fix(plugins): add SKILL.md frontmatter, repair hooks.json, dedupe spglobal MCP

The marketplace loader rejected 9 of 20 plugins on sync: - 29 vertical-plugin SKILL.md sources had no YAML frontmatter — the skill name/description sat in the body as a bare `description:` line after the `# Title` H1. Synthesized proper `--- name/description ---` frontmatter (name = skill dir, description = the existing body text), matching the loading skills (e.g. fund-admin/accrual-schedule). Agent bundles re-synced via scripts/sync-agent-skills.py (12 copies). - 4 hooks/hooks.json were `[]`; the loader requires a JSON object. Changed to `{ "hooks": {} }` — the form investment-banking already uses and that synced clean. - partner-built/spglobal defined the `spglobal` MCP server both inline in plugin.json and in .mcp.json (identical). Dropped the inline copy; .mcp.json is the canonical location. scripts/check.py: OK — 80 files, 0 issues.
2026-05-19 08:42:29 -07:00
parent 3edda1c467
commit 8d599990ae
51 changed files with 225 additions and 100 deletions
@@ -1,6 +1,6 @@
 {
  "name": "earnings-reviewer",
-  "version": "0.1.0",
+  "version": "0.1.1",
  "description": "Earnings call and filings to model update to note draft",
  "author": {
    "name": "Anthropic FSI"
@@ -1,6 +1,9 @@
-# Earnings Preview
-
+---
+name: earnings-preview
 description: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
+---
+
+# Earnings Preview

 ## Workflow

@@ -1,6 +1,9 @@
-# Model Update
-
+---
+name: model-update
 description: Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".
+---
+
+# Model Update

 ## Workflow

@@ -1,6 +1,9 @@
-# Morning Note
-
+---
+name: morning-note
 description: Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".
+---
+
+# Morning Note

 ## Workflow

@@ -1,6 +1,6 @@
 {
  "name": "market-researcher",
-  "version": "0.1.0",
+  "version": "0.1.1",
  "description": "Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist",
  "author": {
    "name": "Anthropic FSI"
@@ -1,6 +1,9 @@
-# Idea Generation
-
+---
+name: idea-generation
 description: Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".
+---
+
+# Idea Generation

 ## Workflow

@@ -1,6 +1,9 @@
-# Sector Overview
-
+---
+name: sector-overview
 description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
+---
+
+# Sector Overview

 ## Workflow

@@ -1,6 +1,6 @@
 {
  "name": "meeting-prep-agent",
-  "version": "0.1.0",
+  "version": "0.1.1",
  "description": "Briefing pack before every client meeting",
  "author": {
    "name": "Anthropic FSI"
@@ -1,6 +1,9 @@
-# Client Report
-
+---
+name: client-report
 description: Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
+---
+
+# Client Report

 ## Workflow

@@ -1,6 +1,9 @@
-# Client Review Prep
-
+---
+name: client-review
 description: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
+---
+
+# Client Review Prep

 ## Workflow

@@ -1,6 +1,9 @@
-# Investment Proposal
-
+---
+name: investment-proposal
 description: Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
+---
+
+# Investment Proposal

 ## Workflow

@@ -1,6 +1,6 @@
 {
  "name": "pitch-agent",
-  "version": "0.1.0",
+  "version": "0.1.1",
  "description": "Comps, precedents, LBO to a branded pitch deck, end to end",
  "author": {
    "name": "Anthropic FSI"
@@ -1,6 +1,9 @@
-# Sector Overview
-
+---
+name: sector-overview
 description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
+---
+
+# Sector Overview

 ## Workflow

@@ -1,6 +1,6 @@
 {
  "name": "valuation-reviewer",
-  "version": "0.1.0",
+  "version": "0.1.1",
  "description": "Ingests GP packages, runs valuation template, stages LP reporting",
  "author": {
    "name": "Anthropic FSI"
@@ -1,6 +1,9 @@
-# Investment Committee Memo
-
+---
+name: ic-memo
 description: Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".
+---
+
+# Investment Committee Memo

 ## Workflow

@@ -1,6 +1,9 @@
-# Portfolio Monitoring
-
+---
+name: portfolio-monitoring
 description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
+---
+
+# Portfolio Monitoring

 ## Workflow

@@ -1,6 +1,9 @@
-# Returns Analysis
-
+---
+name: returns-analysis
 description: Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".
+---
+
+# Returns Analysis

 ## Workflow

@@ -1,7 +1,7 @@
 {
  "name": "sp-global",
  "description": "S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries",
-  "version": "1.0.0",
+  "version": "1.0.1",
  "author": {
    "name": "Kensho Technologies",
    "email": "spglobal-agent-skills-maintainers@kensho.com"
@@ -9,11 +9,13 @@
  "homepage": "https://www.marketplace.spglobal.com/en/solutions/kensho-llm-ready-api-%28a156fe9f-5564-4f60-a624-95d8645dc98f%29",
  "repository": "https://github.com/kensho-technologies/spglobal-agent-skills",
  "license": "Apache-2.0",
-  "keywords": ["sp-global", "finance", "capital-iq", "tearsheets", "earnings", "transactions", "excel"],
-  "mcpServers": {
-    "spglobal": {
-      "type": "http",
-      "url": "https://kfinance.kensho.com/integrations/mcp"
-    }
-  }
-}
+  "keywords": [
+    "sp-global",
+    "finance",
+    "capital-iq",
+    "tearsheets",
+    "earnings",
+    "transactions",
+    "excel"
+  ]
+}
@@ -1,6 +1,6 @@
 {
  "name": "equity-research",
-  "version": "0.1.1",
+  "version": "0.1.2",
  "description": "Equity research tools: earnings analysis, initiating coverage reports, and research workflows",
  "author": {
    "name": "Anthropic FSI"
@@ -1,6 +1,9 @@
-# Catalyst Calendar
-
+---
+name: catalyst-calendar
 description: Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".
+---
+
+# Catalyst Calendar

