Financial Services MCP Servers

Zoho Invoice is a cloud-based invoicing software that enables businesses to create, send, and manage invoices and estimates, as well as automate payment reminders. It is primarily used for streamlining billing processes and financial management.

Financial management: Invoices, Estimates, Transactions, Bank Accounts, Payments, Recurring Invoices. Manage your business finances.

Zoho Books is an online accounting software that enables businesses to streamline financial operations, including invoicing, expense tracking, and tax compliance. Use it to automate accounting tasks and gain financial insights.

Income statements, balance sheets, cash flows, key metrics, ratios, and financial growth

Complete Numerai tournament toolkit. Manage models, submit predictions, view leaderboards, track scores and staking, monitor pipeline status, and get NMR/ETH prices — across the full tournament lifecycle.

S&P 500, NASDAQ, Dow Jones index data and historical constituents

Bulk batch endpoints for high-volume data retrieval

Earnings call transcripts and transcript availability dates

Finage provides real-time and historical market data for stocks, forex, and cryptocurrency through a REST API. Get live quotes, OHLCV bars, and previous close data for US stocks, 3500+ forex pairs, and crypto markets.

Pennylane provides an API for managing financial operations, including accounting, invoicing, and financial reporting, allowing businesses to automate and streamline their accounting processes.

Read-only Gusto data for payroll, tax, workforce, contractors, schedules, payouts, benefits, time off, and operational attachments — plus token context.

Chargebee is a subscription billing and revenue management platform that helps businesses automate recurring billing, invoicing, and revenue operations. It is primarily used to manage complex subscription billing cycles and optimize revenue growth.

Screen persons and entities against 8 US export control lists — BIS Entity List, Denied Persons, Unverified, Military End User, ITAR Debarred, Nonproliferation, CMIC, CAPTA. Fuzzy name matching with composite scoring.

PayFit is a payroll management solution that automates the calculation of employee salaries, payslips, and tax declarations, making payroll processing more efficient for businesses. Use it to streamline payroll operations and ensure compliance with legal regulations.

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Financial Services

Serbian Dinar Exchange Rates

Complete Financial Modeling Prep toolkit. Stock data, company financials, market analysis, economic indicators, alternative data, and more.

Trade It is a platform that facilitates trading activities, allowing users to execute trades and manage their portfolios. It provides real-time market data and trading tools, making it suitable for both novice and experienced traders.

This server offers financial intelligence tools, including insights into insider trades, SEC filings, and 13F holdings. It is targeted at investors and financial analysts looking for detailed data to inform their investment decisions.

Numerai is a crowdsourced AI hedge fund. Access tournament data, submit predictions, manage models, view leaderboards, run diagnostics, and upload pickle models. Supports Classic, Signals, and CryptoSignals tournaments.

This server facilitates privacy-preserving transactions within prediction markets, allowing users to create forecasts, submit positions, and resolve markets while maintaining their anonymity. It is particularly useful for data scientists and analysts involved in market predictions who require secure and confidential operations.

Pyth Pro provides access to real-time financial data, including symbols, candlestick data, and historical prices. It is designed for traders and analysts who require accurate and timely market information.

Marketgenius offers tools for analyzing dividend data and managing investment portfolios. Users can access dividend calculators, update and sync dividend information, and monitor their investment performance, making it a useful resource for investors and financial analysts.

Plaid provides financial data infrastructure connecting applications to bank accounts. Offers account linking, transaction data, balance checks, identity verification, and payment initiation.

This server provides real-time Martingale trading scores and market analysis, catering to traders who utilize the Martingale strategy. It is designed for those looking to gain insights and improve their trading performance in volatile markets.