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Self-hosted MCP endpoint built into Sure Finance for external AI assistants that need token-authenticated access to personal finance data, accounts, transactions, holdings, budgets, balance sheets, income statements, uploaded family files, bank-statement imports, and goal creation.

How to deploy Claude Code in a security- and compliance-sensitive financial-services environment, using its documented data-handling, ZDR, network, IAM, and sandboxing controls.

Access high-quality fundamental financial data from SEC filings and investor presentations

Source-backed KLinePic stdio MCP server for turning broker and exchange fills into annotated post-trade candlestick review charts, with capability discovery and no-charge request preflight before quota-consuming rendering.

The official Xero MCP server (@xeroapi/xero-mcp-server) that lets AI assistants work with a Xero accounting organisation — managing contacts, chart of accounts, invoices, credit notes, payments, bank transactions, manual journals, quotes, items, and payroll, and reading financial reports — using Xero OAuth2 custom connections or a bearer token.

Inferventis hosted MCP server with 20 financial tools for FX rates, stocks, crypto, news, and URL reading over streamable HTTP, with many free tools and optional premium API keys.

Official Alpaca MCP server for Trading API workflows, including account and portfolio data, orders, positions, watchlists, assets, stocks, crypto, options, news, corporate actions, and market data.

Local MCP server for the edgartools Python library, letting Claude search, parse, read, compare, and analyze SEC EDGAR filings, companies, ownership, funds, proxy statements, notes, trends, and live filing feeds.

Python MCP server that connects Claude to market screening, TradingView-style technical analysis, Yahoo Finance prices, financial news, Reddit sentiment, backtesting, options-chain lookups, and multi-timeframe trading research workflows for crypto and stock markets.

Streamable HTTP MCP server for financial research workflows, including standardized financial data, SEC filing search, company discovery, market signals, ticker resolution, and alternative-data table exploration.

Python MCP server that lets Claude query Financial Datasets for stock statements, prices, company news, crypto prices, and SEC filings.

Analyze passive income opportunities using live US Treasury rates, an AI-powered yield optimizer, and portfolio return calculator — no auth, no install, connect by URL

Remote MCP server over US SEC EDGAR filings — parsed 8-K (with body-text detection of suspected misclassifications under Item 8.01), Schedule 13D/G with activist filer tagging, and S-3 / 424B5 ATM-offering detection.

Manage your Brex corporate card and banking account from Claude — expenses, cards, transactions, users, bills, vendors, travel bookings, and spend analytics — with the official Brex remote MCP server.

DeepLedger MCP server ai.deepledger/mcp for QuickBooks recording, reconciliation, and month-end close workflows over streamable HTTP.

Industry-specific AI agents for healthcare, legal, and financial domains with specialized knowledge, compliance automation, and regulatory requirements

Decision-assurance layer for AI agents: returns calibrated Decision Assets and an auditable action boundary (approve / review / block / seek-evidence) plus a verifiable Decision Receipt before high-stakes actions. Advisory only — never transacts or modifies identity. MCP tools: health_check and bench_query.