Finance Codex plugins

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Irish tax tools and guidance

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Payments and business tools

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Blockchain AML tools

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Portfolio research tools

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Investor and startup tools

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…put traceable back to your source of truth - Power automations across Slack, Linear, and your other tools

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…status. The free preview provides public fund data and 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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…yments, FX orders, indicative exchange rates, and upcoming settlements through read-only Public API tools.

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…ayment links, reconciliation reports, transaction activity, and workflows — without jumping between tools or dashboards. Built for both operational visibility and developer workflows, the platform is evolving beyond dashboard actions to support the full suite of Cashfree Payments, Payouts, SecureID,…

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Clarifo helps users research stock-listed companies from Nordic 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-sta…

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…GPT. Explore Liquid market data, news catalysts, positioning trends, portfolio context, and trading tools in one place. Model allocations, compare opportunities, and open Liquid, our brokerage, with trade ideas ready for your final review. Designed for traders who want sharper context, faster planni…

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…ide your conversation. Crunchbase MCP brings private market data and predictive signals into the AI tools and agents you already use. Built for investors, go-to-market teams, product builders, and anyone else who needs answers, not just search results. Ask in plain English. No code, no technical tra…

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…orth 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, bills, and sup…

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…filers. Figures are in the filer's reporting currency, never converted. A free account covers most tools. Analyst and Pro plans add depth: full ownership lists, point-in-time detail, cross-ticker comparison and the pre-2009 corpus.

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…Reserve economic series — and search the full text of filings rather than just their metadata. 90+ tools across those datasets. The free tier covers 100 requests a day with no credit card; a paid tier raises the limit. Options data is 15 minutes delayed.

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…uding official statistics, structured company financials, filings and earnings-call evidence—inside tools such as ChatGPT and Codex.

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…teams to easily share insights, streamline workflows, and enhance collaboration regardless of their tools or technology stacks. With MCP, firms can integrate new solutions efficiently, drive innovation, and maximize the value of their financial operations—ensuring consistent, context-rich decision-m…

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…and equities/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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…and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

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Real-time and historical financial data through a suite of tools covering stocks, ETFs, crypto, forex, commodities, SEC filings, economic indicators, and more. Users can look up company fundamentals, pull financial statements, screen stocks, read earnings tra…

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…est MCP (Model Context Protocol) app transforms ChatGPT into a powerful financial agent with 22 MCP tools, providing secure, low-latency access to: Live Market Data: Instant access to BIST, VIOP, global indices, commodities, and crypto prices. Advanced Analytics: Professional-grade technical analysi…

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…r placement or fund transfers. Data is informational only and is not investment advice. News/social tools are on Gate News; documentation tools are on a separate MCP server. Production MCP URL: https://api.gatemcp.ai/mcp/open/info (Streamable HTTP, no auth).

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…tively, build and backtest trading strategies, and run strategies in simulated paper mode using the tools available in HeyTraders. The skills use structured commands and targeted capability discovery to connect research, strategy development, and validation in your HeyTraders workspace. Agents disco…

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…times it changed because it was wrong. Jawz is free and needs no account. The market and portfolio tools work the moment you connect. An optional email sign-in exists only to remember your settings between sessions. One thing Jawz deliberately will not do is tell you what to buy or sell. It shows w…

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…omains. It enables seamless integration of institutional-grade market data, analytics and valuation tools directly into conversational AI workflows, allowing users to access deep market insights, perform complex calculations and analyse financial instruments through natural language interactions.

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…much can I afford to save in Q3?" and get advice grounded in your real data — not generic tips. 30+ tools covering accounts, transactions, budgets, categories, and receipts. Personally owned. Shareable when you want.

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…e 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.com profi…

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…ope, recent 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 acco…

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…analyze public wallet portfolios, counterparties, related addresses, and profit and loss. Supported tools also provide Hyperliquid perpetual market and position data. Connect your Nansen account to access the data. Tool calls consume Nansen API credits from your connected account. Availability depen…

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…dependent research and financial literacy, Next Stock – Market Insights provides clear, data-driven tools to help users better understand market trends and investment strategies. The app does not provide personalized financial advice.

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…ngs (8-K, 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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…analysis history, 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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…risks, read-throughs, and AI-generated thesis synthesis. Pinegap provides 40+ institutional analyst tools — drawing AI-powered deep equity research across earnings, company research, watchlists, agents, and investment thesis tracking.

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…ve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full secure access to your PocketSmith data, so that you can work with your finances in p…

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Savvly MCP helps financial advisors, planning tools, and AI agents compare retirement alternatives, check eligibility, and model lump-sum, monthly-contribution, and full-retirement scenarios. These tools support the Savvly Longevity Benefit, an S…

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…ncing, student loans, and other financing scenarios. SecureLend provides calculators and comparison tools to help users understand estimated rates, payments, and trade-offs. SecureLend does not collect sensitive personal information and only gathers limited prequalification details when necessary. S…