Read-only account, portfolio, and transaction lookup
AI Connectors Directory · Finance
AI connectors for Finance
363 connectors and apps are filed under Finance across the ChatGPT and Claude directories, 11.5% of everything listed. All of them are on this page, with where each one can be reached and what fintech, banking, accounting, trading, and insurance platforms typically expose to an assistant.
The landscape
What Finance looks like inside the assistants
At 363 connectors it is the 2nd largest of 17 buckets, 11.5% of the directory.
Of those, 253 listed in the ChatGPT apps directory and 159 in the Claude connectors directory. 49 products appear in both.
The largest of the regulated buckets, unusually well represented for its sector, and with a higher-than-average share of partner verification. Read paths dominate: market data, portfolio lookup, and calculators, with anything that moves money handed back to the vendor’s own authenticated surface.
Among the 159 with a Claude listing, the median publishes 12 tools against a Claude-directory median of 11. Node8 verified 23 endpoints in this bucket first-hand against the live server.
What to build
What fintech, banking, accounting, trading, and insurance platforms put in front of an assistant
Market, rate, and reference data your firm already licenses
Calculators and scenario modelling driven by your own logic
Document retrieval: statements, filings, policy documents
Deepest Claude tool surfaces here
- Alpha Vantage MCP Server · 126 published tools
- Longbridge Securities · 126 published tools
- Deel · 95 published tools
- POHODA – AI účtovný konektor od ÚčtoMost · 95 published tools
- BankSync · 94 published tools
The same MCP server serves ChatGPT, Claude, and Microsoft Copilot. You build the tools, the authentication, and the permission model once, then decide which surfaces to distribute to. See where an MCP server can be distributed for how the platforms differ.
The full list
All 363 Finance connectors
Listed alphabetically, as captured in August 2026. Each profile carries the marketplace listings, the publisher, and, where the endpoint answered, what the server actually exposes.
A-Max Auto Insurance
Auto insurance rate comparison inside the chat
ChatGPT
Abacum.ai
Live actuals, plans, and forecasts from an Abacum model
Claude
ACE Money Transfer
Remittance rates, fees, and payout options by corridor
ChatGPT
Addy AI
Mortgage pipeline and document checklist tracking
ChatGPT
Advance America
Store locator and product information for Advance America
ChatGPT
Affinity
Deal and contact records from Affinity in conversation
Claude · ChatGPT
Affirm
Installment payment estimates and Affirm checkout
ChatGPT
AgentCollect
Read-only questions about accounts receivable recovery data
ChatGPT
Aiera
Earnings transcripts, filings, and research from Aiera
Claude · ChatGPT
AIR Credit Intelligence
Company credit risk assessment and scenario testing
ChatGPT
airpay
Merchant payment, settlement, and refund lookups
ChatGPT
Airwallex Developer
Airwallex API documentation and sandbox testing for integration work
Claude
AIS Insurance
Car insurance comparison from a few vehicle details
ChatGPT
Aiwyn Tax (formerly Column Tax)
US federal and state tax calculation with a 1040 PDF back
Claude
Akaunting
Small business invoicing, expenses, and reports
ChatGPT
Albsig
Albsig insurance policies for the Albanian market
ChatGPT
Aleph
Plain language questions across connected finance data
ChatGPT
Allianz Direct España
Non-binding car insurance estimates for Spain
ChatGPT
Allowance
Spend-limited virtual cards for agent purchases
Claude · ChatGPT
Alpaca
Stock, option, and crypto market data queries
ChatGPT
Alpha Vantage MCP Server
Market, fundamental, and macroeconomic data from Alpha Vantage
Claude
AlphaSights
Expert call transcripts and research from an AlphaSights account
Claude
AlphaStocks
Structured breakdown of earnings and investment documents
ChatGPT
ALPS Insurance
Professional liability premium estimates for law firms
ChatGPT
AmazingPensions
Retirement income projections from contribution assumptions
ChatGPT
AngelList
Fund administration records from AngelList, queryable by prompt
Claude
