ツール

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 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 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.

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 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.

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.

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.

Controls local WPS Writer, Spreadsheets and Presentation via MCP with 200+ tools (formulas, pivot tables, layout, slide polishing) plus companion skills. The plugin installs only the skills; build the MCP server and WPS add-in per the README. Needs WPS Office and Node.js 18+.

Lets agents operate WPS Office Writer, Spreadsheets and Presentation on your computer through 200+ MCP tools covering formulas, pivot tables, charts, comments, slide styling and animation. Requires WPS; clone, build from source and install the WPS add-in. Runs on macOS, Windows and Linux.

130+ office skills for contract review, NDAs, job descriptions, offer letters, invoices and expenses, meeting notes, email, and Excel, PowerPoint and PDF work. Writing skills work as-is; Airtable, Slack and other automations need those services. Legal and finance output needs expert review.

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.

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.