Finance Codex plugins

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…ed MCP connection. Users can retrieve market data, company information, economic indicators, ownership activity, and financial signals directly in conversation. Lexfi is a financial data provider and does not execute trades or provide investment advice.

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…nd treated for withholding tax? Include ESTV practice." · "How does the DBG regulate employee participations?" · "Compare the practice in the cantons of ZH and ZG." Built for tax advisors, fiduciaries, lawyers and in-house teams. Requires a Lexplorer account (login on first use) — more at lexplorer.…

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Lightsplit is a shared group ledger designed for trips, households, and teams, managed entirely through conversation. Easily create groups and share access via Web, LINE, or Telegram. Track expenses, income, and settlements with equal, weighted, or cu…

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…or "how much can I afford to save in Q3?" and get advice grounded in your real data — not generic tips. 30+ tools covering accounts, transactions, budgets, categories, and receipts. Personally owned. Shareable when you want.

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Seamlessly go from quote discovery to purchase. Answer a few questions about your trip to receive a personalized CoverMe® Travel Insurance quote, then continue to CoverMe.com, where your information carries over to help make purchasing coverage quick and easy. Before You Get Your Quo…

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…atGPT. It covers 4,100+ active PE firms, 224,000+ companies, and 223,000+ transactions, with ownership histories, deal advisors, and 100,000+ press releases, focused on the middle market. Ask the questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC company in Texas; who ha…

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…(foreign issuers that file with the SEC), and DEF 14A proxy statements. Not covered: insider/ownership filings (Forms 3/4/5, 13D/G), institutional holdings (13F), or registration/offering prospectuses (S-1, 424B). Updated daily from SEC EDGAR; daily end-of-day prices from a market-data feed. Informa…

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…monthly financial overview, a spending breakdown by envelope, recent transactions, recurring subscriptions, or a comparison between budget periods. MONVELOP tools are read-only. They cannot create, edit, or delete financial data, initiate payments or transfers, connect a bank, or execute investment…

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…and qualitative insights. It combines comprehensive entity information, such as financials, ownership, and management, with Moody's Ratings proprietary ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and m…

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…, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, relationship, and market datasets into a unified intelligence layer to help teams identify opportunities, prioritize accounts, and support more effective customer engagement. The solution combines…

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…ze your home-buying budget with detailed, easy-to-read charts that break down your exact costs—principals versus interest—over the entire lifespan of your term. Plan your financial future clearly, test different purchase prices, and generate customized amortization schedules in seconds.

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…ive strategies, while 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 strat…

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Search for a French company and view its Nogogo grade, principal director and key company information. Nogogo AI uses public data to provide an indicative assessment of a company’s apparent reliability.

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…nd close your books without leaving ChatGPT. Sync your bank transactions, send invoices, upload receipts, and 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 conn…

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Get home insurance quotes from multiple insurers by filling in a single form. The app provides pricing, coverage details, and policy differences based on data from multiple insurers. Compare results side by side and select an option to…

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OakbrookOne in ChatGPT helps you explore how turning multiple debts into one monthly payment could work for you - through a simple conversation. Share details about the debts you’re managing and see illustrative repayment scenarios. You can understand how c…

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Inspect autonomous payment proposals against structured policy, retrieve public signed OCD receipts, and check receipt proofs. Inspection is unsigned and performs no sanctions screening. Verification returns VALID, INVALID or UNVERIFIABLE; it does not establish payment safety, compliance or ser…

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…s) to exercise in which year, to hold down AMT and recover the credit later. We optimize across multiple years, with your tax status in mind. 2. Whether to sell restricted stock units (RSUs) at vest or hold for long-term capital gains, and what the twelve-month cliff is actually worth. We show you t…

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…eal questions about your money. Check balances, analyze spending by category, track recurring subscriptions, and monitor your full financial picture — all through conversation. Link your accounts once and get instant, read-only access to your financial data whenever you need it. Your data stays encr…

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…h the PSP payment API (deposits, withdrawals, refunds, captures/voids, card tokens, recurring/subscriptions, hosted fields, Apple Pay / Google Pay), implement webhook handling and safe payment-state to order-state mapping, and verify the flow against the PSP sandbox.

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…s based on your actual trades. Your assistant can read: - Trades — entries, exits, size, P&L, R-multiple, tags - Statistics — win rate, profit factor, average win/loss - Journal & notes — your daily reflections and voice notes - Playbook — your setups and rules, to check compliance - Prop-firm & bro…

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Photon Commerce processes financial documents into actionable data. Instantly process invoices, receipts, and other documents to extract structured, hallucination-free JSON data accurately. With one click, continue your review or make edits on the Photon Commerce website for full control. Beyond ext…

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…es clear insights into orders, payments, payment links, settlements, transactions, plans, and subscriptions without creating, modifying, or executing payments.

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…nd people. It returns normalized fields such as firmographics, financing rounds, deal terms, ownership information, financials, fund performance metrics when available, LP commitments, investor portfolios, and team details with associated source metadata. Use this connector when a query requires fac…

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…d decisions that feel relevant to your life. Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?" Keep your budget in check: rev…

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Turn your own trading idea into a structured Pine Script v6 or Python strategy blueprint. Audit generated code against approved rules and run deterministic Monte Carlo robustness checks on chronological backtest returns. PrimeSync Studio does not execut…

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…and Codex securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple 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,…

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…ers research public companies by searching company profiles, events, conferences, documents, transcripts, summaries, and financials. It also lets users manage Quartr research assets such as watchlists, keyword alerts, saved clips folders, workspaces, and saved search filters through ChatGPT.

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RealOpen helps buyers use crypto to buy real estate. Verify wallet ownership, check crypto Proof of Funds eligibility, generate a Proof of Funds letter, and start your crypto-funded real estate purchase directly through ChatGPT. When you’re ready to purchase, the transactio…

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…GPT users find cash back, coupons, product alternatives, independent Shopify products, in-store receipt offers, and referral or sign-up paths using Refermate's rewards data.

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…r you, and a shareable report link. It covers long-term rental, short-term rental, BRRRR, fix-and-flip, multifamily and new construction. It can compare all six against the same property to find its best use, and solve backwards for the highest price you could pay and still hit your return targets.…

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RemitCheap compares rates, fees, recipient amounts, and delivery speeds from independent money transfer providers. It can list available comparison corridors and rank provider quotes by value or speed. RemitCheap does not send money or…

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…o send money home, donate or have local currency while traveling abroad. Our customers and their 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 me…

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…showing the Oak Street property today"), then ask for your hours back by property, category, participant, or date range. The connector can create a time log and read your existing data: list your properties, categories, and participants, pull individual logs, and get summaries of total hours. Every…

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…nd analyse spend — search expenses you own or oversee by date, status, category, group, person or trip, pull up a single expense with a link into Rydoo, find card expenses still missing a receipt, and get server-computed totals per trip, person or project. - Process approvals — see what's waiting on…

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Combine real-time SaaS 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.