Finance Codex plugins

Publisher capabilities · listing

Financial coaching guidance Authorized-context interpretation Savings/Goals recognition Priority-based guidance (deficit, debt, goals) Mobile-friendly financial explanations

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…most?" and get a complete, business-framed answer scoped strictly to your own account. Read-only, OAuth-secured, no write access.

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…ot offered in jurisdictions where AlpacaDB, Inc. or its affiliates (collectively, “Alpaca”) are not authorized to conduct business. Options trading is not suitable for all investors due to its inherent high risk, which can potentially result in significant losses. Please read Characteristics and Ris…

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…distributions, and reports. Compare funds and use a screener to find FIIs that match your criteria. Authenticated Pro users can also track their own portfolios, including holdings, dividends, valuations, and processing status. The free preview provides public fund data and indicators, while Pro unlo…

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…omatically or deletes records; corrections are made by the user in B2B.nu. Access is controlled by OAuth 2.1. The user picks which company to connect and which areas to share, and every tool is additionally checked against their own permissions in B2B.nu — the AI can never do more than the user can.…

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…, recent trades, candlesticks (klines), and exchange metadata across Spot, Futures, and Options. No authentication 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, incomple…

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…n ask a tax question in the middle of your actual work and get an answer grounded in primary source authority rather than secondary commentary. Ask the question the way you would ask a colleague. Bizora interprets it, researches it against the governing authority, and returns a reasoned answer with…

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…Existing permissions, applicable approval requirements, and closed-period controls govern changes. OAuth tool calls are recorded in your connection audit history. Reading attachment content includes an AI safety scan that counts toward your company Ember AI spend.

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…t's existing access. Caribooks is developed by Peich Technologies Inc. and connects through Intuit OAuth. It is an independent product. The document box and Autopilot retain documents and activity as described in the privacy policy.

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…nce research, reporting-standards answers, and generation of Clarifo-branded visual cards from user-authored stories.

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Cryptoworth lets ChatGPT read authorized Cryptoworth crypto-accounting portfolio data through 20 read-only tools. Users can inspect authorized portfolios, ledger transactions, connections and wallets, balance snapshots, DeFi posit…

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…s customer?" - "List all onramp accounts using USDC on Base" Read-only access—your data stays safe. Authenticates securely with your Dakota Platform credentials.

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…o changed what and when. A robust permission mechanism ensures each user sees only the data they're authorized to access. And with built-in financial logic, the app understands your business context out of the box - no manual setup required.

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…hen you connect, with the Role you hold there. It never files a VAT return, sends anything to a tax authority or moves money.

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Fin3000 verbindet ChatGPT per OAuth mit der Buchhaltung eines deutschen Unternehmens. Nutzer können Kunden, Belege, offene Posten, Banktransaktionen, Journal, UStVA-Status und BWA abfragen. Kunden, Rechnungsentwürfe und einzelne Ko…

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…full text, or compare metrics across peers. Sign in with your free FinancialFilings account using OAuth, no API key needed. Built on the open Model Context Protocol.

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Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

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…d an active Finom account to use this connector. Access is limited to the companies your account is authorized for, and you approve access through Finom’s standard sign-in.

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…, atualizar, replicar, marcar, excluir e desfazer lançamentos mediante as permissões concedidas no OAuth. O app registra somente as informações fornecidas pelo usuário, não acessa bancos, não usa Open Finance e não movimenta dinheiro.

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Fintoc helps authorized organization users discover API operations, inspect their parameters, retrieve financial resources and data, and execute approved write operations through ChatGPT.

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…insights directly inside your AI workflows. Built for regulated environments with enterprise-grade authentication and entitlement controls. Fitch intelligence, where you work.

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…nt access to public disclosure (KAP) documents. Data collected: ForInvest account credentials (for OAuth authentication), symbol codes and date ranges you query, and session identifiers. Tool inputs and outputs are not stored beyond the active session. Financial data returned by tools is sent back t…

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…separate MCP server. Production MCP URL: https://api.gatemcp.ai/mcp/open/info (Streamable HTTP, no auth).

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…blished reports by topic and date, read permission-appropriate report content, and inspect research author profiles.

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…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 confirmation. Sensitive data such as customer email addresses are partly hidden before the model sees them. Bank accou…

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GrantLink gives authorized nonprofit staff read-only access to their organization's grants, funders, programs, reporting deadlines, fund receipts, budgets, and QuickBooks sync health from ChatGPT.

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Klardaten DATEV-Connector gives authorized users controlled access to DATEV accounting, payroll (Lohn und Gehalt and LODAS), document management, order management, and master data through ChatGPT. It supports guided discovery, scope…

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…Every operation is read-only. Nothing creates, edits, deletes, sends a message, or moves money. You authorise each connection yourself and fix it to exactly one company. The tools take no company argument, so a connection cannot be pointed at a different company. Your access is re-checked on every r…

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…re. Your data stays in LedgerLens; ChatGPT reads it only during active tool calls through a secure OAuth connection you control.

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…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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MSCI Connector lets authorized users query entitlement-controlled MSCI index, private capital, portfolio, and real-assets data in natural language, including performance, benchmarks, holdings, exposures, constituents, an…

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…y currency where applicable. NeroPay Insights provides read-only access to the merchant account you authorise. It cannot initiate payments, send transfers, issue refunds or change account settings. You choose which permissions to grant and can revoke access through NeroPay. A NeroPay merchant accoun…

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…ad your data — it can never change or delete anything. You sign in securely with your PFT account (OAuth), every request is limited to your own data, and account numbers are masked. Your data is stored in the EU. Requires an EdgeBook account (part of the PFT Terminal) with the AI add-on enabled.

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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 links, settlements, transactions, plans, and subscriptio…

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…nd you'll get a deep link to that exact report in PocketSmith. ChatGPT connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. A read-only version of this connector is also available, if you don't want Claude to ever modify your data.

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…rs, charges, travaux) ; préparer les pièces d'un état des lieux. Accès limité au compte du bailleur authentifié via OAuth, en lecture et/ou écriture selon le consentement accordé.