Value a company
Use the financial-analysis plugin to compare trading multiples, build a discounted cash flow valuation, or populate an existing leveraged buyout or three-statement model template.
Overview
Claude for Financial Services is a marketplace of plugins for financial analysts, bankers, investment teams, and finance operations. The financial-analysis core provides modeling skills and financial data connectors; additional plugins cover research, transactions, private equity, and operational workflows. Add the marketplace, then install the plugins you need, each as a complete package.
Claude applies relevant skills automatically, while you start slash commands explicitly. Named agent plugins coordinate broader workflows and appear in Cowork dispatch after installation. The files can be adapted to your firm’s terminology, analysis methods, and presentation standards.
- Review before relying on results Outputs are drafts for qualified professional review; they do not authorize transactions, ledger postings, or client onboarding.
- Data access is separate Financial data connectors may require a subscription or API key from the provider.
Use Cases
Update coverage after earnings
With the equity-research plugin, turn quarterly results into an earnings update, revise model assumptions, and track changes to the investment thesis.
Prepare a sell-side process
Use the investment-banking plugin to draft a confidential information memorandum, create an anonymous teaser, identify potential buyers, and prepare bid instructions.
Screen a private equity opportunity
Compare an inbound deal with the fund’s criteria, organize diligence requests, and draft an investment committee memo using the private-equity plugin.
Investigate accounting breaks
Use the fund-admin skills to compare general ledger and subledger records, trace discrepancies to source entries, and prepare an exception report for sign-off.
Prepare client onboarding for review
Use the operations skills to extract fields from an onboarding packet and evaluate them against your firm’s KYC and anti-money-laundering rules. Compliance staff make the onboarding decision.
Components
These resources span separately installed plugins. Financial-analysis contains the core modeling skills; other workflow, partner, and agent plugins supply additional resources. The Office administration commands belong to the separate claude-for-msft-365-install plugin.
Skills are applied when relevant. Commands are started manually; each command’s Usage link opens its instructions. To use a named agent in Cowork, install its matching agent plugin from the marketplace, then select it in Cowork dispatch. Each agent below identifies its inputs and data connections.
Skills
These plugins' skills 63What you’ll need
Showing all 63
Models and valuation
3-statement-model
Populate an existing template with linked income, balance sheet, and cash flow statements.
comps-analysis
Compare company operating metrics and valuation multiples in a spreadsheet.
dcf-model
Build discounted cash flow valuations with projections, discount rates, and sensitivities.
lbo-model
Complete an existing Excel leveraged buyout template with formulas and calculation checks.
merger-model
Model acquisition accretion or dilution, synergies, and purchase price allocation.
returns-analysis
Model private equity return sensitivities across valuation, leverage, growth, and holding periods.
unit-economics
Analyze recurring revenue cohorts, retention, acquisition costs, and customer payback.
Company and sector research
idea-generation
Find equity research ideas through quantitative screens and thematic research.
sector-overview
Draft sector reports covering market dynamics, competitors, and thematic trends.
competitive-analysis
Build competitive landscape presentations covering positioning, peers, and strategic implications.
equity-research
Combine estimates, fundamentals, prices, and macro context into an LSEG research snapshot.
tear-sheet
Create company summaries for different audiences using S&P Capital IQ data.
initiating-coverage
Develop initiation reports through dependent research, modeling, valuation, and publishing tasks.
catalyst-calendar
Track earnings, conferences, regulatory decisions, and other events across coverage names.
earnings-preview
Prepare estimates, key metrics, and scenarios before a company reports earnings.
earnings-preview-single
Create a single-company HTML earnings preview using S&P Global and Kensho data.
earnings-analysis
Draft post-earnings research updates for companies already under coverage.
model-update
Revise financial models for earnings, guidance, or changed assumptions.
thesis-tracker
Maintain investment theses with new evidence, catalysts, and milestone updates.
morning-note
Draft morning meeting notes on overnight developments, coverage names, and events.
Markets and trading
macro-rates-monitor
Build LSEG dashboards combining macro indicators, yield curves, inflation, and swaps.
bond-relative-value
Compare bond pricing with curves and credit spreads using LSEG data.
bond-futures-basis
Assess bond futures basis, cheapest-to-deliver bonds, and implied repo rates using LSEG.
fixed-income-portfolio
Review bond portfolio cash flows, duration, and rate scenarios using LSEG.
swap-curve-strategy
Analyze swap curves, spreads, and curve trade scenarios using LSEG.
fx-carry-trade
Assess currency carry using forwards, rate differentials, and volatility from LSEG.
option-vol-analysis
Compare implied and realized volatility, option pricing, and Greeks using LSEG.
funding-digest
Summarize funding and capital markets activity in a slide using S&P Global data.
