Back to Directory/Finance

SigVest

Portfolio-aware finance tools: drift, risk, earnings, benchmarks, news, tax harvesting

Financev1.0.0

This MCP has no overview available.

Learn More

Open Source Plaid MCP Server: Connect Bank Data to AIWant an AI agent to see your bank transactions without handing over write access? bank-mcp is a read-only, open source server built on Plaid, Teller, Enable Banking, and Tink. Here's how it works and how to set it up safely.Read article Digits MCP Server: Financial Data for Accounting FirmsThe Digits MCP server lets accounting firms and fractional CFOs query client financial data directly from Claude, Cursor, or any MCP client. Launched April 2026, it covers P&L, cash flow, and vendor spend in read-only mode. MCPFind's finance category has 52 servers total.Read article MCP for Small Business Owners: Automate Without EngineeringMCPFind indexes servers across finance, CRM, communication, and productivity categories that fit how small businesses actually work. This guide shows which MCP servers reduce admin overhead for solo operators and small teams, with setup paths that require no engineering.Read article