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Codex topic: Sales, Marketing & Business Ops

90 Codex plugins in Sales, Marketing & Business Ops.

NameDescriptionCategoryAuthor
activelySoftware agents that automatically gather and analyze account-level data to support go-to-market strategy and sales intelligence efforts.Business & OperationsActively
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
airtableEnables Codex to use Airtable as a database and operations backend for agents, managing bases, schema, and records via the Airtable connector, with shared collaborative views and integrations with tools like Jira, Salesforce, and Google Drive.ProductivityAirtable
apolloApollo tool for identifying potential leads and executing outbound sales activities, streamlining prospecting workflows and outreach campaigns within a single sales platform.Business & OperationsApollo
attioAttio integrates Codex with a CRM workspace, enabling users to handle customer relationship tasks directly within that connected system.Business & OperationsAttio Ltd
brand24Brand24 app for Codex enables marketing and PR teams to quickly review brand mentions, sentiment analysis, and related media data.ProductivityBrand24 Global Inc.
brexConnects Brex with Codex, enabling users to query and analyze company financial data through natural conversational interaction.FinanceBrex Inc.
brighthireEnables Codex to link with BrightHire's interview intelligence data via BrightHire's dedicated app connector, facilitating data integration between the two platforms.ProductivityBrightHire
calendlyManages scheduling links, tracks availability, and handles bookings—streamlining appointment coordination between users and other parties.ProductivityCalendly
carta-crmCarta CRM organizes deal flow for investment teams by centralizing information on deals, companies, and contacts, helping them track relationships and manage pipeline activity efficiently.Business & OperationsCarta Inc.
cb-insightsCodex acts as an autonomous research agent for private markets, helping analyze and gather information on private investment opportunities.FinanceCB Insights
channel99Channel99 integrates with Codex to provide real-time performance marketing data and go-to-market intelligence, enabling access to marketing analytics and insights directly within the connected workflow.ProductivityChannel99 Inc.
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
circlebackCircleback is an AI tool that automatically generates meeting notes and action items from conversations, helping teams capture and utilize key discussion outcomes.CommunicationCircleback AI, Inc.
clayHelps users identify and connect with potential customers or leads, supporting outreach and relationship-building for sales or business development purposes.Business & OperationsClay
closeClose CRM connects to and interacts with the Close CRM platform, enabling retrieval and modification of customer relationship management records and data.Business & OperationsClose
cogedimCogedim is a major French real estate development company, engaged in building and developing residential and commercial properties across France.OtherALTAREA PROMOTION MANAGEMENT
common-roomThis tool integrates comprehensive buyer information and insights into Codex, giving users direct access to intelligence about prospective purchasers within the platform.ProductivityCommon Room
conductorThis tool is an MCP server that retrieves proprietary data on a brand's visibility and sentiment performance metrics.ProductivityConductor Inc.
coupler-ioThis tool analyzes business data—marketing, financial, sales, and e-commerce metrics across multiple channels—directly within Codex for streamlined insight generation.Data & AnalyticsCoupler.io
coveoThis tool enables searching and retrieving content across an organization's enterprise systems, helping users quickly locate relevant business information.ProductivityCoveo
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
datasiteSoftware for managing secure virtual data rooms, enabling organizations to store, share, and control access to confidential documents during mergers and acquisitions.ProductivityDatasite
demandbaseDemandbase's integration with Codex provides sales, marketing, and go-to-market teams direct access to comprehensive B2B data, supporting account insights and prospect targeting within their existing workflows.Business & OperationsDemandbase Inc
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
docketDocket AI is a tool that organizes and surfaces sales knowledge, giving sales teams instant access to relevant information when needed.ProductivityDocket AI
docusignAutomates drafting of contracts and provides insights, helping streamline document generation and analysis for legal or business workflows.ProductivityDocusign
dovetailIntegrates Dovetail with Codex, allowing users to access and apply customer feedback insights directly within their conversation to support decision-making.ProductivityDovetail
dow-jones-factivaA connector integrating with Factiva, letting authorized users search its global news archive, including access to premium content sources.Education & ResearchFactiva, Inc.
