MCP servers for accounting & finance

by Alpha Vantage

Official remote MCP server for real-time and historical market data: stock quotes, company fundamentals, crypto rates and time series, options chains with Greeks/IV, ETF profiles, earnings calendar, forex, commodities and economic indicators.

Capabilities: real-time stock quotes · company fundamentals · crypto exchange rates & time series · options chains with Greeks · ETF profiles

Authentication

Alpha Vantage API key (free tier available)

Use cases

Market data in AI agents, Portfolio and options analysis, Macro-economic research

⚠ Premium endpoints return placeholder/demo data on free and lower-tier plans; rate limits per plan.

Documentation / source →

by Financial Datasets

Official MCP server (remote https://mcp.financialdatasets.ai/ plus open-source repo) for fundamentals and market data: income statements, balance sheets, cash flow statements, stock prices, SEC filings, news and crypto across 30,000+ tickers and 30+ years of history.

Capabilities: get_income_statements · get_balance_sheets · get_cash_flow_statements · get_current_stock_price · get_historical_stock_prices

Authentication

OAuth 2.1 for interactive clients (Claude/Cursor) or API key via X-API-KEY header

Use cases

Fundamental analysis in AI agents, Financial statement retrieval, Equity research workflows

⚠ Paid API plans behind the data; coverage is primarily US markets.

Documentation / source →

by Moneybird (NL)

Moneybird's official MCP integration (launched 16 Sept 2025, available to all users): activate under Settings > External applications and AI integrations, choose a read-only or read-write MCP URL and paste it into your AI tool.

Capabilities: query outstanding quotes/invoices · update contacts · bulk price adjustments · generate invoices · read-only or read-write modes

Authentication

Per-administration MCP URL generated in Moneybird settings (read-only or read-write variant)

Use cases

Ask questions about your Dutch SME bookkeeping in natural language, Automate invoice creation, Contact and price maintenance

⚠ Moneybird explicitly warns users to consider what data they share since AI tools process/store data differently; choose read-only unless write access is needed.

Documentation / source →

by Paperdork (NL)

Official MCP integration of the Dutch online bookkeeping tool Paperdork, letting users operate their bookkeeping (invoices, administration questions) via AI assistants.

Capabilities: bookkeeping queries · invoice operations

Authentication

Paperdork account coupling (see vendor page)

Use cases

AI access for Paperdork users (freelancers/ZZP)

⚠ Smaller vendor; tools and auth less extensively documented than Moneybird's integration.

Documentation / source →

by Intuit

Intuit's official MCP server exposing QuickBooks Online features as callable tools for real-time QBO data access by AI assistants; runs locally, authenticated via OAuth 2.0 through the Intuit Developer Portal.

Capabilities: QBO data access · customers · invoices · accounting records via QBO API

Authentication

OAuth 2.0 to a QuickBooks Online company via Intuit Developer Portal app

Use cases

Query QBO books from AI assistants, Build AI accounting apps on QBO

⚠ Local only, no public remote endpoint; QuickBooks has little market share in the Netherlands (relevant for international readers).

Documentation / source →

by Xero

Xero's official MCP server (MIT, npx @xeroapi/xero-mcp-server): contacts, invoices, credit notes, quotes, payments, bank transactions, payroll (employees, timesheets, leave) and financial reports (P&L, trial balance, balance sheet, aged receivables/payables).

Capabilities: contacts & accounts · invoices/credit notes/quotes create+update · payments & bank transactions · payroll · P&L / trial balance / balance sheet

Authentication

OAuth2 - Custom Connections (recommended) or Bearer token for multi-account; auto-detects V1/V2 scopes

Use cases

Create and chase invoices from an AI client, Monthly reporting, Payroll queries

⚠ Some OAuth scopes deprecated in favor of granular ones; local npx server (no hosted remote documented in repo).

Documentation / source →

by Apideck

Managed MCP server on Apideck's unified Accounting API giving AI agents structured access to Exact Online (14 accounting resources) with managed auth and normalized schemas; same model available for many other accounting connectors.

