Herramientas

Anthropic's document skills, the implementation behind Claude's file features: create, edit and analyze Word, Excel, PowerPoint and PDF files, including tracked changes, comments, formulas and form filling. Source-available, not under an open-source license.

Anthropic's financial-services plugin marketplace: skills, commands and agents for valuation models (DCF, LBO, comps), banking materials, sell-side research, private equity and fund ops, with FactSet, Morningstar and other connectors that may need vendor subscriptions or keys.

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.

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.

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.

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.

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 finance agent plugin: reads earnings call transcripts and filings, updates actuals in your coverage model, builds a variance table against consensus and drafts an earnings note, all as drafts for review. Data comes from FactSet and Daloopa MCPs, which need subscriptions.

Anthropic's official investment banking agent plugin: for a target and deal situation, pulls comparable companies and precedent transactions, builds DCF, LBO and football field valuations, then fills the bank's PowerPoint template and checks the pitch. Data comes from the CapIQ MCP (subscription).

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.

Anthropic's official finance agent plugin: builds DCF, LBO, three-statement and comps models from scratch in Excel from a ticker and assumptions, all in formulas with built-in audits and sensitivity analysis. Historicals and consensus come from CapIQ and Daloopa MCPs (subscriptions).

Official Anthropic finance skill that checks Excel for formula errors like #REF!, numbers hardcoded in formulas, sum ranges that miss rows and mixed units; on full models it also checks the balance sheet balances and cash ties. Lists issues and fixes and asks before changing anything.

Builds a DCF valuation in Excel: pulls figures from SEC filings and research, projects free cash flow, computes WACC and terminal value, and adds sensitivity tables. Derived values are formulas, inputs cite sources, and each step is confirmed with you. From Anthropic's financial-analysis plugin.

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.

Official Anthropic comparable company analysis skill: selects listed peers, compiles operating metrics and multiples like EV/EBITDA and P/E with percentiles, and outputs a comps table in Excel for valuation, IPO or financing pricing. Prefers paid sources like FactSet but can use SEC filings.

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.

Anthropic's official fund administration plugin covering GL reconciliation and break tracing, accrual schedules, roll-forwards, variance commentary and NAV tie-outs, for fund operations and finance teams.

Official Anthropic fund admin skill: matches general ledger and subledger exports for a date or period line by line, lists mismatched amounts, quantities, posting dates and one-sided entries, suggests causes such as timing, FX or mapping, and writes a break report. Needs accountant review.

Office command-line tool built for AI agents: a single binary that creates, reads and edits Word, Excel and PowerPoint files without Office installed, and renders them to HTML or PNG so agents can check the layout.

From Firecrawl: converts Word, PowerPoint, Excel, PDF, EPUB, RTF and more into clean Markdown locally in milliseconds, keeping headings, tables, footnotes and formulas so agents can read attachments. Needs Node.js; optional Firecrawl cloud OCR for scans uploads the whole file.

MiniMax's official skill plugin with dev guides for frontend, full-stack, Android, iOS, Flutter, React Native and GLSL shaders, plus PDF, PowerPoint, Excel and Word document skills and image, video and music generation. Media skills need a MiniMax API key. Still in beta.

Open-source PDF table extraction with a camelot CLI: exports tables from financial reports, bank statements and statistical reports to Excel, CSV or Markdown, with an accuracy score. Needs Python 3.10+; handles text-based PDFs by default, scans need the ml and ocr extras. Double-check results.

Local LLM-powered document translator for PDF, Word, Excel, EPUB, SRT subtitles and more; Word and Excel keep their formatting, glossaries can be built automatically, and agents can submit jobs via MCP. Needs uv and an OpenAI-compatible API key; translated PDFs lose the original layout.

Converts PDF, Word, PowerPoint, Excel, EPUB, web pages and images to clean Markdown locally, keeping page anchors, tables and two-column reading order, with full-text search across folders. Formerly pdf-reader-mcp; no uploads, no API key. Needs Node.js 18+; OCR for scans needs tesseract.