#Portfolio Management MCP Servers

Manage your Interactive Brokers account. Execute trades, monitor portfolio ledgers, and fetch real-time market data via the Client Portal API.

Trade crypto and manage your OKX account via AI. Check balances, track positions, and execute orders directly from your agent.

Enterprise project management. Manage projects, tasks, resources, and portfolios via AI.

Connect your AI to Apptio Targetprocess. Agile portfolio management natively from the terminal: track user stories, active bugs, and sprint iterations seamlessly.

Trade dynamically on Mexico's biggest Crypto Exchange. Access live balances, order books, and command trades programmatically.

Track DeFi portfolios, analyze protocols, and monitor wallet history across multiple chains using DeBank's comprehensive data.

Manage your rental bookings via Bookingmood. Track rentals, manage calendars, and handle guest contacts directly from any AI agent.

Manage rental properties via Buildium. Track units, tenants, and maintenance tasks directly from any AI agent.

Manage your Dribbble portfolio. Upload shots, organize projects, and update your profile directly from your AI agent.

Equip your AI agent to manage contacts, track payments, and monitor sales opportunities via the DebtPayPro API.

Manage your Prosper peer-to-peer investments. Check account balances, search loan listings, submit bids, and track your portfolio performance.