Category
finance
34 published apps and connectors currently match this lane.
Finance guide
Treat financial data and write actions as separate decisions.
Finance MCP apps can connect assistants to books, invoices, reports, payments, market data, tax tools, and banking workflows. The useful question is not only what the app can answer, but what it can change.
A finance app that reads reports has a very different risk profile from one that creates invoices, files forms, updates accounting records, or moves money.
How to choose
- Start with read-only reports, balances, market data, or invoice lookup.
- Require explicit confirmation for payment, tax, accounting, or record updates.
- Look for audit trails, scoped auth, support links, and clear publisher details.
Massive Market DataClaude Connector
Stocks, options & indices market data via Massive.com financial data API. Access real-time and historical prices, quotes, trades, and aggregates for equities, options contracts, ETFs, FX, crypto, and more.
Jaz AccountingClaude Connector
Give Claude full access to Jaz accounting. Create invoices, record bills, reconcile banks, close books, compute taxes, and generate reports. 247 tools, 13 IFRS calculators, 12 job blueprints, complete API coverage. Agents do real accounting work, autonomously and correctly.
AieraChatGPT App
Claude Connector
Finance data for professionals
BankrateChatGPT App
Browse savings products
BrexChatGPT App
Claude Connector
Automate expense workflows
Carta CRMChatGPT App
Find deals, investors, notes.
CB InsightsChatGPT App
Claude Connector
Predictive intelligence
CubeChatGPT App
Analyze your financial data
DaloopaChatGPT App
Claude Connector
Financial KPIs with links
EMPLOYERSChatGPT App
Get a workers' comp quote
EthosChatGPT App
Protect your family in minutes
GustoChatGPT App
Claude Interactive Connector
Run payroll and team insights
Intuit Credit KarmaChatGPT App
Claude Interactive Connector
Credit insights & offers
Intuit QuickBooksChatGPT App
Claude Interactive Connector
Business finances made simple
Intuit TurboTaxChatGPT App
Claude Interactive Connector
Tax estimates, prep & experts
KrakenChatGPT App
Find news about crypto assets
LONA Trading AssistantChatGPT App
Optimize trading strategies
Moody’sChatGPT App
Claude Connector
Detailed company and risk data
MorningstarChatGPT App
Claude Connector
Live market insights
MT NewswiresChatGPT App
Claude Connector
Real-Time financial news
Neptune FloodChatGPT App
Quote Flood Insurance
PayPalChatGPT App
Claude Connector
Payments and business tools
PazyChatGPT App
Find your funeral plan
PitchBookChatGPT App
Claude Connector
Faster workflows with market intelligence
QuartrChatGPT App
Claude Connector
AI-powered company research
RampChatGPT App
Claude Connector
Automate finance tasks
RemitlyChatGPT App
Plan remittances
S&P GlobalChatGPT App
Claude Connector
Query S&P Global data
Simply BusinessChatGPT App
Find small business insurance
StripeChatGPT App
Claude Connector
Payments and business tools
Third BridgeChatGPT App
Expert-led enhanced insights
TickerSageChatGPT App
Live Stock & Crypto data
Tinman AIChatGPT App
Resolve complex loan scenarios
TuioChatGPT App
Get smart on home insurance
FAQ
Short answers for finance apps.
What finance MCP workflows are safest to start with?
Reporting, lookup, reconciliation review, market research, and invoice search are safer first workflows than payments or accounting writes.
Can finance MCP apps update records?
Some can, but write actions should have scoped permissions, clear confirmations, and logs that make the change traceable.