Meeting Prep Agent
PluginAnthropic'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.
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관련 리소스
Investment Banking
PluginAnthropic'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.
anthropics/financial-services40.1kMarket Researcher
PluginAnthropic'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.
anthropics/financial-services40.1kPitch Agent
PluginAnthropic'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).
anthropics/financial-services40.1kPrivate Equity
PluginAnthropic'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.
anthropics/financial-services40.1kFinancial Analysis
PluginCore 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.
anthropics/financial-services40.1kClaude for Financial Services
PluginAnthropic'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.
anthropics/financial-services40.1k