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Financial Tools for your agent.
Give agents the MCP tools they need to understand transactions, investments, and tax context.
- 01Bank TransactionsLiveAvailable nowBank Transactions MCPSearch, categorize, and explain bank transactions from your agent.Get started
- 02Investment AccountsSoon(Coming soon)Investment Accounts MCPBring balances, positions, and allocation context into agent workflows.
- 03TaxSoon(Coming soon)Tax MCPConnect income, deductions, and tax-ready context for finance agents.