Finance Codex plugins

Publisher description

…it universe. Query permissioned content in real time using natural language, power autonomous agent workflows and ground your AI systems in a trusted, standardized data source. Built for investment managers, banks, law firms and advisors who need research-grade answers at the speed of the market.

Publisher description

…olio and risk snapshots. All tools are read-only and return analyst-oriented summaries for research workflows.

Publisher description

…te 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 the pulse of private capital markets.

Publisher description

…rivate 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.

Publisher description

Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk…

Publisher description

…governs. Savvy connects the two, turning a conversation about a finance process into an audit-ready workflow agent running on Savant's AI control layer: a deterministic processing engine that returns the same result every cycle, human-in-the-loop review at the points that need judgment, your institu…

Publisher description

…ge Language Models (LLMs) to query insights from our database into their systems, streamlining your workflows and improving your output.

Publisher description

…r historical price action in an interactive chart, search the endpoint 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.

Publisher description

…nders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…nders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…nders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…nders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher full description

…bank or card statements 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.