Finance Codex plugins
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Finance plugins 60
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| Plugin / developer | Category | Follow |
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American Fox Trading PlatformAmerican Fox CorporationAmerican Fox® Trading Platform provides performance statistics, strategy versions, and historical results across multiple markets. Its un... Plugin name American Fox Trading Platform Show in context →2 more matching sourcesPublisher description American Fox® Trading Platform provides performance statistics, strategy versions, and historical results across multiple markets. Its underlying automated market analysis system uses AI-managed, self-evolving algorithms t… Show in context → |
FinanceVersion 1.0.3 | View details → |
Dakota PlatformDakota IncAccess your Dakota Platform data through conversation. Ask questions about your customers, accounts, and transactions without navigating ... Plugin name Dakota Platform Show in context →1 more matching sourcesPublisher description Access your Dakota Platform data through conversation. Ask questions about your customers, accounts, and transactions without navigating dashboards or writing API calls. What you can do: - Look up customers and filter b… Show in context → |
FinanceVersion 1.0.0 | View details → |
Capable Cap TableCirco, Inc.Capable Cap Table in ChatGPT: fully diluted ownership, stock options and vesting, SAFEs and convertible notes, 409A valuations, round dil... Publisher subtitle AI-native cap table platform Show in context →1 more matching sourcesPublisher full description …nects ChatGPT to your startup's cap table in Capable, the AI-native cap table and equity management platform. Ask about ownership, equity and fundraising in plain language, and draft changes for an admin to approve. Founders, finance, legal and HR admins can: - See who owns what on a fully diluted b… Show in context → |
FinanceVersion 1.0.1 | View details → |
MollieMollieMollie payment integration — connects Codex to your Mollie account via the Mollie MCP server and activates skills for payments, Mollie Co... Publisher capabilities · listing Build Mollie payment integrations Set up Mollie Connect for platforms Implement recurring payments and subscriptions Review payments, refunds and settlements Troubleshoot webhooks and authentication Upgrade Mollie SDKs and migrate from the Orders API Show in context →1 more matching sourcesPublisher full description …nd adds skills for building Mollie integrations: hosted checkout and Components, Mollie Connect for platforms and marketplaces, recurring payments and subscriptions, refunds, captures, chargebacks and settlements, webhook and credential troubleshooting, SDK upgrades, and AI agents built on the Molli… Show in context → |
FinanceVersion 1.7.0 | View details → |
RolleeRolleeExplore the work data your users connected through Rollee. Publisher capabilities · listing Read connected platform accounts Read verified income and transactions Read employment and profile details Read trips, vehicles and documents Create users and Connect sessions Configure webhooks Show in context →1 more matching sourcesPublisher full description Rollee connects to the work platforms your users already use, from ride-hailing and delivery apps to freelance marketplaces, payroll and banking providers, so they can share verified income and employment data with you. This plu… Show in context → |
FinanceVersion 1.0.0 | View details → |
Centry Investment Fee CheckRUPERT WILLIAM BARKSFIELDExtract explicitly labelled fees from text, retain native costs across currencies, apply dated supplied FX, compare proposals on stated f... Publisher keywords · listing investment fees wealth manager adviser proposals investment proposal platform charges Show in context → |
FinanceVersion 1.0.0 | View details → |
AIR Credit IntelligenceAIR Platforms, Inc.AIR Credit combines powerful machine learning credit intelligence with AI agents directly inside ChatGPT. Instantly assess companies, unc...
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FinanceVersion 1.0.0 | View details → |
BeanHubLaunch Platform LLCBeanHub is a hosted Beancount ledger on Git. After you connect with OAuth, ChatGPT can list books, accounts, entries, files, forms, and c...
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FinanceVersion 1.0.0 | View details → |
EdgeBreakEdgeBreakEdgeBreak provides a stateful conversational NASDAQ scanner journey plus the full Master Scanner, saved scans, PBI, stock intelligence, w...
