hebbia Codex Plugin
Codex PluginCodexBusiness & OperationsWeb Search, Research & LearningSales, Marketing & Business OpsDocuments & Content CreationThe explanation below is AI-generated. Please verify it against the sources.
This plugin connects ChatGPT/Codex to Hebbia, an institutional research and financial-workflow platform, via an MCP server. It lets users search a firm's internal documents and premium public data sources, extract risks, obligations, and answers with citations, and support deal and investment decision-making. The plugin.json lists it under the Business & Operations category with version 1.0.3, authored by Hebbia under an MIT license. According to Hebbia's homepage, the platform is used by investors, bankers, advisors, and large corporations and connects to sources such as Snowflake, AWS S3, FactSet, Box, Dropbox, and SharePoint. Pricing details are not disclosed in the sources.
About the service
Hebbia is a SaaS platform described on its homepage as an AI system built for finance, aimed at institutional users such as investment firms, banks, legal teams, and corporations. It centralizes private documents, filings, and third-party financial data providers so teams can run research, analysis, and reporting workflows, and it states enterprise security certifications including SOC 2 Type II and ISO/IEC 42001:2023.
What you can do with hebbia
- Search Hebbia projects for documents related to a deal or investment topic and get a summary of findings
- Analyze a set of documents to identify risks, obligations, and unresolved questions
- Retrieve cited answers to research questions and flag gaps in supporting evidence
- Draw on connected data sources (e.g., filings, earnings calls, expert transcripts) referenced on Hebbia's homepage
- Build financial workflows spanning research, reports, slides, and financial models, as described in the plugin's long description