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hebbia Codex Plugin

Author
Hebbia
Category
Business & Operations
Topics
Web Search, Research & Learning · Sales, Marketing & Business Ops · Documents & Content Creation
Version
1.0.3
First seen
2026-07-12
Last confirmed
2026-07-13
Explanation last updated
2026-07-12

The explanation below is AI-generated. Please verify it against the sources.

Hebbia is a plugin, described in its plugin.json as providing "Institutional research and financial workflows," that brings Hebbia's institutional intelligence into ChatGPT and Codex. According to the plugin.json longDescription, its Hebbia MCP server lets users tap into their firm's knowledge and premium public data to support decisions on deals and investments, and to run financial workflows from research through reports, slides, and financial models. Per Hebbia's homepage, the platform is used by investors, bankers, advisors, and Fortune 500 companies, and connects private documents, public filings, and financial data providers (e.g., FactSet, Pitchbook, S&P Capital IQ, Snowflake, AWS S3) in one place. The homepage also cites security certifications including ISO/IEC 42001:2023 and SOC 2 Type II, along with end-to-end encryption and a no-training-on-user-data policy. Beyond these points, further technical details are unknown.

Overview

According to Hebbia's homepage, Hebbia is an AI platform for finance branded as "Institutional Intelligence," built for investing, banking, legal, and in-house teams to conduct research and analysis over private and public documents.

What you can do with hebbia

  • Search Hebbia projects for documents about a deal and summarize key findings (per plugin.json defaultPrompt)
  • Analyze a document set in Hebbia to extract risks, obligations, and open questions (per plugin.json defaultPrompt)
  • Find Hebbia answers with citations for a research question and flag evidence gaps (per plugin.json defaultPrompt)
  • Connect private documents, public filings, and data providers such as FactSet, Pitchbook, and S&P Capital IQ in one place (per Hebbia homepage)
  • Run workflows shown on the homepage such as M&A deal-term comparisons, credit deal-term review, customer contract summaries, market research synthesis, and property valuation tracking

Sources

Original description (English)

Institutional research and financial workflows

History of hebbia

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