Herramientas

Official kFinance library and MCP server from Kensho (S&P Global): lets AI query S&P Capital IQ financials, prices and market caps, consensus estimates, M&A and funding, earnings call transcripts and more. Needs an S&P LLM-ready API subscription or trial; verify outputs.

Mixpanel's official CLI, mp (with a Python library): query event trends, funnels, retention and user flows, and manage dashboards, reports and cohorts. Needs Python 3.10+ and a Mixpanel account; run mp login to authorize in the browser. Pre-release; interfaces may change.

OpenCage's official MCP: geocode addresses and place names, reverse geocode coordinates (with admin area, time zone and more), and check API quota. For small lookups; use its CLI for batches. Needs an OpenCage API key (free trial), Node.js 20+, and manual setup from a repo clone.

Longbridge's official MCP with 160+ tools covering real-time US and Hong Kong quotes, options, fundamentals, analyst ratings, stock screening, IPOs, recurring investments and order placement. Hosted remote endpoint; sign in with your Longbridge account via OAuth.

TipRanks' official read-only MCP: analyst ratings and price targets, Smart Score, insider and hedge fund activity, congressional trades, ETF and earnings data, plus your own portfolio. Needs a TipRanks account (OAuth); free tier: 10 calls a month. Results need expert review.

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.

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.

PagerDuty's official plugin: analyzes your current git diff against the service's past incidents and change events, gives a 0-5 risk score and suggestions before you commit, and can create PagerDuty SRE Agent skills (early access program required). Needs a PagerDuty API token.

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.

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.

Sentry's official plugin: skills for SDK setup across platforms, production issue debugging, Sentry-aware code review and alert configuration, plus the hosted Sentry MCP to query errors and stack traces. Needs a Sentry account.

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.

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.

Chronograph's official plugin for private equity GPs: from your Chronograph portfolio data, generate portfolio company one-pagers, quarterly fund review packs, valuation memos, TVPI attribution and budget variance analysis. Needs a Chronograph GP account and connector; results need expert review.

Zocks' official advisor plugin: 7 skills on Zocks-recorded client meetings: behavior profiles, attrition risk rankings, held-away asset leads, household profiles and annual review packs, plus next actions and tax opportunity lists. Needs a Zocks account; licensed pros must review advice.