Finance Codex plugins

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…tial actions. Available workflows depend on your Avalara products, company configuration, role, and permissions. This plugin is built and maintained by OpenAI. It is powered by computer use, and is not an Avalara-provided API or MCP integration.

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…mpany 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. Personal identity numbers, bank account numbers and bankgiro/IBAN details are never returned by any tool.

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…Briefcase Ledger for your clients. The assistant acts as you, on the clients you choose, with your permissions.

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…date, and delete supported accounting records and manage budgets, tags, and custom fields. 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 safe…

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…- Maintain full security: Cube's role-based access control (RBAC) security model enforces your user permissions on every AI request. If you can't see it in Cube, the AI can't see it either

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…tions in plain language — answered with your real numbers from Embat. TellMe inherits your existing permissions, so every reply is scoped to what you can already see. Make your treasury management system a native part of your AI workflow, without leaving the conversation.

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…to take actions such as creating payments, issuing refunds and cancelling mandates. You choose what permissions to authorise when you connect. Money-moving actions show a preview and wait for your confirmation. Sensitive data such as customer email addresses are partly hidden before the model sees t…

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…nd 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…

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…a bank, or execute investments. Results are limited to your authenticated MONVELOP account and the permissions you approve.

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…annot initiate payments, send transfers, issue refunds or change account settings. You choose which permissions to grant and can revoke access through NeroPay. A NeroPay merchant account is required. Sales figures reflect gross activity rather than profit. Displayed balances do not guarantee immedia…

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…t alerts. Explore saved strategies, run historical simulations, and review position plans. With the permissions you grant, record or correct transactions, manage portfolios, and save strategies and retrospective reviews. Transaction tools record trades in your tracker; brokerage order execution is n…

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…GPT can then only see and do what you're already permitted to do in Rydoo, using your own roles and permissions. Key features: - Read and analyse spend — search expenses you own or oversee by date, status, category, group, person or trip, pull up a single expense with a link into Rydoo, find card ex…

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…l statements, ratios, and dividend data. Available results follow your existing SAHMK subscription, permissions, and data entitlements.

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…y; syndicate managers can inspect members, investments, deals and activity. With separately granted permissions, follow or unfollow companies. Capability-gap reporting stores feedback linked to the connected account for internal review. The app cannot invest, reserve, move money, recommend investmen…