Finance Codex plugins

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Evaluate Buy for STR Viability

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…s, understand the drivers behind every rating, and test future scenarios in seconds. Whether you're evaluating counterparties, investments, suppliers, or borrowers, AIR helps you make faster, more informed decisions without leaving the conversation.

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…d coverage limits, policy exclusions, and key product features across multiple insurers to help you evaluate options before you buy. Ideal for checking car liability pricing or planning travel coverage inside the chat. To get a final legally binding offer and complete your transaction, you can seaml…

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…US public filings. The MCP tools support company snapshots, filing search, financial statement retrieval, peer comparison, screening, valuation analysis, ownership and insider activity lookup, governance research, reporting-standards answers, and generation of Clarifo-branded visual cards from user-…

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…ce news. Use it to research opportunities, analyze portfolio performance, assess risk scenarios and evaluate sophisticated trading opportunities and hedging strategies.

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…t OpenAILeads@dnb.com D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and predictive risk, accelerate credit decisions, monitor portfolio health, and take action through AI assistants, agents, and enterprise applications. By combining trusted D&B busi…

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Find, evaluate, and track NBA trading-card opportunities for fast resale.

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Search, create, and update records across the Intapp Celeste portfolio with secure, compliant retrieval via Intapp Celeste plugin. Ensure the workflows you rely on from Intapp Celeste are available to integrate into your projects with the governance your clients demand.

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Investra connects your real estate investment workflow to your AI assistant. Search and evaluate property listings, run investment analyses, review projected returns and cash flow, and share investor-ready reports — all from chat. The integration uses the same data, permissions, and plan…

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…scoped list and detail lookups, financial reporting, DMS metadata and content search, document retrieval, order inspection, payroll snapshots, and master-data access. Large read results can be retrieved through authenticated attachments. With a separately approved OAuth permission, it can create unc…

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…dit risk through forward-looking measures and scenario analysis - Relationship Management - quickly evaluate credit health to support informed engagement and credit structuring - Ratings Advisory - align issuer details with ratings methodologies and peer benchmarks - Investment Research - get data-d…

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…4, D, 14A, S-1/S-3), insider trades, 13F holdings, and failure-to-deliver. Tools are read-only retrieval against Nomas RAG APIs. Users sign in on nomas.fyi; Free, Pro, and API plans still apply.

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…ource metadata. Use this connector when a query requires factual private market information or retrieval of structured data related to private companies, investment activity, or market participants. It supports queries that involve identifying entities, summarizing historical activity, or assembling…

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PrefMark keeps an Investment Memo current for every deal you are evaluating. Ask where a deal stands, what changed since you last looked, which diligence questions are still open, and how well each figure is supported. You can also add deals and meeting notes, reco…

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…rtfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged ETFs, factors, and principal components. Results explain the effective data period, assumpt…

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…. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users can evaluate eligibility, DTI restructuring, and income calculations across a broad set of lenders and investors, instantly identifying which investors a loan qualifies for and why. Tinman AI turns what u…

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…. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users can evaluate eligibility, DTI restructuring, and income calculations across a broad set of lenders and investors, instantly identifying which investors a loan qualifies for and why. Tinman AI turns what u…

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…the Vaatun blog, meet the team, and book a demo or trial without leaving the chat. Built for anyone evaluating how to digitize and scale an insurance intermediary business.

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…ial data from over 60 regulatory authorities worldwide. The platform features a scoring system that evaluates brokers across five key dimensions: Regulation, License, Risk Control, Software, and Business. The final results will be presented in the form of a score.