factsetIntegrates financial data, analytics, and workflow processes into a unified system, enabling streamlined access and coordination across financial operations and decision-making tasks.FinanceFactSet
finnThis tool describes FINN's car subscription service, offering flexible, short-term vehicle access without the commitment of purchasing or long-term leasing.TravelFINN GmbH
firefliesFireflies integrates with Codex, bringing meeting content and knowledge directly into the platform for streamlined access.CommunicationFireflies
fiscal-aiA financial data platform providing audit-ready financial information and equity research for analysis, reporting, or compliance purposes.FinanceFiscal AI
fyxerFyxer for Codex is an email-writing tool that generates messages matching your personal tone directly within chat conversations.CommunicationFyxer
gmailThis tool integrates with Gmail through a configured Gmail app connector, enabling operations such as reading, sending, or managing email messages.CommunicationOpenAI
google-calendarIntegrates with Google Calendar to manage scheduling and availability, generate daily briefings, and handle event creation and organization.ProductivityOpenAI
govtribeEnables searching for government contracts, awards, and vendor information directly within Codex, without leaving the tool.Education & ResearchGovernment Executive Media Group LLC
granolaGranola MCP integrates meeting history data into Codex, enabling the assistant to retrieve actual context from previous conversations for use in its responses.ProductivityGranola
happenstanceHappenstance is a tool that lets you query your professional contacts using natural language to identify relevant people for your needs.ProductivityHappenstance, Inc.
hebbiaThis tool supports institutional research and financial operations by streamlining related workflows, though specific functions and capabilities are not detailed.Business & OperationsHebbia
help-scoutEnables Codex to connect with Help Scout, syncing mailbox and conversation data for integrated access within Codex.ProductivityOpenAI
hg-insightsThis tool provides prospect data alongside revenue intelligence, helping sales and marketing teams identify potential customers and gain insights to drive revenue growth.ProductivityHG Insights
highlevelHighLevel is a software platform that combines CRM functionality, marketing automation, and client communication tools, designed to help agencies manage these operations from a single system.ProductivityHighLevel
hubspotEnables analysis of HubSpot data, allowing users to create, update, and manage CRM records and identify data patterns.Business & OperationsHubSpot
intercomThis tool integrates with Intercom to access customer conversations, contact records, support tickets, and related workflow data for analysis or processing.Business & OperationsIntercom
keybid-pulsThis app calculates ROI for short-term rental property investments, helping users evaluate potential profitability across rental platforms.FinanceKeyBid
meticulateThis tool identifies and gathers information on companies or comparable organizations, supporting research into their profiles, activities, or related details.ProductivityMeticulate
midpageA tool for conducting legal research that provides answers supported by citations to relevant case law.Education & ResearchMidpage
monday-comAn MCP connector that lets AI agents interact with monday.com, enabling programmatic access to its data and features.ProductivityMonday.com
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
myregistry-comMyRegistry.com is a gift registry platform that lets users compile desired items in one place, helping friends and family choose and purchase gifts they'll actually want.OtherMyRegistry.com
network-solutionsThis tool is a conversational assistant that helps users quickly and easily search for and locate available domain names.ProductivityNetwork Solutions
openai-ads-conversionsConfigures the OpenAI Ads Measurement Pixel on a site, with optional server-side Conversions API integration for tracking ad performance.Developer ToolsOpenAI
otter-aiThis tool links Codex with Otter.ai meeting data, letting users search and retrieve transcripts, summaries, action items, and metadata within their workflow.CommunicationOtter.ai
outlook-calendarIntegrates Outlook Calendar to help manage scheduling, provide daily summaries, prepare for events, and safely modify meetings.ProductivityOpenAI
outlook-emailThis tool enables sending and managing Outlook emails through an integrated Microsoft Outlook connector configured within the application.CommunicationOpenAI
outreachOutreach is a sales engagement platform that automates revenue workflows, helping teams manage outreach sequences, communications, and pipeline activities efficiently.Business & OperationsOutreach
particl-market-researchParticl Market Research assists teams with ecommerce research by providing direct answers to their questions within Codex.Education & ResearchParticl
pipedriveEnables Codex to connect with Pipedrive, syncing deal and contact data for integrated access within the platform.Business & OperationsOpenAI
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
policynotePolicyNote is an app providing structured, organized intelligence on policies and regulations sourced globally, aiding research and analysis.Education & ResearchFiscalNote
pylonA Codex plugin by Pylon Labs Inc. integrating Pylon's B2B customer support platform, enabling queue review, customer history lookup, and ticket updates within Codex. Categorized as Productivity, version 1.0.3, MIT-licensed.ProductivityPylon Labs Inc.
