QuickBooks
Ask questions about your books
OfficialClaudeFinance
Finance
48 connectors for every AI assistant, checked by hand.
Xero
Chat with your accounting ledger
OfficialClaudeFinance
Ramp
Ask about company spend
OfficialClaudeChatGPTFinance
NetSuite
Query your ERP in plain language
OfficialClaudeChatGPTFinance
Expensify
Ask about expenses and reports
OfficialClaudeChatGPTFinance
Mercury
Ask about your startup's cash
OfficialClaudeChatGPTFinance
Plaid
Debug your Plaid integration, not your bank balance
OfficialClaudeChatGPTFinance
Chargebee
Ask billing questions in plain language
OfficialClaudeChatGPTFinance
Wise
Multi-currency accounts and transfers.
Community-builtClaudeFinance
Bill.com
Bills, invoices, and payments.
Community-builtFinance
Carta
Cap table and equity data in your AI assistant
OfficialClaudeFinance
Plaid full-data
Official Plaid connector for full account data.
OfficialClaudeChatGPTFinance
Brex
Official Brex connector for spend data.
OfficialClaudeChatGPTFinance
Adyen
Work with Adyen payments data from your AI assistant
OfficialFinance
Baremetrics
MRR, ARR, and churn metrics from chat
OfficialClaudeChatGPTFinance
Qonto
EU business banking from your assistant
OfficialClaudeChatGPTFinance
Pigment
FP&A planning data from chat
OfficialClaudeChatGPTFinance
FreshBooks
Invoices and expenses from your assistant
Community-builtClaudeFinance
Mercury Invoicing
Mercury invoicing from chat (community)
Community-builtClaudeFinance
YNAB MCP
Budget access from your assistant
Community-builtClaudeFinance
Actual Budget MCP
Self-hosted budget from chat
Community-builtClaudeFinance
Monarch Money MCP
44 tools for your Monarch budget
Community-builtClaudeFinance
Lunch Money MCP
Lunch Money budget from your assistant
Community-builtClaudeFinance
Morningstar
Investment research from chat
Community-builtClaudeFinance
Morningstar Credit Analytics
Credit analytics from chat
OfficialClaudeFinance
FactSet AI-Ready Data
FactSet financial data from chat
OfficialClaudeFinance
Interactive Brokers
IBKR trading data from chat
OfficialClaudeGrokFinance
CoinGecko
Crypto market data from chat
Community-builtClaudeFinance
TipRanks Financial Data
Analyst ratings from chat
Community-builtClaudeFinance
freee
Japanese accounting from chat
OfficialClaudeFinance
Verisk Underwriting Intelligence
Underwriting data from chat
OfficialClaudeFinance
Verisk XactRestore
Claims operations from chat
OfficialClaudeFinance
Moon Banking
Community-rated bank data inside Grok
OfficialGrokFinance
SEC EDGAR
SEC filings via a third-party connector
Community-builtPerplexityFinance
Ask Gina
Crypto price and market answers in Perplexity
OfficialPerplexityFinance
TurboTax
Your taxes, answerable in chat
OfficialClaudeFinance
Intuit Credit Karma
Credit picture in chat
OfficialClaudeFinance
Copilot Money
Your money, answerable in chat
Community-builtClaudeFinance
Daloopa
Live equity-research data and company models for Copilot
OfficialCopilotFinance
LSEG
LSEG financial markets data inside Microsoft 365 Copilot
OfficialCopilotFinance
Morningstar for Microsoft 365 Copilot
Morningstar investment research surfaced by Copilot
OfficialCopilotFinance
Moody's
Moody's credit and risk data answered in Copilot
OfficialCopilotFinance
PitchBook
PitchBook private-market data inside Microsoft 365 Copilot
OfficialCopilotFinance
S&P Global
S&P Global market intelligence for Microsoft 365 Copilot
OfficialCopilotGrokFinance
eToro
Ask Grok about your eToro portfolio
Community-builtGrokFinance
Webull
Brokerage answers in plain language
Community-builtGrokFinance
Coinbase
Trade crypto and equities from Grok chat
Community-builtGrokFinance
Scalable Capital
Agentic investing through Grok
Community-builtGrokFinance