Tools

Anthropic's official finance agent plugin for fund accounting: reconciles the general ledger and subledger by trade date, lists breaks, traces causes and builds an exception report for sign-off without posting. Runs in Claude Code or Cowork; connect your own GL and subledger data via MCP.

Core financial modeling plugin: builds DCF, LBO, three-statement and comps models, reviews Excel models and banking decks, and centrally configures financial data connectors. The foundation plugin of Anthropic's official financial services suite.

Official Anthropic skill for cleaning messy Excel exports: trims spaces, standardizes case and dates, converts text numbers, dedupes, and flags mixed types, garbled text and errors. Keeps originals via helper-column formulas and confirms each step. Works in Claude for Excel; local files need Python.

Builds M&A accretion/dilution models: sources and uses, pro forma EPS and goodwill amortization impact, with sensitivities on synergies, premium and cash/stock mix, in an Excel workbook. You supply share prices, EPS and deal terms. From Anthropic's investment-banking plugin; needs expert review.

Partner plugin from Kensho, part of S&P Global: uses Capital IQ data to produce one- to two-page company tearsheets as Word docs, earnings previews, and M&A deal summaries by sector or company. Needs a Capital IQ Pro or S&P LLM-ready API subscription; needs expert review.

Anthropic's official fund admin agent plugin: reads GP valuation packages, reviews each portfolio company's valuation against the template, calculates fund NAV, carried interest and LP distributions, and assembles LP reports for review. Connect your own portfolio data sources.

Completes and populates three-statement financial model templates, linking the income statement, balance sheet and cash flow with formulas and checking that the balance sheet balances and cash ties out, with no hardcoded values. Part of Anthropic's official financial-analysis plugin.

Anthropic's official financial services skills for investment banking, equity research, private equity, fund admin and wealth management: comps, DCF, LBO, three-statement models, CIMs, earnings reviews, IC memos, GL reconciliation and more. Outputs need expert review.

Anthropic's official investment banking plugin: drafts CIMs, blind teasers, process letters and buyer lists, builds one-page company profiles and pitch decks, runs accretion/dilution merger models and tracks deals. Installing the financial-analysis core plugin first is recommended.

Partner plugin from the London Stock Exchange Group: with LSEG data connected, 8 commands cover bond relative value, swap curves, FX carry, option volatility, fixed income portfolios, Treasury futures basis and macro rates analysis. Needs an LSEG account and data entitlements.

Official Anthropic LBO modeling skill: builds sources and uses, operating projections, debt schedule and IRR/MOIC returns in an Excel template, with every calculation as a formula and each section checked with you. Works in the Excel add-in or generates files with local Python; needs expert review.

Meeting minutes skill from GitHub's awesome-copilot: turns notes, transcripts or speech-to-text output into structured minutes with attendees, agenda, decisions and action items with owners and due dates, asking when details are missing. Best for internal meetings under an hour.

Cross-platform shell built around structured data: pipelines pass tables instead of plain text, and you can open and query JSON, CSV, TOML and more directly. Default builds include nu --mcp, which serves it to agents as an MCP server.

Converts PDFs, images, PPTX, DOCX, XLSX, EPUB and more into Markdown, JSON or HTML, preserving tables, formulas and layout, with optional LLM help for higher accuracy. Needs Python 3.10+ and PyTorch; large-scale commercial use of the model weights needs a paid license.

PostHog's official hosted MCP: lets agents query product analytics with HogQL, manage feature flags and A/B experiments, and investigate errors and session replays. Sign in to PostHog to authorize; tool calls are free, though a few LLM-powered tools count toward AI usage.

Browser automation MCP server open-sourced by ByteDance in the UI-TARS-desktop repo: drives pages through Puppeteer accessibility data with an optional vision mode, running locally over stdio or remotely over SSE or Streamable HTTP.

ByteDance's open-source multimodal agent CLI: operates browsers via vision or the DOM and calls terminal, file and MCP tools to complete tasks, with a Web UI and headless server mode. Needs Node.js 22+ and a model API key.

When a user asks whether a skill exists for some task, searches the skills.sh ecosystem with the skills CLI, then recommends and installs a fit. Maintained by Vercel Labs and shipped in the skills CLI repo.

Package manager for the open Agent Skills ecosystem: one command installs skills from GitHub and other sources into Claude Code, Codex, Cursor and dozens more agents, with search, update and removal. From Vercel Labs.

Detects your CPU, memory and GPU and scores open models on whether they run, speed, quality and context, then works with local runtimes like Ollama, llama.cpp and MLX to download and benchmark them. recommend --json gives agent-friendly output.

Trading research agent from HKU's HKUDS whose MCP server offers 70+ tools for quotes, financials, backtesting and research across A-shares, Hong Kong and US stocks and crypto. Needs local Python; HK, US and crypto research need no API key. For research only; not investment advice.

Local model gateway that routes requests from Claude Code, Codex and other coding agents to providers like DeepSeek, Kimi, Gemini and OpenRouter, with failover, rule-based routing and request logs. Bring your own API keys.

Official CLI for Tencent's open-source knowledge base platform WeKnora: upload documents, manage knowledge bases, run hybrid search and answer questions from them, or serve as a read-only MCP. Needs your own WeKnora deployment and a source build with Go 1.26+.

Lightweight command-line JSON processor that slices, filters, maps and transforms JSON with concise expressions and no runtime dependencies. A staple for agents parsing API responses and logs.