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Work with documents

Check file access and the document formats your workflow requires.

20 packages

Work with documents · Page 1 of 2

Coverage & limits
OpenAI / Codexv5.0.1 · manifest

Dropbox

Access Dropbox files and review saving or sharing generated documents.

Source: openai/plugins

Includes Skills · App connection

Manifest declarations checked. Account, workspace and task permissions still need confirmation.

Matches this task · Manifest fields inspected · Not a runtime test
OpenAI / Codexv0.1.15 · manifest

Google Drive

Use Drive as an entry point for Google documents, spreadsheets and presentations.

Source: openai/plugins

Includes Skills · App connection

Manifest declarations checked. Account, workspace and task permissions still need confirmation.

Matches this task · Manifest fields inspected · Not a runtime test
Claude Codev0.2.1 · manifest

Investment Banking

Prepare draft deal materials and merger-model workpapers for professional review, with source-specific access still to check.

Source: anthropics/financial-services
plugins/vertical-plugins/investment-banking · Publisher marketplace

Includes 9 observed skills · 7 observed commands · MCP configuration

Industry workflow plugin
Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries.

Matches this task · Manifest fields inspected · Not a runtime test
Claude Codev0.1.0 · manifest

Kyc Screener

Inspect an agent package for staging document gaps and rule-grid findings without approving onboarding.

Source: anthropics/financial-services
plugins/agent-plugins/kyc-screener · Publisher marketplace

Includes 3 observed skills · 1 observed agent

Self-contained agent plugin
Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries.

Matches this task · Manifest fields inspected · Not a runtime test
Claude Codev1.3.0 · manifest

Legal

Organize contract-review and compliance working notes; package output is not legal advice or professional approval.

Source: anthropics/knowledge-work-plugins
legal · Publisher marketplace

Includes 9 observed skills · MCP configuration

Manifest and packaged file paths observed. Required connections, account eligibility, costs and task permissions remain unknown.

Matches this task · Manifest fields inspected · Not a runtime test
Claude Codev0.1.1 · manifest

Meeting Prep Agent

Prepare a draft client-meeting briefing with bundled reporting methods; this is a plugin, not a running managed agent.

Source: anthropics/financial-services
plugins/agent-plugins/meeting-prep-agent · Publisher marketplace

Includes 4 observed skills · 1 observed agent

Self-contained agent plugin
Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries.

Matches this task · Manifest fields inspected · Not a runtime test
Claude Codev0.1.0 · manifest

Operations

Inspect onboarding-document parsing and rule-grid workflows; findings are drafts, not onboarding approvals.

Source: anthropics/financial-services
plugins/vertical-plugins/operations · Publisher marketplace

Includes 2 observed skills

Industry workflow plugin
Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries.

Matches this task · Manifest fields inspected · Not a runtime test
Claude Codev0.2.0 · manifest

PDF Viewer

Inspect PDF viewing, annotation and form command files; installed viewers and signing authority are not established.

Source: anthropics/knowledge-work-plugins
pdf-viewer · Publisher marketplace

Includes 1 observed skill · 4 observed commands · MCP configuration

Manifest and packaged file paths observed. Required connections, account eligibility, costs and task permissions remain unknown.

Matches this task · Manifest fields inspected · Not a runtime test
Claude Codev0.1.1 · manifest

Pitch Agent

Explore a self-contained agent package with modeling and deck-writing skill files; connected-data access is a separate prerequisite.

Source: anthropics/financial-services
plugins/agent-plugins/pitch-agent · Publisher marketplace

Includes 11 observed skills · 1 observed agent

Self-contained agent plugin
Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries.

Matches this task · Manifest fields inspected · Not a runtime test
OpenAI / Codexv0.1.7 · manifest

Sharepoint

Use accessible SharePoint content through its configured connector.

Source: openai/plugins

Includes App connection

Manifest declarations checked. Account, workspace and task permissions still need confirmation.

Matches this task · Manifest fields inspected · Not a runtime test
Claude Codev1.0.1 · manifest

Sp Global

Inspect partner-authored company-report and earnings-preview methods with separately governed data access.

Source: anthropics/financial-services
plugins/partner-built/spglobal · Publisher marketplace

Includes 3 observed skills · MCP configuration

Partner-authored plugin
Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries.

Matches this task · Manifest fields inspected · Not a runtime test
Claude Codev0.1.0 · manifest

Statement Auditor

Inspect bundled statement-checking methods for human-reviewed report preparation, not an audit opinion.

Source: anthropics/financial-services
plugins/agent-plugins/statement-auditor · Publisher marketplace

Includes 3 observed skills · 1 observed agent

Self-contained agent plugin
Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries.

Matches this task · Manifest fields inspected · Not a runtime test
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Snapshot assembled 2026-09-12; each package retains its actual observation date. Component lists can be partial; account access and task success remain unknown until you verify them in your own environment.