Finance Codex plugins
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Explore 5,324 plugins across 14 categories.
Finance plugins 29
1–29 of 29All query words must match. Use quotes for an exact phrase. Matches include publisher text, keywords and attributed research.
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LONA Trading AssistantMindsight Ventures SLLONA Trading Assistant helps you develop, backtest, and optimize algorithmic trading strategies using AI. Upload market data from support... Plugin name LONA Trading Assistant Show in context →1 more matching sourcesPublisher description LONA Trading Assistant helps you develop, backtest, and optimize algorithmic trading strategies using AI. Upload market data from supported exchanges, write Python-based trading strategies, and run comprehensive b… Show in context → |
FinanceVersion 2.0.0 | View details → |
Pine Labs Payment AssistantPine Labs Private LimitedPine Labs Payment Assistant is a secure, read-only connector that helps authorized merchants access and understand their payment data usi... Plugin name Pine Labs Payment Assistant Show in context →1 more matching sourcesPublisher description Pine Labs Payment Assistant is 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 li… Show in context → |
FinanceVersion 2.0.1 | View details → |
Shinhan Securities AssistantShinhan Securities VietnamConnect your Shinhan Securities Vietnam account to review portfolio holdings, explore market trends in Vietnam, and get instant answers t...
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FinanceVersion 1.0.0 | View details → |
CashfreeCashfree Payments Pvt. Ltd.Connect ChatGPT with Cashfree Payments and manage your entire payments ecosystem through natural conversation. Access merchant dashboard ... Publisher subtitle Your All in One AI Assistant Show in context →1 more matching sourcesPublisher description …ng settlements and analyzing business performance, ChatGPT becomes your unified AI-powered Cashfree assistant for every payments-related task. Show in context → |
FinanceVersion 1.0.0 | View details → |
FinOppsFinOppsGet instant answers about upcoming work, revenue, customer payments, and business performance from your FinOpps account.
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FinanceVersion 1.0.0 | View details → |
AgentCollectRespaid Inc (dba AgentCollect) Publisher description AgentCollect connects your AR recovery data to your assistant. Ask "how much did we recover last quarter?", "what's my recovery rate?", or "which accounts paid the most?" and get a complete, business-framed answer scoped strictly to your own account. R… Show in context → |
FinanceVersion 1.0.0 | View details → |
Allianz Direct EspañaAllianz Direct España Publisher description …eat Ibiza"). The app will generate a corresponding non-binding policy outline. You can then ask the assistant for information about the coverage, request modifications to the details, or ask for explanations of specific clauses to see how the coverage adapts to your needs and what options are availa… Show in context → |
FinanceVersion 1.0.0 | View details → |
Ask GinaAsk Gina Publisher description Ask Gina is a research assistant for crypto, prediction markets, perpetuals, and equities. Use it to fetch real-time prices and historical data for tokens, Hyperliquid markets, and Polymarket prediction markets, and to anal… Show in context → |
FinanceVersion 1.0.0 | View details → |
Assurance TemporaireMCJ Courtage Publisher description …ary motor insurance quote (1 to 90 days) in a few questions — car, van, truck, camper, trailer… The assistant computes a real price, can read your vehicle registration document for accuracy, and returns a pre-filled link to the online quote tool. You review the details, read the IPID, and complete t… Show in context → |
FinanceVersion 1.0.0 | View details → |
BriefcaseBriefcase Publisher full description …tion for accountants, connected to Xero, QuickBooks and Briefcase Ledger. This plugin connects your assistant to your Briefcase workspace so it can review bills and receipts awaiting approval, explain Autopilot decisions, submit documents, manage expense claims, run prepayments, accruals and depreci… Show in context → |
FinanceVersion 1.3.0 | View details → |
CloFinCloFin Tecnologia e Soluções Digitais LTDA Publisher description CloFin is your intelligent personal financial assistant. Manage your financial life through natural conversations: log expenses, track budgets, check account balances, and organize your financial categories quickly, securely, and automatically. Show in context → |
FinanceVersion 1.0.0 | View details → |
CredCore - Tusk LiquidCredCore Publisher description Tusk Liquid connects AI assistants to CredCore's curated database of public credit-agreement data — covenants, debt structure, pricing, amendments, and obligations — extracted from publicly filed credit agreements. Once conn… Show in context → |
FinanceVersion 2.0.0 | View details → |
D&B Finance AnalyticsDun & Bradstreet Publisher description …predictive risk, accelerate credit decisions, monitor portfolio health, and take action through AI assistants, agents, and enterprise applications. By combining trusted D&B business intelligence, financial risk insights, predictive analytics, and workflow capabilities, organizations can bring credi… Show in context → |
