Financial Services MCP Servers

Search CEO and named executive officer compensation at 4,000+ US public companies — salary, bonus, stock awards, option awards, non-equity incentive, pension changes, and total compensation. Parsed from SEC EDGAR DEF 14A proxy statements using LLM extraction with iXBRL cross-validation.

Senate and House member financial disclosures and trading activity

Crowdfunding campaigns and equity offering data

Zoho Expense is an expense management software that enables businesses to automate and streamline expense reporting, approvals, and reimbursements. It is primarily used to track and analyze employee expenses and ensure compliance with company policies.

CFTC Commitment of Traders reports and analysis

FreshBooks is a cloud-based accounting software designed for small businesses, facilitating tasks like invoicing, expense tracking, and time management. Use it to streamline financial operations and manage client billing efficiently.

SEC filings including 8-K, 10-K, 10-Q forms and company profile lookups

Cryptocurrency symbols and digital asset market data

FRED (Federal Reserve Economic Data) provides access to over 800,000 US and international economic time series from the Federal Reserve Bank of St. Louis. Includes GDP, inflation, unemployment, interest rates, housing data, and more.

Younium is a subscription management platform that automates billing, invoicing, and revenue recognition for businesses. Use it to streamline your financial operations and enhance subscription lifecycle management.

Technical analysis indicators including moving averages, RSI, and ADX

Earnings reports, dividend history, stock splits, and IPO calendars

QuickBooks Online is accounting software for managing invoicing, expenses, payroll, and financial reporting. Query customers, vendors, invoices, bills, accounts, and generate financial reports like P&L and Balance Sheet.

Invoiced is an accounts receivable automation platform that helps businesses streamline billing, collections, and payment processes. It is primarily used for automating invoicing, managing subscriptions, and reducing payment-related tasks.

Global exchange trading hours and holiday schedules

Recurly is a subscription billing platform that automates recurring billing, invoicing, and revenue management for businesses to streamline their subscription processes.

Zoho Billing is a full-featured billing and invoicing platform that allows businesses to manage recurring invoices, track expenses, and automate payment processes. Use it to streamline financial operations and enhance billing accuracy.

Poplar provides an API for verifying bank account details in real-time to ensure secure and accurate financial transactions.

Environmental, Social, and Governance (ESG) ratings and benchmarks

Bureau of Economic Analysis API providing GDP, personal income, international trade, and industry economic account data at national, state, and county levels.

Sector/industry performance, P/E ratios, gainers, losers, and most active stocks

Historical price charts and intraday data for stocks, indexes, commodities, forex, and crypto

Treasury rates, economic indicators, and market risk premium data

Detailed company profiles, employee counts, market cap, executives, and M&A data