AI Work App

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Finance & Trading AI

About this Tool

AI Work App

The app provides access to a suite of specialized AI models, each designed for a specific professional function and optimized for mobile

AI Work App

The app provides access to a suite of specialized AI models, each designed for a specific professional function and optimized for mobile use.

With AI Work App, you can access:
• Orion — Equity research and thematic insights across stocks and markets
• Hermes — Real-time market alerts and event-driven signals
• Olympus — Structured equity market simulation by AI agents
• Luca — AI Accounting and finance assistance through conversational workflows
• Freddie — Recruitment support for

Pros & Cons

✓ Pros

✓Workflow automation
✓Free plan or freemium pricing

✗ Cons

✗No native Android app
✗Some advanced features may require higher-tier plans

📋 Scripts & Prompts for AI Work App +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for AI Work App +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌

Plaid MCP Server

Medium 📱 macos, linux, windows

MCP server exposing Plaid banking and financial-account APIs.

GitHub

🔌

Brex MCP Server

Medium 📱 macos, linux, windows

MCP for Brex corporate cards and expense data.

🔓 Sign Up Free to Install

🔌

Alpaca MCP Server

Medium 📱 macos, linux, windows

MCP for Alpaca brokerage trading and market data.

🔓 Sign Up Free to Install

🔌

Polygon.io MCP Server

Medium 📱 macos, linux, windows

MCP for Polygon.io equities, options, and crypto market data.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for AI Work App +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🔄 N8N

n8n Mortgage Refi Analyzer

⏰ Scheduled

n8n workflow that triggers on rate-feed changes, compares the user's existing loan terms, computes months-to-breakeven net of closing costs, and emails a recommendation.

https://n8n.io/workflows/

⬇ Import Agent Docs

🤖 CREWAI

CrewAI Crypto Treasury Manager

⏰ Scheduled

CrewAI crew that pulls on-chain holdings, evaluates stablecoin vs volatile exposure, and proposes treasury allocation changes with a governance-post draft.

https://github.com/crewAIInc/crewAI-examples

🔓 Sign Up Free to Import

🔗 LANGCHAIN

LangChain Receipt Categorizer

⚡ Event

LangChain pipeline using a vision model for OCR and a structured-output step to map line items to a configured chart of accounts, then post via QBO or Xero API.

https://github.com/langchain-ai/langchain

🔓 Sign Up Free to Import

🌊 FLOWISE

Flowise Invoice Reconciliation Agent

⏰ Scheduled

Flowise flow that ingests PO, invoice, and payment records, reconciles them, and flags variances or missing matches for manual review.

https://github.com/FlowiseAI/Flowise

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →