Finance & Payments MCP servers

US retirement modeling for agents: projections, scenario comparisons, and retirement-age analysis.

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

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

Review household finances and prepare corrections and transfer requests for approval in BetterOff.

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

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

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

Your rental portfolio from any assistant: leases, rent, buildings, tenants and documents.

US stock and ETF research: Congress and insider trades, earnings, picks vs SPY. Sign-in required.

Split group expenses, settle debts and track budgets in 107 currencies. Needs Spliteo Premium.

Korean (DART/KIND) and US SEC filings with AI summaries, direction labels and market reaction.

Hosted MCP for Kalshi prediction markets: search, odds, order books, settlement rules, and trading.

Run your eMAG Romania shop and Oblio invoices from AI; every change waits for your approval.

Search 125,000+ businesses for sale with financials and broker contacts. Requires Clef Dealmaker.

Share docs with tracked links, send them for e-signature and run a SAFE round, with your approval.

Macroeconomic and market data for AI agents: rates, credit, volatility, calendars and screeners.

Track SaaS and AI-tool spend, renewals, seats, invoices and client bill-back for small teams.

Quote Moldovan RCA and Green Card car insurance; create unpaid orders the user pays on iasig.md.

Crowdfunding on Ulule: submit a project proposal, then build its page, goal, images and rewards.

Startup accounting: cash, burn, runway, financial statements, transactions, bills and invoices.

Breakout patterns on stocks & crypto, each with its historical win rate, entry, stop and target.

Spanish autónomo bookkeeping and AEAT tax forms 303, 130, 390, 100: your model reads the documents

Read-only access to your Cove finances: accounts, spending, transactions and recurring bills.

Cycle analysis of your own time series: dominant cycles, cycle scans, cyclic RSI and consensus.

Look up invoices, estimates, and customers. Save a draft. Nothing is sent.

Connect your AI assistant to Qualy to manage payments, billing, and contacts.

Connect your AI assistant to NexPay to view payments, contacts, commissions, and exchange rates.

Dealer gamma exposure (GEX) levels and dealer positioning heatmaps for US equity options.