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FinanceVersion 1.3.1 | View details → |
AnalyzeraAnalyzera AB Publisher full description Analyzera brings an investment research and portfolio-construction platform into ChatGPT. Browse Analyzera's strategy catalogue and your own strategies and accounts in an interactive dashboard with tabs for returns, outlook, weights, risk and fundamentals, or ask for… Show in context → |
FinanceVersion 1.0.0 | View details → |
AtominvestAtominvest Publisher description Connect ChatGPT to your Atominvest platform to query Portfolio Management or Investor Management data, including portfolio company metrics, investor data, and fund commitments, directly from your conversation. Retrieve financial KPIs s… Show in context → |
FinanceVersion 1.0.0 | View details → |
Bancaverse™ Private MoneyBancaverse Publisher description AI-powered private money platform for real estate investment loans. Assess a deal, run LTV, LTC, DSCR, NOI and debt yield, learn private-credit terms, and ask the Bancaverse team to reach out. Fix & flip, DSCR rentals, bridge… Show in context →1 more matching sourcesPublisher full description AI-powered private money platform for real estate investment loans. Describe your deal and get a preliminary snapshot: LTV, LTC, ARV-LTV, DSCR, NOI, debt yield and payments, plus what a private lender will ask for. Learn any… Show in context → |
FinanceVersion 1.0.3 | View details → |
BillabexBillabex Publisher full description Billabex is an AI-powered accounts receivable and invoice collection platform that helps finance teams manage customer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding balances, overdue… Show in context → |
FinanceVersion 2.0.3 | View details → |
Bizora Tax ResearchBizora Inc. Publisher description Bizora is an AI native tax research platform. This connector brings Bizora’s research engine into ChatGPT, so you can ask a tax question in the middle of your actual work and get an answer grounded in primary source authority rather tha… Show in context → |
FinanceVersion 1.0.0 | View details → |
Brainrot FinanceBrainrot Creations Publisher full description …rcle rates. Sign in with your Brainrot account to keep portfolios: add buys, sells and income under platforms and accounts, see every holding valued live in your base currency with totals, P&L and day change, and undo any change. For people who track investments across brokers, countries and private… Show in context → |
FinanceVersion 1.0.2 | View details → |
CashfreeCashfree Payments Pvt. Ltd. Publisher description …ing between tools or dashboards. Built for both operational visibility and developer workflows, the platform is evolving beyond dashboard actions to support the full suite of Cashfree Payments, Payouts, SecureID, PPI, and Partners APIs used in real-world integrations. From tracking live payment flow… Show in context → |
FinanceVersion 1.0.0 | View details → |
Deal ScreenerKautilya Publisher full description …list (desk, confirmatory, full) that adapts to the business: recurring revenue adds cohort work, a platform dependency adds that platform's account history, customer concentration adds the contract. Each item says why it matters and what a bad answer sounds like. How it handles numbers: it never st… Show in context → |
FinanceVersion 1.1.0 | View details → |
DEF 14DEF 14 Inc. Publisher full description The DEF 14 plugin connects ChatGPT to DEF 14’s shareholder activism intelligence platform. It enables users to research historical activist campaigns, arguments, tactics, and outcomes using DEF 14’s proprietary dataset of structured and unstructured activism materials. Users can i… Show in context → |
FinanceVersion 1.2.32 | View details → |
esureesure Publisher description …It uses ChatGPT, an AI service operated by OpenAI. Your conversations take place within the ChatGPT platform and are subject to OpenAI's terms and conditions. ChatGPT and its technology are owned and operated by OpenAI, not esure. If you request a quote from esure, your request will be sent to esure… Show in context → |
FinanceVersion 1.1.2 | View details → |
ether.fiether.fi Publisher description ether.fi is a DeFi platform offering liquid staking, yield-bearing vaults, and a crypto-backed payment card. This connector gives ChatGPT a read-only view of a user's ether.fi account for reviewing Cash balances, portfo… Show in context → |
FinanceVersion 1.1.0 | View details → |
FactSet AI-Ready DataFactSet Research Systems Publisher description …designed to seamlessly connect financial data, analytics models, and applications across different platforms. By enabling smooth interoperability, MCP empowers investment teams to easily share insights, streamline workflows, and enhance collaboration regardless of their tools or technology stacks.… Show in context → |
FinanceVersion 5.0.0 | View details → |
FeaslyFeasly Technologies Ltd Publisher full description …esults. ChatGPT helps you explore the questions and understand the answer. Part of the wider Feasly platform Feasly connects market research, site analysis and financial modelling across development, investment, valuation, asset performance and portfolio decisions. This plugin gives you another way… Show in context → |
FinanceVersion 0.4.5 | View details → |
Financial AI®thefinancial.ai Publisher description …y financial and macroeconomic forecasts, and strategy backtesting through natural conversation. The platform incorporates a comprehensive set of technical, economic, and valuation indicators and enables strategies across equities, ETFs, options, futures, cryptocurrencies, and other asset classes, ta… Show in context →1 more matching sourcesPublisher full description …y financial and macroeconomic forecasts, and strategy backtesting through natural conversation. The platform incorporates a comprehensive set of technical, economic, and valuation indicators and enables strategies across equities, ETFs, options, futures, cryptocurrencies, and other asset classes, ta… Show in context → |
