Tools

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.

ZoomInfo's official sales intelligence plugin with 14 skills: find target companies and decision makers, enrich leads and accounts, find lookalike customers, score accounts and leads on intent signals, prep account meetings and draft outreach emails. Needs a paid ZoomInfo account with API access.

Hunter.io's official plugin: find and verify work emails by name and company, list a domain's contacts, enrich company data, build lead lists, create outreach email sequences and push them to your CRM. Needs a Hunter account (free plan: 25 searches a month); follow anti-spam and privacy laws.

Lovable's official plugin: includes the Lovable remote MCP to create, edit, deploy and manage websites and apps in plain language, so founders and PMs can build interactive prototypes fast. Needs a Lovable account; generation and edits use Lovable credits.

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.

Airwallex's official CLI: lets agents check multi-currency balances, beneficiaries, transfers and FX, and manage billing customers, invoices, subscriptions, corporate cards and expenses. Needs an Airwallex business account; macOS and Linux. Closed-source beta; confirm real-money actions manually.

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.

HubSpot's official CLI for AI agents (beta): find and bulk-update contacts, companies, deals and tickets, log calls and meetings, advance deal stages and route conversations, with an official skill pack. Needs a HubSpot account and browser login; writes hit live data, so try --dry-run first.

Plain's official plugin: look up customers, threads and SLAs in Claude Code, add internal notes, create and update help center articles, and draft broadcast announcements (saved as drafts, never sent). Needs a Plain API key plus curl and jq; not in a marketplace; clone the repo to load it.

Vanta's official plugin: from Claude Code, review control gaps for SOC 2, ISO 27001 and other frameworks, failing tests, vendor risk and policies, and generate fixes for code-level issues. Needs admin access to a paid Vanta account (browser auth); have compliance conclusions reviewed by an expert.

Avalara's official hosted MCP servers: US sales tax calculation, returns filing, e-invoicing, exemption certificates, cross-border duties and HS code classification. Needs an Avalara account (AvaTax has a 90-day trial) and browser OAuth; the command adds AvaTax. Have a tax professional review.

From CFA Institute's Research and Policy Center: using the CFA behavioral finance curriculum, flags anchoring, confirmation bias, loss aversion and more in investment memos, research and AI-generated content, with rewrite suggestions and self-check questions. Install by copying the folder.

HubSpot's official sales plugin with the HubSpot remote MCP: skills to import contacts and deals, get daily briefs, prep calls, draft follow-up emails, log call notes back to HubSpot and review the pipeline. Needs a HubSpot account.

Lusha's official prospecting plugin: find decision makers by ideal customer profile, enrich verified emails, direct and mobile numbers and company signals, find lookalikes, generate personalized outreach sequences and export CSV. Needs Lusha API access; lookups use credits. Respect privacy laws.

Circleback's official plugin: agents search meeting notes, timestamped transcripts, action items, calendar events and connected email via its remote MCP, for post-meeting notes and follow-ups. Needs a Circleback account recording your meetings (free tier works); authorize via /mcp.

Shippo's official plugin: compare rates from dozens of carriers (USPS, UPS, FedEx, DHL), validate addresses, buy labels incl. customs, track packages, ship in bulk and analyze costs. Needs a Shippo account (OAuth); rates and validation are free, labels cost. Mainly for North American sellers.

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.

Pendo's official product analytics plugin: summarize account activity and feedback before customer meetings, analyze feature adoption, group user feedback into themes and find session replays. Needs a Pendo subscription; authorize via /mcp after install.

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.

Windsor.ai's official plugin: connects ad accounts on Google, Meta, TikTok and more plus 350+ data sources such as GA4 and CRMs for quick cross-channel performance reports and wasted-spend detection; asks before changing budgets or pausing ads. Needs a Windsor.ai account with data sources connected.

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.

Official plugin for Windmill performance management: write feedback and kudos for colleagues, manage 1:1 agendas and private notes about teammates, create and schedule pulse surveys, and summarize team updates. Needs a Windmill account (free up to 10 users); browser sign-in.