Finance Codex plugins

Publisher description

Request a written, indicative term sheet for a business-purpose DSCR loan on a non-owner-occupied 1–4 unit investment property, from Dominick Prevete at National Loan Provider. Describe the deal — purchase or refinance, property address, loan amou…

Publisher description

…ts: full-featured accounting, finance, and reporting. Built for accountants, finance teams, and the businesses they serve. IFRS-first, multi-currency, multi-user by default.

Publisher description

Kick MCP connects ChatGPT to your books across your businesses and clients. Read your financials, categorize transactions, post journal entries, and close the books faster. ChatGPT drafts, you review and approve with confidence.

Publisher description

…is an AI-powered platform that automates sales 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, f…

Publisher description

Lendflow lets lending teams work their pipeline from ChatGPT. Look up applications and the businesses behind them, review the offers and funder placements attached to a deal, see which documents are still outstanding, and move a deal to its next workflow status. Users sign in with their own…

Publisher description

Business and personal Mercury finance workflows, payment and transfer requests, expense categories, and transaction notes.

Publisher description

…old, or exercised and held. 5. Whether your shares pass the six statutory tests for qualified small business stock (QSBS). Best to check early for potential tax savings, the rules just changed. 6. How exposed a single position leaves you, and what selling down, holding, or hedging each cost. We calc…

Publisher description

PGicover helps Canadian business owners understand personal guarantee insurance, get an indicative monthly cost estimate for insuring a personal guarantee on commercial debt, and check basic eligibility. Underwritten by Mark…

Publisher description

…te address and answer a few short questions. You see which of the four ways to fund a plan fit your business, debt, equity, grants or your own cash, down to the products and the providers in range. The first answer is on screen in under a minute, with no account needed. Connect your re:cap account a…

Publisher description

…P&L, subscription analytics, and financial planning in one place. Get the complete picture of your business, from profitability to growth metrics to future forecasts, all integrated and updating automatically.

Publisher description

…corp dev: produce investmemo first drafts, quickly answer diligence questions, build comps, compare business models, track funding and key milestones, and pull the most relevant context from Sacra coverage—without hopping between tabs. For founders & operators: map competitors, understand category d…

Publisher description

…re loan and financing options across multiple categories in one place. Users can review and compare business loans, personal loans, mortgages, auto financing, student loans, and other financing scenarios. SecureLend provides calculators and comparison tools to help users understand estimated rates,…

Publisher description

…inancials, transcripts, and more. Designed to save time and resources for engineering, product, and business teams in financial services, this server streamlines access to company information, financial statements, historical market data, and global securities.

Publisher description

…faster with the ability to create products, prices, and payment links directly in ChatGPT. Run your business from ChatGPT with the ability to retrieve and manage payments, subscriptions, invoices, refunds, disputes, and customers. Build and debug your payment integration quicker than ever by searchi…

Publisher description

…holds • Find out if an expense is tax-deductible under HMRC rules • Calculate capital allowances on business equipment and vehicles • Scan receipts and categorise them for your tax return All calculations use official HMRC rates for 2024-25 through 2026-27. No sign-up required, no data stored, MTD c…

Publisher description

…corporate critical context and trusted insights from industry experts as part of your financial and business analysis. Refocus on extracting high-quality, reliable information by querying Third Bridge’s best-in-class substantial Library of expert content and data. Our MCP systematically and securely…

Publisher description

…tech: the AI-native platform helping insurance brokers, MGAs, and intermediaries run and grow their business. Ask about broker CRMs, policy and claims automation, employee-benefits portals, and embedded distribution, and get straight answers plus side-by-side comparisons of Vaatun against tools like…

Publisher description

Independent Whop signup and business setup guide with disclosed affiliate signup and official MCP connection instructions.

Publisher description

…that evaluates brokers across five key dimensions: Regulation, License, Risk Control, Software, and Business. The final results will be presented in the form of a score.