FinanceVersion 1.0.5 | View details → |
FinaryFinary Publisher full description Finary helps you achieve your financial goals. Our platform brings all your money together in one place: bank and savings accounts, French equity savings plans, brokerage accounts, employee savings plans, retirement savings, crypto, real estate, alter… Show in context → |
FinanceVersion 1.1.7 | View details → |
FinomPNL Fintech B.V. Publisher description Finom is a business finance platform for SMEs and freelancers across Europe, combining a business account, invoicing, expense management, and accounting in one place. This connector gives ChatGPT access to your Finom business da… Show in context → |
FinanceVersion 1.0.0 | View details → |
ForInvestForInvest Yazılım ve Teknoloji Hizmetleri A.Ş. Publisher description …l-time Borsa Istanbul (BIST) data, AI-driven stock analysis, and comprehensive financial tools. Our platform streamlines investment processes by integrating deep-dive balance sheet metrics, brokerage expectations, and instant access to public disclosure (KAP) documents. Data collected: ForInvest acc… Show in context → |
FinanceVersion 2.0.0 | View details → |
Global Payments & CryptoRavi K Gupta Publisher description …navigate international payments, freelance receiving accounts, digital asset exchanges, and trading platforms. Delivers practical fee comparisons, currency conversion nuances, and security reviews with direct links to verified global fintech and crypto services. Show in context → |
FinanceVersion 0.1.0 | View details → |
GrowPanelGrowPanel Publisher description GrowPanel is a SaaS subscription-analytics platform. This connector lets ChatGPT answer real questions about your subscription business in plain language: MRR, churn (logo and MRR), retention (NRR/GRR), cohorts, MRR movements, cashflow, leads… Show in context → |
FinanceVersion 1.0.0 | View details → |
iAsigIASIG ONLINE SRL Publisher full description iAsig is a Moldovan insurance platform. Connect your iAsig account to compare offers from licensed Moldovan insurers and buy vignettes without leaving the chat. What you can do: - RCA (mandatory motor third-party liability) for ve… Show in context → |
FinanceVersion 1.1.0 | View details → |
İyi Gelirİyi Gelir Bilgi Teknolojileri A.Ş. Publisher full description iyigelir connects Claude to İyi Gelir, a Turkish mutual-fund analytics platform. The connector exposes read-only tools over fund and index data: search funds by name or code, get a fund's price, period returns, risk score, Sharpe ratio and other risk metrics, compare up t… Show in context →1 more matching sourcesPublisher translations · package Türkiye fon ve endeks verisi iyigelir, Claude'u Türkiye'nin fon analiz platformu İyi Gelir'e bağlar. Bağlayıcı yalnızca okuma yapan araçlar sunar: fon adı veya koduyla arama; bir fonun fiyatı, dönemsel getirileri, risk skoru, Sharpe oranı ve diğer risk ölçütleri; beş fon… Show in context → |
FinanceVersion 1.0.0 | View details → |
KeyBid PulsKeyBid Publisher description Unlock the profitability of short-term rental investments with our ROI Calculator app, tailored for platforms like Airbnb, Booking.com, and VRBO. Users can paste property URLs from sites such as idealista.com, imobiliare.ro, storia.ro, and spitogatos.gr (with more integrations on the way), or upload… Show in context → |
FinanceVersion 1.0.0 | View details → |
Kintsugi AIKintsugi Publisher description Kintsugi is an AI-powered platform that automates sales tax, VAT, and GST compliance for SaaS and ecommerce businesses, and financial firms. The Kintsugi MCP server lets you track your compliance without leaving the conversati… Show in context → |
FinanceVersion 1.0.0 | View details → |
KollenoKolleno Publisher description Kolleno is an accounts receivable and collections platform. This plugin lets finance teams query and update their Kolleno receivables data from ChatGPT. Show in context →1 more matching sourcesPublisher full description Kolleno is an accounts receivable and collections platform for finance and credit control teams. This plugin connects ChatGPT to your Kolleno account so you can check who owes you money and act on it without leaving the conversation. Ask about overdu… Show in context → |
FinanceVersion 1.0.3 | View details → |
LiquidityWatchFutCo Publisher description LiquidityWatch provides access to E3D's macroeconomic intelligence platform through ChatGPT. Explore current financial stress conditions, Treasury and funding markets, Federal Reserve policy, energy-market developments, global liquidity, and cryptocurrency implicatio… Show in context → |
FinanceVersion 1.0.0 | View details → |
LuxAlgoLuxAlgo Publisher full description …for you right here in the chat, and what it does for you inside Vela, our next-generation charting platform. Right here in ChatGPT Open a live Vela chart in the conversation. It runs on the open-source core of Vela by LuxAlgo: ask for a market, a timeframe and the indicators you want, and the chart… Show in context → |
FinanceVersion 1.6.0 | View details → |
NoCFONoCFO Publisher full description NoCFO is the all-in-one AI-native finance platform for entrepreneurs and founders. This connector puts your live NoCFO books inside ChatGPT, so you can send invoices, book transactions and pull reports just by asking. No exports, no accountin… Show in context → |
FinanceVersion 1.0.4 | View details → |
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