Claude Code and Codex plugins their authors filed under "finance". All categories.
3 finance skills: financial analyst (ratio analysis, DCF valuation, budgeting, forecasting), SaaS metrics coach (ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, projections), and business investment advisor. 7 Python automation tools.
3 skills
3 finance skills: financial analyst (ratio analysis, DCF valuation, budgeting, forecasting), SaaS metrics coach (ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, projections), and business investment advisor. 7 Python automation tools.
3 skills
MCP server for Credit Karma — sync and query your transactions, spending, and accounts via natural language
2 skills · 1 MCP server
3 finance skills: financial analyst (ratio analysis, DCF valuation, budgeting, forecasting), SaaS metrics coach (ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, projections), and business investment advisor. 7 Python automation tools.
3 skills
Read and manage a company's books in Puzzle: transactions, categorization, bills, invoices, reconciliation, reports and runway.
2 skills · 1 MCP server
Supplier bills from PDF to approved in each client’s own Xero organisation: read, checked and coded by AI, reviewed in WorkQ, with a weekly AP digest. Built for bookkeeping practices.
1 agent · 2 MCP servers
Compare UCITS fund fees and holdings, or explore company financials, risks and valuation signals. Public research needs no account or API key.
2 skills · 1 MCP server
Kobana Banking Gateway for AI agents: boletos, bolepix, Pix charges, payments, Pix and TED transfers, bank accounts, balances and statements across 40+ Brazilian banks. Includes the sandbox server for safe testing.
1 skill · 2 MCP servers
Read-only workflows over a firm's SyntheticFi box-spread borrowing: per-client liquidity reviews and book-wide expiration prep, drawn live through the SyntheticFi connector. The plugin holds no client data and creates no requests; every output is for the advisor's review. For financial professional use only; not investment, legal or tax advice.
2 skills · 1 MCP server
Find and compare Spectra fixed rates, LP and MetaVault yields; read positions; prepare unsigned PT trades.
2 skills · 1 MCP server
Process business receipts from photos, verify extractions via web UI, and optionally upload expenses to QuickBooks Online. Built for UK sole traders and small businesses.
1 skill · hooks
Model Context Protocol server for Swaps, the agent-native crypto on-ramp aggregator.
1 skill · 1 MCP server
MCP server for FreshBooks — manage invoices, clients, estimates, and payments via natural language
1 skill · 1 MCP server
Quantitative analysis, algorithmic trading strategies, financial modeling, portfolio risk management, and backtesting
2 agents
MCP server for Splitwise — manage expenses, groups, and friends via natural language
1 skill · 1 MCP server
Quantitative analysis, algorithmic trading strategies, financial modeling, portfolio risk management, and backtesting
2 agents
Analyze paper-trading setups and execute simulated Alpaca orders under policy and audit controls.
1 skill · 1 MCP server
An agent wallet on Sui whose limits are a Move contract: read them, quote, swap and spend inside them.
1 skill · 1 MCP server
Making Tax Digital for UK sole traders and landlords: ask about your tax, log receipts and mileage, create and send invoices, and get your quarterly HMRC update ready, plus 37 UK tax tools and calculators that need no account. Filing stays one tap in TapTax.
1 skill · 1 MCP server
Import bank statements, review and record what the app could not settle, check and close periods, answer money questions, keep schedules, budgets and funds current.
1 skill · 1 MCP server
Connect to the Utensil Desk hosted MCP server for SEC filings, financial facts, insider transactions and 13F holdings, each value naming the filing it came from.
1 skill · 1 MCP server
Ask about your OpenMerchant vendor invoices and payments: what got paid, what is scheduled, what is waiting for a person, and which vendors need to send payout details. It never starts a payment.
1 skill · 1 MCP server
Source-aware economic calendar tools. Paid API plans start at US$9.99/year; authenticated hosted MCP.
1 skill · 1 MCP server
Turn income statements, cash flow statements, balance sheets and budgets into Sankey diagrams.
1 skill · 1 MCP server
Kobana Automatic Billing for AI agents: customers, plans, subscriptions, invoices, payments, NFS-e, proposals, usage, MRR and churn for recurring billing in Brazil.
1 skill · 1 MCP server
Kobana Smart Finance for AI agents: accounts payable and receivable, entries, categories, bank reconciliation, multi-company workspaces and cash flow.
1 skill · 1 MCP server
Trade USDG cash-settled weekly stock options on Robinhood Chain through Hedgehood's RFQ market with a session key (skill + local MCP server). Non-US only.
1 skill · 1 MCP server
Where your company's AI spend went and where it's heading: seats, extra usage and API spend by person and team, with this month's pace, next month's forecast and spike alerts. Built on Ramp. Read-only; it drafts alerts and never sends.
2 skills
Ask about your own Bilance finances: balances, transactions, budgets, recurring payments and net worth. Optional edits to your records, switchable per app. Never moves money.
1 MCP server
Reusable Codex skills for stock-market research, summaries, and analysis workflows.
1 skill