Any Exchange Rate
Currency conversion widget inside the conversation
ChatGPT
AnyMortgageCalculator
Mortgage payment and total interest calculations
ChatGPT
Assurance Emprunteur Lemoine
Loan insurance quotes under France's loi Lemoine
ChatGPT
Assurance Temporaire
Temporary French motor cover from one to ninety days
ChatGPT
Athena Information
A curated news feed and saved analyses from an Athena workspace
Claude
Autoinsurance.net
Auto insurance comparison from ZIP code and vehicle
ChatGPT
AutoIQ
Auto loan and lease payment calculations
ChatGPT
Bankrate
Deposit rates and savings growth projections
ChatGPT
BankSync
Bank, card, and brokerage data aggregated for querying in chat
Claude
BestMoney - Car Insurance
Car insurance comparison questionnaire for US drivers
ChatGPT
Bigdata.com
Institutional financial research and filings inside chat
Claude · ChatGPT
Bill Splitter
Split a bill or check between people
ChatGPT
Billabex
Accounts receivable and collections follow-up from chat
ChatGPT
Billit
Read-only access to Billit invoices, counterparties, and Peppol checks
Claude
Binance
Read-only lookups against Binance public market data
ChatGPT
BizCover AU
Indicative business insurance quotes for Australian firms
ChatGPT
Blockscout
Multichain block explorer data: addresses, tokens, and contracts
Claude
Boleron AI Insurance Broker
Bulgarian motor liability and travel insurance comparison
ChatGPT
Borderless Budget
Multi-currency personal finance questions in plain language
ChatGPT
Bound
Read-only view of Bound balances, payments, and FX orders
Claude
Brex
Company spend and expense lookups for finance teams
Claude · ChatGPT
Buy Or Rent Simulator
Buy versus rent modelling with IMF inflation data
ChatGPT
Campfire
Campfire ERP records queried and exported from a conversation
Claude
Canary Data
Canary's proprietary equity datasets behind a single call
Claude
Capycash
Personal income and expense tracking through conversation
ChatGPT
Carta
Cap table, valuation, and fund performance data from Carta
Claude
Carta CRM
Deal flow, contacts, and meeting notes for investors
ChatGPT
Cashfeed
Invoice capture, approval queues, and supplier records from Cashfeed
Claude
CB Insights
Private company research and market mapping
Claude · ChatGPT
Chargebee
Subscription, invoice, and payment records from a Chargebee site
Claude
Chargebee (EU Region)
Natural language questions over live Chargebee billing data
ChatGPT
Chronograph
Portfolio analytics and performance data from Chronograph
Claude
Chronograph GP
Private capital portfolio monitoring for general partners
ChatGPT
Chronograph LP
Private markets portfolio data for limited partners
ChatGPT
Clarity AI: Extra-financial risk analysis for your investments
Screen portfolios against Clarity AI mandates for breaches
Claude
Clarity AI: Simulate fund classifications under proposed SFDR 2.0
Portfolio screening against investment mandates
Claude · ChatGPT
ClarityTrack
Read-only view of connected personal finance data
ChatGPT
ClearCash
Read-only personal finance questions in plain language
ChatGPT
Clockwork
Portfolio holdings, capital calls and IRR, MOIC, DPI and TVPI
Claude
CloFin
Conversational personal finance and budget tracking
ChatGPT
Co-Invest
Market research and trade planning with Liquid
ChatGPT
Cognitive Credit
Credit research across filings, prospectuses and financial statements
Claude
CoinDesk
Crypto spot, futures and options data with regulated indices
Claude
CoinGecko
Live cryptocurrency prices, charts, and market caps
Claude · ChatGPT
CoinMarketCap
Crypto prices, technical indicators, and market signals
ChatGPT
Contract-Factory — Sociétés & SIREN
Official French company records from the RNE by name or SIREN
Claude
Cortena FinOps
Payables, approvals and invoice status from a Cortena workspace
Claude
CRE Agents (Vic)
Commercial real estate methods and market data for deal work
Claude
CredCore - Tusk Liquid
Queryable database of public credit agreement terms
Claude · ChatGPT
Crypto.com
Crypto prices, order books, candlesticks and trades from Crypto.com
Claude
CryptoAudit
Crypto market research and chart lookups in chat
ChatGPT
Cryptoworth
Read-only access to Cryptoworth crypto accounting portfolios
