Finance Codex plugins

Publisher description

Bookkeeping software for AI agents, from source documents to reconciled books.

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Agentic CRE Deal Intelligence

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…rated by Horizon Purpose Sdn. Bhd.), is the platform where wealth and asset management firms run AI agents and agent teams. This plugin lets you use your own Prime workspace from ChatGPT. This listing connects to the finance Prime workspace (finance.alphabitcore.io). After you sign in with your Prim… …wnload the files agents create, such as reports, spreadsheets and charts. - Open the knowledge-base document behind a citation in an answer. - Fetch the signed proof-of-execution (PoE) report for a run, which records what ran and that the recorded result is unchanged. Everything runs under your own…

Publisher description

Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earnings calendars and call transcripts, historical stock prices, and valuation multiples; screen stocks by business drivers and earnings commentary; and search research documents and investing podcasts.

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…ex to one family office organisation you approve at sign-in. Ask for a portfolio summary, holdings, documents, contacts, tasks, deals, and calendar. Read tools return live data for that organisation. Create and update tools do not change records until you accept the pending action in FamilyOFX under AI Agents. The connector cannot move money, delete the office, or open an organisation you did not connect.

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Vezna is an AI-native accounting firm for Bulgarian companies. Its agents keep the books from your bank feeds and invoices, matching every payment to its document and asking when something is missing, and accountants review the work and file the returns. Connect Vezna to ChatGPT to work with your company's books in plain language: • Ask about cash acro…

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…hrough natural language. Insights generated by Alpaca’s MCP server, ChatGPT plugin and connected AI agents are for educational and informational use only and not investment advice. Do your own due diligence before making decisions. AlpacaDB, Inc.’s Paper Trading API uses simulated funds and does not… …read Characteristics and Risks of Standardized Options (https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document) before investing in options. Please see the Disclosure Library at https://alpaca.markets/disclosures for additional information and disclosures from…

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…s: Bilem is a connector module for the 1C:Enterprise program. It works only after you install Bilem Agent, a small open-source Windows service, on the computer with your 1C and connect your 1C database in the Bilem dashboard yourself. Bilem Agent opens an encrypted channel to Bilem Cloud and reads 1… …me, tool, database) without the content of the answers. Limitations: read-only. Bilem does not post documents, make payments or send e-mails from ChatGPT. Requires a Bilem account with a connected 1C database and Bilem Agent running on the computer with 1C. Answers include the date the 1C data is as…

Publisher description

…: recent SEC filings, what was filed across the market today, 8-K item events, and a delta feed for agent loops. - Prices: month-end and quarter-end share prices derived from SEC filings, each dated and sourced. Never a live quote. - News volume (beta): how much was published about a company and whe… …umber, filing date and XBRL concept behind each value, so any figure can be checked against the SEC document. The server states no opinions and gives no investment advice: it reports what the filer said and how it reconciles. Coverage is US domestic 10-K and 10-Q filers. Figures are in the filer's r…

Publisher description

…arkets. 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, commodities, and crypto prices. Advanced Analytics: Professional-grade… …p-dive balance sheet metrics, brokerage expectations, and instant 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…

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…th decision-makers, verified work emails, LinkedIn profiles and latest news. What the InvestorLists agent does: - Raise profile: reads your website, deck and LinkedIn profile URL and drafts a short profile of your company and your round. Only the version you approve is saved. - Investor shortlists:… …he firm's own website. The agent asks before acting and shows every draft before anything is saved. Documentation: https://investorlists.vc/ai Support: office@investorlists.vc

Publisher description

…r 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 trusted, standardized data source. Built for investment managers, banks, law firms and advisors who need research-grade answers at the speed of the mark…

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…Savvy connects the two, turning a conversation about a finance process into an audit-ready workflow agent running on Savant's AI control layer: a deterministic processing engine that returns the same result every cycle, human-in-the-loop review at the points that need judgment, your institutional pr… …n every run. Describe a process in plain language and Savvy plans it with you, builds it in Savant, documents it, and verifies it against your data – ready to run identically every close.