Finance Codex plugins

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…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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…& Strategy MCP supports AI-driven sales, marketing, and revenue operations by providing GenAI-ready data, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, relationship, and market datasets into a unified intelligence layer to help teams identify o…

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Integrate Morningstar's comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered connector, clients can explore cross-asset coverage, including funds, equities, and beyond, enhanced by forward-l…

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Morningstar Credit Analytics brings CMBS and CRE CLO surveillance data into ChatGPT. Ask in plain language and get answers grounded in Morningstar Credit's loan, deal, bond, property, and portfolio datasets.

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Calculate your exact monthly mortgage payments instantly with live data. This interactive calculator goes beyond the basics to pull real-time interest rates directly from the Federal Reserve, ensuring your estimates are always perfectly accurate to the market. Visual…

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…y, 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 developments across global equities • Track macro events and global central bank signals in…

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…investments; discover automated portfolios; and simulate a custom portfolio using historical market data. The app is read-only and does not access customer accounts, place orders, subscribe to products, or execute financial transactions.

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…ted, 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 insights are estima…

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…st 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 bills are coming up?” “How much did I spend on food last month?” “Where is most of my money going?”

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…ny and view its Nogogo grade, principal director and key company information. Nogogo AI uses public data to provide an indicative assessment of a company’s apparent reliability.

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…lling in a single form. The app provides pricing, coverage details, and policy differences based on data from multiple insurers. Compare results side by side and select an option to continue your purchase through Nsure’s website.

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Options Analysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT sc…

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…l through conversation. Link your accounts once and get instant, read-only access to your financial data whenever you need it. Your data stays encrypted and you control exactly what's shared.

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Paribu brings live crypto market data into ChatGPT. Ask for the current price and 24-hour statistics (change, high, low, volume) of any coin listed on Paribu, in Turkish lira (TL) or USDT. You can also browse markets ranked by tradin…

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…ed investors model and compare illustrative defined-outcome options strategies using current market data. Choose a security, time horizon, and desired outcome parameters. Parity identifies an available expiration and options structure, then explains the estimated cost, downside protection, upside tr…

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…tfolios: current holdings, value, performance, dividends, and transaction history based on your own data.

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…ur AI assistant to your own trading journal. Once linked, your assistant can read your real trading data. Just ask about your performance in plain language instead of digging through spreadsheets. Ask things like "How did my breakout setups perform this month?", "Where am I losing the most?" or "Am…

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Photon Commerce processes financial documents into actionable data. Instantly process invoices, receipts, and other documents to extract structured, hallucination-free JSON data accurately. With one click, continue your review or make edits on the Photon Commerc…

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…s a secure, read-only connector that helps authorized merchants access and understand their payment data using natural language. It provides clear insights into orders, payments, payment links, settlements, transactions, plans, and subscriptions without creating, modifying, or executing payments.

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…l purchase would affect your runway. Pocket Runway uses your existing 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.

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…proach 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 language. Investigate patterns across all your accounts…

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…right now. The answers come from your actual cards and spending, priced with PointBagel's verified data on programs, transfer partners, and point values, not from a model's memory. The connection is read-only. ChatGPT can see your cards, balances, and spending, but nothing can move points or money.…

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…ividend Tracker helps users review portfolio holdings and performance, inspect market and cash-flow data, and manage transactions, dividends, expenses, bookings, cash corrections, and investment strategies through ChatGPT.

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Read-only MCP server for querying Primary financial data, including balances, transaction history, FX rates, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are supported.

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…parties and recent transfers, and screen a single transaction by hash. Free, no signup, no API key. Data comes from the PublicAML Intelligence API.

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…tment strategies. Each study is registered before it runs, walked window by window on point-in-time data, and published with every window, figure and registration timestamp on its page. This plugin searches that library and reads a paper into the conversation, so ChatGPT answers from the study itsel…

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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, analyst actions,…

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…s and rate monitoring. Unlike estimate-based calculators, every rate comes from actual credit union data, helping you find competitive offers that traditional rate sites often miss.

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…e-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, enter a balance and RateZip will apply each account’s published balance tier. For mortgage contex…

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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 sta…

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…Cash, runway, margin, growth and customer concentration, kept current from your bank and accounting data. Your reporting tells you what happened. Here you get what it did to your options: which stay open, which close, and when.

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…Shopify products, in-store receipt offers, and referral or sign-up paths using Refermate's rewards data.

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Regit PRIIPs calculates risk, performance-scenario, and cost figures from supplied product data with an authorized PRIIPs engine. It compares published and fresh KID figures for numeric Article 15 review triggers and returns structured results, coverage, and traces.

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…y, category, participant, or date range. The connector can create a time log and read your existing data: list your properties, categories, and participants, pull individual logs, and get summaries of total hours. Everything is scoped to your own authenticated REPSLog account. It does not access or…

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Rillet helps finance teams retrieve financial data and manage accounting records, including invoices, bills, customers, vendors, journal entries, bank activity, contracts, and financial reports.

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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 & m…