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Finance Codex plugins

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Explore 5,381 plugins across 14 categories.

Finance plugins 5

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ClarifoClarifo

Publisher description

…and US public filings. The MCP tools support company snapshots, filing search, financial statement retrieval, peer comparison, screening, valuation analysis, ownership and insider activity lookup, governance research, reporting-standards answers, and generation of Clarifo-branded visual cards from…

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FinanceVersion 1.0.0
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Intapp CelesteIntapp Celeste

Publisher description

Search, create, and update records across the Intapp Celeste portfolio with secure, compliant retrieval via Intapp Celeste plugin. Ensure the workflows you rely on from Intapp Celeste are available to integrate into your projects with the governance your clients demand.

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FinanceVersion 1.0.0-6b3927081bed
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Klardaten DATEV-ConnectorKlardaten GmbH

Publisher description

…ery, scoped list and detail lookups, financial reporting, DMS metadata and content search, document retrieval, order inspection, payroll snapshots, and master-data access. Large read results can be retrieved through authenticated attachments. With a separately approved OAuth permission, it can creat…

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FinanceVersion 3.1.0
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Nomas Researchnomas research

Publisher description

…D, 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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FinanceVersion 1.0.0
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PitchBookPitchBook

Publisher full description

…ted 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 identifying entities, summarizing historical activity, or assem…

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FinanceVersion 2.0.0
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