MARKET RESEARCH

Finance Codex plugins

Codex Plugin Stats: discover plugins, explore their skills and track catalog growth and observed changes.

Explore 5,434 plugins across 14 categories.

Finance plugins 43

1–36 of 43

All query words must match. Use quotes for an exact phrase. Matches include publisher text, keywords and attributed research.

Discover Codex plugins by task and category
Plugin / developerCategoryFollow
Bound MCPBoundBound MCP helps users inspect Bound account balances, payment recipients, payments, FX orders, indicative exchange rates, and upcoming se...

Plugin name

Bound MCP

Show in context →
1 more matching sources

Publisher description

Bound MCP helps users inspect Bound account balances, payment recipients, payments, FX orders, indicative exchange rates, and upcoming settlements through read-only Public API tools.

Show in context →
FinanceVersion 1.0.0
View details →
Deal Analyzer MCPOleg PolyakovDeal Analyzer MCP helps users underwrite U.S. rental properties, parse Zillow or Redfin listing data, compare multiple deals side by side...

Plugin name

Deal Analyzer MCP

Show in context →
1 more matching sources

Publisher description

Deal Analyzer MCP helps users underwrite U.S. rental properties, parse Zillow or Redfin listing data, compare multiple deals side by side, and save deals to a signed-in account for later review inside ChatGPT.

Show in context →
FinanceVersion 1.0.0
View details →
Moody's Credit MCPMoody'sMoody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit anal...

Plugin name

Moody's Credit MCP

Show in context →
1 more matching sources

Publisher description

Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data cate…

Show in context →
FinanceVersion 3.0.0
View details →
PrimaryPrimary TechnologyRead-only MCP server for querying Primary financial data, including balances, transaction history, FX rates, accounts, and treasury repor...

Publisher subtitle

Financial MCP integration

Show in context →
1 more matching sources

Publisher description

Read-only MCP server for querying Primary financial data, including balances, transaction history, FX rates, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are sup…

Show in context →
FinanceVersion 2.0.0
View details →
Distilla Investment ResearchDistilla, Inc.Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earning...

Publisher keywords · listing

…ng financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp

Show in context →
FinanceVersion 1.0.2
View details →
MollieMollieMollie payment integration — connects Codex to your Mollie account via the Mollie MCP server and activates skills for payments, Mollie Co...

Publisher keywords · listing

mollie payments mcp checkout subscriptions

Show in context →
2 more matching sources

Publisher description

Mollie payment integration — connects Codex to your Mollie account via the Mollie MCP server and activates skills for payments, Mollie Connect, recurring payments, refunds/operations, troubleshooting, SDK upgrades, and building Mollie-powered AI agents.

Show in context →

Publisher full description

Connects Codex to your Mollie account through the Mollie MCP server and adds skills for building Mollie integrations: hosted checkout and Components, Mollie Connect for platforms and marketplaces, recurring payments and subscriptions, refunds, captures, cha…

Show in context →
FinanceVersion 1.5.0
View details →
AlephAleph

Publisher description

With the Aleph MCP Server, you can: - Plug into a governed source of truth for clean, structured cross-system data from 200+ integrations:ERP, CRM, HRIS, spreadsheets, data warehouse, and more - Ask questions in pla…

Show in context →
FinanceVersion 4.0.0
View details →
Alpaca Paper TradingAlpaca

Publisher description

…yze market trends, and manage your account through natural language. Insights generated by Alpaca’s MCP server, ChatGPT plugin and connected AI agents are for educational and informational use only and not investment advice. Do your own due diligence before making decisions. AlpacaDB, Inc.’s Paper T…

Show in context →
FinanceVersion 1.0.0
View details →
AvalaraOpenAI

Publisher full description

…uilt and maintained by OpenAI. It is powered by computer use, and is not an Avalara-provided API or MCP integration.

