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Finance Codex plugins

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

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Finance plugins 259

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Mamble CalculatorsMambleMamble Calculators helps users analyze mortgages, refinancing, loan comparisons, buydowns, and payoff strategies directly inside ChatGPT....

Publisher subtitle

AI financial calculators

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Mamble Calculators helps users analyze mortgages, refinancing, loan comparisons, buydowns, and payoff strategies directly inside ChatGPT. Users can ask questions naturally, adjust assumptions in real time, and explore scenarios through interactive financial…

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FinanceVersion 1.0.0
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MT NewswiresMT NewswiresMT Newswires brings real-time global financial news directly into ChatGPT — providing original, unbiased and comprehensive multi-asset cl...

Publisher subtitle

Real-Time financial news

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MT Newswires brings real-time global financial news directly into ChatGPT — providing original, unbiased and comprehensive multi-asset class coverage of capital markets and economies in over 180 topics. Powered by a global newsroom trusted by…

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MT Newswires brings real-time global financial news directly into Codex — providing original, unbiased and comprehensive multi-asset class coverage of capital markets and economies in over 180 topics. Powered by a global newsroom trusted by t…

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FinanceVersion 3.0.0
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NormanNorman AI Inc.Norman lets you issue invoices and close your books without leaving ChatGPT. Sync your bank transactions, send invoices, upload receipts...

Publisher subtitle

Invoicing, bookkeeping, taxes

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Publisher description

…d file taxes - all while talking naturally with ChatGPT. No accounting jargon, no 15 clicks to reconcile an invoice. When was the last time you issued an invoice by voice? Norman securely connects ChatGPT to your financial workspace, making financial management effortless.

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FinanceVersion 1.0.0
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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

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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 supported.

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FinanceVersion 2.0.0
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RateAPIRateAPIGet real-time financing rates from 4,200 credit unions across all 50 states—covering mortgages, auto loans, HELOCs, personal loans, and c...

Publisher subtitle

Find the best financing rates

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Get real-time financing rates from 4,200 credit unions across all 50 states—covering mortgages, auto loans, HELOCs, personal loans, and credit cards. RateAPI delivers personalized recommendations based on your location,…

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FinanceVersion 1.0.0
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re:capre:cap Technologies GmbHKnow where you stand before you raise. Start with your website address and answer a few short questions. You see which of the four ways t...

Publisher subtitle

Get to your ideal financing

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FinanceVersion 1.0.0
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RilletRilletRillet helps finance teams retrieve financial data and manage accounting records, including invoices, bills, customers, vendors, journal ...

Publisher subtitle

Manage financial operations

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Rillet helps finance teams retrieve financial data and manage accounting records, including invoices, bills, customers, vendors, journal entries, bank activity, contracts, and financial reports.

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FinanceVersion 1.0.0
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SecureLendSecureLend IncSecureLend helps users compare loan and financing options across multiple categories in one place. Users can review and compare business...

Publisher subtitle

Compare loans and financing

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SecureLend helps users compare 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 p…

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FinanceVersion 1.0.0
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SpecterSystems.ioSpecter SystemsSpecter Systems helps merchants and brokers complete business financing intake, upload bank statements and supporting documents, and trac...

Publisher subtitle

Business financing help

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Specter Systems helps merchants and brokers complete business financing intake, upload bank statements and supporting documents, and track financing applications. Authenticated Specter users can review their own recent applications, facilities, lender submissions, an…

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FinanceVersion 1.0.0
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S&P Global - DeterministicKensho TechnologiesUse natural language to query a range of S&P Global datasets, including S&P Capital IQ Financials, transcripts, and more. Designed to sav...

Publisher subtitle

Built for precise queries

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Use natural language to query a range of S&P Global datasets, including S&P Capital IQ Financials, 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 s…

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FinanceVersion 7.0.0
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StockFitSecond Dot LLCStockFit offers structured fundamental data directly based on SEC filings for all US Stocks/ETFs/Mutual Funds.

Publisher subtitle

Financial API you can rely on.

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FinanceVersion 1.0.0
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ThrifleMUHAMMAD HAIDER EJAZAsk about any US retailer's return policy: the return window, whether returns are free, restocking fees, holiday extensions, and a grade ...

Publisher subtitle

Return policies, deals, prices

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FinanceVersion 1.0.0
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Tinman AIBetterTinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer compl...

