Herramientas

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.

Chatwoot's official CLI: AI can search conversations, reply to customers, add private notes, assign, label, prioritize and resolve, and look up help center articles; a bundled skill sets safety rules for customer-visible replies. Needs a Chatwoot account (cloud or self-hosted) and API key.

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.

Mintlify's official plugin: reference for Mintlify components, docs.json config, navigation and API docs, plus Mintlify docs search and site management, for building and updating product docs and help centers. Needs a Mintlify docs project; management needs browser sign-in.

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.

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.

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.

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.

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.

Intercom's official support plugin: via a remote MCP, search conversations, analyze support issue trends, look up contacts and companies, build 360-degree customer profiles, and install Messenger. Read-only; needs an Intercom workspace and currently works only in the US region.

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.

LogRocket's official plugin: when users report problems, agents pull up their session replays, network requests and errors and analyze the cause, so support doesn't have to keep asking for repro steps. Needs Claude Code and a site or app on paid LogRocket (14-day trial); sign in on first use.

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.

Pendo's official plugin: two short rounds of questions capture your goals and brand style, then it generates ready-to-launch in-app guides such as walkthroughs, announcements, reminders, polls and promotions as HTML/CSS/JS. Needs a Pendo account authorized in Claude Code.

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.

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.

Synthflow's official plugin: connects its AI voice agent platform to create and publish voice agents, place test calls and review call logs, with built-in call QA and pre-launch prompt review skills. Needs a Synthflow account (free trial available) with OAuth sign-in on first use.

Wingspan's official plugin: ask about your contractor roster, who is missing W-9s or other compliance docs, what is due this month and why a payment is stuck; also invite contractors and log draft bills. Writes are previewed and it never sends money. Needs a Wingspan payer account; US-focused.