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anthropics/financial-services

Plugin marketplaceOfficial
GitHub stars
41.2K
plugins
19
last updated
Nov 11, 2026
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Add marketplace

/plugin marketplace add anthropics/financial-services

Run it inside Claude Code, then install plugins from it with /plugin.

Plugins

1claude-for-msft-365-installProvision direct cloud access (Vertex AI, Bedrock, or LLM gateway) for the Claude Microsoft 365 add-in. Generates the customized manifest, walks through Azure admin consent, and writes per-user config via Graph extension attributes.
2earnings-reviewerEarnings call and filings to model update to note draft
3equity-researchEquity research tools: earnings analysis, initiating coverage reports, and research workflows
4financial-analysisCore financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
5fund-adminFund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out
6gl-reconcilerFinds breaks, traces root cause, routes for sign-off
7investment-bankingInvestment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management
8kyc-screenerParses onboarding docs, runs the rules engine, flags gaps
9lsegPrice bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
10market-researcherSector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist
11meeting-prep-agentBriefing pack before every client meeting
12model-builderDCF, LBO, 3-statement, comps - live in Excel
13month-end-closerAccruals, roll-forwards, variance commentary
14operationsOperational workflows: KYC document parsing and rules-grid evaluation
15pitch-agentComps, precedents, LBO to a branded pitch deck, end to end
16private-equityPrivate equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach
17sp-globalS&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries
18statement-auditorAudits pre-generated LP statements before distribution
19valuation-reviewerIngests GP packages, runs valuation template, stages LP reporting

Sponsors

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Details

Repository
github.com/anthropics/financial-services
Categories
community
Listed since
Oct 27, 2026