Finance Codex plugins

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Query structured SEC data

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Financial Datasets gives ChatGPT access to structured stock market data for 27,000+ active and delisted U.S. tickers. Research companies and markets with real-time and historical prices, primary-source SEC filings, financial statements and met…

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Get structured stock quotes, technical indicators, trend 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 limit…

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…ards Solana memecoin market activity by venue On-chain reads: SOL balances, token accounts, account data and address transaction history Decode and debug Solana transactions, simulate them without sending, and check confirmation status Solana network status, priority fee estimates and .sol domain lookups Full-text search of Solana Tracker Data API, RPC, Datastream and gRPC docs, with structured endpoint references Diagnose Solana Tracker API and RPC errors, and check service status

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akta.pro provides private company data, news and signals for AI agents like ChatGPT to find and enrich companies, monitor company events, and track developments across industries and market themes. 1. Find companies with filters: Buil… …valuation and more. 2. Enrich companies and build profiles: Access data on 20M+ companies across 74 structured fields, covering firmographics, management, products, funding, transactions, revenue, valuation, technology and more. 3. Monitor company news, signals and events: Monitor 20M+ companies acr…

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With the Aleph MCP Server, you can: - Plug into a governed source of truth for clean, structured cross-system data from 200+ integrations:ERP, CRM, HRIS, spreadsheets, data warehouse, and more - Ask questions in plain language, build reports, and run analyses, with every output traceable back to your source o…

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…research historical activist campaigns, arguments, tactics, and outcomes using DEF 14’s proprietary dataset of structured and unstructured activism materials. Users can identify relevant precedents, compare how activist investors have framed specific arguments, and surface campaign context for use in research…

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EurolandApp allows users to explore and visualize company financial data through interactive charts generated from natural-language queries. The app provides access to structured financial information including balance sheets, income statements, cash flow statements, and key financial ratios. Users can request specific metrics or comparisons, and the app dynamically…

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IPOInsider gives ChatGPT read-only access to IPOInsider's IPO database: the current IPO universe with company, symbol, status, industry, exchange, offer date and price, proceeds, market cap and lifetime return; the pricing calendar for any date window, including… …e covered by the separate SPACInsider app. Every tool queries IPOInsider's own database and returns structured data; nothing is written, sent or fetched from the public internet. A SPACInsider account enabled for the IPOInsider MCP is required.

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Lexfi gives ChatGPT access to structured financial data for research and analysis. It covers equities, macroeconomics, fixed income, institutional holdings, market sentiment, alternative data, and global markets through a unified MCP connection. Users…

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…40-F and 6-K for foreign issuers that file with the SEC; end-of-day stock prices come from a market-data feed. Insider and ownership filings (Forms 3/4/5, 13D/G), institutional holdings (13F) and offering documents (S-1, 424B) have no structured data, but full-text search can locate them. Updated daily from SEC EDGAR. Informational research tool, not investment advice.

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Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial analysis… …y's Ratings proprietary ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and macroeconomic trends. By bringing structured and unstructured credit inputs together in a single interface, Moody's Credit MCP ena…

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Access public comps, verified M&A multiples and VC data straight from ChatGPT. Built for investment banking, PE and VC ecosystem, Multiples MCP delivers investment-grade valuation intelligence inside your favorite AI tool. Try queries like "cybersecur… …M&A buyers" "median SaaS public NTM multiples," or "biggest VC rounds in Europe this year" and get structured, sourced answers back instantly.

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Next Stock – Market Insights helps users explore stock market data through structured analysis and historical performance metrics. The app delivers short-term and long-term stock picks, categorized stock rankings, portfolio breakdowns, and educational market insights based o…

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PitchBook provides structured access to private capital market data across companies, investors, funds, deals, limited partners, and people. It returns normalized fields such as firmographics, financing rounds, deal terms, ownership information, financials, fund…

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SPACInsider gives ChatGPT read-only access to SPACInsider's SPAC database: the current SPAC universe with IPO terms, trust values, deadlines and redemption data; point-in-time historical snapshots of the market on any past date; sponsor, underwriter, advisor and in… …trust, proceeds or redemption statistics. Every tool queries SPACInsider's own database and returns structured data; nothing is written, sent or fetched from the public internet. A SPACInsider account with MCP access is required.

