Finance Codex plugins

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…nts paid the 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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…t to save one invoice or receipt at a time, review extracted expense details before saving, and ask read-only questions about your existing expenses, merchants, categories, and spending trends. An active paid AI Expense subscription is required.

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…d indicators, while Pro unlocks the remaining tools and full analyses. The app is informational and read-only: it does not buy or sell investments, move money, or replace financial advice.

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…nd 180 countries — some series back to 1920. Every answer is dated and names its source. Public and read-only: no account, no sign-in, and no tool that can change anything.

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…ance, utilities) and flags what is overdue, missing or off-amount. Connected to ChatGPT it answers, read-only, questions such as 'Welche Zahlungen sind ausstehend?', 'Show me the payments to TK', 'Zeige mir die letzten 3 Zahlungen von goldgas', 'Welche Regeln habe ich?' and 'Muss ich eine Bankverbin…

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Binance for ChatGPT lets you access and explore Binance public, read-only market data using natural language. Retrieve current and historical prices, order books, recent trades, candlesticks (klines), and exchange metadata across Spot, Futures, and Options. No aut…

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…ayment recipients, payments, FX orders, indicative exchange rates, and upcoming settlements through read-only Public API tools.

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…ibooks portal. A Caribooks account connected to QuickBooks Online is required. Companies start with read-only access. Users enable writes separately for each company; deleting, voiding and emailing documents require explicit confirmation. Caribooks records bookkeeping entries and does not transfer m…

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Read-only BuenaIA prototype that searches, details, and compares a catalog reconstructed from publicly available commercial product sheets (mobile, devices, home, business cyber, and digital protectio…

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…s, structures, and lenders. Built for leveraged-finance, private-credit, CLO, DCM, and legal teams. Read-only and informational only — not legal, lending, investment, or underwriting advice.

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Cryptoworth lets ChatGPT read authorized Cryptoworth crypto-accounting portfolio data through 20 read-only tools. Users can inspect authorized portfolios, ledger transactions, connections and wallets, balance snapshots, DeFi positions, NFT holdings and activity, transaction labels, invoices, bill…

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…undraising news, private-market strategies, transactions, funds, and performance benchmarks through read-only searches.

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…hat are the recent transactions for this customer?" - "List all onramp accounts using USDC on Base" Read-only access—your data stays safe. Authenticates securely with your Dakota Platform credentials.

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…5 to FY2009), kept separate from the XBRL record and served with per-fact provenance. Every tool is read-only. Responses carry the accession number, filing date and XBRL concept behind each value, so any figure can be checked against the SEC document. The server states no opinions and gives no inves…

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Donorbox gives ChatGPT read-only access to the connected organization's fundraising data: org identity, donors, donations, campaigns, events, recurring plans, ticket purchases, and insights aggregations for counts, sums, tr…

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…cannot arrange viewings, and does not give investment, mortgage, tax or legal advice. Every tool is read-only. Connecting requires a Dubai Wealth Index account, which also lets the plugin read the buildings you have saved on dubaiwealthindex.com.

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…ceipts from Uber over the past 30 days." - "Which categories am I spending the most on this month?" Read-only. This plugin never creates, modifies, or deletes anything in your account.

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…line item, vendor, and total is captured. This app connects ChatGPT to your facturillo account with read-only access, so you can ask natural questions about your real spending: "How much did I spend on groceries last month?", "Where did I buy this?", "Which store do I visit most?". Answers come from…

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…es/ETFs. Every signal is resolved against realized price in an append-only ledger. All 22 tools are read-only — no order routing, no path to capital. Engines without enough resolved outcomes report 'calibrating' — never an invented number. Observation, not financial advice.

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Gainium helps users inspect their trading bot workspace from ChatGPT through a read-only connector. Users can list and review bots, deals, account balances, connected exchanges, strategy schemas, market screener data, curated presets, and existing backtest request information wi…

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Gate Info provides public, read-only cryptocurrency research data for ChatGPT: coin profiles, market overview and spot snapshots (including batch), Gate candlesticks, order book depth, and recent trades across spot, futures, de…

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GrantLink gives authorized nonprofit staff read-only access to their organization's grants, funders, programs, reporting deadlines, fund receipts, budgets, and QuickBooks sync health from ChatGPT.

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…account in its base currency, and access is scoped to the signed-in user and their GrowPanel role (read-only users cannot make changes).

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…d. Built for cross-border startup founders managing US compliance and bookkeeping. The connector is read-only, so your data stays safe while ChatGPT gives you instant answers from your live Inkle account.

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…tes and deadlines, search Revenue guidance, and research Ireland's double-taxation treaties through read-only tools.

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…ing, APEX programs, sustainability, investor relations, and contact details. It presents results in read-only information cards with links to official sources. It requires no sign-in, cannot access customer accounts, applications, transactions, or personal banking data, and provides general informat…

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…also paste a list of company names or websites and match them to Mergr records in one step. Twelve read-only tools cover firm, company, and deal search; buyer, investor, and advisor matching; ownership histories; activity rankings; and roll-up tracking. Every result links to the corresponding mergr…

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…t transactions, recurring subscriptions, or a comparison between budget periods. MONVELOP tools are read-only. They cannot create, edit, or delete financial data, initiate payments or transfers, connect a bank, or execute investments. Results are limited to your authenticated MONVELOP account and th…

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…over automated portfolios; and simulate a custom portfolio using historical market data. The app is read-only and does not access customer accounts, place orders, subscribe to products, or execute financial transactions.

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Nella Finance AI is a read-only financial intelligence assistant for businesses and their accountants. Connect supported accounting platforms and ask questions about cash, performance, KPIs, unusual movements, management i…

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…rting periods. Results are shown separately by currency where applicable. NeroPay Insights provides read-only access to the merchant account you authorise. It cannot initiate payments, send transfers, issue refunds or change account settings. You choose which permissions to grant and can revoke acce…

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…spending by category without digging through dashboards or statements. Nexafin is privacy-first and read-only. It cannot move money or access sensitive credentials. You stay in control of what data is shared and can disconnect at any time. Try asking: “Show my account balances” “What bills are comin…

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…10-K/Q, 13D, 144, 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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…rend data, symbol search, and Yahoo-derived fundamentals directly in ChatGPT. Noweir Market Data is read-only, does not connect to brokerage accounts or execute trades, and clearly labels market-data limitations.

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…istory, FFT scanner results, AI Compute Suite runs, and portfolio and risk snapshots. All tools are read-only and return analyst-oriented summaries for research workflows.

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…or your full financial picture — all through conversation. Link your accounts once and get instant, read-only access to your financial data whenever you need it. Your data stays encrypted and you control exactly what's shared.