Finance Codex plugins

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Jaz in your agents: full-featured accounting, finance, and reporting. Built for accountants, finance teams, and the businesses they serve. IFRS-first, multi-currency, multi-user by default.

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…t details. It presents results in read-only information cards with links to official sources. It requires no sign-in, cannot access customer accounts, applications, transactions, or personal banking data, and provides general information only.

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…r free, across every jurisdiction where you sell Look up registrations and jurisdiction-specific requirements Estimate sales tax, VAT, and GST for a transaction, address, or product Check on the status of your filings, for all jurisdictions Look up customer records, transactions, and exemption certi…

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…lt 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 master-data access. Large read resul…

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Kredit is a UAE-focused credit card comparison website that helps you quickly find cards that match how you actually spend. In one place, you can browse offers from multiple banks and compare key details side by side — like cashback rates, rewards, welcome bonuses, annua…

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Learn to invest with AJ Bell in ChatGPT helps you build your investing knowledge through a simple, natural conversation. Explore clear, educational content from AJ Bell’s Learn to Invest library, read helpful articles and Shares Magazine content, and…

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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 retrieve market data, company informati…

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…s 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.ch.

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…ayment savings, loan comparisons, affordability calculations, and other lending-related workflows. Built for conversational financial planning and lending analysis.

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…then continue to CoverMe.com, where your information carries over to help make purchasing coverage quick and easy. Before You Get Your Quote To generate your travel insurance quote, we'll ask for information such as your date of birth, province of residence, travel destination, travel dates, and tri…

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…data, forex data, and crypto data through Massive.com's financial data API — no code or scraping required. Stocks & equities: Real-time stock prices, historical stock data, tick-level trades and quotes, OHLC aggregates and candlestick bars, market snapshots, and stock ticker reference data for all U…

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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 r…

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…quote to active broking support with Meshed. A specialist cyber insurance team will review your requirements, refine coverage, negotiate with insurers, and guide you through to policy placement.

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…on CDs (3 to 60 months), high-yield savings, money market and checking accounts, mortgages, home equity loans and HELOCs, auto loans, personal loans, and credit cards — nationally or in your state — and get one best quote per institution with the minimum deposit and the date it was collected. Check…

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…tor credit risk through forward-looking measures and scenario analysis - Relationship Management - quickly evaluate credit health to support informed engagement and credit structuring - Ratings Advisory - align issuer details with ratings methodologies and peer benchmarks - Investment Research - get…

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…ws. Through our MCP-powered connector, clients can explore cross-asset coverage, including funds, equities, and beyond, enhanced by forward-looking insights from our global analyst teams. Access trusted, unbiased intelligence to support investment decisions, due diligence, and portfolio strategy in…

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…erages, 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 price impact • Monitor energy sector development…

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Access public comps, verified M&A multiples and VC data straight from ChatGPT. Built for investment banking, PE and VC ecosystem, Multiples MCP delivers investment-grade valuation intelligence inside your favorite AI tool. Try queries like "cybersecurity strategic M&A buyers" "me…

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…olios, counterparties, related addresses, and profit and loss. Supported tools also provide Hyperliquid perpetual market and position data. Connect your Nansen account to access the data. Tool calls consume Nansen API credits from your connected account. Availability depends on supported chains, mar…

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…he latest available accounting data and identifies when professional accounting judgement may be required. It does not make payments, post transactions or change accounting records. Tax projections and financial insights are estimates and should not be treated as regulated financial, investment or t…

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…which permissions to grant and can revoke access through NeroPay. A NeroPay merchant account is required. Sales figures reflect gross activity rather than profit. Displayed balances do not guarantee immediate payout availability.

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…ower autonomous agent workflows and ground your AI systems in a trusted, 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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…, BDRs, FIIs, fundos CVM, debêntures, renda fixa pública e privada e índices, custos, patrimônio líquido, retornos históricos, alocação e composição. Screener com filtros por classe, look-through da carteira de ETFs (inclusive ETFs de ETFs) e lookup reverso ("quais ETFs carregam NVDA?"). Análise de…

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…PT will run the scan and show the top candidates with return, probability of profit, greeks, and liquidity, using quotes that refresh throughout the trading day. You can also start from a built-in preset, re-run scans you've saved on OptionClaws, and look up which filters are available before you sc…

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…tructure, then explains the estimated cost, downside protection, upside tradeoff, dividends, and liquidity in plain language. Parity provides educational analysis only. It does not provide personalized investment advice, choose investments for users, connect brokerage accounts, or execute transactio…

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…ps users understand what a funeral plan is and find the plan that best fits their needs. Through a guided conversation, it analyzes factors such as age, city of residence, and funeral service preferences (cremation or burial, wake or ceremony) to provide personalized recommendations. It also offers…

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…uest is limited to your own data, and account numbers are masked. Your data is stored in the EU. Requires an EdgeBook account (part of the PFT Terminal) with the AI add-on enabled.

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…or portfolios, and team details with associated source metadata. Use this connector when a query requires factual private market information or retrieval of structured data related to private companies, investment activity, or market participants. It supports queries that involve identifying entitie…

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…supported. Historical simulations are not predictions of future returns. A PortfolIQ account is required, and some features depend on your account plan.

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…er ses biens, locataires, soldes, écritures comptables, transactions bancaires et documents (baux, quittances, états des lieux) ; générer les quittances de loyer et avis d'échéance en PDF ; enregistrer ou corriger des écritures comptables (loyers, charges, travaux) ; préparer les pièces d'un état de…

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Rallies is an AI research app for the stock market, built on live data instead of stale web results. Ask about any US ticker in plain English and get answers backed by real-time prices, fundamentals, earnings, SEC filings, options flow, technicals, anal…

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…igh-yield savings and money-market APYs, CD APYs by term, fixed-mortgage rates and APRs, and home-equity/HELOC APRs. Each figure includes when it was observed, its source, and a freshness status; data outside its serving window is withheld rather than presented as current. For deposit comparisons, e…

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…status of my recent settlements," or "Find refunds from last week." Perfect for merchants who want quick insights without navigating dashboards. View transaction details, track settlement timelines, check saved payment methods, and analyze your payment activity—all through natural language. What you…

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…ction. Simple enough for first-time investors, powerful enough for seasoned landlords. This app is suitable for all ages.

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…wer a few short questions. You see which of the four ways to fund a plan fit your business, debt, equity, grants or your own cash, down to the products and the providers in range. The first answer is on screen in under a minute, with no account needed. Connect your re:cap account and the same conver…

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…scoped to your own authenticated REPSLog account. It does not access or share other users' data. Requires a REPSLog account with an active Premium subscription. That subscription is purchased separately in the standalone REPSLog mobile and web apps, not through ChatGPT. Logs created here sync to tho…