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Codex category: Finance

27 Codex plugins in the "Finance" category.

NameDescriptionCategoryAuthor
aieraA tool providing institutional-grade financial data and event information, likely covering market data, corporate events, and economic indicators for analysis or reporting purposes.FinanceAiera
alpacaThis tool discourages continuous market monitoring, encouraging users to reduce constant tracking of financial market fluctuations.FinanceAlpaca
binanceA Codex plugin enabling natural-language queries of Binance's public market data—prices, order books, trades, candlesticks, and exchange metadata across Spot, Futures, and Options—without authentication, account access, or trading capability; data is informational only.FinanceBinance
brexConnects Brex with Codex, enabling users to query and analyze company financial data through natural conversational interaction.FinanceBrex Inc.
cb-insightsCodex acts as an autonomous research agent for private markets, helping analyze and gather information on private investment opportunities.FinanceCB Insights
chronograph-gpSoftware that helps private capital GP teams track portfolio performance, conduct valuations, and analyze investment data.FinanceChronograph
chronograph-lpAnalytics tool helping private capital LP teams monitor and analyze their investment portfolios, tracking performance and holdings data.FinanceChronograph
cubeCube MCP Server enables querying live Cube data, including actuals, budgets, forecasts, and variances, directly through natural interaction.FinanceCube
daloopaDaloopa provides institutional-grade financial data to power analytical capabilities, helping users conduct accurate, data-driven financial analysis.FinanceDaloopa
dnb-finance-analyticsThis tool supports commercial lending processes, covering credit origination and risk assessment workflows for financial institutions handling business loan applications and evaluation.FinanceDun & Bradstreet
factsetIntegrates financial data, analytics, and workflow processes into a unified system, enabling streamlined access and coordination across financial operations and decision-making tasks.FinanceFactSet
fiscal-aiA financial data platform providing audit-ready financial information and equity research for analysis, reporting, or compliance purposes.FinanceFiscal AI
keybid-pulsThis app calculates ROI for short-term rental property investments, helping users evaluate potential profitability across rental platforms.FinanceKeyBid
lsegProvides financial market data and analytical tools, helping users access pricing information and analyze trends across various financial instruments and markets.FinanceLSEG
moody-sAn MCP integration linking AI workflows to Moody's data, offering tools to identify entities and fetch credit ratings, rating drivers, and scorecards via an OAuth-authenticated remote server.FinanceMoody's
morningstarA ChatGPT app plugin that lets users screen, summarize, and compare funds and ETFs using Morningstar's fund research data.FinanceMorningstar
mt-newswiresMT Newswires integrates real-time, original and unbiased global financial news feeds into Codex, giving users direct access to current market and financial reporting within the platform.FinanceMT Newswires
pitchbookPitchBook is a data platform offering structured information on private capital markets, covering companies, investors, funds, and related deal activity for research and analysis purposes.FinancePitchBook
quartrTool for researching publicly traded companies' investor relations disclosures and financial performance data to support earnings analysis.FinanceQuartr
quickbooksAssists with financial analysis and helps manage and organize QuickBooks accounting records, such as transactions and financial data.FinanceQuickBooks
razorpayEnables connecting a Razorpay account, allowing users to retrieve and interact with their payment data via conversational queries.FinanceRazorpay Software Private Limited
s-pEnables querying S&P Global's financial datasets, providing access to company financial data, market information, and related economic indicators for analysis.FinanceS&P Global
setu-bharat-connect-billpayThis app lets users pay utility bills conversationally, simplifying the payment process through chat-based interaction rather than traditional forms.FinanceSetu
stripeThis tool provides payment processing and related business management capabilities, supporting transactions and operational tasks for companies or organizations.FinanceStripe
taxdownTaxDown is a tool that helps individuals and self-employed workers in Spain resolve tax questions, including deductions and related fiscal matters.FinanceTAXDOWN S.L.
third-bridgeThis tool integrates key contextual data and expert industry insights into financial analysis workflows, enhancing decision-making with trusted external information.FinanceThird Bridge Group
tinman-aiTinman AI assists loan officers and underwriters by rapidly evaluating home financing scenarios and providing quick answers to complex mortgage-related questions.FinanceBetter

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