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Finance Codex plugins

Codex Plugin Stats: discover plugins, explore their skills and track catalog growth and observed changes.

Explore 5,295 plugins across 14 categories.

Finance plugins 27

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Canary DataCanary Data

Publisher description

Generate new investment ideas and perform in-depth analysis of any publicly traded business using proprietary Canary datasets, intelligence and synthesis within ChatGPT/Codex. Canary plays well with other financial MCPs to combine to make ChatGPT/Codex into a world-class investment analyst.

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Plugin name

Canary Data

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Publisher subtitle

Perform investment analysis

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FinanceVersion 1.0.0
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Next Stock - Market InsightsOtaner Tech Inc.Next Stock – Market Insights helps users explore stock market data through structured analysis and historical performance metrics. The a...

Publisher subtitle

DIY data-driven stock analysis

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Publisher description

Next Stock – Market Insights helps users explore stock market data through structured analysis and historical performance metrics. The app delivers short-term and long-term stock picks, categorized stock rankings, portfolio breakdowns, and educational market insights based on publicly…

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FinanceVersion 1.0.0
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Options Analysis SuiteOptions Analysis Suite, LLC

Publisher description

Options Analysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT sc…

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Options Analysis Suite

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Publisher

Options Analysis Suite, LLC

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FinanceVersion 1.0.0
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Moody’sMoody's

Publisher description

Moody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power advanced orchestration and multi-step analysis for credit assessment, compliance, sales intelligence, and risk monitoring. By combining Moody’s deep domain expertise and advanced AI, we deliver relevant, consistent insights for transparen…

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Publisher subtitle

Detailed company and risk data

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Publisher capabilities · listing

…ings and rating history Credit opinions, outlooks, and rating drivers Upgrade and downgrade trigger analysis Rating methodology and scorecard factors ESG credit considerations Ownership, beneficial owners, ultimate owners, and subsidiaries Financial statements, key indicators, and ratios Company fil…

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FinanceVersion 3.0.0
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Stock Market SummaryOMEALONeutral, source-backed public-market research and financial market summaries.

Publisher capabilities · listing

Daily market summaries Stock research Earnings analysis Market news Financial data analysis

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Publisher full description

Get concise, neutral, source-backed research on stocks, market news, earnings, economic data, crypto, forex, options, and broader financial markets. Use Stock Market Summary for daily market briefings, ticker research, earnings analysis, catalysts, risks, and market-moving developments.

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Publisher keywords · listing

stocks markets finance earnings economic data crypto forex options

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FinanceVersion 1.0.0
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Alpha VantageAlpha Vantage Inc.Real-time and historical stock prices, quotes, and price history for any ticker, spanning stocks, ETFs, mutual funds, options, forex, com...

Publisher subtitle

Global stock market data

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Publisher description

…tions chains, put-call ratios, and volume/open-interest ratios for market positioning and sentiment analysis. Query 50+ technical indicators (RSI, MACD, moving averages, Bollinger Bands, VWAP, and more), plus advanced rolling and fixed-window analytics for volatility, correlation, and performance me…

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FinanceVersion 1.0.0
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Clarity AIClarity AIScreen companies and portfolios against investment mandates to assess compliance. Access mandates created in the Clarity AI web app, then...

Publisher subtitle

Extra-financial risk analysis

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Publisher description

…your criteria, and get concise breach summaries across your portfolios, all powered by Clarity AI's data.

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FinanceVersion 1.0.0
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CoinMarketCapCoinMarketCap Mgmt LtdReal-time prices, market cap, and volume for millions of crypto assets tracked by CoinMarketCap, from major cryptocurrencies to long-tail...

Publisher subtitle

Real-time crypto market data

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Publisher description

…m major cryptocurrencies to long-tail DEX tokens across every major chain. Beyond prices: technical analysis (RSI, MACD, moving averages, Fibonacci levels, pivot points), on-chain metrics like holder distribution and supply breakdowns, and global market signals including BTC dominance, Fear & Greed…

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FinanceVersion 2.0.0
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CubeCube

Publisher description

With the Cube MCP Server, you can: - Query live Cube data from actuals, budgets, forecasts, variances, and more - Ask an AI to generate board decks, run variance analysis, or build financial summaries using your real Cube data - Drill into transaction-level detail and dimension breakdowns directly from an AI chat - Maintain full security: Cube's role-based acc…

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Publisher subtitle

Analyze your financial data

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FinanceVersion 1.0.0
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FMPFinancial Modeling Prep

Publisher description

Real-time and historical financial data through a suite of tools covering stocks, ETFs, crypto, forex, commodities, SEC filings, economic indicators, and more. Users can look up company fundamentals, pull financial statements, screen s… …read earnings transcripts, track insider and congressional trades, and more. Elevate your financial analysis and investment research with trusted, institutional-quality data.

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Publisher subtitle

Global financial market data

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FinanceVersion 1.0.0
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ForInvestForInvest Yazılım ve Teknoloji Hizmetleri A.Ş.

Publisher description

…a powerful financial agent with 22 MCP tools, providing secure, low-latency access to: Live Market Data: Instant access to BIST, VIOP, global indices, commodities, and crypto prices. Advanced Analytics: Professional-grade technical analysis tools and financial indicators at your fingertips. Smart Portfolio Insights: Seamlessly retrieve and analyze portfolio data with institutional precision. Seamless Connectivity: Built on the M…

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Publisher subtitle

Real Time Financial Data

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FinanceVersion 2.0.0
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LexfiLexfi

Publisher description

Lexfi gives ChatGPT access to structured financial data for research and analysis. It covers equities, macroeconomics, fixed income, institutional holdings, market sentiment, alternative data, and global markets through a unified MCP connection. Users can retrieve market d…

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Publisher subtitle

Financial data for AI

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FinanceVersion 1.0.0
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ModrekFikrah Information TechnologyModrek is an AI-powered investment assistant designed for the Saudi stock market. It helps investors analyze stocks, discover opportuniti...

