Finance Codex plugins

Publisher subtitle

Aave data and transactions

Publisher subtitle

Manage tax transactions, exemptions, returns, and reports

Publisher subtitle

Ask about your transactions

Publisher capabilities · listing

…community records Screen and compare buildings Check a yield claim against registered records Transactions behind each median Your saved buildings and what changed

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Connect your airpay account to access payment data through conversation. Ask ChatGPT about transactions, settlements, refunds, etc. and get instant answers without logging into your dashboard. What you can do: 1. Retrieve transaction and order details 2. Check settlement and refund status 3. Vie…

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Bring Airwallex's global financial infrastructure to ChatGPT. Orchestrate actions across your account in plain language, including the ability to set up invoices from a PO, onboard suppliers from invoices, check current cash position across currencies, and more. Seamlessly…

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…making decisions. AlpacaDB, Inc.’s Paper Trading API uses simulated funds and does not enable transactions in real securities. Its availability and content do not constitute an offer, solicitation, investment advice, recommendation, or endorsement involving securities, derivatives, futures, or trad…

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…end yield. Ingest earnings call transcripts, track earnings and IPO calendars, monitor insider transactions and institutional holdings, and review stock splits and dividends. Score news sentiment by ticker, and analyze options chains, put-call ratios, and volume/open-interest ratios for market posit…

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…t runs on. With this app you can ask about a company's P&L, indicators, budget and categorized transactions for any month; review an individual client's overview, household budget and transactions; and read the consulting deliverables attached to each engagement, or publish a new one. Reads cover co…

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Awaken Tax helps users inspect cryptocurrency transactions, accounts, portfolios, tax lots, reports, and reconciliation data; correct private tax records; and generate tax reports through ChatGPT.

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…, customer payments, journal entries, supplier invoices, bank reconciliations and to-dos. Financial actions may create bookkeeping entries and update related invoice, expense or bank-transaction statuses. The app never transfers money, sends invoices automatically or deletes records; corrections are…

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…plain to me the card cashback” or “Is it really free?”. Information only (no account access or transactions). Available in Italian and German.

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…nspect financial statements and tables, and review reported institutional holdings and insider transactions. The app retrieves public filing data; it does not execute trades or submit or modify filings.

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…entication is required. This app does not access user accounts and does not support trading or transactions. Market data is provided “as is” from Binance’s public APIs and may be delayed, incomplete, or subject to change. This information is for informational purposes only and should not be relied u…

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Connect ChatGPT to Borderless Budget and ask natural-language questions about transactions, spending, cash flow, budgets, recurring charges, net worth, and trends across currencies, all converted to your home currency.

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…nagement-claimed advantages alongside listed peers; understand revenue segments; review market transactions and corporate actions; and map disclosed customers, suppliers and partners. Bull AI is built for source-backed company research that clearly separates reported facts, management claims and int…

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…voices, find expenses missing receipts, and match documents from the Caribooks document box to transactions. Save company-specific bookkeeping rules and prepare recurring tasks whose proposed changes can be reviewed in the Caribooks portal. A Caribooks account connected to QuickBooks Online is requi…

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…for both operational visibility and developer workflows, the platform is evolving beyond dashboard actions to support the full suite of Cashfree Payments, Payouts, SecureID, PPI, and Partners APIs used in real-world integrations. From tracking live payment flows and debugging transactions to managi…

Publisher description

…ing portfolio data through 20 read-only tools. Users can inspect authorized portfolios, ledger transactions, connections and wallets, balance snapshots, DeFi positions, NFT holdings and activity, transaction labels, invoices, bills, and supported asset reference data. The app is read-only: it does n…

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…or organizations, contacts, marketplace searches, fundraising news, private-market strategies, transactions, funds, and performance benchmarks through read-only searches.

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…r Dakota Platform data through conversation. Ask questions about your customers, accounts, and transactions without navigating dashboards or writing API calls. What you can do: - Look up customers and filter by KYB status, type, or name - View onramp, offramp, and swap account details - Browse trans…

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…nstitutional holders and manager portfolios, Schedule 13D/13G blockholders, and Form 4 insider transactions. - Filings and events: recent SEC filings, 8-K item events, and a delta feed for agent loops. - Context: 16 government macro series and sector capital-cycle aggregates. - Pre-2009 annual funda…

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…ay provides trusted escrow and third-party managed account services for high-value and complex transactions. Get expert guidance on escrow accounts, payment management, and secure fund holding. Learn about UK escrow services including construction escrow, M&A escrow, divorce escrow, marine escrow, a…

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…erest, or the numbers inside a company's SEC filings. Pull 13F institutional holdings, insider transactions, congressional trades, short interest, earnings call transcripts and Federal Reserve economic series — and search the full text of filings rather than just their metadata. 90+ tools across tho…

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…hatGPT — then ask it anything about your money. Era Context unifies your accounts, categorizes transactions, surfaces recurring charges, and tracks cash flow so ChatGPT can give you answers that are actually grounded in your data. What you can do: - See where your money went — Compare spending acros…

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…nting in one place. This connector gives ChatGPT access to your Finom business data. Ask about transactions and spending across your accounts, look up invoices and payment status, review card activity, and check bookkeeping records and tax deadlines. You need an active Finom account to use this conn…

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Fold helps users securely review their own transactions, accounts, investments, recurring expenses, credit profile, and savings through ChatGPT.

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…provides analytics only: it does not give investment advice, make recommendations, or execute transactions. A C8 FX Hedge subscription is required; you sign in with your subscription email and a one-time code - no API keys.

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…your GoCardless account to look up payments, customers, mandates, payouts, and refunds, and to take actions such as creating payments, issuing refunds and cancelling mandates. You choose what permissions to authorise when you connect. Money-moving actions show a preview and wait for your confirmatio…

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…l. It cannot access personal data or account information, and cannot perform customer-specific transactions.

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…, accounts payable, and accounts receivable using voice, text, or photos. Track your financial transactions, cash flow, profit, due dates, and financial summaries in real time. All information stays synchronized with HelpDol, allowing you to manage your business quickly, simply, and efficiently dire…

Publisher full description

…rkspace. Agents discover the tools relevant to each task and retrieve focused results, keeping interactions concise while working with the application’s current capabilities. Requires Codex desktop with the Browser plugin and a HeyTraders account. Paper workflows use simulated balances and do not se…

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…ks to official sources. It requires no sign-in, cannot access customer accounts, applications, transactions, or personal banking data, and provides general information only.

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…r accounting across your businesses and clients. Analyze your financial statements, categorize transactions, post journal entries, and close your books faster. ChatGPT drafts, you review and approve with confidence.

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…r product Check on the status of your filings, for all jurisdictions Look up customer records, transactions, and exemption certificates Look up your product catalog and product tax categories This MCP server informs your decisions rather than acting on your behalf: it doesn't file a return, register…

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…ights, perform complex calculations and analyse financial instruments through natural language interactions.