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Finance Codex plugins

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Finance plugins 182

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In PractiseIn Practise

Publisher description

…gs that library into ChatGPT. You can: - Search thousands of expert interviews across public and private companies, sectors and business models - Read full interviews and analysis, with verbatim quotes you can attribute to each source - Look up companies and the moats behind them, assessed with the…

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FinanceVersion 1.0.0
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Instant DSCR Term SheetNational Loan Provider

Publisher description

…t National Loan Provider. Describe the deal — purchase or refinance, property address, loan amount, value, rent, taxes and insurance, credit score and how title will vest — and the app prices it against current wholesale rate sheets and program guidelines. When the deal fits, the investor receives a…

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FinanceVersion 1.0.0
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Intapp CelesteIntapp Celeste

Publisher description

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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FinanceVersion 1.0.0-6b3927081bed
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Interactive Brokers (IBKR)Interactive Brokers

Publisher description

…0 shares of AAPL at a limit of $200" — which are sent to your IBKR account for your review and approval. ChatGPT never submits orders directly to the market. Any trading symbols displayed or discussed are for illustrative purposes only and are not intended to portray recommendations. Member SIPC.

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FinanceVersion 6.0.0
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InvestmentIQLayer 3 Labs

Publisher description

…ll take, or what return rate you need to get there — all in one smart calculator. Choose from Conservative, Moderate, or Aggressive strategies and watch an interactive chart project your wealth up to 50 years into the future. See a clear breakdown of your starting balance, total contributions, and i…

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FinanceVersion 1.0.0
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InvestraInvestra, Inc.

Publisher description

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, permissions, and plan…

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FinanceVersion 1.0.0
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IOL invertironlineIOL invertironline

Publisher description

…rtfolio holdings, cash balance across settlement terms, and recent account activity. Every order is validated before submission, so you always confirm the price, commissions, and any sworn declarations required before anything is executed.

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FinanceVersion 1.1.0
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Itau BeneficiosBanco Itaú Chile

Publisher description

…a una conversación de distancia. Ten en cuenta: El servicio utiliza inteligencia artificial generativa. Las respuestas son generadas automáticamente y podrían contener errores o imprecisiones. No ingreses datos personales, claves ni información sensible. Itaú no comparte información personal de sus…

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FinanceVersion 2.0.0
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Klardaten DATEV-ConnectorKlardaten GmbH

Publisher description

…coped 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 permission, it can create unco…

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FinanceVersion 3.1.0
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KreditSMART SPEND FZCO

Publisher description

…eature means in practice. Whether you’re looking for everyday savings on groceries and fuel, better value on flights and hotels, or a low-fee card to keep things simple, you can sort and compare cards based on what matters most to you.

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FinanceVersion 1.0.0
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Lexplorer Swiss Tax ResearchLexplorer

Publisher description

…administrative practice of 24 cantons, the federal administrative practice (ESTV and SSK circulars, VAT publications), plus commentary and academic doctrine. ChatGPT plans the research the way a tax professional would: statute first, then administrative practice and doctrine, and for cantonal questi…

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FinanceVersion 1.0.1
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LSEGLSEG Engineering

Publisher description

…sses and domains. It enables seamless integration of institutional-grade market data, analytics and valuation tools directly into conversational AI workflows, allowing users to access deep market insights, perform complex calculations and analyse financial instruments through natural language intera…

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FinanceVersion 9.0.0
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Manulife®Manulife

Publisher description

…additional information unless specifically requested as part of the quote process. This plugin is available through ChatGPT, which 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…

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FinanceVersion 7.0.0
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MassiveMassive.com, Inc.

Publisher description

…al futures data across major products. Indices: Real-time and historical index data including index values and aggregates for major market indices. Forex & crypto: Currency pairs, exchange rates, crypto prices, and historical FX and cryptocurrency market data. Beyond prices, pull company fundamental…

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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+…

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FinanceVersion 1.0.1
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Meshed CoverFounders Factory

Publisher description

…d questions about your 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, an…

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FinanceVersion 2.0.0
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Midpoint Card PricesI Lov Guitars Inc.

Publisher description

…er it is worth grading to get the PSA 9 and PSA 10 premium, net profit after grading fees, expected value by gem rate and a plain verdict. You can also see 7 to 180 days of price history, the biggest 30-day movers, rising cards that actually sell, the best cards to grade in a game or set, and priced…

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FinanceVersion 1.0.0
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ModrekFikrah Information Technology

Publisher description

…cover 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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MollieMollie

Publisher description

…ollie payment integration — connects Codex to your Mollie account via the Mollie MCP server and activates skills for payments, Mollie Connect, recurring payments, refunds/operations, troubleshooting, SDK upgrades, and building Mollie-powered AI agents.