Publisher subtitle

Simplifying stock analysis

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Publisher description

…nvestors analyze stocks, discover opportunities, and make informed decisions using real-time market data, AI-driven insights, advanced screening, and portfolio analytics.

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FinanceVersion 1.0.0
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Moody's Credit MCPMoody's

Publisher description

Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial analysis, default risk metrics, and qualitative insights.…

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Publisher subtitle

Delivers GenAI-ready data

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FinanceVersion 3.0.0
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OctusOctus

Publisher description

…e and other LLMs. The Octus MCP Connector™ delivers proprietary intel, issuer fundamentals, private data room documents and covenant analysis across 95%+ of the sub-investment grade credit universe. Query permissioned content in real time using natural language, power autonomous agent workflows and ground your AI systems in a trust…

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Publisher subtitle

Credit data and intelligence

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FinanceVersion 4.0.0
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PitchBookPitchBook

Publisher full description

PitchBook provides structured access to private capital market data across companies, investors, funds, deals, limited partners, and people. It returns normalized fields such as firmographics, financing rounds, deal terms, ownership information, financials, fund… …t involve identifying entities, summarizing historical activity, or assembling datasets for further analysis.

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Publisher subtitle

Private capital market data

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Publisher description

Unlock the industry’s most comprehensive, accurate, and timely private capital market data with the PitchBook app inside ChatGPT. PitchBook clients can access trusted insights on firms, deals, funds, and key players inside their favorite LLM with our MCP server. Accelerate deal sourcin…

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FinanceVersion 2.0.0
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Allianz Direct EspañaAllianz Direct España

Publisher description

…ction details, and get an estimated price without any commitment. Key Features: • Detailed Coverage Analysis: Receive detailed breakdowns of what is included and what can be included in an Allianz Direct policy for a specific type of car. • Clarified Terms: Request immediate definitions of insurance… …tly on the accuracy and completeness of the information provided. Important: Do NOT provide payment data (bank account numbers, IBANs, payment card details), national identity documents (DNI/NIE), passport numbers or any other sensitive personal identification data through this chat. Such data shoul…

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FinanceVersion 1.0.0
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Buy Or Rent SimulatorMMEDIA LTD

Publisher description

…d real estate decision with a comprehensive Buy vs. Rent simulator. This app provides an objective, data-driven analysis to determine if buying a property is truly more profitable than renting and investing your capital elsewhere. By integrating historical and projected IMF inflation data for your specific coun…

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FinanceVersion 1.0.0
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DaloopaDaloopa, Inc.

Publisher description

Daloopa supplies high quality fundamental data sourced from filings, investor presentations, earnings transcripts and company presentations, with hyperlinks to source document overlaying each data point. Provides a zero-hallucination foundation for any quantitative financial analysis in ChatGPT.

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FinanceVersion 6.0.0
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Fitch SolutionsHearst Communications, Inc.

Publisher description

Access trusted Fitch Ratings credit research and data, CreditSights intelligence, and BMI country and sector risk analysis — all through a single, governed MCP connection. Query ratings, financials, key rating drivers, research, and deal insights directly inside your AI workflows. Built for regulated environments…

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FinanceVersion 1.0.0
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InvestraInvestra, Inc.

Publisher description

…urns and cash flow, and share investor-ready reports — all from chat. The integration uses the same data, permissions, and plan limits as the Investra web app, so anything done through the assistant matches what you'd see in your account. Built for real estate professionals who want to spend less time on manual analysis and more time advising on deals and closing them.

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FinanceVersion 1.0.0
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ParityParity

Publisher description

…ed investors model and compare illustrative defined-outcome options strategies using current market data. Choose a security, time horizon, and desired outcome parameters. Parity identifies an available expiration and options structure, then explains the estimated cost, downside protection, upside tradeoff, dividends, and liquidity in plain language. Parity provides educational analysis only. It does not provide personalized investment advice, choose investments for users, connect brokerage accounts, or execute transactions. Results are illustrative and depend on market pric…

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FinanceVersion 1.0.0
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SecfiSecfi

Publisher description

…ons, exercise costs, AMT exposure and model exit scenarios - all calculated from your actual equity data. Weather you’re trying to decide when to exercise or stress-testing potential exit outcomes, the analysis comes to you from Secfi’s calculation APIs.

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FinanceVersion 1.0.0
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S&P Global - AdaptiveKensho Technologies

Publisher description

S&P Global - Adaptive is designed for open-ended, complex workflows where the data path isn't predefined. Submit a natural language query and the system dynamically routes across S&P Global data sources, from Market Intelligence to Energy data, generating queries and assembling… …t by Kensho, S&P Global’s AI innovation engine, the solution is ideal for deep research, multi-step analysis, and autonomous agent workflows. Can be used alongside S&P Global - Deterministic for teams that need both structured and flexible data access.

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FinanceVersion 1.0.0
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Testfoliotestfolio

Publisher description

…e Carlo scenarios, leveraged ETFs, factors, and principal components. Results explain the effective data period, assumptions, ticker provenance, key metrics, and 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, simu…

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FinanceVersion 1.0.0
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Third BridgeThird Bridge Group

Publisher description

…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 substantial Library of expert content and data. Our MCP systematically and securely instructs Large Language Models (LLMs) to query insights from our database into their systems, streamlining your workflows and improving your output.

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FinanceVersion 4.0.0
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XeroXero Limited

Publisher description

…summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. ChatGPT connects with read-only access. Any data retrieved is used only to respond to your questions and is never stored between sessions.

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FinanceVersion 1.0.1
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