# Tools > Every listed resource, editors’ picks first. The filters below can be combined. - Search: append `?q=` to the URL. Separate several keywords with spaces; all of them must match. Matches name, repository, tags, professions, description and README. - Filter by type: append `?type=` to the URL. - Filter by profession: append `?profession=` to the URL. Separate several ids with commas; a resource matches when it suits any of them. Ids are listed at https://hebbmind.com/api/v1/professions - Filter by tag: append `?tag=` to the URL. Separate several tags with commas; a resource must carry all of them. Tags are listed at https://hebbmind.com/api/v1/tags Type Plugin, Resources for Data analysis or Customer support or Finance / Accounting: 78 items. > - Data analysis: Querying, statistical analysis, reporting and visualization. > - Customer support: Tickets, customer questions, knowledge-base upkeep and service quality. > - Finance / Accounting: Bookkeeping, reconciliation, financial statements, budgets and tax. - [document-skills](https://hebbmind.com/plugin/anthropics-skills.md): [Plugin] 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. - [Claude for Financial Services](https://hebbmind.com/plugin/financial-services.md): [Plugin] 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. - [Knowledge Work Plugins](https://hebbmind.com/plugin/knowledge-work-plugins.md): [Plugin] 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](https://hebbmind.com/plugin/business-analytics.md): [Plugin] 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. - [Quantitative Trading](https://hebbmind.com/plugin/quantitative-trading.md): [Plugin] 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. - [Customer Sales Automation](https://hebbmind.com/plugin/customer-sales-automation.md): [Plugin] Support and sales plugin with two subagents: one handles support replies, ticket triage and help docs; the other writes cold email sequences, follow-up cadences, quote templates and objection handling. Prompts only; no direct CRM connection. - [S&P Global Plugin](https://hebbmind.com/plugin/spglobal.md): [Plugin] 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. - [Fund Administration](https://hebbmind.com/plugin/fund-admin.md): [Plugin] 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. - [Private Equity](https://hebbmind.com/plugin/private-equity.md): [Plugin] 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. - [Pitch Agent](https://hebbmind.com/plugin/pitch-agent.md): [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). - [Model Builder](https://hebbmind.com/plugin/model-builder.md): [Plugin] 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). - [Month-End Closer](https://hebbmind.com/plugin/month-end-closer.md): [Plugin] 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. - [GL Reconciler](https://hebbmind.com/plugin/gl-reconciler.md): [Plugin] 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. - [Financial Analysis](https://hebbmind.com/plugin/financial-analysis.md): [Plugin] 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. - [Valuation Reviewer](https://hebbmind.com/plugin/valuation-reviewer.md): [Plugin] 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. - [Investment Banking](https://hebbmind.com/plugin/investment-banking.md): [Plugin] 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. - [LSEG Financial Analytics](https://hebbmind.com/plugin/lseg.md): [Plugin] 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. - [Small Business](https://hebbmind.com/plugin/small-business.md): [Plugin] 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. - [Slack](https://hebbmind.com/plugin/slack.md): [Plugin] Official Slack (Salesforce) plugin in Anthropic's knowledge work marketplace: connects Slack's hosted MCP to search and send messages, read channels and threads, and manage canvases, with commands for channel digests, standup updates and announcements. Needs workspace admin approval. - [Enterprise Search](https://hebbmind.com/plugin/enterprise-search.md): [Plugin] Anthropic's official knowledge work plugin: one question searches your connected chat, email, cloud docs, wiki and project tools at once and returns a sourced answer; can also produce daily or weekly digests. Preset MCP connectors for Slack, Notion, Atlassian, Asana and more, each needing auth. - [Data](https://hebbmind.com/plugin/data.md): [Plugin] 