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Finance Codex plugins

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Finance plugins 33

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AtominvestAtominvestConnect ChatGPT to your Atominvest platform to query Portfolio Management or Investor Management data, including portfolio company metric... Publisher subtitle Query Atominvest data directly Show in context → 1 more matching sources 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 such as reven… Show in context →	FinanceVersion 1.0.0	View details →
CredCore - Tusk LiquidCredCoreTusk Liquid connects AI assistants to CredCore's curated database of public credit-agreement data — covenants, debt structure, pricing, a... Publisher subtitle Query public credit agreements Show in context → 1 more matching sources Publisher description …ndments, and obligations — extracted from publicly filed credit agreements. Once connected, you can query a deal's terms, benchmark covenant packages against market comps, track changes across amendments, and compare a borrower with its peers; the assistant retrieves the values and composes the answ… Show in context →	FinanceVersion 2.0.0	View details →
Dakota PlatformDakota IncAccess your Dakota Platform data through conversation. Ask questions about your customers, accounts, and transactions without navigating ... Publisher subtitle Query customers and accounts Show in context →	FinanceVersion 1.0.0	View details →
Juspay GeniusJuspay Technologies Pvt. Ltd.Ask payment questions in plain English: query order and transaction analytics, look up specific orders, check recent outages, and inspect... Publisher subtitle Query payments and orders Show in context → 1 more matching sources Publisher description Ask payment questions in plain English: query order and transaction analytics, look up specific orders, check recent outages, and inspect gateway settings — all from your Juspay Dashboard, inside ChatGPT. Show in context →	FinanceVersion 1.0.0	View details →
MSCI ConnectorMSCI Inc.MSCI Connector lets authorized users query entitlement-controlled MSCI index, private capital, portfolio, and real-assets data in natural... Publisher subtitle Query MSCI investment data Show in context → 1 more matching sources Publisher description MSCI Connector lets authorized users query entitlement-controlled MSCI index, private capital, portfolio, and real-assets data in natural language, including performance, benchmarks, holdings, exposures, constituents, and methodology ins… Show in context →	FinanceVersion 8.0.0	View details →
Nomas Researchnomas researchNomas Research lets ChatGPT look up structured SEC data: company facts, parsed filings (8-K, 10-K/Q, 13D, 144, D, 14A, S-1/S-3), insider ... Publisher subtitle Query structured SEC data Show in context →	FinanceVersion 1.0.0	View details →
VestdVestdThe Vestd connector gives your AI direct access to your company's equity management data - shareholders, share classes, option grants (EM... Publisher subtitle Query and analyse your data Show in context →	FinanceVersion 1.0.0	View details →
Alpha VantageAlpha Vantage Inc. Publisher description …ns, put-call ratios, and volume/open-interest ratios for market positioning and sentiment analysis. Query 50+ technical indicators (RSI, MACD, moving averages, Bollinger Bands, VWAP, and more), plus advanced rolling and fixed-window analytics for volatility, correlation, and performance metrics, ide… Show in context →	FinanceVersion 1.0.0	View details →
Bigdata.comRavenPack Publisher description …directly into ChatGPT. Research stocks and companies, follow the latest news on your portfolio, and query market data, fundamentals, SEC filings, earnings call transcripts, broker and analyst research, sentiment signals, and premium news, with every answer grounded in real, citable sources instead o… Show in context →	FinanceVersion 10.0.0	View details →
Chronograph GPChronograph Publisher description …s for private capital investors. Through the Chronograph GP App within ChatGPT and Codex, users can query their trusted portfolio data, analyze investments, surface company-level metrics, and access the full depth of their private markets portfolio using natural language. Chronograph provides two se… Show in context → 1 more matching sources Publisher full description …provides portfolio monitoring, valuations, and analytics for private capital General Partner users. Query trusted portfolio data, analyze investments, surface company-level metrics, and access private markets portfolio data using natural language. Show in context →	FinanceVersion 2.0.0	View details →
CubeCube Publisher description With the Cube MCP Server, you can: - Query live Cube data from actuals, budgets, forecasts, variances, and more - Ask an AI to generate board decks, run variance analysis, or build financial summaries using your real Cube data - Drill in… Show in context →	FinanceVersion 1.0.0	View details →
EmbatEmbat Publisher description Query your cash, debt, treasury forecasts, accounting, PSP reconciliations, payments, and intercompany positions in plain language — answered with your real numbers from Embat. TellMe inherits your ex… Show in context →	FinanceVersion 1.0.0	View details →
ExpensifyExpensify, Inc. Publisher description …Connect your Expensify account and ask natural language questions about your finances. ChatGPT will query your actual account to answer them. What you can ask: - "How much did I spend on travel last quarter?" - "Which team members have unsubmitted expense reports?" - "Show me all approved expenses t… Show in context →	FinanceVersion 1.0.0	View details →
