Build Your Own Finance Agent Inside ChatGPT - Stefano Fabbri & Oliver Steffmann, OpenAI

Stefano Fabbri and Oliver Steffmann of OpenAI's applied AI team run a hands-on workshop on building financial workflows with ChatGPT Work and Codex. They show ChatGPT for financial services, with built-in market data, filings and earnings transcripts from partners like LSEG, PitchBook and Daloopa, plus finance plugins that bundle skills and MCP connections as a starting point. Using a wealth advisor's workflow as the example, from spotting a portfolio change to preparing the client deck, they then use Codex to build custom skills, plugins that connect internal data, and plugin extensions that customize the interface, and answer questions on skills, deployment and sandboxing. Chapters: 0:00 Intro 0:47 What the workshop covers 4:57 ChatGPT, ChatGPT Work and Codex 5:40 ChatGPT for financial services 7:51 Built-in financial data 10:06 Finance plugins: skills plus MCPs 14:25 Use case: a wealth advisor's workflow 17:02 Extending it with Codex 19:02 Skills, plugins and plugin extensions 26:02 Plugin extensions explained 36:43 Building a plugin on your own data 39:31 Why the right skills matter 48:20 Architecture: surfaces, plugins and MCPs 57:40 Bringing workflows into one place 1:08:09 When to stick with skills 1:11:24 Building and deploying with Codex 1:22:02 Q&A: the Codex app vs the CLI 1:28:57 Q&A: sandboxing in Codex Stefano Fabbri Oliver Steffmann https://openai.com Join us in SF for the second annual AIE CODE summit: https://aie.codes our last flagship summit of 2026. Applications live now!