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Finance Codex plugins

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Explore 5,474 plugins across 14 categories.

Finance plugins 204

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D&B Finance AnalyticsDun & Bradstreet

Publisher description

…I-powered credit decisioning, portfolio monitoring, and risk management workflows using trusted D&B data and analytics. For inquiries, please contact OpenAILeads@dnb.com D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and predictive risk, accelerate c…

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FinanceVersion 3.0.0
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D&B Risk AnalyticsDun & Bradstreet

Publisher description

…e, and more using relationship-aware business context from the D&B Commercial Graph™. Verified risk data, anchored in the global standard D-U-N-S® Number business identifier, and policy-driven logic provide the foundation for consistent decisioning across systems of record and scalable risk operatio…

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FinanceVersion 1.0.0
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Deal Analyzer MCPOleg Polyakov

Publisher description

Deal Analyzer MCP helps users underwrite U.S. rental properties, parse Zillow or Redfin listing data, compare multiple deals side by side, and save deals to a signed-in account for later review inside ChatGPT.

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FinanceVersion 1.0.0
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Dr. KleinDeveloper

Publisher description

…ent, repayment rate, and other financing details can be adjusted individually. Based on the entered data, the calculator provides various financing offers that can be compared side by side at a glance. The Dr. Klein Mortgage Calculator is suitable for planning a mortgage for the purchase of a proper…

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FinanceVersion 1.0.0
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Economic MindEconomic Mind AS

Publisher description

Gain access to Economic Mind’s comprehensive market intelligence database, covering market sizing, forecasting, trends and competitive landscape across 10,000 markets. Every number is fully traceable to the underlying sources and assumptions, based on Economic Mind…

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FinanceVersion 1.0.0
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Era ContextTinwell Labs Inc.

Publisher description

…ng charges, and tracks cash flow so ChatGPT can give you answers that are actually grounded in your data. What you can do: - See where your money went — Compare spending across months, categories, or accounts. Ask why a month felt expensive, and get a real answer. - Catch problems before month-end —…

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FinanceVersion 1.6.1
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ExpensifyExpensify, Inc.

Publisher description

Ask questions about your Expensify account and get answers from your real data — not guesses. Connect your Expensify account and ask natural language questions about your finances. ChatGPT will query your actual account to answer them. What you can ask: - "How much did I sp…

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FinanceVersion 1.0.0
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facturillofacturillo Inc.

Publisher description

…h?", "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 facturillo account (facturillo.com); data features require an active plan.

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FinanceVersion 1.0.0
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FakturoidFakturoid s.r.o.

Publisher description

Issue invoices in Fakturoid, record expenses, or analyze your business data and statistics.

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FinanceVersion 1.0.0
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Financial Summarizer ProPerceptive Analytics Private Limited

Publisher description

…rieves the company's latest annual and quarterly filings from SEC EDGAR, extracts the key financial data, and presents it as a clean, structured summary — the kind an analyst would put together, in a fraction of the time.

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FinanceVersion 1.0.0
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FinomPNL Fintech B.V.

Publisher description

…management, and accounting in one place. This connector gives ChatGPT access to your Finom business data. Ask about transactions and spending across your accounts, look up invoices and payment status, review card activity, and check bookkeeping records and tax deadlines. You need an active Finom acc…

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FinanceVersion 1.0.0
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Fitch SolutionsHearst Communications, Inc.

Publisher description

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 insights di…

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FinanceVersion 1.0.0
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FurtherFurther Finance Ltd

Publisher description

…tfolio company holdings and returns, reconcile bank accounts, pull general ledger and trial balance data, and answer other questions based on your live Further data.

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FinanceVersion 1.0.0
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Gemral EdgePhuong Uyen Pham

Publisher description

…is available; upgrade for full unmasked signals, the Alpha Score, catalyst radar, and alerts). All data is derived from public records and is informational only — not investment advice.

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FinanceVersion 1.0.0
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GoCardlessGoCardless

Publisher description

…ise when you connect. Money-moving actions show a preview and wait for your confirmation. Sensitive data such as customer email addresses are partly hidden before the model sees them. Bank account details are never shared. Building on the GoCardless API? Ask for integration guidance and code samples…

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FinanceVersion 1.0.0
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HalkbankTürkiye Halk Bankası A.Ş.

Publisher description

…wide range of topics, from loans to cards, from Paraf to ParafLy Travel. It cannot access personal data or account information, and cannot perform customer-specific transactions.

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FinanceVersion 1.0.0
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HarmonicHarmonic AI, Inc

Publisher description

Search, enrich, and research startups, companies and investors using Harmonic's proprietary data 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 speci…

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FinanceVersion 4.0.0
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HypawaveHypawave

Publisher description

…private agent-to-agent messaging, free encrypted file handoffs, and buying or selling files, APIs, data, and compute over Bitcoin Lightning. Non-custodial, with the Lightning preimage as proof of payment. Full function via the Hypawave MCP server.

