Finance Codex plugins

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…t 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 executes and governs. Savvy connects the two, turning a conversation about a finance process into an…

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…ons, exercise costs, AMT exposure and model exit scenarios - all calculated from your actual equity data. Weather you’re trying to decide when to exercise or stress-testing potential exit outcomes, the analysis comes to you from Secfi’s calculation APIs.

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S&P Global - Adaptive is designed for open-ended, complex workflows where the data path isn't predefined. Submit a natural language query and the system dynamically routes across S&P Global data sources, from Market Intelligence to Energy data, generating queries and assembling…

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Use natural language to query a range of S&P Global datasets, including S&P Capital IQ Financials, transcripts, and more. Designed to save time and resources for engineering, product, and business teams in financial services, this server streamlines ac…

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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 per troy ounce or gram. Rolling fine…

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StockFit offers structured fundamental data directly based on SEC filings for all US Stocks/ETFs/Mutual Funds.

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…d filters), and full trading strategies — then run them tick-by-tick against real historical market data in StrategyTune's sandboxed cloud. A simple strategy backtests a year of history in seconds, so you can iterate fast. It is not limited to automated strategy backtesting. ChatGPT can run custom r…

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…expense entry - Generate a report with monthly and category breakdowns You stay in control of your data. When you connect, Suitoly asks you to sign in and choose exactly which ledgers ChatGPT can access, and whether it can only read or also add entries. You can review and disconnect ChatGPT at any…

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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.

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…eturn All calculations use official HMRC rates for 2024-25 through 2026-27. No sign-up required, no data stored, MTD compliance completely free from HMRC-recognised software.

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…e Carlo scenarios, leveraged ETFs, factors, and principal components. Results explain the effective data period, assumptions, ticker provenance, key metrics, and compact summaries of large datasets. Analysis calls record account usage and may consume analysis credits. Users can explicitly create a p…

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…able information by querying Third Bridge’s best-in-class substantial Library of expert content and data. Our MCP systematically and securely instructs Large Language Models (LLMs) to query insights from our database into their systems, streamlining your workflows and improving your output.

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…orth buying now or waiting on. Every answer includes a link to the Thrifle page it is based on. The data covers 2,250 US retailers, is verified by Thrifle's editors, and each record carries the date it was last checked. The plugin is read-only: it looks things up and never changes anything.

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…ite home financing scenarios and answer complex eligibility questions using trusted credit decision data and underwriting logic. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users can evaluate eligibility, DTI restructuring, and income calculations across a…

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…ite home financing scenarios and answer complex eligibility questions using trusted credit decision data and underwriting logic. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users can evaluate eligibility, DTI restructuring, and income calculations across a…

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TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smart Score, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge…

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…, and cover the full range of loan-to-value ratios from 50% to 110%. No login required, no personal data collected — just a fast, transparent overview of what the market currently offers. Whether you're just starting to think about buying a home or comparing refinancing options, this app helps you u…

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ualet connects ChatGPT to your personal financial data, synced automatically from Chilean bank accounts and cards. Ask about monthly spending, budgets, trends, and recurring merchants. List uncategorized transactions and suggest categories for you to…

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…if you care about energy ratings (for example homes rated E to G when planning retrofit work). The data is official UK open information: Land Registry transaction prices and the public EPC register, for England and Wales. The app is for research only. It does not list homes for sale, take payments,…

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Whisper Money is a privacy-first personal finance app: your financial data is yours, and it is never shared with third parties. This app connects ChatGPT to your own Whisper Money account so you can analyse your money in plain language instead of clicking through dashbo…

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…ial MCP separately. Existing users can skip signup. This plugin does not access accounts or payment data. Whop handles login and transactions. Eligible referrals may earn Ladd a commission; Whop determines attribution and fees.

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…m specializing in the global foreign exchange (Forex) industry. It aggregates and verifies official data from over 60 regulatory authorities worldwide. The platform features a scoring system that evaluates brokers across five key dimensions: Regulation, License, Risk Control, Software, and Business.…

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…omparisons, and links back to Xero for deeper analysis. ChatGPT connects with read-only access. Any data retrieved is used only to respond to your questions and is never stored between sessions.

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Zocks connects to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this cont…

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Chashmalink answers questions about Israeli household electricity from measured smart-meter data rather than estimates off a bill. Behind it sits an analysed corpus of more than 20,000 Israeli households across 500+ municipalities, each a full hourly export from Israel Electric Corporation —…