# Tools > Every listed resource, editors’ picks first. The filters below can be combined. - Search: append `?q=` to the URL. Separate several keywords with spaces; all of them must match. Matches name, repository, tags, professions, description and README. - Filter by type: append `?type=` to the URL. - Filter by profession: append `?profession=` to the URL. Separate several ids with commas; a resource matches when it suits any of them. Ids are listed at https://hebbmind.com/api/v1/professions - Filter by tag: append `?tag=` to the URL. Separate several tags with commas; a resource must carry all of them. Tags are listed at https://hebbmind.com/api/v1/tags Type Plugin, Resources for Finance / Accounting or Investing / Analysis or Founders: 111 items. > - Finance / Accounting: Bookkeeping, reconciliation, financial statements, budgets and tax. > - Investing / Analysis: Market data, company research, valuation models and quant trading. > - Founders: Business plans, fundraising decks, business analysis and team management. - [document-skills](https://hebbmind.com/fr/plugin/anthropics-skills.md): [Plugin] 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. - [Marketing Skills](https://hebbmind.com/fr/plugin/marketingskills.md): [Plugin] Marketing skills for technical marketers and founders: 50 skills covering conversion optimization, copywriting, SEO and AI search, paid ads, email and cold outreach, pricing, customer research and launch strategy, all sharing one product-marketing context. - [Claude for Financial Services](https://hebbmind.com/fr/plugin/financial-services.md): [Plugin] 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. - [Knowledge Work Plugins](https://hebbmind.com/fr/plugin/knowledge-work-plugins.md): [Plugin] Anthropic's knowledge-work plugin marketplace, bundling skills, commands and connectors by role: sales, support, product, marketing, legal, finance, HR, data and more, plus many partner plugins. Built mainly for Cowork; also works in Claude Code. - [HR Legal Compliance](https://hebbmind.com/fr/plugin/hr-legal-compliance.md): [Plugin] HR and compliance plugin with HR and legal advisor subagents plus employment contract and GDPR skills, for drafting hiring materials, onboarding, offboarding and performance policies, employment contracts, privacy policies, terms of service and DPAs. Mainly US and EU rules. - [Startup Business Analyst](https://hebbmind.com/fr/plugin/startup-business-analyst.md): [Plugin] Startup business analysis plugin with 5 skills, 3 commands and a subagent: TAM/SAM/SOM market sizing, 3-5 year financial models, team and compensation planning and competitive landscape analysis, producing investor-ready business case documents. - [Business Analytics](https://hebbmind.com/fr/plugin/business-analytics.md): [Plugin] Business analytics plugin from the wshobson/agents marketplace: KPI dashboard design and data storytelling skills plus a business analyst subagent to choose metrics, plan dashboard layouts and turn data into reports executives or investors understand. Methods and templates only; no data connections. - [Quantitative Trading](https://hebbmind.com/fr/plugin/quantitative-trading.md): [Plugin] Quant trading plugin from the wshobson/agents marketplace: quant analyst and risk manager subagents plus backtesting and risk metrics skills for strategy backtests, portfolio optimization and risk measures like VaR, Sharpe ratio and max drawdown. Needs local Python; not investment advice. - [project-artifact](https://hebbmind.com/fr/plugin/project-artifact.md): [Plugin] Official Anthropic plugin that builds a shareable status page for big multi-track projects such as migrations, launches or research: goals, workstream order, next steps and risks; say 'refresh' to update the same link. Needs a claude.ai login; Artifacts are a beta for Team and Enterprise plans. - [Equity Research](https://hebbmind.com/fr/plugin/equity-research.md): [Plugin] Equity research plugin: writes earnings reviews and previews, initiating coverage reports, morning notes and sector overviews, updates models, and tracks theses and catalysts. Official Anthropic plugin; install financial-analysis first. - [Investment Banking](https://hebbmind.com/fr/plugin/investment-banking.md): [Plugin] 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. - [Market Researcher](https://hebbmind.com/fr/plugin/market-researcher.md): [Plugin] Anthropic's official finance agent plugin: from a sector or theme it produces an industry overview, competitive landscape, peer valuation table and a 3-5 name shortlist as a research report, with optional slides. Valuations need CapIQ or FactSet subscriptions via the financial-analysis core plugin. - [S&P Global Plugin](https://hebbmind.com/fr/plugin/spglobal.md): [Plugin] 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. - [Valuation Reviewer](https://hebbmind.com/fr/plugin/valuation-reviewer.md): [Plugin] 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. - [LSEG Financial Analytics](https://hebbmind.com/fr/plugin/lseg.md): [Plugin] 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. - [Earnings Reviewer](https://hebbmind.com/fr/plugin/earnings-reviewer.md): [Plugin] 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. - [Pitch Agent](https://hebbmind.com/fr/plugin/pitch-agent.md): [Plugin] 