FinanceVersion 3.0.0 | View details → |
ForInvestForInvest Yazılım ve Teknoloji Hizmetleri A.Ş. Publisher description Forinvest MCP: Real-Time Market Intelligence & Trading Integration Connect your AI assistant directly to the heartbeat of global financial markets. The Forinvest MCP (Model Context Protocol) app transforms ChatGPT into a powerful financial agent with 22 MCP tools, providing secure,… Show in context → |
FinanceVersion 2.0.0 | View details → |
InvestraInvestra, Inc. Publisher description Investra connects your real estate investment workflow to your AI assistant. Search and evaluate property listings, run investment analyses, review projected returns and cash flow, and share investor-ready reports — all from chat. The integration uses the same data,… Show in context → |
FinanceVersion 1.0.0 | View details → |
KuberaKubera Apps, Inc. Publisher description …access your live balance sheet data, including net worth, assets, liabilities, and allocation. The assistant uses this data to answer questions, surface patterns, and explain what’s in your portfolio. Example questions: - What is my current net worth? - What stands out in my balance sheet? - Where… Show in context → |
FinanceVersion 2.1.0 | View details → |
ModrekFikrah Information Technology Publisher description Modrek is an AI-powered investment assistant designed for the Saudi stock market. It helps investors analyze stocks, discover opportunities, and make informed decisions using real-time market data, AI-driven insights, advanced screenin… Show in context → |
FinanceVersion 1.0.0 | View details → |
Nella Finance AIAccTek Publisher description Nella Finance AI is a read-only financial intelligence assistant for businesses and their accountants. Connect supported accounting platforms and ask questions about cash, performance, KPIs, unusual movements, management information and estimated tax indi… Show in context → |
FinanceVersion 2.0.0 | View details → |
NexafinNexafin Publisher description Nexafin is an AI-powered personal finance and expense tracking assistant that helps you understand your spending, budget, and cash flow using natural language. Securely connect your accounts to instantly check bank balances, review recent transactions, track recu… Show in context → |
FinanceVersion 1.0.0 | View details → |
PFT Edgebook - Trading JournalPhil Wasmuth Publisher description PFT EdgeBook connects your 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 thing… Show in context → |
FinanceVersion 1.0.0 | View details → |
PreqinBlackrock Publisher description Preqin MCP connects AI assistants to Preqin data, enabling users to access and analyze information through natural language. By combining AI with trusted private markets intelligence, users can research topics, answer quest… Show in context → |
FinanceVersion 3.0.0 | View details → |
RateZip Deposit/Mortgage RatesRateZip Publisher description RateZip Deposit and Mortgage Rates gives your assistant current, timestamped, source-attributed US consumer rate information from sources covered by RateZip: high-yield savings and money-market APYs, CD APYs by term, fixed-mortgage rates and APRs… Show in context → |
FinanceVersion 1.0.0 | View details → |
RevestorAtInfinite LLC Publisher description …ds after OAuth consent, including properties, REPS hours, expenses, and mileage. With write access, assistants can propose time logs, mileage, or unclassified expenses; proposals stay pending in Revestor AI Review until you accept them. Connector traffic does not use Gemini or Revestor AI credits. O… Show in context → |
FinanceVersion 1.0.0 | View details → |
StocktwitsStocktwits Publisher description Stocktwits connects AI assistants to one of the world’s largest communities of traders and investors. Search stocks, ETFs, crypto, futures, and other markets using natural language to access real-time market conversations,… Show in context → |
FinanceVersion 1.0.0 | View details → |
SynciSynci Publisher description Synci connects your real bank, brokerage, and crypto-exchange accounts to AI assistants, read-only. Ask about balances, transactions, holdings, and spending across all your accounts in one place: "What did I spend on groceries last month?" "Which subscriptions am I paying for,… Show in context → |
FinanceVersion 1.0.0 | View details → |
TabsDEEPAK A BAPAT 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 c… Show in context → |
FinanceVersion 1.0.0 | View details → |
TrataTrata Publisher description Connect your AI assistant directly to Trata — the fastest-growing library of investment research, centered on anonymous hedge fund debate. With Trata MCP, your assistant will have the tools to reason across hundreds… Show in context → |
FinanceVersion 1.1.0 | View details → |
VaatunVaatun Technologies Private Limited Publisher description Vaatun is your 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-be… Show in context → |
FinanceVersion 1.0.0 | View details → |
Zacks Financial Dataoharari@zacks.com Publisher description Use Zacks Investment Research’s trusted data right in your AI chat — and give your AI assistant an edge. Zacks Connect AI is a Model Context Protocol (MCP) server that plugs the Zacks Rank, estimates, fundamentals, Zacks Investment Research and market news straight into your Claude cha… Show in context → |
FinanceVersion 1.0.0 | View details → |