Finance Codex plugins

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…e most?" and get a complete, business-framed answer scoped strictly to your own account. Read-only, OAuth-secured, no write access.

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…tomatically or deletes records; corrections are made by the user in B2B.nu. Access is controlled by OAuth 2.1. The user picks which company to connect and which areas to share, and every tool is additionally checked against their own permissions in B2B.nu — the AI can never do more than the user can…

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…Existing permissions, applicable approval requirements, and closed-period controls govern changes. OAuth tool calls are recorded in your connection audit history. Reading attachment content includes an AI safety scan that counts toward your company Ember AI spend.

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…nt's existing access. Caribooks is developed by Peich Technologies Inc. and connects through Intuit OAuth. It is an independent product. The document box and Autopilot retain documents and activity as described in the privacy policy.

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Fin3000 verbindet ChatGPT per OAuth mit der Buchhaltung eines deutschen Unternehmens. Nutzer können Kunden, Belege, offene Posten, Banktransaktionen, Journal, UStVA-Status und BWA abfragen. Kunden, Rechnungsentwürfe und einzelne K…

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…s full text, or compare metrics across peers. Sign in with your free FinancialFilings account using OAuth, no API key needed. Built on the open Model Context Protocol.

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…r, atualizar, replicar, marcar, excluir e desfazer lançamentos mediante as permissões concedidas no OAuth. O app registra somente as informações fornecidas pelo usuário, não acessa bancos, não usa Open Finance e não movimenta dinheiro.

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…ant 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 active session. Financial data returned by tools is sent back…

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…. Large read results can be retrieved through authenticated attachments. With a separately approved OAuth permission, it can create uncommitted accounting sequences; it cannot finalize them. LODAS requires the exchange service to be enabled for the selected client. DMS content search is available on…

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…ure. Your data stays in LedgerLens; ChatGPT reads it only during active tool calls through a secure OAuth connection you control.

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…ead your data — it can never change or delete anything. You sign in securely with your PFT account (OAuth), every request is limited to your own data, and account numbers are masked. Your data is stored in the EU. Requires an EdgeBook account (part of the PFT Terminal) with the AI add-on enabled.

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…and you'll get a deep link to that exact report in PocketSmith. ChatGPT connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. A read-only version of this connector is also available, if you don't want Claude to ever modify your data.

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…vaux) ; préparer les pièces d'un état des lieux. Accès limité au compte du bailleur authentifié via OAuth, en lecture et/ou écriture selon le consentement accordé.

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…olio and tax-readiness software for U.S. landlords. Connect it to query live Revestor records after OAuth consent, including properties, REPS hours, expenses, and mileage. With write access, assistants can propose time logs, mileage, or unclassified expenses; proposals stay pending in Revestor AI Re…

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…aversal ("which 2025 10-Ks mention goodwill impairment?") without leaving ChatGPT. Authorization is OAuth 2.1 with PKCE. This plugin connects only to the SEC EDGAR repository, which is read-only, and you can revoke access at any time. Open source (Apache-2.0): github.com/RoboFinSystems/robosystems

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…ns watchlist score?" Analyses, discovery, and your watchlist connect to your StockLens account over OAuth. Plan changes are made by signing in at stocklens.com. For informational and educational purposes only, not investment advice.

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…imenkul piyasası için değerleme, analiz ve portföy yönetimi asistanıdır. Kendi Tapusor hesabınızla (OAuth) giriş yaptıktan sonra şunları yapabilirsiniz: • Değerleme & piyasa: Bir konum için tahmini satılık/kiralık m² değeri, yakındaki gerçek ilanlar, bölgesel piyasa trendi, parsel/kadastro bilgisi,…

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…nd monitor portfolios from natural-language conversations. Trading-related actions are protected by OAuth and explicit confirmation flows.

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…Requires a Whisper Money account on a paid (Pro) plan. Sign in happens through Whisper Money's own OAuth flow — ChatGPT never sees your password, and access can be revoked at any time from your account settings.