Finance Codex plugins

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…low-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding balances, overdue receivables, incoming emails, outgoing emails, payment communications, and account tasks in one place. Identify unpaid invoices and silent customers, inspect co…

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…people" - "The check is $95, I've paid $55. What does my friend owe?" - "The cost of our vacation groceries was $200, which I paid for. How much does each person (John, Alice, Rob, Alex) owe me?"

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…e quotes from leading Australian insurers - all in one place. With cover available for thousands of occupations, BizCover makes it easy to find the right protection for your business in minutes. Join over 300,000 Australian businesses who trust BizCover to help protect what they’ve built. Get indica…

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…the issue, including the Internal Revenue Code, Treasury regulations, revenue rulings and revenue procedures, IRS guidance, and federal case law. State and international authority is included where the question calls for it. Common uses: - Researching a client position before you commit to it on a r…

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…rkspace 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 Briefcase Ledger for…

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…term projections - Compares the cost of buying with potential returns of alternative investments (stock market, savings, etc.) - No account or registration required — start simulating immediately - Toggle advanced parameters and view a full amortization table to understand every payment of your mort…

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Bybit is a leading global cryptocurrency exchange. This plugin provides real-time public market data directly in your ChatGPT conversations — no account or API key required. Capabilities: • Real-time prices: Get the latest price, 2…

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…writing facts — NOI, rent rolls, cap rates, debt terms — and trace every number back to its source document. Verify what’s supported, flag what isn’t, and get a clean deal overview in seconds. Built for acquisitions teams, analysts, and investors who need answers they can defend.

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…reports and budgets; inspect close tasks, attachments, and support cases; and search Campfire help documentation. With the necessary access, you can create, update, and delete supported accounting records and manage budgets, tags, and custom fields. Existing permissions, applicable approval requirem…

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…h or French. Review financial reports and open invoices, find expenses missing receipts, and match documents from the Caribooks document box to transactions. Save company-specific bookkeeping rules and prepare recurring tasks whose proposed changes can be reviewed in the Caribooks portal. A Caribook…

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Clarifo helps users research stock-listed companies from Nordic and US public filings. The MCP tools support company snapshots, filing search, financial statement retrieval, peer comparison, screening, valuation analysis, ownership…

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…ces, market cap, and volume for millions of crypto assets tracked by CoinMarketCap, from major cryptocurrencies to long-tail DEX tokens across every major chain. Beyond prices: technical analysis (RSI, MACD, moving averages, Fibonacci levels, pivot points), on-chain metrics like holder distribution…

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…ta, news catalysts, positioning trends, portfolio context, and trading tools in one place. Model allocations, compare opportunities, and open Liquid, our brokerage, with trade ideas ready for your final review. Designed for traders who want sharper context, faster planning, and a more connected way…

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CryptoAudit: Crypto AI helps people analyze cryptocurrency markets inside ChatGPT. Users can view live charts, check market summaries, compare coins, review technical indicators like RSI and MACD, see support and resistance levels, track market sent…

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…mp, offramp, and swap account details - Browse transaction history with fees, exchange rates, and blockchain data Example queries: - "Show me all customers pending KYB review" - "What are the recent transactions for this customer?" - "List all onramp accounts using USDC on Base" Read-only access—you…

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…investor presentations, earnings transcripts and company presentations, with hyperlinks to source document overlaying each data point. Provides a zero-hallucination foundation for any quantitative financial analysis in ChatGPT.

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…Online administration to retrieve and analyze financial, CRM, project, sales, banking, asset, and document data; create and maintain selected ERP records; and run month-end close and cash-flow forecasting workflows.

