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Creates, edits and analyzes Excel spreadsheets: formulas, formatting, charts and data cleaning, plus conversion between CSV, TSV and other tabular formats. The official Anthropic skill behind Claude's document features; source-available, not open source.

Command-line edition of the open-source OpenBB investment research platform: query stock prices, financial statements, macroeconomic and other financial data from the terminal, and automate data pulls with Routine scripts. Officially maintained; some sources need API keys.

Official Anthropic skill for cleaning messy Excel exports: trims spaces, standardizes case and dates, converts text numbers, dedupes, and flags mixed types, garbled text and errors. Keeps originals via helper-column formulas and confirms each step. Works in Claude for Excel; local files need Python.

Reorder planning for small merchants: reads sales and stock from Shopify, Square, NetSuite or CSV, projects stockout dates from 7- and 28-day velocity, sizes reorders from 60-day usage plus lead time, drafts POs and supplier emails, and flags dead stock. Nothing is sent unapproved. By Anthropic.

Compensation analysis for HR and managers: market pay percentiles by role, level and location, offer competitiveness checks and equity modeling; upload a pay sheet to find employees outside their band and flight risks. Without a comp data source it uses public web data, so verify. By Anthropic.

Breaks budget-versus-actual, year-over-year and month-over-month variances into volume, price and mix drivers, filters by materiality thresholds, writes variance commentary and provides waterfall breakdowns for monthly business reviews. From Anthropic's official finance 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.

Official Lark (Feishu) skill to create and edit Lark Sheets: formulas, charts and pivot tables, conditional formatting and filters, plus import and export of local Excel/CSV, for summaries, budgets and reports. Needs lark-cli on a machine with Node.js, plus app setup and authorization.

Reads the exact position of every character, line and table cell in digital PDFs: the CLI exports layout-preserving text or CSV/JSON details, and the Python API extracts tables and form fields, ideal for invoices, statements and reports. Runs locally with Python; scans need OCR first.

Self-hosted open-source bookkeeping app with a built-in MCP server: AI logs expenses in natural language and queries transactions, balances, categories, tags and exchange rates, keeping data on your server. Deploy via Docker or package, set enable_mcp, and create a token in security settings.

From the FinanceToolkit author: computes ratios, valuation, risk and macro indicators with 500+ transparent formulas, for company comparisons and first-pass due diligence. Hosted, no install; enter a Financial Modeling Prep key on first connect (free tier: US stocks, 5 years). Verify results.

Create, read and modify xlsx workbooks without Microsoft Excel installed: formulas, formatting and conditional formatting, charts, pivot tables and tables. Runs locally over stdio or as a remote HTTP service.

Python library with a built-in MCP server for US SEC EDGAR data: search 10-K, 10-Q, 8-K and other filings and read XBRL-standardized financial statements, Form 4 insider trades and 13F holdings. Free with no API key; just set an EDGAR_IDENTITY.

Drives desktop Excel on Windows: refresh Power Query, build pivot tables and charts, evaluate DAX and run VBA while keeping existing formulas and formatting, so finance and admin staff can automate existing reports. Needs Windows, Excel 2016+ and Node.js; no macOS.

EODHD's official plugin (remote MCP, 7 workflow skills, an analyst subagent): quotes, fundamentals and macro data from 70+ exchanges worldwide, company briefs, stock screening and portfolio risk analysis. Needs an EODHD account; free tier: 20 calls/day, basic US data only. Not investment advice.

Pigment's official plugin: bundles the Pigment MCP and 30+ modeling skills to query business data and compare budget vs. actuals in plain language; with advanced mode on, build budget and forecast models, metrics and boards. Needs an enterprise Pigment workspace with MCP on; have finance review.