Fitch SolutionsHearst Communications, Inc. Publisher description …lligence, and BMI country and sector risk analysis — all through a single, governed MCP connection. Query ratings, financials, key rating drivers, research, and deal insights directly inside your AI workflows. Built for regulated environments with enterprise-grade authentication and entitlement cont… Show in context →	FinanceVersion 1.0.0	View details →
ForInvestForInvest Yazılım ve Teknoloji Hizmetleri A.Ş. Publisher description …llected: 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 to ChatGPT for display. No personal data is sold or used… Show in context →	FinanceVersion 2.0.0	View details →
FurtherFurther Finance Ltd Publisher description The Further MCP allows you to query your LP fund in intricate detail. Once connected, you can use this to check fund and vehicle performance, review capital calls and distributions, look up portfolio company holdings and returns,… Show in context →	FinanceVersion 1.0.0	View details →
MassiveMassive.com, Inc. Publisher description Massive brings institutional-grade market data directly into ChatGPT. Query real-time and historical stocks data, options data, futures data, indices data, forex data, and crypto data through Massive.com's financial data API — no code or scraping required. Stocks & equi… Show in context →	FinanceVersion 2.0.0	View details →
OctusOctus Publisher description …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… Show in context →	FinanceVersion 4.0.0	View details →
PitchBookPitchBook Publisher full description …s, investor portfolios, and team details with associated source 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 identifyin… Show in context →	FinanceVersion 2.0.0	View details →
PrimaryPrimary Technology Publisher description Read-only MCP server for querying Primary financial data, including balances, transaction history, FX rates, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are supported. Show in context →	FinanceVersion 2.0.0	View details →
RevestorAtInfinite LLC Publisher description Revestor is rental portfolio 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; propos… Show in context →	FinanceVersion 1.0.0	View details →
RoboSystemsRoboSystems Publisher description RoboSystems turns public-company financial filings into a knowledge graph ChatGPT can query directly. SEC EDGAR: every public company's XBRL filings as one queryable graph. Pull a company's financial statements by ticker or CIK, pivot reported facts across companies, periods and dimens… Show in context →	FinanceVersion 1.1.0	View details →
S&P Global - AdaptiveKensho Technologies Publisher description …d for open-ended, complex workflows where the data path isn't predefined. Submit a natural language query and the system dynamically routes across S&P Global data sources, from Market Intelligence to Energy data, generating queries and assembling cited results automatically. Built by Kensho, S&P Glo… Show in context →	FinanceVersion 1.0.0	View details →
S&P Global - DeterministicKensho Technologies Publisher description Use natural language to query a range of S&P Global datasets, including S&P Capital IQ Financials, transcripts, and more. Designed to save time and resources for engineering, product, and business teams in financial services… Show in context →	FinanceVersion 7.0.0	View details →
TabsDEEPAK A BAPAT Publisher description The Tabs MCP connector lets AI assistants like ChatGPT query your billing, revenue, and contract data through the Model Context Protocol. Connect your AI tools to Tabs and ask questions in natural language — no custom integration code required. Show in context →	FinanceVersion 1.0.0	View details →
Third BridgeThird Bridge Group Publisher description …f your financial and business analysis. Refocus on extracting high-quality, reliable information by querying Third Bridge’s best-in-class substantial Library of expert content and data. Our MCP systematically and securely instructs Large Language Models (LLMs) to query insights from our database int… Show in context →	FinanceVersion 4.0.0	View details →
Token TerminalToken Terminal Publisher description Token Terminal MCP brings institutional-grade blockchain data into ChatGPT. Query standardized onchain financial and usage metrics across 100+ blockchains, 1,200+ applications, and 3,000+ tokenized assets — using natural language. The MCP connects ChatGPT directly to Token Te… Show in context →	FinanceVersion 3.0.0	View details →
Validis (AU)Validis Group Holdings Limited Publisher description …tios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows. Show in context →	FinanceVersion 2.0.0	View details →
Validis (CA)Validis Group Holdings Limited Publisher description …tios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows. Show in context →	FinanceVersion 1.0.0	View details →
Validis (UK)Validis Group Holdings Limited Publisher description …tios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows. Show in context →	FinanceVersion 2.0.0	View details →
Validis (US)Validis Group Holdings Limited Publisher description …tios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows. Show in context →	FinanceVersion 1.0.0	View details →
XflowXflow Payments India Pvt. Ltd. Publisher description …tly inside chatgpt as interactive widgets. No authentication is required — simply connect and start querying. Ideal for anyone who needs quick currency insights, monitors cross-border exchange rate trends. Show in context →	FinanceVersion 1.0.0	View details →
AI ExpenseSPARK IOT TECHNOLOGIES PTY LTDSave receipts and query recorded expenses. Our research · summary Save receipts and query recorded expenses. Show in context →	FinanceVersion 1.0.1	View details →