Tools

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.

Extracts text and tables from PDFs; merges, splits and rotates pages, adds watermarks, fills forms and OCRs scanned documents. The official Anthropic skill behind Claude's document features; source-available, not open source.

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 role-based skill collection covering sales, finance, legal, HR, support, marketing, product, design, operations and data analysis: over a hundred skills you can install one at a time. Works best with CRM, data warehouse and other connectors.

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.

Lets agents call the Stripe API to manage customers, payments, subscriptions, invoices and refunds, and search Stripe docs and support articles. Maintained by Stripe; the remote server uses OAuth, or run it locally via npx with a secret key.

Resolves subscription billing issues: checks customer and subscription state, separates duplicate purchases, team seats and failed payments, restores self-serve before refunding, and drafts the reply. Needs Stripe or similar tools connected; refunds move real money, so review them.

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.

Reads messy invoices and receipts (PDFs, scans, screenshots), extracts vendor, date and amount, renames and files them by vendor, category or year, keeps originals and can export a CSV for your accountant. Needs an agent with local file access; no account required.

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.

Plans teams for seed to Series A startups: which roles to hire at each stage and in what order, org structure, plus salary, equity ranges and headcount budget. Compensation benchmarks are 2024 US market data; adjust for your market and have finance and legal review the plan.

Official Anthropic finance skill that checks Excel for formula errors like #REF!, numbers hardcoded in formulas, sum ranges that miss rows and mixed units; on full models it also checks the balance sheet balances and cash ties. Lists issues and fixes and asks before changing anything.

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.

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.

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.

Official Anthropic fund admin skill: matches general ledger and subledger exports for a date or period line by line, lists mismatched amounts, quantities, posting dates and one-sided entries, suggests causes such as timing, FX or mapping, and writes a break report. Needs accountant review.

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).

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.

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.

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.

Builds a DCF valuation in Excel: pulls figures from SEC filings and research, projects free cash flow, computes WACC and terminal value, and adds sensitivity tables. Derived values are formulas, inputs cite sources, and each step is confirmed with you. From Anthropic's financial-analysis 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.

Official Anthropic comparable company analysis skill: selects listed peers, compiles operating metrics and multiples like EV/EBITDA and P/E with percentiles, and outputs a comps table in Excel for valuation, IPO or financing pricing. Prefers paid sources like FactSet but can use SEC filings.

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).