets and spending

Solved Tax & Legal

solved.legal

UK tax and legal research grounded in legislation, HMRC guidance and case law, with citations.

Gloom

@gloom-sh

Stocks, options flow, SEC filings, earnings, GPU prices, supply chain and macro data for agents

Olympus government data

new-odyssey.com

U.S. government data with provenance: Census demographics, SST sales tax rates, SEC financials.

Cashly

corenexis.com

Personal finance tracker: log expenses and income, track EMIs, debts, subscriptions and bills.

OpenFinance — Easy Trading: Crypto, Stocks, Perps & Prediction Markets

openfinance.tech

Easy trading for AI agents: crypto, perps, stocks, prediction markets, forex and memecoins. One URL.

BankrollSZN

bankrollszn.com

DFS projections, ownership, optimizers and model picks for NFL, MLB, NBA, NHL, PGA, MMA and more.

wabisabi.cards

wabisabi.cards

Pokémon and One Piece card prices from eBay and Cardmarket in EUR, plus portfolio and favourites.

TickerLayer Market Data

tickerlayer.com

Live and historical market data for stocks, forex, crypto, indices, ETFs, commodities and bonds.

Temlavo

temlavo.com

Extract accounting data from invoices, flag what needs review, and check your page usage.

kbiz.fr

kbiz.fr

Données légales et financières des entreprises françaises : fiches, recherche, dirigeants, BODACC.

Jahresabschluss.io – Buchhaltung & Steuern

jahresabschluss.io

Buchhaltung & Steuern deutscher Firmen per KI-Agent · German bookkeeping, VAT & tax prep via MCP

Paddle

paddle.com

Query and manage Paddle Billing: pricing, subscriptions, payments, revenue reports and webhooks.

Paddle (Sandbox)

paddle.com

Test Paddle Billing in sandbox: pricing, subscriptions, payments, webhooks and event simulations.

AgentBank

useagentbank.com

Crypto banking services for AI agents: collect money and pay bank accounts in local currency.

PricePulse

hatch-capital.com

Live short-term rental market data, comps and portfolio insights for Airbnb and Vrbo hosts.

Monexa

@emilijan-koteski

Track expenses and income, recurring payments and spending trends in Monexa from any AI assistant.

NuMetric

numetric-mcp.virifi.xyz

Read-only NuMetric.work accounting & ERP data: statements, KPIs, reports, invoices, documents.

QuickPay

pagaconquickpay.com

Payment links, stats, subscriptions, receivables and kitchen orders in Venezuela. Never moves money.

DigitalK2

digitalk2.se

K2 annual reports for Swedish limited companies: SIE import, tax, INK2 and filing prep.

CentsCheck AI Link

centscheck.com

The budget app your AI agent can use. Check budgets and log spending, with no bank logins.

Simple Fatoora

simplefatoora.com

Saudi e-invoicing: invoices, quotations, sales and VAT reports, and ZATCA Phase 2.

0xArchive Market Data

0xarchive.io

Hyperliquid and Lighter market data: order books, trades, candles, funding, OI, and webhooks

FactIQ

factiq.com

Official economic statistics, company filings, earnings calls and market data, with sources cited.

Zineps MCP

zineps.com

Manage Zineps shipments, labels, orders, invoices, and partner operations with AI assistants.

DeepLedger QuickBooks MCP Server for ChatGPT, Claude & AI

deepledger.ai

Connect QuickBooks to ChatGPT, Claude & Grok. Record bills, invoices, journal entries. Run reports.

taxapp.nz

taxapp.nz

Your taxapp.nz records and NZ tax; adds and edits records only if an owner allows. Sign-in required.

Trade It

tradeit.app

Connect brokerage accounts to AI assistants: holdings, orders, asset lookup, and approved trading.

Paidnice

paidnice.com

Accounts receivable for Xero and QuickBooks Online: customer replies, contacts and invoices.

Taxmeter

taxmeter.lt

Lietuvos PVM paruošimas / Lithuanian VAT preparation. No submission or tax advice.

find-ref

find-ref.com

Korean accounting standards, audit, tax and legal sources and rulings, with citation checks

Rivaire Finance

rivaire.pro

Personal finance tracker: wallets, transactions, debts, plans and spending summaries.

myocr.app

myocr.app

Convert PDF bank statements into Excel and check that the balances add up. Invoices and tables too.

ThesisLoop

thesisloop.ai

Research layer for AI agents: stock theses, filing Q&A with page cites, monitoring. Research-only.

QuantGPT

quantgpt.co

The data and trading platform for AI: decades of US market data, backtests in seconds.

Cleared

clearedpay.xyz

USDC invoicing on Base: send invoices, share pay links, track payments and customers.

Formist

formist.ai

AI agent that fills CBAM, GHG, CSRD/ESRS, EU Taxonomy, CDP and other sustainability forms.

Hubity

hubity.io

Preview the month's billing from approved time, retainers and progress, then draft invoices to send

syn.tax

syn-tax.de

German tax-firm workflows: clients, deadlines, documents, time tracking and DATEV data via OAuth.

Aggregate

aggregate.finance

Every company's money in one ledger: cash, runway, invoices, payroll. Records money, never moves it.

TripLedger

tripledger.app

Travel ledger for AI: journeys, stays, expenses, tax-residency day counts and Schengen 90/180.

AdvPlan

advplan.com.br

Access your Brazilian law firm's cases, deadlines, documents and billing with AdvPlan via OAuth.

CounselAudit

counselaudit.com

Legal bill review for in-house teams: audit law firm invoices, decide flags, draft firm letters.