Finance Codex plugins

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Automate expense workflows

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Execute Risk workflows

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Automate firm workflows

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Lending workflow and offers

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AI for all CRE workflow needs

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Built for complex workflows

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…aim graph Research state and completion gates Management and forecast scorecards Thirteen optimized workflows Thirty-six sector model templates Automated research audits

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…nd DAO governance, simulate lending actions, and prepare non-custodial transactions or signed-order workflows through ChatGPT.

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Bring ALPHAPORT.AI financial research and AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs, reported segments, ETF holdings, earnings, themes, and company screens. Connect your account to run the Al…

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…al funds rate. Built for portfolio analysis, valuation modeling, quantitative research, and agentic workflows, from quick ticker lookups to multi-step financial analysis.

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…e requested record and configuration changes, generate reports, and work through filing and payment workflows with explicit approval for consequential actions. Available workflows depend on your Avalara products, company configuration, role, and permissions. This plugin is built and maintained by Op…

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…olio visibility, cleaner trade review, and easier access to market context directly inside their AI workflow.

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…eivables management, customer communication, invoice follow-up, credit control, and debt collection workflows so businesses can reduce late payments, improve cash flow visibility, save time on repetitive collection work, and maintain professional customer relationships.

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…rs, refunds, settlements, payouts, payment 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 C…

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…sh - View positions and portfolio details conversationally - Move from research to execution in one workflow Liquid Co-Invest brings trading into the conversation, making it easier to understand markets, act on ideas, and stay connected to your portfolio.

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…plete, sourced 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 produc…

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…t data; create and maintain selected ERP records; and run month-end close and cash-flow forecasting workflows.

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Enable AI-powered credit decisioning, portfolio monitoring, and risk management workflows using trusted D&B data and analytics. For inquiries, please contact OpenAILeads@dnb.com D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and p…

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…s scoped to what you can already see. Make your treasury management system a native part of your AI workflow, without leaving the conversation.

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…nabling smooth interoperability, MCP empowers investment 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 financia…

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…s authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

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…Query ratings, financials, key rating drivers, research, and deal insights directly inside your AI workflows. Built for regulated environments with enterprise-grade authentication and entitlement controls. Fitch intelligence, where you work.

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Embed trusted expert insights directly into your research and decision-making workflows in real-time. Powered by Guidepoint's comprehensive and expanding Library of over 120,000+ compliance-reviewed expert interview transcripts. We combine institutional-grade quality with the v…

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…earlier, research them faster, and act with confidence—an AI-powered research agent built into your workflow.

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…agents access to quantitative market research and strategy testing through the Codex browser, with workflows designed for token-efficient tool use. Manipulate and analyze charts, add technical indicators, research markets, analyze portfolios descriptively, build and backtest trading strategies, and…

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…it to answer billing questions, inspect customer context, monitor revenue, and perform safe billing workflows from your Hyperline account.

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Investment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, and deal execution.

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Investra connects your real estate investment workflow to your AI assistant. Search and evaluate property listings, run investment analyses, review projected returns and cash flow, and share investor-ready reports — all from chat. The integration…

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…n 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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…sis, extra payment savings, loan comparisons, affordability calculations, and other lending-related workflows. Built for conversational financial planning and lending analysis.

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…relevant, consistent insights for transparent, confident decision-making across evolving enterprise workflows.

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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,…

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…al insights into a single interface, Moody’s Growth & Strategy MCP helps streamline data-to-insight workflows and supports improvements in targeting precision, pipeline quality, and revenue outcomes. Data includes: - Global company firmographics and identifiers - Corporate hierarchies and ownership…

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…ntegrate Morningstar's comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered connector, clients can explore cross-asset coverage, including funds, equities, and beyond, enhanced by forward-looking insights from our global analyst teams. Acces…

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…luation, catalysts, earnings, technicals, portfolio risk, and accessible public-forum evidence. The workflow may return no qualifying buy when standards are not met.

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…y net income comparisons, and a ChatGPT result panel for relocation, job offer, and salary planning workflows.