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FinanceVersion 1.5.0
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MonitorBankRatesMonitor Bank Rates LLC

Publisher description

…the matching page. No account or sign-in required. This tool provides published rate data and index values for comparison. It is an objective, non-advisory resource and does not provide financial advice or recommendations

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FinanceVersion 1.0.0
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Moody’sMoody's

Publisher description

…ding comprehensive entity data, ownership structures, financials, ratings, and research, to power advanced orchestration and multi-step analysis for credit assessment, compliance, sales intelligence, and risk monitoring. By combining Moody’s deep domain expertise and advanced AI, we deliver relevant…

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FinanceVersion 3.0.0
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Moody's Credit MCPMoody's

Publisher description

…it 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 data-dr…

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FinanceVersion 3.0.0
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Moody's Growth and StrategyMoody's

Publisher description

…le markets, identify whitespace opportunities, and align sales and marketing strategies around high-value prospects. By bringing together structured company data and contextual insights into a single interface, Moody’s Growth & Strategy MCP helps streamline data-to-insight workflows and supports imp…

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FinanceVersion 2.0.0
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MoonPayMoonPay, Inc.

Publisher description

…, KYC, and regulatory controls happen at moonpay.com under MoonPay's licensed entities. Cryptoasset values can rise and fall significantly and your capital is at risk. Supported countries and assets are governed by your KYC outcome and MoonPay's licensing in your jurisdiction.

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FinanceVersion 1.0.0
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MSCI ConnectorMSCI Inc.

Publisher description

MSCI Connector lets authorized users query entitlement-controlled MSCI index, private capital, portfolio, and real-assets data in natural language, including performance, benchmarks, holdings, exposures, constituents, and methodology insights.

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FinanceVersion 8.0.0
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Multiples.vcFlow Partners (London) Ltd.

Publisher description

…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" "median SaaS public NTM multiples," or "biggest VC rounds in Europe this year" and get struct…

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FinanceVersion 1.0.0
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MutuiOnline.itMutuiOnline S.p.A

Publisher description

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. If you’d like to learn more, you can b…

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FinanceVersion 2.0.0
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NansenNansen (Business/Productivity Software)

Publisher description

…sen account to access the data. Tool calls consume Nansen API credits from your connected account. Availability depends on supported chains, markets, and account access. This plugin provides analytics and cannot place trades or transfer assets.

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FinanceVersion 1.0.0
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Nella Finance AIAccTek

Publisher description

…icators where supported, directly from ChatGPT. Nella provides clear summaries based on the 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…

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FinanceVersion 2.0.0
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NeroPayNeroPay

Publisher description

…es reflect gross activity rather than profit. Displayed balances do not guarantee immediate payout availability.

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FinanceVersion 1.0.0
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NexafinNexafin

Publisher description

…s, and analyze spending by category without digging through dashboards or statements. Nexafin is privacy-first and read-only. It cannot move money or access sensitive credentials. You stay in control of what data is shared and can disconnect at any time. Try asking: “Show my account balances” “What…

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FinanceVersion 1.0.0
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Next Stock - Market InsightsOtaner Tech Inc.

Publisher description

…ategorized stock rankings, portfolio breakdowns, and educational market insights based on publicly available financial data. Users can explore different investment styles such as growth, value, dividend, and conservative strategies, while accessing curated market summaries, earnings highlights, and…

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FinanceVersion 1.0.0
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Nomas Researchnomas research

Publisher description

…, D, 14A, S-1/S-3), insider trades, 13F holdings, and failure-to-deliver. Tools are read-only retrieval against Nomas RAG APIs. Users sign in on nomas.fyi; Free, Pro, and API plans still apply.

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FinanceVersion 1.0.0
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No Trilho FinançasRafael Siloti

Publisher description

…as, despesas, contas, dívidas e aportes; prepare alterações, revise o resumo e confirme antes de salvar. O MCP recebe somente dados financeiros estruturados necessários para cada operação.

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FinanceVersion 1.0.1
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OctusOctus

Publisher description

…Claude and other LLMs. The Octus MCP Connector™ delivers proprietary intel, issuer fundamentals, private data room documents and covenant analysis across 95%+ of the sub-investment grade credit universe. Query permissioned content in real time using natural language, power autonomous agent workflows…

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FinanceVersion 4.0.0
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OnChainDiligenceJAROSLAV GOLIS

Publisher description

…ck receipt proofs. Inspection is unsigned and performs no sanctions screening. Verification returns VALID, INVALID or UNVERIFIABLE; it does not establish payment safety, compliance or service delivery. This free plugin does not execute payments, hold funds or access private operations.

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FinanceVersion 1.0.0
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