Finance Codex plugins

Plugin name

AIR Credit Intelligence

Plugin name

Moody's Credit MCP

Plugin name

Morningstar Credit Analytics

Publisher subtitle

Query public credit agreements

Publisher subtitle

Commercial credit intelligence

Publisher subtitle

Fitch credit intelligence

Publisher subtitle

Find the UAE best credit cards

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Buy crypto with a credit card

Publisher subtitle

Credit data and intelligence

Publisher subtitle

Credit card points, optimized

Publisher capabilities · listing

Entity resolution and firmographics Credit ratings and rating history Credit opinions, outlooks, and rating drivers Upgrade and downgrade trigger analysis Rating methodology and scorecard factors ESG credit considerations Ownership, ben…

Publisher keywords · listing

cashback credit-cards shopping rewards merchant-category-code

Publisher description

…age customer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding balances, overdue receivables, incoming emails, outgoing emails, payment communications, and account tasks in one place. Identify unpaid invoices and sile…

Publisher description

…r client records or research source material. Research usage is metered against your Bizora account credit balance. Bizora is a research tool, not a substitute for professional judgment. Review the cited authority before relying on any answer in client work.

Publisher description

…questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes,…

Publisher description

…questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes,…

Publisher description

…questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes,…

Publisher description

…st their metadata. 90+ tools across those datasets. The free tier covers 100 requests a day with no credit card; a paid tier raises the limit. Options data is 15 minutes delayed.

Publisher description

Your complete financial picture, ready for real conversations Connect every bank account, credit card, and investment account to ChatGPT — then ask it anything about your money. Era Context unifies your accounts, categorizes transactions, surfaces recurring charges, and tracks cash flow so…

Publisher full description

…t your Essentio Business to find Clients and Products, draft an Invoice, Proforma Invoice, Quote or Credit Note, check the totals Essentio computes, then issue it and email it to your Client. Record the payments your Clients made, and read a month's Reported VAT and Income from Essentio's own report…

Publisher description

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

Publisher description

…the deal — purchase or refinance, property address, loan amount, value, rent, taxes and insurance, credit score and how title will vest — and the app prices it against current wholesale rate sheets and program guidelines. When the deal fits, the investor receives a term sheet by email with a PDF: n…

Publisher description

Compare the Singapore credit cards you already hold for a merchant and payment method. KiasuMiles returns the best card, earn rate, caps, conditions, and a fallback when the bonus is uncertain.

Publisher description

MonitorBankRates has tracked bank and credit union rates since 2008. This plugin connects ChatGPT to the same live database that powers MonitorBankRates.com: about 150,000 current rate quotes from more than 8,000 U.S. banks and credit uni…

Publisher description

…et and position data. Connect your Nansen account to access the data. Tool calls consume Nansen API credits from your connected account. Availability depends on supported chains, markets, and account access. This plugin provides analytics and cannot place trades or transfer assets.

Publisher description

…tion securely on Oakbrook’s website. OakbrookOne will arrange repayment directly with your existing creditors if your application is approved. OakbrookOne provides general information and example calculations only. Eligibility, loan terms and creditor repayment are subject to Oakbrook’s standard len…

Publisher description

…and returns ranked options trades for the strategy you ask about. Covered calls, cash-secured puts, credit spreads, iron condors, butterflies, calendars, diagonals, straddles, strangles, and more. Ask in plain English, like "find me high-probability iron condors on large caps with a max loss under $…

Publisher description

…1. Which incentive stock options (ISOs) to exercise in which year, to hold down AMT and recover the credit later. We optimize across multiple years, with your tax status in mind. 2. Whether to sell restricted stock units (RSUs) at vest or hold for long-term capital gains, and what the twelve-month c…

Publisher description

Pane connects your bank accounts, credit cards, and investments to ChatGPT so you can ask real questions about your money. Check balances, analyze spending by category, track recurring subscriptions, and monitor your full financial pi…

Publisher full description

…t is priced in, what proves or kills the thesis, what to do next, and what evidence is missing. Use Credit Markets for credit instruments, creditworthiness, restructuring, distressed, recovery, spreads, yields, covenants, and debt security analysis.

Publisher description

…reate arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting files to QuickBooks transactions • Automatically fill in your firm-specific reporting template • The craziest use case I tried was…

Publisher description

Get real-time financing rates from 4,200 credit unions across all 50 states—covering mortgages, auto loans, HELOCs, personal loans, and credit cards. RateAPI delivers personalized recommendations based on your location, loan amount, and cred…

Publisher description

…lender quote, or financial advice. RateZip does not open accounts, submit applications, underwrite credit, or conduct transactions. Operated by Peklava LLC d/b/a RateZip, NMLS ID 1592292. Equal Housing Opportunity.

Publisher description

…g in Revestor AI Review until you accept them. Connector traffic does not use Gemini or Revestor AI credits. Output is records and status only, not tax, legal, or accounting advice.

Publisher description

…ication, and all features are accessible without sign-in. SecureLend does not provide loans or make credit decisions. All results are informational only. When users choose to apply, they are guided to third-party providers and explicitly consent before any information is shared. SecureLend is design…

Publisher description

…d compact summaries of large datasets. Analysis calls record account usage and may consume analysis credits. Users can explicitly create a public configuration link after a successful supported analysis. Testfolio supports historical, simulated, and hypothetical research; it does not execute trades…