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). - [GL Reconciler](https://hebbmind.com/fr/plugin/gl-reconciler.md): [Plugin] 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. - [Meeting Prep Agent](https://hebbmind.com/fr/plugin/meeting-prep-agent.md): [Plugin] Anthropic's official finance agent plugin for wealth managers and advisors: before client meetings it pulls relationship history, holdings and open items from the CRM, adds CapIQ market news and builds a briefing pack, agenda and talking points. Needs your CRM connector and a CapIQ subscription. - [Model Builder](https://hebbmind.com/fr/plugin/model-builder.md): [Plugin] 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). - [Month-End Closer](https://hebbmind.com/fr/plugin/month-end-closer.md): [Plugin] Anthropic's official finance agent plugin: runs month-end close for an entity and period, producing accrual details and draft journal entries, roll-forward reconciliations and P&L and balance sheet variance commentary, packaged for controller approval without posting. Needs a GL data source. - [Private Equity](https://hebbmind.com/fr/plugin/private-equity.md): [Plugin] Anthropic's official private equity plugin covering deal sourcing with CRM dedupe, founder outreach, quick CIM screening, diligence checklists, IRR/MOIC returns analysis, IC memos and portfolio monitoring. - [Financial Analysis](https://hebbmind.com/fr/plugin/financial-analysis.md): [Plugin] 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. - [Fund Administration](https://hebbmind.com/fr/plugin/fund-admin.md): [Plugin] 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. - [Asana](https://hebbmind.com/fr/plugin/asana.md): [Plugin] Official Asana plugin in Claude's plugin marketplace: connects Claude Code to the Asana V2 MCP server to create and manage tasks, search projects, change assignees and track progress. Create your own Asana OAuth app first, then run /asana-setup after installing. - [Linear](https://hebbmind.com/fr/plugin/linear.md): [Plugin] Official Linear plugin in Anthropic's marketplace: connects the hosted Linear MCP to create and update issues, manage projects and states, and search across workspaces from chat. Needs a Linear account and OAuth authorization. - [Enterprise Search](https://hebbmind.com/fr/plugin/enterprise-search.md): [Plugin] Anthropic's official knowledge work plugin: one question searches your connected chat, email, cloud docs, wiki and project tools at once and returns a sourced answer; can also produce daily or weekly digests. Preset MCP connectors for Slack, Notion, Atlassian, Asana and more, each needing auth. - [Human Resources](https://hebbmind.com/fr/plugin/human-resources.md): [Plugin] HR plugin: drafts offer letters, generates onboarding checklists, runs performance reviews, answers policy questions, and produces compensation benchmarks and people analytics reports. Can connect to HRIS and ATS systems. Official from Anthropic. - [Productivity](https://hebbmind.com/fr/plugin/productivity.md): [Plugin] Anthropic's official knowledge work plugin: manages tasks in TASKS.md, remembers colleagues, projects and internal jargon with two-tier memory, and generates a local dashboard. Can sync to-dos with calendar, email and chat tools. - [Small Business](https://hebbmind.com/fr/plugin/small-business.md): [Plugin] All-in-one plugin for small business owners: 44 skills covering cash flow and bookkeeping, collections and taxes, customer acquisition and marketing, customer feedback, inventory, hiring and contract review. Anything touching money or customers needs your approval. Official from Anthropic. - [Operations](https://hebbmind.com/fr/plugin/operations.md): [Plugin] Anthropic's official business operations plugin: vendor evaluations, process docs (flowcharts, RACI, SOPs), change requests, capacity planning, status reports and runbooks. Works without external tools and does more with ITSM and project management tools connected. - [Apollo.io](https://hebbmind.com/fr/plugin/apollo.md): [Plugin] Apollo.io's official plugin: describe your ideal customer profile in plain language to find prospects, enrich contacts with emails, phone numbers and company data, and bulk-add them to outreach sequences. Connects to Apollo's remote MCP; needs an Apollo account, and enrichment uses credits. - [Common Room](https://hebbmind.com/fr/plugin/common-room.md): [Plugin] Common Room's official plugin: researches accounts and contacts using product usage, community and buying-intent signals, builds pre-meeting briefs and weekly call prep, drafts email, LinkedIn and phone outreach, and creates account plans. Needs a Common Room account. - [Sales](https://hebbmind.com/fr/plugin/sales.md): [Plugin] Sales plugin with 36 skills for call prep and follow-ups, account research, lead qualification, deal reviews, pipeline management and forecasting. Can read and write your CRM, email and calendar. Official from Anthropic. - [Cowork Plugin Management](https://hebbmind.com/fr/plugin/cowork-plugin-management.md): [Plugin] Guides you through creating a plugin from scratch or customizing an existing plugin's connectors, skills and settings for your team's tools and workflows, producing an installable plugin package. Maintained by Anthropic; runs in Cowork mode in