ChatGPT
Cube
Query Cube financial planning data through chat
ChatGPT
D&B Risk Analytics
KYB, screening, and entity risk workflows
Claude · ChatGPT
Dakota Marketplace
Search allocators, funds, and private-market data
ChatGPT
Dakota Platform
Query Dakota Platform customers, accounts, and transactions
ChatGPT
Daloopa
Source-linked company KPIs for modeling and research
Claude · ChatGPT
Datarails FinanceOS
Managed finance database with audit trail and permissions
ChatGPT
Datasite
Virtual data room administration for M&A deals
Claude · ChatGPT
Deal Analyzer MCP
Underwrite and compare U.S. rental property deals
ChatGPT
Deel
Global hiring cost comparisons and take-home pay estimates
Claude · ChatGPT
Digits
Read-only feed of Digits accounting data
Claude · ChatGPT
DOST
AP and AR automation: invoices, enrichment and approval workflows
Claude
Double
Month-end close management with write-back to Double
ChatGPT
Driggsby
A read-only view of bank, investment and debt accounts via Plaid
Claude
Drivetrain
Natural language analysis of Drivetrain metrics
ChatGPT
Dynamo
Alternative investment data: deals, portfolio metrics and investors
Claude
Economic Mind
Market sizing and forecast data with traceable sources
ChatGPT
Egnyte
Search and summarize files stored in Egnyte
Claude · ChatGPT
Elevate Invoices
Invoice creation with recalled clients and pricing
ChatGPT
ElevenFlo
U.S. chapter 11 bankruptcy filings and research
ChatGPT
Embat
Read-only treasury questions answered from Embat's real numbers
Claude
EMPLOYERS
Workers' compensation insurance quotes in chat
ChatGPT
Energy Ogre
Texas electricity plan savings estimates
ChatGPT
Entropia
Data room browsing, document search and audit log analytics
Claude
Era Context
Personal finance automations, spending review and portfolio context
Claude
Ethos
Term life insurance price estimates from five questions
ChatGPT
Europea Seguros
Funeral insurance quotes for Spain
ChatGPT
EverQuote
Compare car insurance options and connect to quotes
ChatGPT
Exact Online AI Connect, by iWebDevelopment
Live Exact Online financials, stock and receivables analysis
Claude
Expensify
Read-only questions about Expensify account data
ChatGPT
Experian Loans
Personal loan estimates by ZIP code or state
ChatGPT
Exum: ExoScope Crypto
Live crypto charts and market moves in chat
ChatGPT
Facile.it Energia
Compare Italian gas and electricity offers
ChatGPT
FactorWeave
Quantitative factor data across US equity tickers
ChatGPT
FactSet AI-Ready Data
FactSet market data and estimates through MCP
Claude · ChatGPT
facturillo
Read-only questions about Panamanian receipt records
ChatGPT
Fakturoid
Invoicing, expense records, and business statistics
ChatGPT
Financial Datasets
Structured US stock market data and filings
ChatGPT
Financial Summarizer Pro
Structured summaries of SEC annual and quarterly filings
ChatGPT
FinancialFilings
Regulatory filings and normalised financials for listed companies
Claude
FinancialReports
Global regulatory filings and normalized financials
ChatGPT
Fincome
Revenue KPIs, cohorts and forecasting for subscription businesses
Claude
Findash
Client records and meeting prep for advisory firms
ChatGPT
Finhay
Vietnamese market data and portfolio review
Claude · ChatGPT
FinOpps
Schedule, revenue, and payment questions for event businesses
ChatGPT
FinRank Shiver
Regulatory and rate data on US banks
ChatGPT
Fintoc
Payment operations for Fintoc merchants
ChatGPT
Firmenbuch
Austrian company register data with annual accounts and ratios
Claude
Fiscal.ai
Fundamental data linked back to source filings
Claude · ChatGPT
Fitch Solutions
Fitch ratings research, CreditSights and BMI country risk analysis
Claude
Flanks Aggregate
Aggregated bank and broker balances, holdings and transactions
Claude
FMP
Market data across stocks, ETFs, crypto, forex and SEC filings
Claude
Fold
Review personal accounts, spending, and investments
ChatGPT
ForInvest
Turkish and global market data with analysis tools
ChatGPT
Found
Banking, bookkeeping, and tax figures for the self-employed
ChatGPT
Freeway Insurance
Estimated auto insurance rate from a short interview
ChatGPT
Fugle-Stock
Fugle watchlists, notes, and price alerts