Capabilities: 14 normalized accounting resources · managed authentication · unified schema across accounting packages

Authentication

Managed auth via Apideck Vault

Use cases

Multi-tenant SaaS integrations with Exact Online, One integration surface across accounting systems

⚠ Commercial unified-API platform; normalization can expose fewer fields than the native Exact API.

Documentation / source →

by Zapier (bridge)

Zapier MCP bridge exposing e-Boekhouden.nl actions as MCP tools: create invoices, ledgers, members, mutations and relations; update members and relations; find invoices. e-Boekhouden has no official MCP server of its own as of July 2026.

Capabilities: create invoices · create ledgers · create mutations · create/update relations and members · find invoices

Authentication

Zapier account plus e-Boekhouden API connection configured in Zapier

Use cases

Let AI assistants write bookings and invoices into e-Boekhouden, Quick no-code AI coupling

⚠ Depends on Zapier (pricing, rate limits, data passes through Zapier); alternative read-only route: Finance MCP's native e-Boekhouden adapter.

Documentation / source →

by CData Software

Local read-only MCP server that connects Claude Desktop to Exact Online data through CData JDBC drivers (SQL-style querying); full CRUD available via the paid CData Connect AI platform.

Capabilities: read-only SQL-style queries on Exact Online data

Authentication

CData JDBC driver configuration with Exact Online credentials (OAuth handled by driver)

Use cases

Ad-hoc analysis of Exact Online data in Claude, Reporting without exports

⚠ Requires a licensed CData JDBC driver; open-source variant is read-only; not built by Exact.

Documentation / source →

by Peliqan.io

MCP server with read and write capabilities for Exact Online, connecting Claude Code/Desktop and ChatGPT via the Peliqan data platform to explore data, answer business questions and take actions.

Capabilities: data exploration · business Q&A · write actions in Exact Online

Authentication

Via Peliqan platform account (managed Exact Online connection)

Use cases

Read/write Exact Online automation from AI clients

⚠ Routes through the Peliqan platform as an intermediary layer; not built by Exact.

Documentation / source →

by Productivity Advisors BV (NL)

Dutch commercial remote MCP server connecting 8 accounting packages (Exact Online, Business Central, e-Boekhouden, SnelStart, Moneybird, AFAS, Twinfield, Dynamics 365) to AI assistants via a canonical financial data model with per-package adapters and full audit trail.

Capabilities: natural-language queries on live accounting data · aging reports · VAT reviews · outstanding invoice analysis · audit trail logging

Authentication

OAuth 2.1 with PKCE; passwordless email registration

Use cases

Connect Dutch accounting packages to Claude/Copilot/ChatGPT in minutes, Accountant-style analyses without exports

⚠ Deliberately read-only (write planned later); commercial subscription (fixed monthly fee per connection plus per-user charge); data flows through a third party.

Documentation / source →

by vanderheijden86 (community)

Community MCP server for Moneybird (predates the official launch): contact management, financial data access and business operations via the Moneybird API.

Capabilities: contact management · financial data access · business operations

Authentication

Moneybird API token

Use cases

Alternative/self-hosted Moneybird access for AI clients

⚠ Largely superseded by Moneybird's official MCP integration (Sept 2025).

Documentation / source →

by Chef Data B.V. (NL)

Dutch commercial remote MCP server for Exact Online (api.praatmetjeboekhouding.nl/mcp) with 75 tools: 61 read, 4 bulk-sync and 10 write, covering finance, sales, purchasing, CRM, projects, inventory and fixed assets.

Capabilities: 75 tools (61 read / 4 bulk-sync / 10 write) · invoice tracking · bank transactions · trial balances · WIP analysis

Authentication

OAuth 2.0 via Exact Online login; tokens encrypted and auto-refreshed; service never sees your password

Use cases

Talk to your Exact Online administration in Dutch, Outstanding invoice and margin analysis, Create invoices/journal entries (Pro/Enterprise)

⚠ Read-only by default; write only on Pro/Enterprise plans with audit logging; deletion never permitted; Exact Online only.

Documentation / source →