Show in context →
FinanceVersion 0.3.0
View details →
Bajaj BrokingBajaj Financial Securities Limited

Publisher description

Bajaj Broking MCP Connector brings your trading and portfolio information into OpenAI-compatible MCP experiences. It let's users securely search instruments, view funds and margins, check holdings and open position…

Show in context →
FinanceVersion 1.0.0
View details →
Canary DataCanary Data

Publisher description

…y datasets, intelligence and synthesis within ChatGPT/Codex. Canary plays well with other financial MCPs to combine to make ChatGPT/Codex into a world-class investment analyst.

Show in context →
FinanceVersion 1.0.0
View details →
ClarifoClarifo

Publisher description

Clarifo helps users research stock-listed companies from Nordic and US public filings. The MCP tools support company snapshots, filing search, financial statement retrieval, peer comparison, screening, valuation analysis, ownership and insider activity lookup, governance research, reporting…

Show in context →
FinanceVersion 1.0.0
View details →
Clear StreetClear Street, LLC.

Publisher description

Clear Street MCP lets you access your Clear Street account information such as balances, positions, orders, and portfolio history along with real time market data and finance news. Use it to research opportunities…

Show in context →
FinanceVersion 1.0.0
View details →
CrunchbaseCrunchbase

Publisher description

Trusted private market intelligence, right inside your conversation. Crunchbase MCP brings private market data and predictive signals into the AI tools and agents you already use. Built for investors, go-to-market teams, product builders, and anyone else who needs answers, not ju…

Show in context →
FinanceVersion 1.0.1
View details →
CubeCube

Publisher description

With the Cube MCP Server, you can: - Query live Cube data from actuals, budgets, forecasts, variances, and more - Ask an AI to generate board decks, run variance analysis, or build financial summaries using your re…

Show in context →
FinanceVersion 1.0.0
View details →
FactSet AI-Ready DataFactSet Research Systems

Publisher description

FactSet Model Context Protocol (MCP) is an open, API-based standard designed to seamlessly connect financial data, analytics models, and applications across different platforms. By enabling smooth interoperability, MCP empowers inve…

Show in context →
FinanceVersion 5.0.0
View details →
FinmagineFinmagine

Publisher description

…ty decoding), market breadth, momentum ranking, and multi-agent Investment Committee analysis — the MCP server for Indian and US stock market intelligence.

Show in context →
FinanceVersion 1.0.1
View details →
Fitch SolutionsHearst Communications, Inc.

Publisher description

…reditSights intelligence, and BMI country and sector risk analysis — all through a single, governed MCP connection. Query ratings, financials, key rating drivers, research, and deal insights directly inside your AI workflows. Built for regulated environments with enterprise-grade authentication and…

Show in context →
FinanceVersion 1.0.0
View details →
ForInvestForInvest Yazılım ve Teknoloji Hizmetleri A.Ş.

Publisher description

Forinvest MCP: Real-Time Market Intelligence & Trading Integration Connect your AI assistant directly to the heartbeat of global financial markets. The Forinvest MCP (Model Context Protocol) app transforms Chat…

Show in context →
FinanceVersion 2.0.0
View details →
FurtherFurther Finance Ltd

Publisher description

The Further MCP allows you to query your LP fund in intricate detail. Once connected, you can use this to check fund and vehicle performance, review capital calls and distributions, look up portfolio company hold…

Show in context →
FinanceVersion 1.0.0
View details →
Gate InfoGate

Publisher description

…is not investment advice. News/social tools are on Gate News; documentation tools are on a separate MCP server. Production MCP URL: https://api.gatemcp.ai/mcp/open/info (Streamable HTTP, no auth).

Show in context →
FinanceVersion 1.0.0
View details →
HypawaveHypawave

Publisher description

…ing. Non-custodial, with the Lightning preimage as proof of payment. Full function via the Hypawave MCP server.

Show in context →
1 more matching sources

Publisher full description

…non-custodial, and the payment proof is what releases a paid result. Full function via the Hypawave MCP server.

