Prepare financial models

Earnings Reviewer

Inspect bundled earnings-analysis and model-update methods in an agent package for reviewable research drafts.

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

Includes 6 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.

Equity Research

Organize earnings evidence, coverage notes and model-update drafts; outputs are not investment recommendations.

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

Includes 9 observed skills · 9 observed commands · Hooks

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.

Financial Analysis

Inspect modeling and spreadsheet-review methods plus the core connector file; the recorded MCP JSON has a parse error.

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

Includes 13 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.

Recorded MCP JSON parse error. Inspect the source issue in this detail.

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.

Lseg

Inspect partner-authored market-data and analytics workflows; provider subscriptions and data access remain separate.

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

Includes 8 observed skills · 8 observed commands · 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.

Market Researcher

Explore an agent package for assembling sector evidence and peer-comparison drafts for review.

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

Includes 5 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.

Model Builder

Inspect a self-contained modeling agent package whose DCF and spreadsheet skills are already bundled.

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

Includes 6 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.

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.

Private Equity

Prepare diligence workpapers, draft committee memos and scenario-model inputs for human review.

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

Includes 10 observed skills · 10 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.

Valuation Reviewer

Prepare draft valuation and reporting workpapers from supplied fund materials for professional review.

Source: anthropics/financial-services
plugins/agent-plugins/valuation-reviewer · 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.

Wealth Management

Inspect client-reporting and planning templates for qualified review, not a service that recommends or executes trades.

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

Includes 6 observed skills · 6 observed commands · Hooks

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.