Ferramentas

Lets agents call the Stripe API to manage customers, payments, subscriptions, invoices and refunds, and search Stripe docs and support articles. Maintained by Stripe; the remote server uses OAuth, or run it locally via npx with a secret key.

Lets agents query AWS bills, cost trends, budgets and spending anomalies, and recommends Savings Plans, Reserved Instances and rightsizing. Maintained by AWS; requires AWS credentials.

Self-hosted open-source bookkeeping app with a built-in MCP server: AI logs expenses in natural language and queries transactions, balances, categories, tags and exchange rates, keeping data on your server. Deploy via Docker or package, set enable_mcp, and create a token in security settings.

From the FinanceToolkit author: computes ratios, valuation, risk and macro indicators with 500+ transparent formulas, for company comparisons and first-pass due diligence. Hosted, no install; enter a Financial Modeling Prep key on first connect (free tier: US stocks, 5 years). Verify results.

Create, read and modify xlsx workbooks without Microsoft Excel installed: formulas, formatting and conditional formatting, charts, pivot tables and tables. Runs locally over stdio or as a remote HTTP service.

Python library with a built-in MCP server for US SEC EDGAR data: search 10-K, 10-Q, 8-K and other filings and read XBRL-standardized financial statements, Form 4 insider trades and 13F holdings. Free with no API key; just set an EDGAR_IDENTITY.

Drives desktop Excel on Windows: refresh Power Query, build pivot tables and charts, evaluate DAX and run VBA while keeping existing formulas and formatting, so finance and admin staff can automate existing reports. Needs Windows, Excel 2016+ and Node.js; no macOS.

Lets agents operate WPS Office Writer, Spreadsheets and Presentation on your computer through 200+ MCP tools covering formulas, pivot tables, charts, comments, slide styling and animation. Requires WPS; clone, build from source and install the WPS add-in. Runs on macOS, Windows and Linux.

Official MCP and skills from freee, Japan's cloud accounting service: accounting, invoices, HR and payroll, timesheets, fixed assets and tax filings. Remote server with freee OAuth recommended; freee Sign e-contracts are local-only for now. Have an accountant check results.

MCP for an open-source tax guide library: when answering income tax, VAT and payroll tax questions, agents cite up-to-date guides covering 200+ jurisdictions, some reviewed by named licensed accountants. Hosted, no install. Reference only; check with an accountant before filing.

Lets agents read and write QuickBooks Online customers, invoices, bills, journal entries and more, and generate balance sheets, P&L and cash flow reports. Official from Intuit; register a developer app for OAuth, then build from source and run locally.

Open-source accounting for Swedish sole traders and limited companies: 150+ MCP tools let AI categorize bank transactions, draft entries, reconcile and prepare VAT, payroll and year-end filings, all writes needing your approval. Hosted (OAuth) or self-hosted; accountant review advised.

Connects to Odoo ERP so agents can search, create, update and delete customers, products, invoices and other records in natural language, with aggregations and attachment reading. In production, install the companion MCP module in Odoo; for testing, YOLO mode connects directly.

Lets agents read and write Xero accounting data: contacts, chart of accounts, invoices, payments, journals and reports such as profit and loss; payroll queries work only for NZ and UK organisations. Maintained by Xero; create a Custom Connection in the developer portal.

Queries SEC EDGAR 10-K, 10-Q and 8-K filings, XBRL financial statements and insider trades, with links to the source documents for checking; for investment research and compliance due diligence. Free, no API key; needs uv and a SEC_EDGAR_USER_AGENT with your name and email.

Connects the open-source ERPNext to AI assistants: query invoices, customers and inventory, run reports and handle approvals in plain language, with permissions following ERPNext accounts and every call audit-logged. An admin must install the app first; have finance check the analysis.

Connects to Actual Budget, the open-source budgeting app: query accounts and transactions, analyze spending by category and payee, compare budget to actual, track cash flow and net worth; --enable-write adds editing of transactions, categories and rules. Needs an Actual server or local data.

Official MCP from Razorpay, the Indian payments platform: query payments, orders, refunds, settlements and reconciliation reports, and create payment links and QR codes. The hosted remote server is recommended; generate a merchant token from your API key and secret.

PayPal's official agent toolkit, including the @paypal/mcp server: create and send invoices, handle orders and refunds, manage disputes, subscriptions, product catalogs and shipment tracking, and look up transactions. Needs a PayPal developer access token; defaults to the sandbox.

Gives agents 250+ Financial Modeling Prep endpoints: financials, valuation and technical indicators, insider and congressional trades, SEC filings and earnings calendars. Needs an FMP API key (free tier); connect to the author's hosted URL or run locally on Node.js 25.3+. Results need expert review.

Octagon AI's official research MCP: ask in plain language about SEC filings, earnings calls, financial metrics, stock and crypto prices and news; also prediction-market reports and a deep research agent. Needs a free API key and Node.js. Not investment advice; verify findings.

Official MCP (beta) from payments and POS platform Square: lets agents query and manage transactions, orders, refunds, invoices, inventory and customers for reconciliation and reporting. Hosted, with Square OAuth sign-in, nothing to install; confirm refunds and other writes manually.

Official MCP from Nutrient (formerly PSPDFKit): merge PDFs, convert between Office and PDF, OCR, watermark, redact personal data, add digital signatures, and extract fields from invoices and contracts. Files are processed in Nutrient's cloud; needs a free account (page-based credits) and Node.js.

Reads local hledger plain-text ledgers to produce balance sheets, income and cash flow statements and spending stats, and can add or edit entries (dry-run previews, backups before writes). Needs hledger and Node.js; start read-only. Have an accountant review reports.