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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.

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.

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.

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.

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.

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.

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.

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.

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.