ChatGPT
Gainium
Read-only view of a trading bot workspace
ChatGPT
Gentek Reg Agent
EMIR, SFTR and MiFIR reporting rules from UK and EU rulebooks
Claude
GLG
Search expert network transcripts and past call content
Claude · ChatGPT
GoCardless
Integration guidance for building against the GoCardless API
Claude
Granatum Financeiro
Brazilian business accounting reports and cash position
ChatGPT
Granite Finance
Budget review, spend tracking, and affordability checks
ChatGPT
GrantLink
Read-only grant records for nonprofit staff
ChatGPT
Grasp
Private-market company, buyer and deal research with exports
Claude
Grasshopper Bank
Account balances, transactions and spending analysis for customers
Claude
GREI
Property investment search across Greece and Cyprus
ChatGPT
Guidepoint
Search a library of expert interview transcripts
Claude · ChatGPT
Gusto
Run payroll and check team figures
Claude · ChatGPT
H&R Block
Book appointments with tax preparers at local offices
ChatGPT
Hanover Park
Fund, portfolio and LP records from Hanover Park in Claude
Claude
HealthMoney
Portfolio, allocation, and retirement overview in one view
ChatGPT
HitPay
HitPay sales, payouts and payment links inside a conversation
Claude
Hyperline
Billing, quotes, and revenue data from a Hyperline account
ChatGPT
IBI SMART
Israeli and US portfolio tracking through IBI SMART
Claude
IBISWorld
IBISWorld industry research and risk scores for market sizing
Claude
ICE Data Services
US fixed income trade and reference data from ICE
Claude
IFG
Tax research grounded in official sources and citations
ChatGPT
In Practise
Expert interview library and company research for fundamental investors
Claude
Inkle
Read-only access to Inkle bookkeeping and tax records
ChatGPT
Insurify
Car insurance quote estimates compared by driver profile
ChatGPT
Interactive Brokers (IBKR)
Portfolio questions and draft trade instructions for IBKR accounts
Claude · ChatGPT
Intuit Credit Karma
Credit score factors, spending trends, and card comparisons
Claude · ChatGPT
Intuit TurboTax
Federal tax estimates, filing options, and expert booking
Claude · ChatGPT
Investment Banking
Banking workflows for M&A, financing, valuation, and diligence
ChatGPT
InvestmentIQ
Savings goal calculator with long-range wealth projections
ChatGPT
Invoice Field Extractor
Structured field extraction from invoice text
ChatGPT
Itau Beneficios
Card benefits and discounts from Banco Itau Chile
ChatGPT
Jaz Accounting
Accounting, finance, and reporting for multi-currency books
ChatGPT
Jump
Meeting transcripts, summaries and contacts from Jump, read-only
Claude
Juspay Genius
Payment analytics and order lookups from Juspay
ChatGPT
Kavara Kirk
Structural change scoring for order-book and telemetry streams
Claude
KeyBid Puls
Short-term rental ROI analysis from property listings
ChatGPT
Kick
Bookkeeping across businesses with drafted entries for review
Claude · ChatGPT
Kova
Portfolio reviews measured against a saved investment strategy
ChatGPT
Kraken
Crypto prices, trends, and market narratives
ChatGPT
Kredit
UAE credit card comparison by spending pattern
ChatGPT
Kubera
Net worth and asset questions against Kubera data
ChatGPT
Learn to invest with AJ Bell
Investing education and jargon explained from AJ Bell content
ChatGPT
LedgerHQ
LedgerHQ reports, bank coding and reconciliation from a chat
Claude
LedgerLens
Questions about transactions and uploaded bank statements
ChatGPT
Ledgy
Personal expense tracking and budget planning in chat
ChatGPT
LendingTree
Mortgage and refinance rate ranges from a lender network
ChatGPT
Leocare
Indicative car insurance pricing for vehicles registered in France
ChatGPT
Lev
Commercial real estate deal workspace access from ChatGPT
ChatGPT
Liberty Mutual
Auto insurance quote estimates with handoff to Liberty Mutual
ChatGPT
Lili
Lili business banking records for owners and their accountants
Claude
LONA Trading Assistant
Backtest and refine algorithmic trading strategies in chat
ChatGPT
Longbridge
US and Hong Kong stock research plus account data
ChatGPT
Longbridge Securities
US and Hong Kong market research through Longbridge Securities
Claude
LSEG
Institutional market data and analytics through natural language