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Publisher full description

…ith it directly: open private conversations, hand off encrypted files, and buy or sell files, APIs, data, and compute over Bitcoin Lightning. Your agent tells you when something arrives, right in your terminal or editor. No accounts on either side, non-custodial, and the payment proof is what releas…

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FinanceVersion 0.4.1
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HyperlineHyperline

Publisher description

…o manage quotes, invoices, subscriptions, customers, products, pricing, taxes, wallets, and revenue data. Use it to answer billing questions, inspect customer context, monitor revenue, and perform safe billing workflows from your Hyperline account.

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FinanceVersion 1.0.0
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Interactive Brokers (IBKR)Interactive Brokers

Publisher description

…ons, balances, P&L, allocations, and open orders, or request real-time quotes and historical market data. You can also prompt ChatGPT to draft trade instructions — for example, "Buy 100 shares of AAPL at a limit of $200" — which are sent to your IBKR account for your review and approval. ChatGPT nev…

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FinanceVersion 6.0.0
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InvestraInvestra, Inc.

Publisher description

…urns and cash flow, and share investor-ready reports — all from chat. The integration uses the same data, permissions, and plan limits as the Investra web app, so anything done through the assistant matches what you'd see in your account. Built for real estate professionals who want to spend less ti…

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FinanceVersion 1.0.0
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Kalkınma Yatırım BankasıTürkiye Kalkınma Yatırım Bankası A.Ş.

Publisher description

…quires no sign-in, cannot access customer accounts, applications, transactions, or personal banking data, and provides general information only.

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FinanceVersion 1.2.4
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KeyBid PulsKeyBid

Publisher description

…egrations on the way), or upload screenshots from other real estate platforms. The app analyzes the data to deliver instant revenue projections, detailed reports, and a concise conclusion on whether the property is worth purchasing for short-term rentals. Covering 56 countries and over 191 cities, i…

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FinanceVersion 1.0.0
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Klardaten DATEV-ConnectorKlardaten GmbH

Publisher description

…accounting, payroll (Lohn 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 m…

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FinanceVersion 3.1.0
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KuberaKubera Apps, Inc.

Publisher description

…uestions about your Kubera portfolio. Connect your Kubera account to access your live balance sheet data, including net worth, assets, liabilities, and allocation. The assistant uses this data to answer questions, surface patterns, and explain what’s in your portfolio. Example questions: - What is m…

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FinanceVersion 2.1.0
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LedgerLensEdukas Solutions LLC

Publisher description

…nt purchases, category spending, or specific merchants and get instant answers grounded in your own data. Upload statements once, then explore your finances by simply asking — no dashboards to navigate, no filters to configure. Your data stays in LedgerLens; ChatGPT reads it only during active tool…

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FinanceVersion 1.0.0
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LONA Trading AssistantMindsight Ventures SL

Publisher description

…nt helps you 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 wi…

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FinanceVersion 2.0.0
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LunarCrushLunarCrush, Inc.

Publisher description

Add real-time social media data to your searches with LunarCrush. LunarCrush measures what the world is paying attention to by analyzing millions of public social posts every hour to reveal the sentiment, engagement, and moment…

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FinanceVersion 1.0.0
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ManiloBorys Harholinskyi

Publisher description

…dining this month?" 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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FinanceVersion 2.0.1
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Manulife®Manulife

Publisher description

…ch is provided by OpenAI and is subject to OpenAI's terms, privacy practices, account settings, and data-handling practices. This tool is intended only to help you request a travel insurance quote. It cannot be used to submit or manage a claim, request emergency or travel assistance, or send urgent…

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FinanceVersion 7.0.0
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MashvisorMashvisor Inc.

Publisher description

…details and photos, and compare Traditional vs Airbnb cash-flow projections using Mashvisor market data.

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FinanceVersion 2.0.0
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MergrMergr

Publisher description

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, focused on th…

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FinanceVersion 1.0.1
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Meshed CoverFounders Factory

Publisher description

…business, and this app will: • Assess your cyber risk profile • Identify relevant cover (including data breach response, ransomware, business interruption, cyber extortion, and regulatory defence) • Generate tailored UK cyber insurance quotes • Outline key limits, excesses, and optional extensions…

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FinanceVersion 2.0.0
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ModrekFikrah Information Technology

Publisher description

…nvestors analyze stocks, discover opportunities, and make informed decisions using real-time market data, AI-driven insights, advanced screening, and portfolio analytics.

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FinanceVersion 1.0.0
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MonitorBankRatesMonitor Bank Rates LLC

Publisher description

…s has tracked bank and credit union rates since 2008. This plugin connects ChatGPT to the same live database that powers MonitorBankRates.com: about 150,000 current rate quotes from more than 8,000 U.S. banks and credit unions, refreshed daily from each institution's own published rates. Ask for the…

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FinanceVersion 1.0.0
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MONVELOPDENIS YEVSEYENKO

Publisher description

…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 investments. Results are limited to your authenticated MONVELOP account and the permissions you approve.

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FinanceVersion 1.0.0
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