Claude Tools for Finance
Connect Claude to your accounting tools, analyze financial data, and automate reporting.
10 tools for finance teams
| Tool | Type | Rating | Setup | Cost |
|---|---|---|---|---|
| Management Consulting Skill 42 consulting frameworks across 7 categories: Strategy, Problem Solving, Decision Making, Financial, | Skill | Quick setup | Free | |
| Stripe MCP Vendor-official Stripe MCP server (1.4K stars). Payment processing, customer management, subscriptio | Connector | No code needed | Free | |
| AWS Billing MCP Server Official AWS Labs MCP server exposing Cost Explorer, AWS Budgets, Cost Optimization Hub, Compute Opt | Connector | No code needed | Free | |
| Cowork Finance Plugin Accounting and finance assistant with 5 slash commands: /journal-entry, /reconciliation, /income-sta | Connector | No code needed | Free | |
| Xero MCP Server Official Xero MCP server with 50+ tools covering contacts, invoices, chart of accounts, payroll, fin | Connector | No code needed | Free | |
| Stripe MCP Server Official Stripe MCP server with 30+ tools covering payment intents, customers, subscriptions, produc | Connector | No code needed | Free | |
| Cowork Financial Analysis (Core) Core financial analysis plugin with shared modeling tools plus 11 MCP data connectors (Daloopa, Morn | Connector | No code needed | Free | |
| Cowork Wealth Management Plugin Client meeting prep, financial plans, portfolio rebalancing, client reports, and tax-loss harvesting | Connector | No code needed | Free | |
| Cowork Investment Banking Plugin Drafts CIMs, teasers, process letters. Builds buyer lists, merger models, strip profiles. Tracks liv | Connector | No code needed | Free | |
| Cowork Equity Research Plugin Writes earnings updates, initiating coverage reports, morning notes. Maintains investment theses and | Connector | No code needed | Free |
Tools for other teams: