Outils

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.

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.

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.

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.

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 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.

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.

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).

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.

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.

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.

For preclinical life sciences research: bundles MCP connectors for PubMed, bioRxiv, ChEMBL, Open Targets, ClinicalTrials and more, plus analysis skills for single-cell RNA QC, scvi-tools and nf-core pipelines. Official from Anthropic; some data sources need accounts.

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.

Data analysis plugin: writes queries in each SQL dialect, explores datasets, runs statistical tests, charts with Python and builds interactive HTML dashboards, then reviews methods and conclusions before sharing. Connects to Snowflake, BigQuery and other warehouses. Official from Anthropic.

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.

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 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.

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.

OpenAI's official Codex plugin for answering product and business questions with data: metric anomaly diagnosis, KPI design, market sizing, dashboards and reports, notebooks and data quality checks. Connects to data warehouses and BI tools.