Claude · ChatGPT
Lumonic
Portfolio monitoring and reporting data from Lumonic
Claude
LunarCrush
Social metrics and sentiment for tickers, coins and creators
Claude
Mamble Calculators
Interactive mortgage and loan calculators inside ChatGPT
ChatGPT
Mantle Portal
Private markets positions and document extraction via Mantle Portal
Claude
Margins
Accrual accounting answers across a business's connected sources
Claude
Mashvisor
Rental market data for property investment comparison
ChatGPT
Mastercard Developers
Live Mastercard API specs and integration guides for coding agents
Claude
Mckenzie Adams Credit Repair
Credit repair services information and consultation requests
ChatGPT
Mckenzie Adams Debt Relief
Guidance on debt settlement and consolidation options
ChatGPT
Mercury
Read-only access to Mercury banking account data
Claude · ChatGPT
Mesh
Corporate spend, cards and approvals through the Mesh platform
Claude
Meshed Cover
UK cyber insurance quotes with broker follow-up
ChatGPT
MetricDuck
SEC filing data with links back to EDGAR sources
Claude · ChatGPT
Monito
Compare international money transfer providers on cost and speed
ChatGPT
Monk
Balance checks and collections queries against a Monk instance
Claude
Moody’s
Company, ratings, and ownership data for credit workflows
ChatGPT
Moody's Credit MCP
Moody's credit data and research for analysis workflows
Claude · ChatGPT
Moody's Growth & Strategy
Moody's company data and market signals for go-to-market teams
Claude
MoonPay
Generate crypto purchase links payable at MoonPay checkout
ChatGPT
Morningstar
Fund and equity data with Morningstar analyst research
Claude · ChatGPT
Morningstar Credit Analytics
Structured credit analytics from Morningstar coverage and research
Claude
Mortgage IQ
Mortgage payment calculator using Federal Reserve rate data
ChatGPT
MSCI
Entitlement-controlled MSCI index and portfolio data queries
Claude · ChatGPT
MT Newswires
Real-time multi-asset financial newswire coverage
Claude · ChatGPT
Multiples.vc
Public comps, M&A multiples and venture round data in one place
Claude
MutuiOnline.it
Compare Italian mortgage offers from multiple lenders
ChatGPT
MyChoice Insurance
Auto and life insurance quotes across Canada
ChatGPT
MyInvestor
Read-only browsing of MyInvestor's investment catalogue
ChatGPT
MYOB
Read-only view of MYOB Business numbers, currently in beta
Claude
MyTruv: AI Money Autopilot
Linked account data for spending, income and net worth
ChatGPT
NAVI Protocol
NAVI lending pools, positions and wider Sui DeFi data
Claude
Neptune Flood
Real time flood insurance quotes for a US property
ChatGPT
NestPilot
Educational decision support for retirement timing choices
ChatGPT
Next Stock - Market Insights
Structured stock research and ranked market summaries
ChatGPT
Norman Finance
Invoicing, bookkeeping and German VAT filing from a conversation
Claude
NP Ledger
Fund accounting for small nonprofit bookkeeping
ChatGPT
Nsure Insurance Quotes
Home insurance quotes from several insurers at once
ChatGPT
NuMetric
Read-only access to NuMetric accounting and ERP records
Claude
OakbrookOne
Illustrative debt consolidation scenarios from Oakbrook
ChatGPT
Obolus
Net pay comparison across supported countries
ChatGPT
Octus
Credit intelligence for sub-investment grade markets
ChatGPT
OKX
Crypto prices, volume and candlestick charts from OKX
ChatGPT
Ontra
Legal entity, fund and ownership records from Ontra
Claude
OptimalCover
Fair-price benchmarks for vehicle service contracts
ChatGPT
Options Analysis Suite
Read-only options market research and analytics
ChatGPT
OptionsAhoy
Seven calculators for US equity compensation decisions
ChatGPT
OptionsCalc
Multi-leg options strategy modelling with payoff charts
ChatGPT
Pane
Linked accounts for balances, spending and net worth
ChatGPT
Pappers France
French company registry, case law and property data via Pappers
Claude
Paribu
Live prices for coins listed on Paribu
ChatGPT
Parqet
Questions answered from a Parqet portfolio
ChatGPT
PayPal
Business account tools and payments integration
Claude · ChatGPT
Paytm Payment Gateway
Paytm merchant transactions, refunds and settlement lookups
Claude
Pazy
