Outils

Official Oracle NetSuite plugin for the AI Connector: has AI use standard reports and saved searches first, applies debit/credit, multi-subsidiary consolidation and currency rules, and safety-checks SuiteQL to avoid reporting errors. Needs NetSuite with AI Connector; finance should verify.

Official Oracle NetSuite plugin that uses live NetSuite data for CFO dashboards, budget vs. actuals, month-end close readiness, journal entry review, AR/AP aging and cash runway analysis, and drafts board updates. Needs NetSuite with the AI Connector enabled; have finance review results.

Self-hosted family office system: 11 specialist agents use tested Python calculators for risk, Monte Carlo and backtests, store broker CSVs in local SQLite and gate purchases with guardrails; mostly US equities. Needs Python 3.12+, uv and CLI comfort. Educational only, not investment advice.

EODHD's official plugin (remote MCP, 7 workflow skills, an analyst subagent): quotes, fundamentals and macro data from 70+ exchanges worldwide, company briefs, stock screening and portfolio risk analysis. Needs an EODHD account; free tier: 20 calls/day, basic US data only. Not investment advice.

Pigment's official plugin: bundles the Pigment MCP and 30+ modeling skills to query business data and compare budget vs. actuals in plain language; with advanced mode on, build budget and forecast models, metrics and boards. Needs an enterprise Pigment workspace with MCP on; have finance review.

Carta's official equity plugin: ask about cap tables, option grants and vesting, SAFE conversions, 409A valuation history and liquidation waterfall scenarios, plus compensation benchmarks and drafting share issuances. Needs a Carta account (OAuth); collects usage telemetry. Have results reviewed.

Carta's official plugin for VC and PE fund finance and IR teams: query fund NAV, performance and benchmarks, pull Form ADV data, build management company budgets and consolidated statements in Excel, and generate LP annual meeting materials. Needs a Carta fund admin account; results need review.

Airwallex's official plugin: extract details from contracts or POs to create invoices and subscriptions, add beneficiaries from supplier documents, issue employee cards with limits, and summarize multi-currency balances and FX exposure. Needs an Airwallex business account; finance should review.

Daloopa's official plugin: 21 skills on its sourced company fundamentals for company snapshots, earnings previews and reviews, DCF and comps, research notes, Excel models and pitch decks, with source links for each number. Needs a Daloopa account (OAuth, no API key); review results.

Bigdata.com's official research plugin (RavenPack): search news, filings and call transcripts; run valuation snapshots, peer comps, earnings previews and recaps, risk and catalyst tracking, sector and macro research; draft investment memos. Needs a Bigdata.com account (free tier: one-time credits).

BlackRock's official advisor plugin: on Advisor Center 360 data, run client portfolio reviews, fund health checks with opportunity flags, benchmark selection, portfolio construction and wealth projections, as visual cards. Needs an Advisor Center account; a licensed advisor must review results.

Chronograph's official plugin for private markets LPs: using your Chronograph portfolio data, forecast cash flows, plan commitment pacing, scan look-through exposure and concentration, and prepare questions for GP meetings. Needs a Chronograph LP account and connector; results need expert review.

Intuit's official QuickBooks plugin: health checks on profit, cash flow, balance sheet and receivables, peer benchmarking and payroll cost analysis, and drafts payment reminders, estimates and invoices, confirming before writes. Needs QuickBooks Online (official connector); have finance review.

Wingspan's official plugin: ask about your contractor roster, who is missing W-9s or other compliance docs, what is due this month and why a payment is stuck; also invite contractors and log draft bills. Writes are previewed and it never sends money. Needs a Wingspan payer account; US-focused.

Chronograph's official plugin for private equity GPs: from your Chronograph portfolio data, generate portfolio company one-pagers, quarterly fund review packs, valuation memos, TVPI attribution and budget variance analysis. Needs a Chronograph GP account and connector; results need expert review.

Zocks' official advisor plugin: 7 skills on Zocks-recorded client meetings: behavior profiles, attrition risk rankings, held-away asset leads, household profiles and annual review packs, plus next actions and tax opportunity lists. Needs a Zocks account; licensed pros must review advice.