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Tinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer compl...

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Tinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer complex eligibility questions using trusted credit decision data and underwriting logic. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheet…

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FinanceVersion 1.0.3
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Twelve DataTwelve Data Pte. Ltd.Twelve Data helps you look up market data and inspect it without leaving ChatGPT. Ask for a quote snapshot, view real-time or historical ...

Publisher subtitle

Explore financial market data

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FinanceVersion 1.0.0
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Validis (AU)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

Publisher subtitle

Analyse financial data

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Publisher description

…stent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who nee…

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FinanceVersion 2.0.0
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Validis (CA)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

Publisher subtitle

Analyze financial data

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Publisher description

…stent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who nee…

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FinanceVersion 1.0.0
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Validis (UK)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

Publisher subtitle

Analyse financial data

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1 more matching sources

Publisher description

…stent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who nee…

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FinanceVersion 2.0.0
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Validis (US)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

Publisher subtitle

Analyze financial data

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1 more matching sources

Publisher description

…stent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who nee…

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FinanceVersion 1.0.0
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VingsVings Financial Ltd.Vings lets authenticated users inspect their own financial data through ChatGPT, including transactions, cashflow, spending categories, m...

Publisher subtitle

View financial data

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Vings Financial Ltd.

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Publisher description

Vings lets authenticated users inspect their own financial data through ChatGPT, including transactions, cashflow, spending categories, merchants, recurring payments, budgets, connected bank status, portfolio snapshots, portfolio history, and preferences…

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FinanceVersion 1.0.0
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WisesheetsWisesheetsWisesheets gives your AI instant access to institutional grade financial data without the terminal price. Pull income statements, balance...

Publisher subtitle

Financial data

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Wisesheets gives your AI instant access to institutional grade financial data without the terminal price. Pull income statements, balance sheets, cash flow statements, and hundreds of financial metrics sourced directly from SEC EDGAR (XBRL), plus historical and real t…

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FinanceVersion 1.0.0
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XE Currency ConverterXe CorporationXE Currency Converter handles any request to convert money between currencies, check a live exchange rate, or compare currency values. Us...

Publisher subtitle

Convert live currencies

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XE Currency Converter handles any request to convert money between currencies, check a live exchange rate, or compare currency values. Use it for prompts like 'convert 100 USD to EUR', 'how much is 50 usd in inr', "what's the GBP to JPY rate right now", or '250 dollars in…

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FinanceVersion 1.0.0
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CA Property Tax Appeal GuideLocal developerProvide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one sim...

Publisher capabilities · listing

…ation checklist One-question-at-a-time guided interview Plain-language explanations and choices Official property valuation research Official website fallback when a notice cannot be uploaded Step-by-step appeal planning Property-specific evidence collection Comparable-sales analysis Appeal packet d…

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…evidence, comparable sales, filing, hearing preparation, and possible outcomes while preserving official English names and form labels.

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FinanceVersion 0.4.0+codex.20260913
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Moody’sMoody'sMoody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power ...

Publisher capabilities · listing

…rigger analysis Rating methodology and scorecard factors ESG credit considerations Ownership, beneficial owners, ultimate owners, and subsidiaries Financial statements, key indicators, and ratios Company filings search and summarization Research document search Earnings-call transcript search News m…

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Publisher keywords · package

moodys credit ratings research risk entity-intelligence ownership beneficial-ownership corporate-structure subsidiaries financial-statements company-filings credit-opinion scorecards esg sector-outlook country-risk peers earnings-calls news

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Publisher description

Moody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power advanced orchestration and multi-step analysis for credit assessment, compliance, sales intelligence, and risk monitoring. By combining Moody’s deep domain exper…

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FinanceVersion 3.0.0
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Stock Market SummaryOMEALONeutral, source-backed public-market research and financial market summaries.

Publisher capabilities · listing

Daily market summaries Stock research Earnings analysis Market news Financial data analysis

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Neutral, source-backed public-market research and financial market summaries.

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Get concise, neutral, source-backed research on stocks, market news, earnings, economic data, crypto, forex, options, and broader financial markets. Use Stock Market Summary for daily market briefings, ticke…

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FinanceVersion 1.0.0
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주식좋아하는 야구부 매니저Waiker, Inc.초보자가 기업의 사업, 재무, 가격과 위험을 쉬운 말로 이해하고 공개 자료로 검증하도록 돕는 교육용 기업 분석 플러그인.