Guided funeral plan matching for Spain
ChatGPT
Pearl
Net worth, spending and bill questions from linked bank accounts
Claude
Pemo
Read-only queries over Pemo cards, spend and reimbursements
Claude
Per Diem
Read-only queries over Per Diem financial data
ChatGPT
Pet Insurance Comparison
Side-by-side pet insurance quotes for US owners
ChatGPT
PetGPT - Dog & Cat Insurance
Dog and cat insurance quotes by breed
ChatGPT
PFT Edgebook - Trading Journal
Read-only assistant access to a PFT trading journal
ChatGPT
Photon Commerce
Financial document extraction with a human review step
ChatGPT
PicPay
Connector for the PicPay financial ecosystem
ChatGPT
Pinegap
Earnings previews, KPI tables and thesis tracking for equity research
Claude
PitchBook
Structured private capital market data lookups
ChatGPT
PitchBook Premium
PitchBook private capital data on firms, deals, funds and people
Claude
Plaid Developer Tools
Plaid Link conversion metrics and Item diagnostics for developers
Claude
Plymouth Rock Home Assurance
Home insurance quote estimates in six US states
ChatGPT
Pocket Ledger Expense Tracker
Chat-based expense logging and budget summaries
ChatGPT
POHODA – AI účtovný konektor od ÚčtoMost
Read and write access to a licensed POHODA accounting environment
Claude
PortfolioIQ
Portfolio growth projections with confidence intervals
ChatGPT
Pretto
French mortgage comparison and borrowing capacity estimates
ChatGPT
Primary
Read-only queries against Primary financial data
ChatGPT
Privacy.com
Virtual card creation and spend controls on Privacy.com
Claude
Public Equity Investing
Research workflows for listed equity investors
ChatGPT
Qonto
Qonto business account, invoicing and card administration
Claude
Quartr
Public company research and saved research assets
Claude · ChatGPT
QuickFile Accounting Software
QuickFile ledgers, invoices and reports queried read-only
Claude
Rabbu
Short-term rental listings and market performance data
ChatGPT
Rallies
Stock research built on live market data
ChatGPT
Ramp
Spend analysis and card admin through conversation
Claude · ChatGPT
Ramp Data
Corporate spending indicators drawn from Ramp transactions
Claude · ChatGPT
Ratehub Mortgage
Canadian mortgage rate comparison across banks and lenders
Claude
RealEstateIQ
Rental property return metrics and long-range projections
ChatGPT
RealOpen
Crypto proof of funds for property purchases
ChatGPT
RelPro
Company and contact intelligence with filings and loan triggers
Claude
Remitly
Remittance planning before money is sent
ChatGPT
REPSLog
Time logging toward US real estate professional status
ChatGPT
RetirementIQ
Quick retirement readiness score from three inputs
ChatGPT
Revelata deepKPI
SEC-derived KPIs with one-click provenance for US listed companies
Claude
Rho
Rho account and transaction data for financial modelling
Claude
Ria Money Transfer
Exchange rates and transfer quotes before sending
ChatGPT
Rillet
Live general ledger queries and journal entries in Rillet
Claude
Rydoo
Expense lookups, receipt gaps and policy answers from Rydoo
Claude
S&P - Deterministic Retrieval
Structured, parameterised access to S&P Global data for agents
Claude
S&P Global
Natural language queries over S&P Global datasets
ChatGPT
SaaSFlow
SaaS profit and loss with subscription metrics
ChatGPT
Sacra
Research and revenue data on private tech companies
Claude · ChatGPT
Savvly
Longevity fund projections, eligibility checks and comparisons
Claude
Scorechain
Blockchain address screening for AML investigations
Claude · ChatGPT
SecureLend
Loan comparison calculators across several borrowing categories
ChatGPT
Seguro Match
Insurance quotes for homes, cars, and motorcycles in Spain
ChatGPT
Sequence
Billing, invoice and revenue queries against Sequence data
Claude
Shinhan Securities Assistant
Portfolio review and Vietnam market questions for account holders
ChatGPT
Simply Business
Indicative small business insurance pricing from a few questions
ChatGPT
Simply Family Budget
Household budgeting records, balances, and cash flow in chat
ChatGPT
Skipo
Read-only Skipo balances, transfers and conversion history
Claude
SkyWatch.ai
Renters insurance quotes for pilots flying non owned aircraft
ChatGPT
Slatemark
