Finance Codex plugins

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…invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one l…

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…invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one l…

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…es from Nordic and US public filings. The MCP tools support company snapshots, filing search, financial statement retrieval, peer comparison, screening, valuation analysis, ownership and insider activity lookup, governance research, reporting-standards answers, and generation of Clarifo-branded visu…

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Securely connect your financial accounts to see your net worth, spending, and household finances in ChatGPT — including accounts shared with a partner, with full control over what stays private.

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…nt terms at first-party sources, and prepares recurring watches that alert only when something materially changes.

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…does not create, edit, delete, sync, recalculate, trade, transfer funds, sign transactions, or initiate payments.

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…ase" Read-only access—your data stays safe. Authenticates securely with your Dakota Platform credentials.

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DataFlowr connects ChatGPT to a user's Exact 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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Datarails FinanceOS brings structure and intelligence to your financial data. It provides a managed, organized database that keeps your numbers clean and reliable. Every change is fully traced with a built-in audit trail, so you always know who changed what and when.…

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Execute risk workflows powered by the D&B Commercial Graph™ For inquiries, please contact OpenAILeads@dnb.com. Dun & Bradstreet empowers teams to execute risk workflows such as KYC/KYB, entity resolution, screening, alert triage, and more using rela…

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…it covers: - Fundamentals from 10-K and 10-Q XBRL: latest values, up to 20 years of history, financial ratios, and a bring-your-own-price valuation panel. - Point-in-time views: what was knowable on a past date, every version of a fact across filings, and material revisions, for restatement-aware r…

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Analyze U.S. residential investment property like a DSCR lender does. OneMoreDoor Capital's DSCR Loan Calculator computes debt service coverage ratio, monthly PITIA, cash flow, cap rate, and break-even rent or price for 1…

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…ndexed news metadata. Responses are grounded in underlying court filings and source links with verifiable citations.

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Query your cash, debt, treasury forecasts, accounting, PSP reconciliations, payments, and intercompany positions in plain language — answered with your real numbers from Embat. TellMe inherits your existing permissions, so every reply is scoped to what you can alread…

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Your complete financial picture, ready for real conversations Connect every bank account, credit card, and investment account to ChatGPT — then ask it anything about your money. Era Context unifies your accounts, categor…

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facturillo keeps your Panamanian receipts ("facturas") organized automatically — scan the DGI QR code and every line item, vendor, and total is captured. This app connects ChatGPT to your facturillo account with read-only access,…

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…ut enough resolved outcomes report 'calibrating' — never an invented number. Observation, not financial advice.

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…record income and expenses, manage budget limits, transfer funds between accounts, and review financial analytics through ChatGPT.

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Access Vietnam's financial markets through Finhay Securities' infrastructure. Get stock prices across HOSE, HNX, and UPCOM, dive into company financials: income statements, balance sheets, cash flow..., and track macroecono…

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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 signals, funds, bonds, warrants, dividends, m…

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…es, lançamentos e saldos da sua planilha financeira pessoal pelo ChatGPT. Também permite validar, criar, atualizar, replicar, marcar, excluir e desfazer lançamentos mediante as permissões concedidas no OAuth. O app registra somente as informações fornecidas pelo usuário, não acessa bancos, não usa O…

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Fiscal.ai helps users research public companies through source-linked financial statements, ratios, prices, filings, news, ownership, segments, KPIs, earnings events, and fund letters available under their Fiscal.ai account.

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…ntry and sector risk analysis — all through a single, governed MCP connection. Query ratings, financials, key rating drivers, research, and deal insights directly inside your AI workflows. Built for regulated environments with enterprise-grade authentication and entitlement controls. Fitch intellige…

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…look up portfolio 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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…order placement or fund transfers. Data is informational only and is not investment advice. News/social tools are on Gate News; documentation tools are on a separate MCP server. Production MCP URL: https://api.gatemcp.ai/mcp/open/info (Streamable HTTP, no auth).

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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-marke…

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…ng and frontier market research, search published reports by topic and date, read permission-appropriate report content, and inspect research author profiles.

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…uage: MRR, churn (logo and MRR), retention (NRR/GRR), cohorts, MRR movements, cashflow, leads and trials, customer concentration, plans, and individual customers. Ask things like "What was my MRR churn by month this year?", "Show retention for customers who signed up in Q1", "Which plans are growing…

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…ows in real-time. Powered by Guidepoint's comprehensive and expanding Library of over 120,000+ compliance-reviewed expert interview transcripts. We combine institutional-grade quality with the volume needed for decision-critical work.

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Answers your questions about Halkbank's retail, commercial, and SME banking products and services based on the content of the bank's official websites, citing its sources. You can get information in Turkish or English on a wide range of topics, from loans…

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…, 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 saved searches. Discover startups earlier, research them faster, and act with confidence—an AI-powered resea…

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Control your business by chatting with ChatGPT. HelpDol is an AI-powered financial management app for sales professionals, service providers, self-employed workers, freelancers, contractors, and small business owners. Connect your bank account once in the HelpDol app and your in…

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…le 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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Your Inkle financial data, right inside ChatGPT. Ask about your tax filings, deadlines, P&L, invoices, bills, and cash flow- no dashboard needed. Built for cross-border startup founders managing US compliance and book…

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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 integrate into your projects with the governance your clients demand.

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Integrate your agents into Intropic's financial information ecosystem.