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…ive analytics, and workflow capabilities, organizations can bring credit and portfolio management processes directly into AI-driven workflows. Anchored by the global standard D‑U‑N‑S® Number and powered by the D&B Commercial Graph™, D&B Finance Analytics helps organizations reduce ambiguity, improve…

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…icial ownership: "Who ultimately owns and controls <Company Name>, and are any owners or directors located in high-risk or sanctioned jurisdictions?" Generate KYB decision reports: "Give me a full KYB decision report for <Company Name> — should we approve, refer, or decline?" Note: Requires D&B Risk…

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…ithout lookahead. - Ownership: 13F institutional holders and manager portfolios, Schedule 13D/13G blockholders, and Form 4 insider transactions. - Filings and events: recent SEC filings, 8-K item events, and a delta feed for agent loops. - Context: 16 government macro series and sector capital-cycle…

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…gross, before service charges and other costs. Short-term rental returns are modelled from a stated occupancy assumption, not measured. Villas are published by community, not individually. The index holds no listings, cannot arrange viewings, and does not give investment, mortgage, tax or legal advi…

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…ines U.S. Chapter 11 bankruptcy and restructuring research. Search cases and court filings, browse dockets, review filing summaries, read exact document text, explore relationships among filings, and search hearing transcripts and indexed news metadata. Responses are grounded in underlying court fil…

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…confusing rate sheets, you can see the best available offers based on your actual consumption and location, all in one screen. Tell Facile.it Energia what you need - electricity, gas, or both - and it shows you a simple form to enter your city and household consumption. In just a few seconds, you r…

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FactSet Model Context Protocol (MCP) is an open, API-based standard designed to seamlessly connect financial data, analytics models, and applications across different platforms. By enabling smooth interoperability, MCP empower…

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…-only access, so you can ask natural questions about your real spending: "How much did I spend on groceries last month?", "Where did I buy this?", "Which store do I visit most?". Answers come from your actual receipt data — totals, line items, vendors, payment methods — never estimates. Requires a f…

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…r free FinancialFilings account using OAuth, no API key needed. Built on the open Model Context Protocol.

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Real-time and historical financial data through a suite of tools covering stocks, ETFs, crypto, forex, commodities, SEC filings, economic indicators, and more. Users can look up company fundamentals, pull financial statements, screen stocks, read earnings transcripts, track i…

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…sistant directly to the heartbeat of global financial markets. The Forinvest MCP (Model Context Protocol) app transforms ChatGPT into a powerful financial agent with 22 MCP tools, providing secure, low-latency access to: Live Market Data: Instant access to BIST, VIOP, global indices, commodities, an…

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Gate Info provides public, read-only cryptocurrency research data for ChatGPT: coin profiles, market overview and spot snapshots (including batch), Gate candlesticks, order book depth, and recent trades across spot, futures, delivery, and opt…

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Gemral Edge provides public-record financial intelligence inside ChatGPT. It covers congressional stock trades, U.S. federal and defense contracts, lobbying activity, management commitment history, upcoming market catalysts, prediction-market odds, and cross-signal convergence. Results depend on sub…

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…ovated apartments in Athens under €150k or properties in Cyprus near the beach, and GREI will show focused listing cards with prices, locations, key details, investment signals, and links to continue exploring on grei.club. GREI combines global property search and insights to help investors compare…

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…a on millions of companies and the people behind them. Get detailed company profiles with funding, location, founders, and network connections. Use natural language to find companies matching specific criteria. Create and manage lists of companies and people. Access your team's network mapping and s…

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…idation in your HeyTraders workspace. Agents discover the tools relevant to each task and retrieve focused results, keeping interactions concise while working with the application’s current capabilities. Requires Codex desktop with the Browser plugin and a HeyTraders account. Paper workflows use sim…

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…applicability information for a specified date. Read treaty provisions and their tax-effect dates, locate passages in long documents, and retrieve published legal changes. Use the cited sources to support research notes, client work and internal tax analysis. Coverage, historical depth and applicabi…

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…economies, network effects, counter-positioning, switching costs, branding, cornered resource and process power - Track the companies you care about with a personal watchlist Ask ChatGPT about a company, a competitor or an end market, and it pulls the relevant primary-source view from people who wer…

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Request a written, indicative term sheet for a business-purpose DSCR loan on a non-owner-occupied 1–4 unit investment property, from Dominick Prevete at National Loan Provider. Describe the deal — purchase or refinance, property address, loan amount, value, rent, taxes and insurance, cred…