Delayed market data, trade journal and brokerage records, read-only
Claude
Slice
Cap table, grants and ownership queries against Slice
Claude
Solo 401k Calculator
Maximum Solo 401(k) contribution figures by income and entity type
ChatGPT
SPARK by SILEX
Structured products portfolio queries through SPARK by SILEX
Claude
SpecterSystems.io
Business financing intake and application tracking for merchants and brokers
ChatGPT
Spendify
Personal spending, budgets and recurring charges via linked banks
Claude
Sponge
Agent wallet balances, portfolio, and USDC funding links
ChatGPT
Square
Square commerce, payment and inventory data in Claude
Claude
Stable.com
Read-only swap quotes, balances, and order status lookups
Claude · ChatGPT
Steadily
Landlord insurance estimates from a rental property address
ChatGPT
Steadworth
Down payment assistance programs matched to location and buyer profile
ChatGPT
Stocktwits
Retail investor sentiment and market conversation from Stocktwits
Claude · ChatGPT
Stripe
Create payment links and manage Stripe billing objects
Claude · ChatGPT
SueldoNeto
Spanish net salary breakdown from a gross annual figure
ChatGPT
Sumsub
Identity verification and AML case work in chat
Claude · ChatGPT
Superbrain Finanzas
Personal income and expense log kept across conversations
ChatGPT
Superfunds
Israeli mutual fund search, comparison, and manager profiles
ChatGPT
Synci
Read-only access to bank, brokerage, and crypto accounts
ChatGPT
Tabs
Natural language queries over B2B billing and revenue data
Claude · ChatGPT
TaxAct
Filing cost estimates and tax document checklists from TaxAct
Claude
TaxHeaven
UK self-employed tax calculations and Making Tax Digital checks
ChatGPT
TaxMadeEazy: Rideshare Ded
Interactive checklist of IRS deductions for gig drivers
ChatGPT
The Fly Market Intelligence
Read-only company research, financial news, and stock screening
ChatGPT
Theia Insights
Thematic equity exposure scores and theme performance history
Claude · ChatGPT
Thimble Insurance
Commercial insurance quotes and coverage comparison for brokers
ChatGPT
Third Bridge
Expert network interview content for financial and business research
Claude · ChatGPT
TickerSage
Live crypto and stock candlestick charting inside chat
ChatGPT
Ticket Tailor
Box office operations for Ticket Tailor event organisers
Claude
Tinman AI
Mortgage eligibility and underwriting scenario checks
ChatGPT
TipRanks
Analyst research and market data in chat
ChatGPT
TipRanks Financial Data
Analyst ratings, portfolios and market calendars from TipRanks
Claude
TradingCursor
Multi-signal technical analysis for several asset classes
ChatGPT
Trata
Investment research library built on hedge fund debate
Claude · ChatGPT
Trioteca Hipotecas
Spanish mortgage costs, taxes and affordability ratios from Trioteca
Claude
Trucordia Go
Preliminary auto and home insurance premium estimates
ChatGPT
TrueProfit
Ecommerce profit and ad attribution reporting
ChatGPT
Tuio
Home insurance estimates and policy answers for Spain
ChatGPT
Twelve Data
Market prices, indicators and fundamentals from the Twelve Data API
Claude
U.S. Gold Bureau Metal Spots
Live spot prices for four precious metals
ChatGPT
ualet
Chilean bank and card spending data from a ualet account
Claude
UK Property Valuation
UK home value reports from sold prices and EPCs
ChatGPT
Unusual Whales
Options flow and market research through chat
ChatGPT
Vaatun
Insurtech platform information for brokers and MGAs
ChatGPT
ValYou
Net worth history and wealth percentile from ValYou
Claude
Vantixs
Visual algorithmic trading pipelines and backtests
ChatGPT
Vega Options
Options strategy risk and market structure analysis
ChatGPT
Verisk Underwriting Intelligence
ISO loss cost intelligence for insurance underwriters and actuaries
Claude
Verisk XactRestore
Build XactRestore restoration estimates by describing the work
Claude
viaNexus vAST
Licensed institutional market data through the viaNexus marketplace
Claude
Vings
Personal finance data lookup for connected accounts
ChatGPT
Voder
Plain-language questions against a Xero ledger
ChatGPT
VUHL VA Loan Calculator
VA loan monthly payment estimates for veterans
ChatGPT
WealthCheck Financial Planner