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. - [Bio Research](https://hebbmind.com/plugin/bio-research.md): [Plugin] 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. - [Finance](https://hebbmind.com/plugin/finance.md): [Plugin] 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. - [Customer Support](https://hebbmind.com/plugin/customer-support.md): [Plugin] Customer support plugin: triages and prioritizes tickets with routing suggestions, drafts customer replies, packages escalations, researches customer issues across sources and turns resolved issues into knowledge base articles. Official from Anthropic. - [C-Level Advisory Skills](https://hebbmind.com/plugin/c-level-advisor.md): [Plugin] 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 Skills (claude-skills)](https://hebbmind.com/plugin/alirezarezvani-finance.md): [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. - [Data Analytics](https://hebbmind.com/plugin/data-analytics.md): [Plugin] 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. - [Build Web Data Visualization](https://hebbmind.com/plugin/build-web-data-visualization.md): [Plugin] OpenAI's official Codex plugin with 18 skills to choose, design, build, test and export web charts, maps, dashboards, Gantt charts and UML, using D3, Vega-Lite and Three.js with attention to accessibility and responsiveness. Codex only. - [Gmail](https://hebbmind.com/plugin/gmail.md): [Plugin] OpenAI's official Codex plugin that uses the Gmail connector to search mail, read threads, draft replies and tidy your inbox. The plugin bundles no extra skills; authorize your Google account in Codex. - [Life Science Research](https://hebbmind.com/plugin/life-science-research.md): [Plugin] OpenAI's official Codex plugin with about 50 skills that route questions to genetics, omics, pathway, protein structure, chemistry and clinical evidence sources, can split the work across parallel subagents, and synthesize sourced conclusions. - [Public Equity Investing](https://hebbmind.com/plugin/public-equity-investing.md): [Plugin] 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. - [Outlook Email](https://hebbmind.com/plugin/outlook-email.md): [Plugin] OpenAI's official Codex plugin for Outlook mail: triages your inbox, summarizes threads, extracts action items, and drafts replies or forwards, for people who handle heavy email loads. Requires Codex with a ChatGPT sign-in and an authorized Microsoft account. - [Life Sciences NGS Analysis](https://hebbmind.com/plugin/ngs-analysis.md): [Plugin] OpenAI's official Codex plugin that guides sequencing analysis from BCL/FASTQ: QC, RNA-seq differential expression, single-cell, variant calling and metagenomics, favoring nf-core and other public pipelines with reproducible run logs. Checks for local tools first. Research use only. - [NotFair Plugin](https://hebbmind.com/plugin/notfair-plugin.md): [Plugin] Open-source marketing plugin with 48 skills: SEO and AI search optimization (GEO), GA4 and Search Console analysis, ad diagnostics for Google, Meta, X, LinkedIn, Reddit and TikTok, and WordPress upkeep. Some SEO skills need only a URL; live data requires NotFair OAuth and linked accounts. - [Finance Skills](https://hebbmind.com/plugin/finance-skills.md): [Plugin] Plugin marketplace for investment research: six plugin groups covering yfinance market data, earnings previews and recaps, DCF valuation, option payoff charts, ETF premiums, read-only news from X, Discord and other social sources, and TradingView data. Research only, not investment advice. - [daymade-financial](https://hebbmind.com/plugin/daymade-financial.md): [Plugin] Investment research suite from the daymade marketplace: 9 skills for China A-share news, policy, sector moves and filings, US fundamentals via yfinance, Bigdata.com and other data, and stress-testing investment theses from the opposing side. Some data sources need API keys. - [MATLAB Agentic Toolkit](https://hebbmind.com/plugin/matlab-agentic-toolkit.md): [Plugin] MathWorks' official toolkit: set up the MCP server via the MATLAB installer so agents can run code, run tests and do static checks; domain skill sets for signal processing, controls, statistics and machine learning install as Claude Code plugins. Needs MATLAB R2021a+. - [Salesforce Service Engagement](https://hebbmind.com/plugin/service-engagement.md): [Plugin] Salesforce's official plugin that helps service admins configure Service Cloud web chat, messaging, WhatsApp