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
ranked-aiRanked AI is an SEO and PPC software platform offering advanced AI-driven optimization tools alongside a fully managed service for handling clients' campaigns.ProductivityRanked AI, LLC
read-aiRead AI integrates meeting-derived insights into AI workflows, enabling automated use of meeting data—such as transcripts or summaries—within other AI-driven processes and applications.CommunicationRead AI, Inc
responsiveThe Responsive App enables users to access and interact with their organization's data directly within Codex.ProductivityRFPIO Inc. (d/b/a Responsive)
roxSummarizes and analyzes sales data stored within Rox workspaces to help identify trends and insights.ProductivityRox Data Corp
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
semrushThis tool supplies structured quantitative data on SEO, traffic, keywords, and backlinks for domains, supporting analysis and reporting tasks.ProductivitySemrush Holdings, Inc.
sendgridEnables sending emails and interacting with SendGrid's API, allowing integration of email delivery functionality into applications or workflows.Developer ToolsOpenAI
signnowStreamlines document signing workflows by eliminating the need to switch between separate tools, enabling faster completion of signature processes.ProductivityairSlate Inc
similarwebProvides research and intelligence on web and app markets, helping users analyze trends and gather competitive data across digital platforms.Data & AnalyticsSimilarweb
streakStreak is a CRM integrated within Gmail, enabling users to manage deals, contacts, and workflows directly from their email inbox.Business & OperationsRewardly, Inc.
superhumanIntegrates Codex with Superhuman Mail's official MCP server, enabling automated email and calendar management workflows.CommunicationSuperhuman
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
thoughtspotProvides verified, reliable answers derived from business data, helping users quickly access trustworthy information for decision-making.Data & AnalyticsThoughtSpot
tinman-aiTinman AI assists loan officers and underwriters by rapidly evaluating home financing scenarios and providing quick answers to complex mortgage-related questions.FinanceBetter
united-rentalsHelps you select suitable equipment for a task, removing uncertainty from the decision-making process.ProductivityUnited Rentals
waldoWaldo is an AI-driven platform that helps agencies and brands develop and manage strategic planning and decision-making processes.ProductivityCuriosities, Inc.
weatherpromiseWeatherPromise is a trip protection service that refunds the full cost of a booking if rainfall exceeds a specified threshold during travel.TravelWeatherPromise, Inc.
windsor-aiWindsor.ai is a Codex plugin linking marketing/business data sources—Google Ads, Meta, GA4, HubSpot, Shopify, and others—enabling natural-language queries against connected accounts, built on a no-code integration platform serving 350+ platforms.Data & AnalyticsWindsor.ai
wixEnables building and deploying Wix apps and headless sites, and managing Wix businesses, using CLI tools, Wix Headless for any frontend framework, and an MCP server for eCommerce, CMS, and dashboard extensions.Developer ToolsWix
zohoAutomates and organizes sales processes within Zoho CRM, helping streamline tasks like lead tracking, deal management, and pipeline coordination.Business & OperationsZoho
zoominfoZoomInfo is a sales intelligence platform used to identify potential customers and gather company/contact data, supporting prospecting and account research for sales teams.Business & OperationsZoomInfo

Codex Topics