Deal sourcing and execution
deal-sourcing
Find target companies, check CRM relationships, and draft founder outreach.
deal-screening
Evaluate inbound deal materials against fund criteria and draft a screening memo.
datapack-builder
Extract and normalize source documents into financial data packs with documented assumptions.
dd-checklist
Create diligence request lists with workstreams, status tracking, and red flags.
dd-meeting-prep
Prepare targeted questions and benchmarks for management meetings and expert calls.
ic-memo
Draft investment committee memos from diligence, financial analysis, and deal terms.
buyer-list
Identify and prioritize strategic and financial buyers for a sell-side process.
teaser
Draft anonymous company teasers for buyer outreach before a nondisclosure agreement.
cim-builder
Organize company information into a draft confidential information memorandum.
fsi-strip-profile
Create company profile slides for pitch books and deal materials.
pitch-deck
Fill an existing pitch deck template with supplied financial data.
process-letter
Draft sell-side bid instructions, process letters, and management meeting correspondence.
deal-tracker
Track deal milestones, deadlines, action items, and overdue work.
Portfolio and client work
portfolio-monitoring
Compare portfolio company results with plan and flag KPI and budget variances.
value-creation-plan
Map post-acquisition priorities, owners, and KPIs to an EBITDA improvement plan.
ai-readiness
Rank AI opportunities across portfolio companies using quarterly updates and financials.
client-report
Draft client performance reports with portfolio returns, allocations, and market commentary.
client-review
Prepare portfolio summaries, talking points, and action items for client reviews.
investment-proposal
Draft client proposals covering investment approach, allocation, expected outcomes, and fees.
Accounting and compliance
gl-recon
Match general ledger and subledger records and classify reconciliation breaks.
break-trace
Trace a classified reconciliation break back to the originating entries.
accrual-schedule
Calculate period-end accruals and draft journal entries for controller approval.
roll-forward
Tie beginning and ending account balances through activity and reversals.
variance-commentary
Explain material financial variances against the prior period and budget.
nav-tieout
Recompute LP capital accounts and compare statements with the fund’s NAV pack.
kyc-doc-parse
Extract identity, ownership, funding, and document fields from onboarding packets.
kyc-rules
Apply firm KYC rules to parsed records and flag risks for escalation.
Documents and reusable skills
clean-data-xls
Standardize spreadsheet values, dates, casing, and duplicates before analysis.
audit-xls
Check spreadsheet formulas and model integrity across a range, sheet, or workbook.
xlsx-author
Write Excel files to disk in managed-agent sessions without an open Office app.
pptx-author
Write PowerPoint files to disk in managed-agent sessions without an open Office app.
deck-refresh
Update figures across an existing presentation without rebuilding its layouts.
ib-check-deck
Review presentation figures, narrative consistency, language, and formatting.
ppt-template-creator
Turn a supplied PowerPoint template into a reusable presentation skill.
skill-creator
Create or update Claude skills and package them as distributable .skill files.
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Commands
50/claude-for-msft-365-install:access-policiesDefine rules that allow or deny Office add-in features. Usage.
/claude-for-msft-365-install:bootstrapBuild an endpoint for per-user connectors, skills, and configuration. Usage.
/claude-for-msft-365-install:consentPrepare tenant admin consent for sign-in and Outlook access. Usage.
/claude-for-msft-365-install:debugInvestigate stale configuration, connection failures, and missing Office add-ins. Usage.
/claude-for-msft-365-install:entra-appRegister an Entra app for tenant-specific authentication and permissions. Usage.
/claude-for-msft-365-install:export-dataExport local add-in history, skills, connector registrations, and settings. Usage.
/claude-for-msft-365-install:manifestGenerate an Office add-in manifest containing your cloud configuration. Usage.
/claude-for-msft-365-install:setupGuide an administrator through cloud setup, consent, and manifest generation. Usage.
/claude-for-msft-365-install:update-user-attrsWrite per-user routing configuration through Microsoft Graph extension attributes. Usage.
/lseg:analyze-bond-basisEvaluate bond futures basis and delivery economics with LSEG data. Usage.
/lseg:analyze-bond-rvAssess bond relative value against curves and credit spreads. Usage.
/lseg:analyze-fx-carryCompare currency carry with forward pricing and volatility risk. Usage.
/lseg:analyze-option-volExamine volatility surfaces, option Greeks, and implied versus realized volatility. Usage.