Publisher keywords · listing

company analysis financial literacy public filings investment education

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FinanceVersion 1.0.5
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BriefcaseBriefcaseBriefcase Ledger is AI-native accounting software for UK businesses and their accountants. Review what needs approval and why, read profi...

Publisher keywords · listing

accounting bookkeeping financial-close invoicing management-accounts xero quickbooks

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…your Briefcase workspace so it can review bills and receipts awaiting approval, explain Autopilot decisions, submit documents, manage expense claims, run prepayments, accruals and depreciation, read profit and loss, balance sheet and aged reports, and raise sales invoices and manual journals on Brie…

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FinanceVersion 1.3.0
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EssentioEssentioInvoice from a conversation with Essentio: draft, check, issue and send an Invoice, and close a month's VAT from Essentio's own reports.

Publisher keywords · listing

invoicing invoices vat accounting

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Essentio is invoicing software for small businesses. Connect your Essentio Business to find Clients and Products, draft an Invoice, Proforma Invoice, Quote or Credit Note, check the totals Essentio computes, then issu…

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FinanceVersion 1.0.6
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Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs...

Publisher keywords · listing

equity-research public-companies financial-analysis valuation financial-modeling accounting investment-research forensics risk

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FinanceVersion 2.0.0
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VibooksBlock Software Inc.Bookkeeping software for AI agents, from source documents to reconciled books.

Publisher keywords · listing

vibooks bookkeeping small-business receipts invoices bills bank-reconciliation month-end accounting local-first ai-agent

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Publisher description

Bookkeeping software for AI agents, from source documents to reconciled books.

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Publisher full description

…atements into source-linked, reviewable records. Record transactions through proper workflows, reconcile accounts, independently review entries, and prepare for month end. Books stay on your device by default, and every write remains user-controlled.

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FinanceVersion 0.4.0
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Bajaj BrokingBajaj Financial Securities LimitedBajaj Broking MCP Connector brings your trading and portfolio information into OpenAI-compatible MCP experiences. It let's users securely...

Publisher

Bajaj Financial Securities Limited

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Publisher description

…j Broking account and market data without switching between multiple screens. This connector is especially useful for users who want faster portfolio visibility, cleaner trade review, and easier access to market context directly inside their AI workflow.

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FinanceVersion 1.0.0
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FinPilotVINICIUS MENDES PEREIRA NEVESO FinPilot ajuda o usuário a consultar contas, cartões, lançamentos e saldos da sua planilha financeira pessoal pelo ChatGPT. Também perm...

Publisher

VINICIUS MENDES PEREIRA NEVES

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…lançamentos mediante as permissões concedidas no OAuth. O app registra somente as informações fornecidas pelo usuário, não acessa bancos, não usa Open Finance e não movimenta dinheiro.

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FinanceVersion 1.0.0
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WalleKEmrah KahveciogluWalleK is a personal finance ledger. Through ChatGPT it can add an expense or income, look up what was spent over a period, break spendin...

Publisher

Emrah Kahvecioglu

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…card statement and turn it into ledger entries for the user to approve. It works in multiple currencies. Every write goes to the signed-in user's own ledger only.

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FinanceVersion 1.0.1
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ACE Money TransferACE

Publisher description

…remittances. ACE Money Transfer helps users check supported transfer routes, live exchange rates, recipient amounts, payout methods, fees, and promotions for supported corridors.

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FinanceVersion 1.0.0
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AieraAiera, Inc.

Publisher description

Access institutional-grade financial data from Aiera, including live corporate events, filings, company publications, broker research, and much more.

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FinanceVersion 1.0.0
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AIR Credit IntelligenceAIR Platforms, Inc.

Publisher description

…ng counterparties, investments, suppliers, or borrowers, AIR helps you make faster, more informed decisions without leaving the conversation.

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FinanceVersion 1.0.0
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AirwallexAirwallex (Singapore) Pte. Ltd.

Publisher description

Bring Airwallex's global financial infrastructure to ChatGPT. Orchestrate actions across your account in plain language, including the ability to set up invoices from a PO, onboard suppliers from invoices, check current cash posit…

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FinanceVersion 1.0.0
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