FamilyOFX
ChatGPT pluginYour family office data
FamilyOFX connects ChatGPT and Codex to one family office organisation you approve at sign-in. Ask for a portfolio summary, holdings, documents, contacts, tasks, deals, and calendar. Read tools return live data for that organisation. Create and update tools do not change records until you accept the pending action in FamilyOFX under AI Agents. The connector cannot move money, delete the office, or open an organisation you did not connect.
- Featured
- No
not on the featured shelf
Movement
From our daily snapshots over the last 30 days.
Rank by placement
Rank in Finance
In its category
How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.
Finance858th of 879 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 856 | #10236 | — | |
| 857 | #10258 | — | |
| 858 | #10261 | — | |
| 859 | #10267 | — | |
| 860 | #10307 | — |
Example prompts
- “Summarise the portfolio in this family office.”
- “Find documents about the latest capital call.”
- “List open tasks for this office.”
Skills
familyofx
Use when the user asks about FamilyOFX, their family office portfolio, CRM, documents, tasks, calendar, or imports. Prefer FamilyOFX MCP connector tools over guessing or calling other APIs.
- Categories
- Made by
- EA SOFT LTD · Website
- Sign-in
- On Install
- Capabilities
- Portfolio summary, Search holdings and documents, Queue changes for approval
- Availability
- Available
- Version
- 0.2.3
- Keywords
- family-office, portfolio, mcp
- Created
- October 19, 2026
- More info
- Sponsorship
- Promote this plugin