Finance Codex plugins

Publisher description

…xisting pay-period plan and financial data to provide deterministic safe-to-spend calculations. The ChatGPT integration is read-only and cannot modify your Pocket Runway account.

Publisher description

…g tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full secure access to your PocketSmith data, so that you can work with your finances in plain language. Understand your money: search, filter and categorize your transactions in plain lan…

Publisher description

…ntBagel keeps track of your U.S. credit cards and points, and does the math on them. Connect it and ChatGPT can answer questions about your own wallet: which card earns the most on a purchase, what your points are worth, whether an annual fee is still earning its keep, and which transfer bonuses are…

Publisher description

…ge transactions, dividends, expenses, bookings, cash corrections, and investment strategies through ChatGPT.

Publisher description

…e, 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.

Publisher description

…25 banks to find the ideal mortgage for your real estate project in France, directly with Pretto on ChatGPT. Share your project details to instantly determine your maximum borrowing capacity or simulate your future monthly payments based on current market trends and profile-specific interest rates.…

Publisher description

This connector lets ChatGPT and Codex securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Cho…

Publisher description

…imestamp on its page. This plugin searches that library and reads a paper into the conversation, so ChatGPT answers from the study itself and links to the page. Topics so far: earnings drift, dividend capture, the Piotroski F-score, country and sector rotation, the Fama-French factors inside the S&P…

Publisher description

…ch as watchlists, keyword alerts, saved clips folders, workspaces, and saved search filters through ChatGPT.

Publisher description

…, how a holding compares to its peers — without juggling six tabs or spreadsheets. What you can do: Chat with any ticker or your full portfolio Work from live charts with indicators (RSI, MACD, 20/50 MA) Analyze earnings history, estimates, and surprises Screen by price action, fundamentals, or tech…

Publisher description

Connect your Razorpay account to access your payment data through conversation. Ask ChatGPT about your payments, orders, refunds, settlements, QR codes, payment links etc. Get instant answers to questions like "Show me today's payments," "What's the status of my recent settlements,"…

Publisher description

…enerate a Proof of Funds letter, and start your crypto-funded real estate purchase directly through ChatGPT. When you’re ready to purchase, the transaction takes place outside ChatGPT through RealOpen, where your crypto is converted and fiat funds are sent to the seller or escrow.

Publisher description

Refermate helps ChatGPT users find cash back, coupons, product alternatives, independent Shopify products, in-store receipt offers, and referral or sign-up paths using Refermate's rewards data.

Publisher description

You can use Remitly within Chatgpt to plan your money transfer before you send. You can ask questions about delivery times, fees, rates and more. Remitly is trusted by millions of customers who rely on it to send money home, do…

Publisher description

…hat subscription is purchased separately in the standalone REPSLog mobile and web apps, not through ChatGPT. Logs created here sync to those apps, so your records stay in one place for IRS documentation.

Publisher description

Revolut X helps ChatGPT look up the signed-in user's exchange balances and working/finished orders, inspect a single order and its fills, and read live market catalog, tickers, candles, order-book depth, and public t…

Publisher description

RoboSystems turns public-company financial filings into a knowledge graph ChatGPT can query directly. SEC EDGAR: every public company's XBRL filings as one queryable graph. Pull a company's financial statements by ticker or CIK, pivot reported facts across companies, period…

Publisher description

…or platforms and marketplaces. This Model Context Protocol server connects your Rootline account to ChatGPT, so you can ask about any payment, merchant account, or settlement across your network.

Publisher description

Rydoo MCP connects ChatGPT to your Rydoo account, so you can manage your expenses through everyday conversation instead of navigating the app. Sign in once with your existing Rydoo login — ChatGPT can then only see and…

Publisher description

Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, meeting prep and more. All Sacra research & data is available including: * company & market repo…

Publisher description

Access Saudi Exchange market data directly in ChatGPT using your SAHMK account. Retrieve stock quotes, company information, market summaries, historical prices, financial statements, ratios, and dividend data. Available results follow your existi…

Publisher description

Savvy is the Savant copilot for ChatGPT and Codex. Savant is the AI automation platform for modern finance, automating manual data work across tax and accounting processes with SOX compliance built in. ChatGPT reasons. Savant execut…

Publisher description

…ace fund flows, inspect transactions, and search entities for AML compliance investigations through ChatGPT.

Publisher description

Seguro Match helps users in Spain compare real home, car, and motorcycle insurance quotes in ChatGPT. The model opens a guided quote wizard; the embedded widget collects the required details (with catalog and address lookups), runs the quotes against authorized insurer systems, and shows comp…

Publisher description

…plore market trends in Vietnam, and get instant answers to investment-related questions directly in ChatGPT.

Publisher description

…. Review and manage your family’s financial records, wallets, categories, and tags directly through ChatGPT.

Publisher description

SimsaSplit helps signed-in users manage shared expense groups through ChatGPT: list groups, create groups, add placeholder members, create invite links, send direct group invites, review balances and settlements, and create, update, or delete expenses.

Publisher description

…tion Insurance allows pilots to receive non owned aircraft renters insurance quotes directly within ChatGPT through a fast, guided conversational experience. Built specifically for aviation renters, it replaces traditional insurance forms with a simple flow and delivers a clear quote summary in seco…

Publisher description

SplitEasy is a free expense ledger. After you connect your account, ChatGPT can show who you owe, who owes you, list friends and groups, preview an equal split, and add an expense in your name after you confirm. ChatGPT cannot settle up, itemize a receipt line by line…

Publisher description

StackerScan gives ChatGPT live precious-metals market data through five read-only tools. Current and previous-session spot prices for gold, silver, platinum, palladium, copper and nickel, in any supported currency and…

Publisher description

StrategyTune is a backtesting platform for trading strategies, and this plugin gives ChatGPT hands-on access to it. ChatGPT can write and save the pieces you build with — chart indicators, reusable market conditions (StrategyTune calls them signals and filters), and full trading strat…

Publisher description

…ments integration faster with the ability to create products, prices, and payment links directly in ChatGPT. Run your business from ChatGPT with the ability to retrieve and manage payments, subscriptions, invoices, refunds, disputes, and customers. Build and debug your payment integration quicker th…

Publisher description

…, consulta movimientos, revisa balances mensuales y organiza pagos recurrentes y presupuestos desde ChatGPT. Tu información queda guardada de forma privada para que puedas retomarla en futuras conversaciones sin empezar de cero.

Publisher description

The Tabs MCP connector lets AI assistants like ChatGPT query your billing, revenue, and contract data through the Model Context Protocol. Connect your AI tools to Tabs and ask questions in natural language — no custom integration code required.

Publisher description

…capable. Tally makes it accountable. Your AI is the analyst; Tally is the risk officer. Tally gives ChatGPT a trading journal it can operate but never rewrite: every trade starts as a pre-registered thesis with exit rules written before entry, a 24-hour cooling-off separates conviction from capital,…

Publisher description

…ancers, sole traders, and landlords instant UK tax answers using HMRC-published rates, right inside ChatGPT. 8 tools cover the full self-employed tax journey: • Calculate income tax, National Insurance, and take-home pay (England and Scotland) • Check if Making Tax Digital (MTD) applies to you and w…