/lseg:analyze-swap-curveAnalyze swap curves alongside government yields and inflation curves. Usage.
/lseg:macro-ratesBuild a macro and rates dashboard for a country and timeframe. Usage.
/lseg:research-equityAssemble a company research snapshot from LSEG estimates and fundamentals. Usage.
/lseg:review-fi-portfolioReview bond portfolio pricing, cash flows, and scenario exposure. Usage.
/equity-research:catalystsBuild or review upcoming events across the coverage universe. Usage.
/equity-research:earnings-previewPrepare consensus estimates, key metrics, and earnings scenarios. Usage.
/equity-research:earningsAnalyze a company’s quarterly results and draft an earnings update. Usage.
/equity-research:initiateStart the research and modeling workflow for an initiation report. Usage.
/equity-research:model-updateUpdate a coverage model with earnings, guidance, or revised assumptions. Usage.
/equity-research:morning-noteDraft a coverage note on overnight developments and earnings reactions. Usage.
/equity-research:screenRun stock screens or thematic searches for research ideas. Usage.
/equity-research:sectorDraft a sector landscape report with market and competitive analysis. Usage.
/equity-research:thesisCreate an investment thesis or update it with new evidence. Usage.
/financial-analysis:3-statement-modelPopulate an existing template with linked financial statements. Usage.
/financial-analysis:competitive-analysisDevelop a competitive landscape analysis for a company or industry. Usage.
/financial-analysis:compsCompare a company with peers using trading multiples. Usage.
/financial-analysis:dcfBuild a DCF valuation with terminal multiples informed by comparables. Usage.
/financial-analysis:debug-modelAudit an Excel model’s formulas, balances, and financial logic. Usage.
/financial-analysis:lboStart leveraged buyout modeling for a company or acquisition. Usage.
/financial-analysis:ppt-templateCreate a reusable skill from a supplied PowerPoint template. Usage.
/investment-banking:buyer-listDevelop a buyer universe for a company or sector. Usage.
/investment-banking:cimDraft a confidential information memorandum for a company. Usage.
/investment-banking:deal-trackerReview deal status, update milestones, and manage outstanding actions. Usage.
/investment-banking:merger-modelModel the earnings impact of an acquirer buying a target. Usage.
/investment-banking:one-pagerCreate a company profile using a branded presentation template. Usage.
/investment-banking:process-letterDraft initial or final-round bid instructions for a sale process. Usage.
/investment-banking:teaserDraft an anonymous one-page introduction to a company for sale. Usage.
/private-equity:ai-readinessAssess and rank AI opportunities across portfolio companies. Usage.
/private-equity:dd-checklistCreate a sector-specific diligence checklist with status tracking. Usage.
/private-equity:dd-prepPrepare questions, benchmarks, and red flags for a diligence meeting. Usage.
/private-equity:ic-memoDraft an investment committee memo from the deal’s supporting analysis. Usage.
/private-equity:portfolioCompare a portfolio company’s performance with plan and flag variances. Usage.
/private-equity:returnsCalculate private equity return sensitivities across deal assumptions. Usage.
/private-equity:screen-dealScreen a supplied CIM or teaser against investment criteria. Usage.
/private-equity:sourceDiscover target companies, check CRM history, and draft outreach. Usage.
/private-equity:unit-economicsAnalyze customer economics, recurring revenue cohorts, and retention. Usage.
/private-equity:value-creationDevelop a post-acquisition plan with priorities, KPIs, and an EBITDA bridge. Usage.
Agents
10earnings-reviewer
Process an earnings event into a model update and draft research note.
Prepare an earnings review
Provide the company’s earnings call, filings, and coverage model. The workflow uses FactSet and Daloopa connections. Workflow and inputs.
gl-reconciler
Investigate ledger discrepancies and prepare an exception report for sign-off.
Prepare a reconciliation
Provide the trade date and asset classes, with access to your internal general ledger and subledger. Workflow and inputs.
kyc-screener
Assemble onboarding checks and screening results for compliance review.
Prepare an onboarding review
Provide the onboarding packet and your firm’s rules, with access to the screening connection. The compliance officer decides how to resolve flagged risks. Workflow and inputs.
market-researcher
Develop sector research with competitive analysis, peer comparisons, and ideas.
Prepare a sector brief
Specify the sector or theme. The workflow uses Capital IQ or FactSet data to develop the peer comparisons and research note. Workflow and inputs.
meeting-prep-agent
Build client meeting briefings from relationship history, holdings, and market context.