the Claude desktop app. - [Finance](https://hebbmind.com/fr/plugin/finance.md): [Plugin] Finance and accounting plugin: prepares journal entries, reconciles accounts, generates income statements, runs variance analysis, manages month-end close and supports SOX audit testing. Can pull data from ERPs and data warehouses. Official from Anthropic. - [Product Management](https://hebbmind.com/fr/plugin/product-management.md): [Plugin] Product management plugin: writes PRDs from a problem statement, plans and updates roadmaps, generates stakeholder updates, synthesizes user research, and runs competitive analysis and metrics reviews. Official from Anthropic. - [Marketing Team Skills](https://hebbmind.com/fr/plugin/marketing-skill.md): [Plugin] Marketing team plugin with 40+ skills for copy and content, SEO and AI search optimization, conversion optimization, email and social, paid ads, growth strategy and competitor analysis, plus Python analysis scripts. Most need no account; a few, like YouTube transcripts, need API keys. - [C-Level Advisory Skills](https://hebbmind.com/fr/plugin/c-level-advisor.md): [Plugin] A virtual executive team for founders: 33 skills act as CEO, CFO, CMO, CTO, legal and other advisors on strategy decisions, board materials, financial scenarios, M&A and org diagnostics, with Python analysis scripts. Persona subagents require the separate c-level-agents plugin. - [Finance Skills (claude-skills)](https://hebbmind.com/fr/plugin/alirezarezvani-finance.md): [Plugin] Finance plugin: ratio analysis, DCF valuation, budget variance, revenue and cash-flow forecasts, SaaS metrics like ARR, churn, LTV and CAC, and peer-comparison fundamentals for US and Indian listed companies. Includes Python scripts. Not investment advice; needs professional review. - [Claude Code Skills & Plugins](https://hebbmind.com/fr/plugin/claude-skills.md): [Plugin] Large multi-domain plugin marketplace: 99 plugins bundle hundreds of skills, agents and slash commands covering engineering, marketing, product, project management, regulatory and quality, finance and C-level advisory. Also offers install options for Codex, Gemini CLI and others. - [PM Skills Marketplace](https://hebbmind.com/fr/plugin/pm-skills.md): [Plugin] Plugin marketplace for product managers: 9 plugins, 60+ skills and 40+ chained workflows covering product discovery, strategy, PRDs and roadmaps, market research, go-to-market and growth. Installs in both Claude Code and Codex. - [Claude SEO](https://hebbmind.com/fr/plugin/claude-seo.md): [Plugin] SEO audit plugin covering technical SEO, E-E-A-T content quality, Schema markup, Core Web Vitals, local and e-commerce SEO, and GEO for AI search. Parallel subagents audit and return a prioritized action list. Needs Python 3.10+; Playwright optional for SPA rendering and screenshots. - [Claude for Legal](https://hebbmind.com/fr/plugin/claude-for-legal.md): [Plugin] Anthropic's official legal plugin marketplace: 13 plugins covering commercial contracts, privacy, product counsel, M&A, employment, regulatory, AI governance, litigation and IP, plus plugins for law school clinics and law students. All output is a draft for attorney review. - [Employment Legal](https://hebbmind.com/fr/plugin/employment-legal.md): [Plugin] Anthropic's official employment law plugin: reviews hiring and termination risk by jurisdiction, classifies workers, tracks leave deadlines, manages internal investigations, and drafts policies with state supplements. Focused on US state law; output needs attorney review. - [Public Equity Investing](https://hebbmind.com/fr/plugin/public-equity-investing.md): [Plugin] OpenAI's official Codex plugin for equity investors: earnings previews and recaps, DCF, three-statement and comps valuation, model updates, long/short pitches, catalyst calendars, sizing and hedging, and investment memos. Works with FactSet and PitchBook (paid) or uploads and public sources. - [Google Calendar](https://hebbmind.com/fr/plugin/google-calendar.md): [Plugin] OpenAI's official Codex plugin for Google Calendar: summarize today's schedule, compare availability across people, prep for meetings, and create, edit or delete events. Requires signing in to Codex with ChatGPT and authorizing your Google account. - [Outlook Calendar](https://hebbmind.com/fr/plugin/outlook-calendar.md): [Plugin] OpenAI's official Codex plugin for Outlook Calendar: summarizes your day, compares availability across people, preps meetings, explains busy and tentative states, and creates, reschedules or cancels meetings. Requires Codex with a ChatGPT sign-in and a Microsoft account. - [Linear (Codex plugin)](https://hebbmind.com/fr/plugin/openai-linear.md): [Plugin] Linear's official plugin in OpenAI's Codex marketplace: search, create and update Linear issues, projects and initiatives from Codex, and draft PRDs, status updates and customer request summaries. Codex only; needs a Linear account and authorization. - [Gmail](https://hebbmind.com/fr/plugin/gmail.md): [Plugin] OpenAI's official Codex plugin that uses the Gmail connector to search mail, read threads, draft replies and tidy your inbox. The plugin bundles no extra skills; authorize your Google account in Codex. Next page: https://hebbmind.com/fr/tools.md?page=2&type=plugin&profession=finance%2Cinvestment%2Cfounder