Show in context →
FinanceVersion 0.4.1
View details →
Kickkick.co

Publisher description

Use MCP to connect ChatGPT to Kick to automate your accounting across your businesses and clients. Analyze your financial statements, categorize transactions, post journal entries, and close your books fa…

Show in context →
FinanceVersion 2.0.0
View details →
Kintsugi AIKintsugi

Publisher description

…s tax, VAT, and GST compliance for SaaS and ecommerce businesses, and financial firms. The Kintsugi MCP server lets you track your compliance without leaving the conversation. With the Kintsugi MCP server, you can: See your nexus exposure in real time, for free, across every jurisdiction where you s…

Show in context →
FinanceVersion 1.0.0
View details →
LexfiLexfi

Publisher description

…e, institutional holdings, market sentiment, alternative data, and global markets through a unified MCP connection. Users can retrieve market data, company information, economic indicators, ownership activity, and financial signals directly in conversation. Lexfi is a financial data provider and doe…

Show in context →
FinanceVersion 1.0.0
View details →
Moody's Growth and StrategyMoody's

Publisher description

Moody’s Growth & Strategy MCP supports AI-driven sales, marketing, and revenue operations by providing GenAI-ready data, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, rel…

Show in context →
FinanceVersion 2.0.0
View details →
MorningstarMorningstar Inc.

Publisher description

…comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered connector, clients can explore cross-asset coverage, including funds, equities, and beyond, enhanced by forward-looking insights from our global analyst teams. Access trusted, unbiased int…

Show in context →
FinanceVersion 6.0.0
View details →
Multiples.vcFlow Partners (London) Ltd.

Publisher description

…les and VC data straight from ChatGPT. Built for investment banking, PE and VC ecosystem, Multiples MCP delivers investment-grade valuation intelligence inside your favorite AI tool. Try queries like "cybersecurity strategic M&A buyers" "median SaaS public NTM multiples," or "biggest VC rounds in Eu…

Show in context →
FinanceVersion 1.0.0
View details →
No Trilho FinançasRafael Siloti

Publisher description

…pesas, contas, dívidas e aportes; prepare alterações, revise o resumo e confirme antes de salvar. O MCP recebe somente dados financeiros estruturados necessários para cada operação.

Show in context →
FinanceVersion 1.0.1
View details →
OctusOctus

Publisher description

Access Octus' verified credit intelligence directly in Claude and other LLMs. The Octus MCP Connector™ delivers proprietary intel, issuer fundamentals, private data room documents and covenant analysis across 95%+ of the sub-investment grade credit universe. Query permissioned content in…

Show in context →
FinanceVersion 4.0.0
View details →
PitchBookPitchBook

Publisher description

…access trusted insights on firms, deals, funds, and key players inside their favorite LLM with our MCP server. Accelerate deal sourcing, company benchmarking, and investment research workflows inside a secure, end-to-end enterprise AI platform. Uncover new opportunities and invest confidently with…

Show in context →
FinanceVersion 2.0.0
View details →
PreqinBlackrock

Publisher description

Preqin MCP connects AI assistants to Preqin data, enabling users to access and analyze information through natural language. By combining AI with trusted private markets intelligence, users can research topi…

Show in context →
FinanceVersion 3.0.0
View details →
RydooRydoo

Publisher description

Rydoo MCP connects ChatGPT to your Rydoo account, so you can manage your expenses through everyday conversation instead of navigating the app. Sign in once with your existing Rydoo login — ChatGPT can then…

Show in context →
FinanceVersion 1.0.0
View details →
SavvlySavvly, Inc.

Publisher description

Savvly MCP helps financial advisors, planning tools, and AI agents compare retirement alternatives, check eligibility, and model lump-sum, monthly-contribution, and full-retirement scenarios. These tools sup…

Show in context →
FinanceVersion 1.0.1
View details →
SynciSynci

Publisher description

…stment brokerages and crypto exchanges via SnapTrade All connected accounts are visible through one MCP server, in their native currencies.

Show in context →
FinanceVersion 1.0.0
View details →
TabsDEEPAK A BAPAT

Publisher description

The Tabs MCP connector lets AI assistants like ChatGPT query your billing, revenue, and contract data through the Model Context Protocol. Connect your AI tools to Tabs and ask questions in natural language — n…

Show in context →
FinanceVersion 1.0.0
View details →