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Finance plugins 24

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PitchBookPitchBook

Publisher description

Unlock the industry’s most comprehensive, accurate, and timely private capital market data with the PitchBook app inside ChatGPT. PitchBook clients can access trusted insights on firms, deals, funds, and key players inside their favorite LLM with our MCP server. Accelerate deal sourcing, company benchmarking, and investment research workflows inside a secure, end-to-end enterprise AI platform. Uncover new opportunities and invest confidently with the pulse of private capital markets.

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Publisher subtitle

Private capital market data

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Publisher full description

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, fin…

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FinanceVersion 2.0.0
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Centry Global CashflowRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. Constant return and FX scenarios are assumptions,… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Publisher keywords · listing

retire retirement cashflow capital call currency exposure house purchase funding school fees university mortgage household budget

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Publisher name · package

Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.1
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Investment BankingOpenAI

Publisher description

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

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Publisher full description

Investment banking workflows for M&A, coverage, sponsors, ECM/DCM, LevFin, restructuring, capital advisory, valuation, buyer and investor targeting, diligence, pitch materials, and process execution.

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Publisher keywords · listing

…ing factset lseg s&p global pitchbook moody's third bridge daloopa quartr m&a valuation pitch-deck capital-markets levfin lbo cim teaser vdr datasite data-room buyer-universe nda-tracker process-tracker debt-capacity dashboard html-dashboard diligence-dashboard

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FinanceVersion 0.1.29
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Centry Account Access CheckRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. Supplied notices are unauthenticated. Do not infer… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Publisher name · package

Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry Adviser CoordinationRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. Differences are questions for clarification, not a… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Publisher name · package

Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry Cross-Border Tax PackRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. Centry does not provide US tax advice. No liabilit… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry Crypto RecordsRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. Candidate matches require review. No tax or cost-b… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H). Quantities support up to eight decimal places, with each record and running balance limited to 67,108,863.99999999 units in magnitude. Higher precision or…

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Publisher name · package

Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry Founder PlannerRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. Tax reserves are user assumptions. No company resi… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry Global Estate PlannerRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. Recorded intentions are not authenticated wills. N… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry Global Move PlannerRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. Destination tax rates and FX are supplied assumpti… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Publisher name · package

Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry Global Pension PlannerRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. Entered fee arithmetic is not corroboration or tra… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Publisher name · package

Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry Global Tax CalendarRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. Only two named UK 2025–2026 milestones are built i… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry IFICI PlannerRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. No IFICI approval or eligibility confirmation, reg… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Publisher name · package

Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry Investment Fee CheckRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. No suitability or switching recommendation; missin… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry NHR Tax CalculatorRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. No final tax bill or NHR entitlement is determined… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Publisher name · package

Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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Centry Residency TrackerRUPERT WILLIAM BARKSFIELD

Publisher description

…l 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 for your own review. Calendar evidence is not a statutory residence tes… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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2 more matching sources

Publisher full description

…l 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 for your own review. Calendar evidence is not a statutory residence tes… …in does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Publisher name · package

Centry Cognitive Capital Pte. Ltd.

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FinanceVersion 1.0.0
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AvalaraOpenAI

Publisher full description

…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 OpenAI. It is powered by computer use, and is not an Avalara-provided API or MCP integration.

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FinanceVersion 0.3.0
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CashfreeCashfree Payments Pvt. Ltd.

Publisher description

…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 Cashfree Payments, Payouts, SecureID, PPI, and Partners APIs used in real-world integrations. From tracking live payment flows and debugging transactions to managing settlements and analyzing business performance, ChatGPT becomes your unified AI-powered Ca…

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FinanceVersion 1.0.0
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FactSet AI-Ready DataFactSet Research Systems

Publisher description

FactSet Model Context Protocol (MCP) is an open, API-based standard designed to seamlessly connect financial data, analytics models, and applications across different platforms. By enabling 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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FinanceVersion 5.0.0
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TickerTracTickerTrac

Publisher full description

…view changed. This plugin connects your assistant to the TickerTrac saved-records server at https://api.tickertrac.com/mcp and adds two workflows: - Thesis review: a weekly or catch-up read of which saved Company theses and Investment themes had support, contradict or neutral signals in a bounded window, with exact sources, dates and…

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FinanceVersion 0.1.2
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Validis (AU)Validis Group Holdings Limited

Publisher description

…ing accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

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FinanceVersion 2.0.0
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Validis (CA)Validis Group Holdings Limited

Publisher description

…ing accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

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FinanceVersion 1.0.0
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Validis (UK)Validis Group Holdings Limited

Publisher description

…ing accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

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FinanceVersion 2.0.0
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Validis (US)Validis Group Holdings Limited

Publisher description

…ing accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

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FinanceVersion 1.0.0
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