Prepare a client briefing
Identify the client or prospect and meeting, with access to CRM and financial context. Workflow and inputs.
model-builder
Build valuation and financial models from a company and assumptions.
Prepare a model
Provide a company ticker and assumptions. The workflow uses Capital IQ and Daloopa data for DCF, leveraged buyout, three-statement, or trading-comparables models. Workflow and inputs.
month-end-closer
Prepare accruals, roll-forwards, and commentary for controller sign-off.
Prepare a close package
Specify the entity and period and provide access to internal ledger data. The package is staged for controller approval. Workflow and inputs.
pitch-agent
Develop company valuation work into a branded first-draft pitch deck.
Prepare a first-draft pitch
Provide the target company, strategic situation, and your bank’s PowerPoint template, with access to Capital IQ data. Workflow and inputs.
statement-auditor
Check prepared LP statements against the fund’s NAV pack before distribution.
Prepare a statement audit
Provide the prepared LP statements and access to the fund’s NAV pack. Review discrepancies before distribution. Workflow and inputs.
valuation-reviewer
Review GP valuation packages and stage reporting for limited partners.
Prepare a valuation review
Provide the fund’s GP valuation packages, valuation template, and portfolio data connection for quarter-end review. Workflow and inputs.
MCP servers
12lseg
Use LSEG financial data and analytics for bonds, currencies, options, and macro research.
spglobal
Use S&P Global data for company summaries, earnings previews, and funding research.
daloopa
Bring reported financials, consensus, and filings into modeling and earnings reviews.
morningstar
Connect Morningstar data to Claude’s financial analysis workflows.
factset
Use FactSet data for earnings reviews, peer comparisons, and research.
moodys
Connect Moody’s data to Claude’s financial analysis workflows.
mtnewswire
Connect MT Newswires data to Claude’s financial research workflows.
aiera
Connect Aiera data to Claude’s financial research workflows.
pitchbook
Connect PitchBook data to Claude’s financial research workflows.
chronograph
Connect Chronograph data to Claude’s financial analysis workflows.
egnyte
Connect Egnyte to Claude for financial services workflows.
box
Connect Box to Claude for financial services workflows.
Install
Add the marketplace, install the financial-analysis core first, then choose the additional plugins your work needs. Each selection installs a whole plugin with its bundled components.
Claude Code
Use an installed copy of Claude Code on your computer. This installs plugins for local Claude Code sessions; cloud sessions do not load locally installed plugins. Plugin installation guide.
- 01
Add the financial services marketplace from your terminal.
claude plugin marketplace add anthropics/financial-servicesThe marketplace makes its individual plugins available for installation.
- 02
Install the financial-analysis core from the same terminal. It supplies the shared modeling skills and financial data connectors.
claude plugin install financial-analysis@claude-for-financial-services - 03
Install any additional plugins you need from this marketplace in Claude Code’s plugin manager. Choose workflow bundles such as investment-banking, equity-research, private-equity, fund-admin, or operations; a named agent plugin; or a partner plugin such as LSEG or S&P Global. Each plugin is a separate installation, including its bundled components.
- 04
Start a new Claude Code session to load the plugins installed from the terminal.
- 05
Check that each selected plugin appears in the plugin manager’s Installed tab. Open the slash menu and look for skills under the installed plugin’s name.
The selected plugins are installed and their skills are available in the session.
Before using connected financial data, arrange any subscription or API key your provider requires. Use Claude Code’s MCP connection manager for connector authentication. MCP connection management.
The claude-for-msft-365-install plugin is separate administration tooling for deploying the Microsoft 365 add-in. Install it in Claude Code if you administer that deployment; its setup guide covers the tenant and cloud configuration.
Install the financial services plugins from Cowork in the Claude Desktop app. Financial services installation guide.
- 06
Open the Claude Desktop app and select the Cowork tab.
- 07
Select Customize in the left sidebar, then Browse plugins. Select Personal, click the + button, and choose Add marketplace from GitHub. Enter https://github.com/anthropics/financial-services.
The financial services marketplace lists its available plugins.
- 08
Browse the marketplace and install the financial analysis core first. Then install the workflow, named agent, or partner plugins you need. Each selection installs that whole plugin.
- 09
Check Customize → Skills → Your skills for the skills supplied by your installed plugins. In your Cowork session, open the slash menu to find a skill you can select.
The plugins activate automatically after installation, and their skills are available in Cowork.
Before using connected financial data, arrange any subscription or API key your provider requires. The claude-for-msft-365-install administration plugin is for Claude Code.