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YedaBase is an investor-research database. Connect it to search and open investor records in ChatGPT across five categories: family offices, VCs and startup investors, funds of funds, principal and permanent-capital investors, and re… …records are researched and reviewed by the YedaBase team. What you can do: - Search investors with structured filters such as category, type, country, state, investment domains, stage and check size. - Open a firm's record: overview, inclusion evidence, category-specific fields, decision-makers, ne…

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…t car insurance options within ChatGPT. This tool helps you see how a car insurance policy could be structured, focusing on clarity and customization. Use this app to design a potential policy configuration, learn about protection details, and get an estimated price without any commitment. Key Featu… …tly on the accuracy and completeness of the information provided. Important: Do NOT provide payment data (bank account numbers, IBANs, payment card details), national identity documents (DNI/NIE), passport numbers or any other sensitive personal identification data through this chat. Such data shoul…

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Convert your bank statements into structured, queryable financial data — transactions, accounts, and balances from any PDF statement, then analyze them across every statement you've uploaded.

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Boersi connects ChatGPT to a structured database on 1,800+ stocks & ETFs: business model, key figures, balance sheet, governance, ESG, peers and supply chain. Facts only, no investment advice, recommendations or price targets.

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…ains usable. Work through supplied facts in the conversation or optional interactive workspace. Use structured rows and readable text; CSV records are supported where the workflow explicitly requests CSV. Complex PDFs, images and scanned records need verified transcription. Export a plain-text pack… …urces here. Other countries receive a clearly labelled generic specialist brief. No live FX, market data, automatic special-regime qualification, property tax or transaction execution. Use fictional examples or redacted records; do not provide passwords, signing secrets, account numbers or governmen…

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…rieves the company's latest annual and quarterly filings from SEC EDGAR, extracts the key financial data, and presents it as a clean, structured summary — the kind an analyst would put together, in a fraction of the time.

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…rafts, and review reporting deadlines. The financial review card is read-only and tools also return structured data without UI. Drafts are not sent or submitted. Existing administrator-controlled grant-to-QuickBooks dimension linking remains available; it changes only GrantLink expense matching, never QuickBoo…

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…& Strategy MCP supports AI-driven sales, marketing, and revenue operations by providing GenAI-ready data, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, relationship, and market datasets into a unified intelligence layer to help teams identify o… …unities, and align sales and marketing strategies around high-value prospects. By bringing together structured company data and contextual insights into a single interface, Moody’s Growth & Strategy MCP helps streamline data-to-insight workflows and supports improvements in targeting precision, pipe…

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…break it, and how to fix it, in English or German. • Read a received invoice. NormAPI turns it into structured data — seller, buyer, lines, VAT breakdown and totals exactly as the document states them — and lists anything it could not map, so questions about the invoice are answered from its data. • Look up a…

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Photon Commerce processes financial documents into actionable data. Instantly process invoices, receipts, and other documents to extract structured, hallucination-free JSON data accurately. With one click, continue your review or make edits on the Photon Commerce website for full control. Beyond extraction, retrieve recent document his…

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Regit PRIIPs calculates risk, performance-scenario, and cost figures from supplied product data with an authorized PRIIPs engine. It compares published and fresh KID figures for numeric Article 15 review triggers and returns structured results, coverage, and traces.

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Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, meeting prep and more. All Sacra research & data is available including: * company & market reports and expert interviews accessible via search * revenue estimates & models as structured data * round-by-round funding data including valuation and price per share For investors, VCs & corp dev: produce investmemo first drafts, quickly answer diligence questions, build comps, c…

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S&P Global - Adaptive is designed 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… …tonomous agent workflows. Can be used alongside S&P Global - Deterministic for teams that need both structured and flexible data access.

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…registration is required. StackerScan is not a dealer and sells no bullion; its tools return price data only. Results are structured JSON mirroring the open HTTP API documented at https://www.stackerscan.com/openapi.json; errors are RFC 9457 problem documents.

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StockFit offers structured fundamental data directly based on SEC filings for all US Stocks/ETFs/Mutual Funds.

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…o tools render a visual dashboard and an annual-portrait widget; every tool also works as text plus structured data. Limits: tax and benefit rules are verified for Canada + Quebec 2026 only (other jurisdictions return UNSUPPORTED_RULE). The connector is stateless and keeps nothing between calls; no Social Insu…