Finance Codex plugins

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…n und Gehalt and LODAS), document management, order management, and master data through ChatGPT. It supports guided discovery, scoped list and detail lookups, financial reporting, DMS metadata and content search, document retrieval, order inspection, payroll snapshots, and master-data access. Large…

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Lassie helps pet owners explore insurance quotes for dogs and cats in supported countries, confirm collected pet details, compare factual plan information, adjust quote options, and answer questions about Lassie coverage and policy terms.

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…ou develop, backtest, and optimize algorithmic trading strategies using AI. Upload market data from supported exchanges, write Python-based trading strategies, and run comprehensive backtests to see how your strategies would have performed historically. View detailed performance reports with interac…

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…assumptions in real time, and explore scenarios through interactive financial calculators. The app supports mortgage payments, refinance analysis, extra payment savings, loan comparisons, affordability calculations, and other lending-related workflows. Built for conversational financial planning an…

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…e uses the information received through this plugin to generate your quote, assess eligibility, and support the travel insurance quote and purchase process. Please provide only the information requested, and do not share additional information unless specifically requested as part of the quote proce…

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MedPrice AI helps users discover supported US hospitals and billing codes, retrieve chargemaster cost statistics for a hospital, and compare a code's reported costs across hospitals.

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…ons that may impact pricing Once you’re ready, you can seamlessly move from quote to active broking support with Meshed. A specialist cyber insurance team will review your requirements, refine coverage, negotiate with insurers, and guide you through to policy placement.

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…inputs together in a single interface, Moody's Credit MCP enables faster data-to-insight workflows, supporting more rigorous, consistent credit assessment and continuous monitoring of entities, markets, and portfolios. Data includes: - Global entity firmographics and identifiers - Entity hierarchies…

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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, relatio…

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…t. The app fills in the asset, chain, and amount; you confirm the rest at the moonpay.com checkout. Supports Bitcoin, Ethereum, Solana, USDC, and 100+ other assets across 30+ chains. About this app. Buy-link generation only, no funds move or transactions execute inside ChatGPT. All payment activity,…

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…by forward-looking insights from our global analyst teams. Access trusted, unbiased intelligence to support investment decisions, due diligence, and portfolio strategy in one seamless experience.

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…lows, and analyze public wallet portfolios, counterparties, related addresses, and profit and loss. Supported tools also provide Hyperliquid perpetual market and position data. Connect your Nansen account to access the data. Tool calls consume Nansen API credits from your connected account. Availabi…

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…ce AI is a read-only financial intelligence assistant for businesses and their accountants. Connect supported accounting platforms and ask questions about cash, performance, KPIs, unusual movements, management information and estimated tax indicators where supported, directly from ChatGPT. Nella pro…

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…ile accessing curated market summaries, earnings highlights, and financial transcripts. Designed to support independent research and financial literacy, Next Stock – Market Insights provides clear, data-driven tools to help users better understand market trends and investment strategies. The app doe…

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…ulate net income from gross salary and compare salary, tax, and social contribution outcomes across supported countries. The app supports detailed payroll calculations for one or two persons, cross-country net income comparisons, and a ChatGPT result panel for relocation, job offer, and salary plann…

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…ysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT scanner results, AI Co…

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…al of structured data related to private companies, investment activity, or market participants. It supports queries that involve identifying entities, summarizing historical activity, or assembling datasets for further analysis.

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…control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full secure access to your PocketSmith data, so that you…

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…spective reviews. Transaction tools record trades in your tracker; brokerage order execution is not supported. Historical simulations are not predictions of future returns. A PortfolIQ account is required, and some features depend on your account plan.

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…hanged since you last looked, which diligence questions are still open, and how well each figure is supported. You can also add deals and meeting notes, record diligence answers, and rewrite a memo section in plain language. PrefMark polishes the wording without changing facts, applies it once you a…

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…custom Python strategies, and run historical backtests with Premiss from your conversation. Explore supported crypto, stock, and ETF markets. Build your own indicators, entry and exit rules, and risk controls using the same strategy engine as the Premiss app. See the trades behind the numbers, under…

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…rusted private markets intelligence, users can research topics, answer questions, explore data, and support workflows directly within ChatGPT. Preqin MCP helps bring the power of Preqin into modern AI-driven experiences.

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…, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are supported.

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…entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting files to QuickBooks transactions • Automatically fill in your firm-specific reporting template • The craziest use case I tried was "Clone the contents of QBO A into QBO B", and… it worked

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Regit PRIIPs calculates risk, performance-scenario, and cost figures from supplied product data with an authorized PRIIPs engine. It compares published and fresh KID figures for numeric Article 15 review triggers and returns structured results, coverage, and traces.

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…eir recipients are located in over 170 countries across the globe, and Remitly offers 24/7 customer support. You can try asking: - What's the best rate for sending 50 usd to India from USA - What delivery methods are supported sending USA to Mexico? - Where can I pickup cash near Monterrey, Mexico?…

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Retirement Lab runs hypothetical retirement projections from user-supplied financial, tax-residence, and market assumptions. It can save and compare scenarios, run parameter sweeps, inspect stored results, render projection summaries, preview selected taxes, and cre…

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Ria Money Transfer helps users check supported send destinations, compare payment and payout options, view indicative exchange rates, and calculate transfer quotes before continuing to www.riamoneytransfer.com to complete a transfer.

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…k eligibility, and model lump-sum, monthly-contribution, and full-retirement scenarios. These tools support the Savvly Longevity Benefit, an SEC-registered fund designed to combine market exposure with later-life longevity payouts.

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Retrieve current market prices and historical OHLCV data for supported forex pairs, cryptocurrencies and US equities. Check trading hours, market opening status and holiday calendars in the same conversation. Connect your SiftingIO account through a read-only a…

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…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, and offer status.

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…ansfers for the user to sign. Prices are the on-chain median across Chainlink, Pyth, RedStone, DIA, Supra and more, with per-provider comparison, history, OHLC and an audit trail.

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…le.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 already started, and shows wallet balances and token allowances. The app does not execute trad…

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…any time from Settings > API Tokens in the Suitoly app, and access stops immediately. Suitoly also supports multiple ledgers for different purposes, sharing with family or friends, and receipt scanning. A Suitoly account is required. Get the app: - iPhone / iPad: https://apps.apple.com/app/id679098…

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…onsume analysis credits. Users can explicitly create a public configuration link after a successful supported analysis. Testfolio supports historical, simulated, and hypothetical research; it does not execute trades or move money. Access requires Testfolio Max or a separate MCP grant, with tools sub…

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…s custom date ranges. Indices & commodities: Follow major global stock indices, gold, oil and other supported commodities with current market data and historical aggregates. Government bonds: Check the latest US and major European government bond yields across supported maturities, including US Trea…