Finance Codex plugins

Publisher capabilities · listing

…and summarization Research document search Earnings-call transcript search News monitoring Peer identification Sector outlook and country-risk context Managers, directors, and key officers

Publisher description

…tails), national identity documents (DNI/NIE), passport numbers or any other sensitive personal identification data through this chat. Such data should only be provided through Allianz Direct's secure contracting environment. Data required for quotation: To generate an indicative quotation, the Serv…

Publisher description

…rts, analyst notes, and company updates. The app helps users break down investment assumptions, identify risks and red flags, and extract key positive, negative, and neutral signals from earnings materials. It is designed to make financial research more structured, faster, and easier to review.

Publisher description

…public content, upload and search your own private documents, including notes, internal research, artifacts, and files, alongside public filings and market data, so proprietary research and public sources can be used together in the same query. Built for anyone making a financial decision, from indi…

Publisher description

…bles, incoming emails, outgoing emails, payment communications, and account tasks in one place. Identify unpaid invoices and silent customers, inspect complete account and communication histories, monitor collection priorities, update customer and billing records, manage contacts, pause or resume au…

Publisher description

…omies, unique scores, hidden signals, and over 20 years of bleeding edge technology research to identify and analyze relevant, high-potential companies ahead of your competition. Built for corporate strategists seeking acquisition targets, VCs screening deal flow, and business development teams hunt…

Publisher description

…s compliance. Access mandates created in the Clarity AI web app, then run compliance reports to identify breaches. Drill into individual companies for detailed evidence across a range of extra-financial metrics. Discover investment universe companies that meet your criteria, and get concise breach s…

Publisher description

…ercial product sheets (mobile, devices, home, business cyber, and digital protection). It helps identify coverage, overlaps, gaps, and profile fit, and links to the official pricing tool. It is not a Telefónica or Movistar sales channel, does not issue policies, and does not calculate personalized p…

Publisher description

…answer. Most other MCP servers only offer raw search and list data. Supercharge your workflow. Identify high-growth companies, run diligence in seconds, and act on opportunities before other firms catch on, or give your customers foresight into market movements directly in your product, without the…

Publisher description

…Organize findings with source references, distinguish confirmed facts from interpretation, and identify information gaps.

Publisher description

…Commercial Graph™. Verified risk data, anchored in the global standard D-U-N-S® Number business identifier, and policy-driven logic provide the foundation for consistent decisioning across systems of record and scalable risk operations in regulated environments. You can use D&B Risk Analytics to: Ve…

Publisher description

…unt 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 for advertising. Priva…

Publisher description

…sis. Coverage, historical depth and applicability evidence vary by source and jurisdiction. IFG identifies missing evidence and partial results so professionals can assess the limits of each source.

Publisher full description

…i investitori italiani con calcoli fiscali deterministici: ETF/OICR, azioni, BTP, obbligazioni e certificates. Tiene traccia dello zainetto fiscale per broker e scadenza, verifica gli ISIN, simula ribilanciamenti tax-aware e calcola il costo fiscale in successione. Ogni regola cita la fonte normativ…

Publisher description

…tas Itaú , ahora a una conversación de distancia. Ten en cuenta: El servicio utiliza inteligencia artificial generativa. Las respuestas son generadas automáticamente y podrían contener errores o imprecisiones. No ingreses datos personales, claves ni información sensible. Itaú no comparte información…

Publisher description

…tus of your filings, for all jurisdictions Look up customer records, transactions, and exemption certificates Look up your product catalog and product tax categories This MCP server informs your decisions rather than acting on your behalf: it doesn't file a return, register you in a new jurisdiction…

Publisher description

…ew focused questions about your business, and this app will: • Assess your cyber risk profile • Identify relevant cover (including data breach response, ransomware, business interruption, cyber extortion, and regulatory defence) • Generate tailored UK cyber insurance quotes • Outline key limits, exc…

Publisher description

…nitoring of entities, markets, and portfolios. Data includes: - Global entity firmographics and identifiers - Entity hierarchies and ownership structures - Detailed global entity financials - Moody's Ratings credit ratings and research - Expected default frequency - Economic data and research - News…

Publisher description

…c, ownership, relationship, and market datasets into a unified intelligence layer to help teams identify opportunities, prioritize accounts, and support more effective customer engagement. The solution combines comprehensive Moody’s entity intelligence, including global company profiles, hierarchies…

Publisher description

…from ChatGPT. Nella provides clear summaries based on the latest available accounting data and identifies when professional accounting judgement may be required. It does not make payments, post transactions or change accounting records. Tax projections and financial insights are estimates and shoul…

Publisher description

…ng current market data. Choose a security, time horizon, and desired outcome parameters. Parity identifies an available expiration and options structure, then explains the estimated cost, downside protection, upside tradeoff, dividends, and liquidity in plain language. Parity provides educational an…

Publisher full description

…rivate companies, investment activity, or market participants. It supports queries that involve identifying entities, summarizing historical activity, or assembling datasets for further analysis.

Publisher description

PortfolioFit compares normalized portfolio holdings with written mandates, identifies evidence gaps, and calculates explicit allocation constraints without placing trades or changing holdings.

Publisher description

…arges, travaux) ; préparer les pièces d'un état des lieux. Accès limité au compte du bailleur authentifié via OAuth, en lecture et/ou écriture selon le consentement accordé.

Publisher description

…and a shareable report link. It covers long-term rental, short-term rental, BRRRR, fix-and-flip, multifamily and new construction. It can compare all six against the same property to find its best use, and solve backwards for the highest price you could pay and still hit your return targets. Results…

Publisher description

…24-hour cooling-off separates conviction from capital, and rule-breaking exits require a written justification that stays on the record forever. Ask for a checkup and ChatGPT briefs you on every active thesis, logs fresh evidence against your exit criteria, and flags anything that has objectively tr…

Publisher description

…Insights brings professional thematic equity research into ChatGPT. Ask about a structural trend: artificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure scores rather than keyword matching or self-reported tag…

Publisher description

…I restructuring, and income calculations across a broad set of lenders and investors, instantly identifying which investors a loan qualifies for and why. Tinman AI turns what used to take days or weeks into real-time, compliant decisions that keep loans moving and deals alive.

Publisher full description

…I restructuring, and income calculations across a broad set of lenders and investors, instantly identifying which investors a loan qualifies for and why. Tinman AI turns what used to take days or weeks into real-time, compliant decisions that keep loans moving and deals alive.

Publisher description

…th? This app helps you explore that inside ChatGPT using real sold prices and energy-performance certificates — not guesswork from listing sites. Give it an address or postcode and you get a clear property report: recent sales nearby, certificate ratings and floor area where available, a map of the…