Finance Codex plugins

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Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

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…iew order history, and analyze holdings by sector or asset class. Built for investors who want to research, analyze, and act on Vietnam's market. All through conversation.

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FinLens helps users research Vietnam's listed equities and financial markets in ChatGPT. It retrieves company, price, and intraday data; compares financial statements, peers, and valuation; and analyzes flows, technical si…

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Access trusted Fitch Ratings credit research and data, CreditSights intelligence, and BMI country and sector risk analysis — all through a single, governed MCP connection. Query ratings, financials, key rating drivers, research, and deal…

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…track insider and congressional trades, and more. Elevate your financial analysis and investment research with trusted, institutional-quality data.

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Invest smart in real estate abroad with GREI. Search global property investment opportunities using everyday language, starting with GREI listings in Greece and Cyprus. Describe what you are looking for, such as renovated apartments in Athens und…

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Embed trusted expert insights directly into your research and decision-making workflows in real-time. Powered by Guidepoint's comprehensive and expanding Library of over 120,000+ compliance-reviewed expert interview transcripts. We combine institution…

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Search, create, and update records across the Intapp Celeste portfolio with secure, compliant retrieval via Intapp Celeste plugin. Ensure the workflows you rely on from Intapp Celeste are available to…

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Investra connects your real estate investment workflow to your AI assistant. Search and evaluate property listings, run investment analyses, review projected returns and cash flow, and share investor-ready reports — all from chat. The integration uses the same data, permission…

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Irish Tax Hub helps users estimate Irish taxes, inspect current tax rates and deadlines, search Revenue guidance, and research Ireland's double-taxation treaties through read-only tools.

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Kalkınma Yatırım Bankası searches TKYB's public information on products, services, corporate information, financing, APEX programs, sustainability, investor relations, and contact details. It presents results in read-only inf…

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…rts 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 read results can be retrieved through authenticated attachments. With a separately approved OAuth permiss…

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Lexfi gives ChatGPT access to structured financial data for research and analysis. It covers equities, macroeconomics, fixed income, institutional holdings, market sentiment, alternative data, and global markets through a unified MCP connection. Users can retrie…

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Research US and HK stocks with market data, fundamentals, analyst ratings, news, filings, screeners, movers, rankings, and short interest. Connect your Longbridge account to analyze balances, positions,…

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Mashvisor helps users search investment properties, inspect listing details and photos, and compare Traditional vs Airbnb cash-flow projections using Mashvisor market data.

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Mergr is a private equity and M&A research database, now available in ChatGPT. It covers 4,100+ active PE firms, 224,000+ companies, and 223,000+ transactions, with ownership histories, deal advisors, and 100,000+ press releases, focuse…

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…es by financials, compare peers, read filing sections (risk factors, MD&A, earnings), and full-text search SEC EDGAR. Coverage: 10-K/10-Q (and amendments), 8-K, 20-F/40-F/6-K (foreign issuers that file with the SEC), and DEF 14A proxy statements. Not covered: insider/ownership filings (Forms 3/4/5,…

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Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial analysis, default r…

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…arket signals, and company events - Risk indicators and early warning signals - Economic data and research Use Moody’s Growth & Strategy MCP for: - GTM Planning – define and size target markets with comprehensive company coverage - Account Prioritization – identify and prioritize high-value prospect…

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Integrate Morningstar's comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered connector, clients can explore cross-asset coverage, including funds, equities, and beyond, enhanced by forward-looking insights from ou…

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…al newsroom trusted by the largest banks, brokerages, professional trading, wealth management and research applications globally, every story is built for AI — so you get answers grounded in live market intelligence, not stale data. What you can do: • Get the latest news on any ticker and analyze pr…

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With this app, you can quickly and easily search and compare the mortgage offers available on MutuiOnline.it. The app allows you to find the solutions that best suit your needs by comparing top offers from dozens of banks and lenders in Italy…

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MyInvestor helps users explore MyInvestor's public investment catalogue from ChatGPT. Users can search and inspect mutual funds, ETFs, and stocks; resolve fund names; compare investments; discover automated portfolios; and simulate a custom portfolio using historical market data. The app is read…

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…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 does not provide personal…

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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 reliabilit…

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Get structured stock quotes, technical indicators, trend data, symbol search, and Yahoo-derived fundamentals directly in ChatGPT. Noweir Market Data is read-only, does not connect to brokerage accounts or execute trades, and clearly labels market-data limitations.

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…, standardized data source. Built for investment managers, banks, law firms and advisors who need research-grade answers at the speed of the market.

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Options Analysis 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…

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…, view profile details, and monitor your API usage limits. Effortlessly digitize raw documents into searchable and analyzable data format.

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…favorite 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.

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…ker, spending tracker, and budget tracker inside ChatGPT. Log expenses by chatting, track spending, search your transaction history, spot possible duplicate charges, and get clear spending reports, category reports, financial reports, and monthly budget summaries. It helps with expense management, m…

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…PocketSmith data, so that you can work with your finances in plain language. Understand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what…

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…on through natural language. By combining AI with trusted 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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…es, periods and dimensions, resolve a concept like "revenue" to its XBRL element, and run full-text search across filing narratives, then read the exact section. Read a filing the way it was filed: list the statements and notes in a 10-K or 10-Q, then open one section whole, with its rows, breakdown…

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…tted to do in Rydoo, using your own roles and permissions. Key features: - Read and 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-compute…

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…blockchain addresses, retrieve blockchain intelligence, trace fund flows, inspect transactions, and search entities for AML compliance investigations through ChatGPT.