Finance Codex plugins

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…disconnect ChatGPT at any time from Settings > API Tokens in the Suitoly app, and access stops immediately. Suitoly also supports multiple ledgers for different purposes, sharing with family or friends, and receipt scanning. A Suitoly account is required. Get the app: - iPhone / iPad: https://apps.a…

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…failing?" Synci aggregates accounts across thousands of institutions: - Banks in Europe and the UK via GoCardless Bank Account Data - Banks in New Zealand via Akahu - Investment brokerages and crypto exchanges via SnapTrade All connected accounts are visible through one MCP server, in their native c…

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…checkup and ChatGPT briefs you on every active thesis, logs fresh evidence against your exit criteria, and flags anything that has objectively triggered. Every closed trade mints a public receipt — entry, exit, result, and your reasoning, word for word. Tally never executes trades.

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…ment and vehicles • Scan receipts and categorise them for your tax return 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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…ized summary - See estimated savings based on your selections - Connect with a verified CPA who specializes in rideshare taxes for professional guidance What it doesn't do: TaxMadeEazy is informational only. It does not file taxes, calculate refunds, or provide professional tax advice. All deduction…

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…s, analyze earnings and catalysts, build market briefs, discover symbols, search and retrieve financial news, and screen stocks.

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…essly incorporate critical context and trusted insights from industry experts as part of your financial and business analysis. Refocus on extracting high-quality, reliable information by querying Third Bridge’s best-in-class substantial Library of expert content and data. Our MCP systematically and…

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…ays and early closures across supported regions. Ask natural-language questions such as “How is Nvidia trading today?”, “Compare Bitcoin and gold over the last year”, “What is USD/TRY now?” or “What is the latest US 10-year Treasury yield?” and get answers backed by TickerLayer market data. Built fo…

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…a loan qualifies for and why. Tinman AI turns what used to take days or weeks into real-time, compliant decisions that keep loans moving and deals alive.

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…a loan qualifies for and why. Tinman AI turns what used to take days or weeks into real-time, compliant decisions that keep loans moving and deals alive.

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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, h…

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…minal MCP brings institutional-grade blockchain data into ChatGPT. Query standardized onchain financial and usage metrics across 100+ blockchains, 1,200+ applications, and 3,000+ tokenized assets — using natural language. The MCP connects ChatGPT directly to Token Terminal’s data layer, which transf…

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…ts in seconds, without leaving your conversation. Representative example conditions only. Not financial advice. Results are indicative and non-binding.

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…ducational risk-management software only and does not provide buy, sell, hold, investment, or financial advice.

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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 yo…

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…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, book viewing…

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…assistant for modern Insurtech: the AI-native platform helping insurance brokers, MGAs, and intermediaries run and grow their business. Ask about broker CRMs, policy and claims automation, employee-benefits portals, and embedded distribution, and get straight answers plus side-by-side comparisons of…

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…re entering a trade, compare possible outcomes, and build a more structured trading plan. Not financial advice. Trading involves risk.

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…FreshBooks, MYOB or QuickBooks Online (QBO) to VODER. Ask about cash, invoices, payments and financial reports in ChatGPT, without hunting through accounting screens.

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Track your Western Union money transfers, get official answers to common questions, and check real-time exchange rates. All directly inside ChatGPT. You can try these right now: * Track my transfer * Exchange Rate from USD to INR * What information do…

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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 da…

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Independent Whop signup and business setup guide with disclosed affiliate signup and official MCP connection instructions.

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WikiFX is a third-party financial information platform specializing in the global foreign exchange (Forex) industry. It aggregates and verifies official data from over 60 regulatory authorities worldwide. The platform features a s…

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…outstanding invoices, top customers and more — directly from ChatGPT. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. ChatGPT connects with read-only access. Any data retrieved is used only to respond to y…

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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 context through…

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…ehold consumes — the thing a roof-area calculator cannot see. • get_city_consumption_benchmark — median monthly consumption, profile mix and 24-hour curve for a given Israeli city. • get_national_load_curve — national demand by hour, day of week and season. • classify_consumption_profile — classify…

Our research · summary

Retrieve financial datasets for company and market research.