ChatGPT plugins for Finance
548 plugins, apps and MCP servers in Finance, ranked by official status, traction and completeness. Page 1 of 10.
Finance plugins let ChatGPT read the numbers you would otherwise export: a profit and loss statement, overdue invoices, cash position, monthly burn, payment and subscription data. Small businesses use them for quick answers and reports; analysts and investors use them for research. Some can also act, by creating invoices, recording payments, issuing refunds or drafting trades, and that is where the care goes.
Accounting and banking tools mostly arrive as apps from the vendor (QuickBooks, Xero, Mercury), packaged as plugins in the Plugin Directory. Plugins like Stripe's add skills to the connection, and OpenAI's Public Equity Investing plugin is mostly skills for research workflows. MCP servers from Intuit, Xero, Stripe and PayPal expose more tools, but you set them up yourself in Codex or ChatGPT's developer mode, often with your own API credentials.
Before connecting a financial account:
- Prefer read-only access. Xero's ChatGPT app is read-only by design, Mercury's MCP server cannot initiate transactions, and Intuit's QuickBooks MCP server lets you turn off write, update and delete tools.
- Use test environments. For payments, connect a Stripe test-mode account while you build, and review every write.
- Check access requirements. Some listings, such as PitchBook and Morningstar, are for existing clients of those services.
- Remember where data goes. What ChatGPT reads ends up in the conversation, and the connected service's terms apply to data sent through it.
OpenAI describes its own investing plugin as research tooling, not investment advice, and the same caution applies to every answer here: check figures against the source before you rely on them.
Top picks for Finance
Intuit's QuickBooks app turns your books into P&L, cash flow, balance sheet and AR/AP aging reports, and benchmarks your profit against similar businesses in your industry and region. It can also manage invoices, estimates, payments, customers and payroll. It suits small businesses on QuickBooks; keep confirmations on, since it can change records as well as read them.
Xero's app answers questions about your P&L, cash position, outstanding invoices and top customers, with flexible date ranges and year-over-year comparisons. It connects with read-only access, which makes it a low-risk first finance connection. To create invoices or payments you need Xero's MCP server, which runs locally.
Stripe's plugin combines the Stripe app (customers, products, prices, payment links, subscriptions, invoices, refunds and disputes) with skills for Stripe best practices, docs search and API upgrades. It serves both founders checking account data and developers building an integration. It can act on real money, so connect a test-mode account while you develop.
Mercury's app answers questions about your Mercury business bank accounts, such as balances, transfers and spending compared across periods, and can chart burn over recent months. It suits startups that bank with Mercury. Mercury also publishes a read-only MCP server for Codex.
OpenAI's Public Equity Investing plugin bundles skills for earnings previews and deep dives, DCF and comps models, catalyst calendars, long/short pitches and investment memos. It is aimed at analysts and portfolio managers who want structured research output. OpenAI labels it research tooling, not investment advice.
All 548 in Finance
Finance plugins: common questions
- Which ChatGPT plugins work with QuickBooks?
Two. The Intuit QuickBooks app is the one to install in ChatGPT: it runs reports, benchmarks profit and manages invoices, payments and payroll. Intuit's QuickBooks Online MCP server exposes around 145 tools for customers, invoices, bills, vendors and reports, but you build it from source and connect it through your own Intuit Developer OAuth app, so it suits developers. Its write, update and delete tools can be disabled.
- Are finance plugins in ChatGPT safe?
They are as safe as the access you grant. Public plugins in the directory go through OpenAI review, and most finance listings come from the companies behind the products. Start with read-only tools such as Xero or Mercury, keep permission prompts on for anything that creates invoices, payments or refunds, and disconnect accounts you stop using. Our security checklist explains scopes and confirmations.
- Can ChatGPT trade stocks for me?
Not directly. The Interactive Brokers app shows positions, balances, P&L and market data, and can draft trade instructions that are sent to your IBKR account for your review and approval; it never submits orders to the market itself. For research, the Alpha Vantage and Massive MCP servers provide market data with an API key. The decision and the approval stay with you.
- Can ChatGPT create and send invoices?
Yes, with the right connection. The QuickBooks app manages invoices and estimates, the Stripe plugin handles invoices and payment links, and PayPal's MCP server covers PayPal invoicing. Xero's ChatGPT app is read-only, so creating Xero invoices needs its MCP server. Check the amount, customer and due date before you approve, because a sent invoice goes straight to your customer.
Guide updated Oct 24, 2026.