Finance Codex plugins

Plugin name

Era Context

Publisher capabilities · listing

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

Publisher capabilities · listing

…Earnings-call transcript search News monitoring Peer identification Sector outlook and country-risk context Managers, directors, and key officers

Publisher description

…rieve historical OHLC chart data. The connector is designed to give users useful market and account context while keeping access controlled. It helps investors and traders ask natural-language questions about their Bajaj Broking account and market data without switching between multiple screens. Thi…

Publisher description

…io planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, portfolio context, and trading tools in one place. Model allocations, compare opportunities, and open Liquid, our brokerage, with trade ideas ready for your final review. Designed for traders who want sharper c…

Publisher description

…and execute trades whenever markets are moving. Ask questions in plain English, get relevant market context, and trade from the same chat where you’re already thinking through your next move. Co-Invest is built for people who want a faster, more intuitive way to interact with markets: less tab-hoppi…

Publisher description

…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.

Publisher description

…China, Japan, and the United States using available public information. Explore stock moves, macro context, market sentiment, and technical structure, and prepare pre-market briefs or market recaps. Organize findings with source references, distinguish confirmed facts from interpretation, and ident…

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…as KYC/KYB, entity resolution, screening, alert triage, and more using relationship-aware business context from the D&B Commercial Graph™. Verified risk data, anchored in the global standard D-U-N-S® Number business identifier, and policy-driven logic provide the foundation for consistent decisioni…

Publisher description

…ons. - 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 fundamentals parsed from text filings (FY1995 to FY2009), kept separate from the XBRL record and served with…

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FactSet Model Context Protocol (MCP) is an open, API-based standard designed to seamlessly connect financial data, analytics models, and applications across different platforms. By enabling smooth interoperability,…

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…in with your free FinancialFilings account using OAuth, no API key needed. Built on the open Model Context Protocol.

Publisher description

…t 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, low-latency access to: Live Market Data: Instant access to BIST, VIOP, global indices, com…

Publisher description

…ts, pricing, taxes, wallets, and revenue data. Use it to answer billing questions, inspect customer context, monitor revenue, and perform safe billing workflows from your Hyperline account.

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…g a ticker, or following a market narrative or specific creator, LunarCrush brings real time social context directly into ChatGPT.

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…marketing strategies around high-value prospects. By bringing together structured company data and contextual insights into a single interface, Moody’s Growth & Strategy MCP helps streamline data-to-insight workflows and supports improvements in targeting precision, pipeline quality, and revenue ou…

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…arisons, enter a balance and RateZip will apply each account’s published balance tier. For mortgage context, enter a loan amount to compare it with applicable conforming and jumbo limits. Rates and APYs can change, and published information is not an offer, rate lock, approval, earnings guarantee, p…

Publisher description

Rootline is a European payment service provider for platforms and marketplaces. This Model Context Protocol server connects your Rootline account to ChatGPT, so you can ask about any payment, merchant account, or settlement across your network.

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…build comps, compare business models, track funding and key milestones, and pull the most relevant context from Sacra coverage—without hopping between tabs. For founders & operators: map competitors, understand category dynamics, sanity-check positioning, and generate crisp briefs you can drop into…

Publisher description

…review at the points that need judgment, your institutional process knowledge captured as reusable context, and governance and SOX controls that produce a full audit trail on every run. Describe a process in plain language and Savvy plans it with you, builds it in Savant, documents it, and verifies…

Publisher description

…tracking breaking news, or discovering emerging market themes and trade ideas, Stocktwits provides context behind market moves, not just price updates.

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…aunched funds; view manager profiles with market share; and search market research and central-bank context. Informational only — not investment advice.

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…or 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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Seamlessly 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 su…

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…rusted 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 chat. Financial reported data, Zacks Ranks, Data h…

Publisher description

…goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, you can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.