Personal financial health snapshot and action plan
ChatGPT
Webull
Read-only market data and portfolio access
Claude · ChatGPT
Well
One graph over bank, invoicing, CRM and accounting tools
Claude
Western Union
Transfer tracking, FX rates and support answers
ChatGPT
Wisesheets
SEC sourced US company financials traceable back to XBRL
Claude
wlthy
Cross-border net worth and cash flow tracking
ChatGPT
XE Currency Converter
Live currency conversion and exchange rate lookup
ChatGPT
Xero
Read only Xero financial summaries during a conversation
Claude
Xflow
Live FX rates, forecasts and historical charts
Claude · ChatGPT
Yardi Virtuoso
Natural language queries against Yardi property and portfolio data
Claude
YNAB: Get Good At Money
Budgeting guidance and money questions answered in chat
ChatGPT
Yoshi
Connected account data and monitoring agents for personal finances
ChatGPT
Zacks Financial Data
Zacks research data, ranks, and estimates inside chat
ChatGPT
ZenHR
MENA payroll and workforce data from ZenHR for reporting
Claude
Zocks
Client conversation history and planning signals for financial advisors
Claude · ChatGPT
Zoho Books
Zoho Books billing and finance operations over MCP
Claude
Reading this data
What the category column does and does not tell you
Categories come from the marketplace listings themselves, mapped onto one shared set, and at row level they are noisy: connectors are filed by their publisher, and plenty sit under a heading that does not describe the product well. Treat the grouping as a way to navigate the directory, not as a market segmentation.
The solid facts on these pages are the marketplace listings themselves (where each product is listed, what it declares, and its verification tier) plus the tool counts Node8 measured directly against live endpoints. The comparisons built from them are Node8's.
FAQ
Finance connector questions, answered
How many AI connectors are there for Finance?
363 connectors and apps were filed under Finance across the ChatGPT and Claude marketplace directories as of August 2026, 11.5% of the 3,150 products in this directory. Every one of them is on this page.
What does a connector in the Finance category actually do?
It connects a company's existing system to an AI assistant through an MCP server, so a user can ask about that company's data or trigger an action in conversation. In this category that usually means read-only account, portfolio, and transaction lookup, and market, rate, and reference data your firm already licenses.
How deep are Finance connectors?
Among the 159 with a Claude listing, the median publishes 12 tools, against a Claude-directory median of 11. The deepest here is Alpha Vantage MCP Server at 126 published tools. Tool count is the closest available proxy for how much of a product is actually reachable from the assistant.
Does the same connector work in ChatGPT, Claude, and Copilot?
Largely, yes. MCP is a shared protocol, so one well-built server can serve ChatGPT, Claude, Microsoft Copilot, and other MCP clients. What differs is the listing and review process for each platform, plus some presentation details. Building for one and distributing to the rest is the usual sequence.
How long does it take to build and list one?
Most first connectors take eight to twelve weeks from kickoff to a live listing. The build itself is rarely the long pole. Deciding which data to expose, getting the underlying APIs into shape, and passing security and platform review are what set the timeline.
What does it cost?
Cost tracks scope: how many systems the connector reaches, how much work the underlying APIs need, and what the security requirements are. A single-source, read-only connector is a materially smaller project than one that writes into production systems across several backends. Node8 scopes this in a discovery session before any build commitment.
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Other categories
Put your data where the questions are being asked
Node8 builds the MCP server, secures it, and takes it through review, so your data is reachable inside ChatGPT, Claude, and Copilot. Most first connectors ship in eight to twelve weeks.