Finance Codex plugins
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Explore 5,434 plugins across 14 categories.
Finance plugins 57
37–57 of 57All query words must match. Use quotes for an exact phrase. Matches include publisher text, keywords and attributed research.
| Plugin / developer | Category | Follow |
|---|---|---|
PFT Edgebook - Trading JournalPhil Wasmuth Publisher description …s, to check compliance - Prop-firm & broker accounts — balances, drawdown, transactions Private and read-only by design. The connector can only read your data — it can never change or delete anything. You sign in securely with your PFT account (OAuth), every request is limited to your own data, and… Show in context → |
FinanceVersion 1.0.0 | View details → |
Pine Labs Payment AssistantPine Labs Private Limited Publisher description Pine Labs Payment Assistant is a secure, read-only connector that helps authorized merchants access and understand their payment data using natural language. It provides clear insights into orders, payments, payment links, settlements, trans… Show in context → |
FinanceVersion 2.0.1 | View details → |
Pocket RunwayROSS THOMAS EISENSCHENK Publisher description …and financial data to provide deterministic safe-to-spend calculations. The ChatGPT integration is read-only and cannot modify your Pocket Runway account. Show in context → |
FinanceVersion 1.1.1 | View details → |
PocketSmith Complete AccessPocketSmith Publisher description …tSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. A read-only version of this connector is also available, if you don't want Claude to ever modify your data. Show in context → |
FinanceVersion 1.0.0 | View details → |
PointBagelPointBagel Publisher description …data on programs, transfer partners, and point values, not from a model's memory. The connection is read-only. ChatGPT can see your cards, balances, and spending, but nothing can move points or money. Point values are estimates, and the answers say so. You'll need a PointBagel account with your card… Show in context → |
FinanceVersion 1.0.0 | View details → |
PrimaryPrimary Technology 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 operatio… Show in context → |
FinanceVersion 2.0.0 | View details → |
QBO Connector by MeridianPilot.com, Inc. Publisher description …ultiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Create arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and… Show in context → |
FinanceVersion 1.0.5 | View details → |
RazorpayRazorpay Software Private Limited Publisher description …ent link activity 4. Track payouts and reconciliation data 5. Access saved customer payment methods Read-only access—your data stays secure, and no transactions are executed through this app. Show in context →1 more matching sourcesPublisher full description …ent link activity 4. Track payouts and reconciliation data 5. Access saved customer payment methods Read-only access—your data stays secure, and no transactions are executed through this app. Show in context → |
FinanceVersion 1.0.0 | View details → |
RoboSystemsRoboSystems Publisher description …whole, with its rows, breakdowns and the calculations that tie it together. The graph also exposes read-only Cypher, so a conversation can move from a question ("show me NVIDIA's latest income statement") to a raw traversal ("which 2025 10-Ks mention goodwill impairment?") without leaving ChatGPT.… Show in context → |
FinanceVersion 1.1.0 | View details → |
Stable.comStable.com Publisher description Stable.com is a read-only information and order-tracking companion for the Stable platform. It looks up supported networks and assets, estimates indicative rates and fees, tracks the status of swaps a user has alread… Show in context → |
FinanceVersion 1.0.0 | View details → |
StackerScanStackerScan Publisher description StackerScan gives ChatGPT live precious-metals market data through five read-only tools. Current and previous-session spot prices for gold, silver, platinum, palladium, copper and nickel, in any supported currency and per troy ounce or gram. Rolling fine-metal-weighted me… Show in context → |
FinanceVersion 1.4.0 | View details → |
SynciSynci Publisher description Synci connects your real bank, brokerage, and crypto-exchange accounts to AI assistants, read-only. Ask about balances, transactions, holdings, and spending across all your accounts in one place: "What did I spend on groceries last month?" "Which subscriptions am I paying for, and what do… Show in context → |
FinanceVersion 1.0.0 | View details → |
The Fly Market IntelligenceThe Fly Publisher description The Fly Market Intelligence provides read-only tools to research companies, analyze earnings and catalysts, build market briefs, discover symbols, search and retrieve financial news, and screen stocks. Show in context → |
FinanceVersion 1.0.0 | View details → |
ThrifleMUHAMMAD HAIDER EJAZ Publisher description …verified by Thrifle's editors, and each record carries the date it was last checked. The plugin is read-only: it looks things up and never changes anything. Show in context → |
FinanceVersion 1.0.0 | View details → |
TraderSpyT1M LLC Publisher description …with your own account connected you can ask how far a position sits from liquidation. Every tool is read-only. TraderSpy cannot place, close or modify an order and has no withdrawal or transfer tool — it answers questions, you place your own trades. A free account is enough to start. Show in context → |
FinanceVersion 2.0.0 | View details → |
Twelve DataTwelve Data Pte. Ltd. Publisher description …catalog, and run market data workflows for stocks, ETFs, funds, forex, crypto, and more. The app is read-only, so it does not place trades or move money. Show in context → |
FinanceVersion 1.0.0 | View details → |
ValuEdge - Stock ValuationValuEdge Publisher description …are with fair value, which stocks deserve further research, and what has changed. ValuEdge provides read-only investment research and does not execute trades. Show in context → |
FinanceVersion 1.0.0 | View details → |
VODERWindy Road Technology Publisher description …wes you money. Your cash position. What's outstanding. All in plain language, without opening Xero. Read-only: Voder looks, never touches. Show in context → |
FinanceVersion 2.1.0 | View details → |
XeroXero Limited Publisher description …nges, year-over-year comparisons, and links back to Xero for deeper analysis. ChatGPT connects with read-only access. Any data retrieved is used only to respond to your questions and is never stored between sessions. Show in context → |
FinanceVersion 1.0.1 | View details → |
Xero Connector by MeridianPilot.com, Inc. Publisher description …: • Connect multiple Xero companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Inspect full native invoice and bill line items, contact details, and paginated Xero results • Create accounts, arbitrary Xero transactions… Show in context → |
FinanceVersion 1.0.7 | View details → |
חשמלינקסיני אליחי Publisher description …dings per home. That is what lets these tools answer with a number rather than a rule of thumb. Ten read-only tools: • compare_electricity_plans — rank every plan on the Israeli market by what it would save a specific household, per month and per year. Takes a monthly kWh figure or, far better, a 24… Show in context → |
FinanceVersion 1.0.0 | View details → |