and Email-to-Case channels, connect Agentforce service agents to them and set up handoff to humans. Needs Salesforce org admin rights, a logged-in Salesforce CLI (sf) and Python. - [Atlassian MCP](https://hebbmind.com/plugin/atlassian-mcp-server.md): [Plugin] Atlassian's official plugin: connects the cloud Atlassian MCP to search and create Jira issues, read and write Confluence pages and manage sprints, with skills that turn meeting notes into tasks and generate status reports. Needs an Atlassian Cloud account with OAuth or an API token. - [dbt Agent Skills](https://hebbmind.com/plugin/dbt-agent-skills.md): [Plugin] dbt Labs' official plugin marketplace with dbt and dbt-migration plugins: write models and unit tests, build semantic-layer metrics, govern with dbt Mesh, debug failed jobs, and handle version upgrades and cross-platform migrations. Most skills need an existing dbt project. - [Claude Equity Research](https://hebbmind.com/plugin/claude-equity-research.md): [Plugin] US stock research: /trading-ideas:research gathers earnings, peer valuations, unusual options and insider trades via web search and writes an analyst-style report with rating, price target and bull/bear cases. Needs a paid Claude plan. Web data can be wrong; not investment advice. - [WPS Skills](https://hebbmind.com/plugin/wps-skills.md): [Plugin] 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+. - [Life Sciences](https://hebbmind.com/plugin/life-sciences.md): [Plugin] Anthropic's official life sciences plugin marketplace: install MCP plugins such as PubMed, BioRender, Synapse, ChEMBL and 10x Genomics, plus research skills for single-cell RNA QC, Nextflow pipelines and scvi-tools. Some data sources need an account or subscription. - [Astronomer Data Agents](https://hebbmind.com/plugin/astronomer-agents.md): [Plugin] Astronomer's official data engineering plugin: write Airflow DAGs to best practices, debug pipeline failures, trace data lineage, profile warehouse tables and migrate from Airflow 2 to 3, with a built-in Airflow MCP server and session hooks. - [GTM Agents: Customer Success](https://hebbmind.com/plugin/customer-success.md): [Plugin] Customer success plugin from gtm-agents: three commands with subagents for account health monitoring, adoption plans and escalation playbooks, plus skills for risk scoring, executive business reviews (EBRs) and feedback loops. Prompt-only; bring your own usage, ticket and NPS data. - [GTM Agents: Renewal Orchestration](https://hebbmind.com/plugin/renewal-orchestration.md): [Plugin] Renewal management plugin for customer success and account managers: segment-based renewal forecasts with upside and downside scenarios, save plays and escalation paths for at-risk accounts, and post-renewal retrospectives. Prompt-based; you supply contract values, usage and other data. - [GTM Agents: Voice of Customer](https://hebbmind.com/plugin/voice-of-customer.md): [Plugin] Voice of customer plugin: organizes tickets, interviews, surveys and community feedback into one taxonomy, estimates revenue and churn impact by theme, produces insight briefs for leadership or product, and tracks feedback loops and advocacy programs. No code; supply your own feedback data. - [Databricks Agent Skills](https://hebbmind.com/plugin/databricks-agent-skills.md): [Plugin] Official Databricks plugin with skills for the CLI and auth, Genie data queries, Apps, Lakebase, Lakeflow jobs and pipelines, Model Serving and DABs deployment, plus hooks for prompt routing, session context and auth failure hints. Needs a Databricks account. - [NetSuite AI Companion](https://hebbmind.com/plugin/netsuite-ai-companion.md): [Plugin] Official Oracle NetSuite plugin for the AI Connector: has AI use standard reports and saved searches first, applies debit/credit, multi-subsidiary consolidation and currency rules, and safety-checks SuiteQL to avoid reporting errors. Needs NetSuite with AI Connector; finance should verify. - [NetSuite Finance Analyst](https://hebbmind.com/plugin/netsuite-finance-analyst.md): [Plugin] Official Oracle NetSuite plugin that uses live NetSuite data for CFO dashboards, budget vs. actuals, month-end close readiness, journal entry review, AR/AP aging and cash runway analysis, and drafts board updates. Needs NetSuite with the AI Connector enabled; have finance review results. Next page: https://hebbmind.com/tools.md?page=2&type=plugin&profession=data%2Csupport%2Cfinance