 ## Workflow

@@ -1,6 +1,9 @@
-# Earnings Preview
-
+---
+name: earnings-preview
 description: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
+---
+
+# Earnings Preview

 ## Workflow

@@ -1,6 +1,9 @@
-# Idea Generation
-
+---
+name: idea-generation
 description: Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".
+---
+
+# Idea Generation

 ## Workflow

@@ -1,6 +1,9 @@
-# Model Update
-
+---
+name: model-update
 description: Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".
+---
+
+# Model Update

 ## Workflow

@@ -1,6 +1,9 @@
-# Morning Note
-
+---
+name: morning-note
 description: Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".
+---
+
+# Morning Note

 ## Workflow

@@ -1,6 +1,9 @@
-# Sector Overview
-
+---
+name: sector-overview
 description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
+---
+
+# Sector Overview

 ## Workflow

@@ -1,6 +1,9 @@
-# Thesis Tracker
-
+---
+name: thesis-tracker
 description: Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".
+---
+
+# Thesis Tracker

 ## Workflow

@@ -1,6 +1,6 @@
 {
  "name": "investment-banking",
-  "version": "0.2.0",
+  "version": "0.2.1",
  "description": "Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management",
  "author": {
    "name": "Anthropic"
@@ -1,6 +1,9 @@
-# Buyer List
-
+---
+name: buyer-list
 description: Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".
+---
+
+# Buyer List

 ## Workflow

@@ -1,6 +1,9 @@
-# CIM Builder
-
+---
+name: cim-builder
 description: Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".
+---
+
+# CIM Builder

 ## Workflow

@@ -1,6 +1,9 @@
-# Deal Tracker
-
+---
+name: deal-tracker
 description: Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".
+---
+
+# Deal Tracker

 ## Workflow

@@ -1,6 +1,9 @@
-# Merger Model
-
+---
+name: merger-model
 description: Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".
+---
+
+# Merger Model

 ## Workflow

@@ -1,6 +1,9 @@
-# Process Letter
-
+---
+name: process-letter
 description: Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics. Triggers on "process letter", "bid instructions", "IOI letter", "bid procedures", "final round letter", or "management meeting invite".
+---
+
+# Process Letter

 ## Workflow

@@ -1,6 +1,9 @@
-# Teaser
-
+---
+name: teaser
 description: Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side".
+---
+
+# Teaser

 ## Workflow

@@ -1,6 +1,6 @@
 {
  "name": "private-equity",
-  "version": "0.1.1",
+  "version": "0.1.2",
  "description": "Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach",
  "author": {
    "name": "Anthropic FSI"
@@ -1,6 +1,9 @@
-# Portfolio AI Readiness
-
+---
+name: ai-readiness
 description: Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".
+---
+
+# Portfolio AI Readiness

 ## Workflow

@@ -1,6 +1,9 @@
-# Due Diligence Checklist
-
+---
+name: dd-checklist
 description: Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".
+---
+
+# Due Diligence Checklist

 ## Workflow

@@ -1,6 +1,9 @@
-# Diligence Meeting Prep
-
+---
+name: dd-meeting-prep
 description: Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".
+---
+
+# Diligence Meeting Prep

 ## Workflow

@@ -1,6 +1,9 @@
-# Deal Screening
-
+---
+name: deal-screening
 description: Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".
+---
+
+# Deal Screening

 ## Workflow

@@ -1,6 +1,9 @@
-# Deal Sourcing
-
+---
+name: deal-sourcing
 description: PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".
+---
+
+# Deal Sourcing

 ## Workflow

@@ -1,6 +1,9 @@
-# Investment Committee Memo
-
+---
+name: ic-memo
 description: Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".
+---
+
+# Investment Committee Memo

 ## Workflow

@@ -1,6 +1,9 @@
-# Portfolio Monitoring
-
+---
+name: portfolio-monitoring
 description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
+---
+
+# Portfolio Monitoring

 ## Workflow

@@ -1,6 +1,9 @@
-# Returns Analysis
-
+---
+name: returns-analysis
 description: Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".
+---
+
+# Returns Analysis

 ## Workflow

@@ -1,6 +1,9 @@
-# Unit Economics Analysis
-
+---
+name: unit-economics
 description: Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".
+---
+
+# Unit Economics Analysis

 ## Workflow

@@ -1,6 +1,9 @@
-# Value Creation Plan
-
+---
+name: value-creation-plan
 description: Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".
+---
+
+# Value Creation Plan

 ## Workflow

@@ -1,6 +1,6 @@
 {
  "name": "wealth-management",
-  "version": "0.1.1",
+  "version": "0.1.2",
  "description": "Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting",
  "author": {
    "name": "Anthropic FSI"
@@ -1,6 +1,9 @@
-# Client Report
-
+---
+name: client-report
 description: Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
+---
+
+# Client Report

 ## Workflow

@@ -1,6 +1,9 @@
-# Client Review Prep
-
+---
+name: client-review
 description: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
+---
+
+# Client Review Prep

 ## Workflow

@@ -1,6 +1,9 @@
-# Financial Plan
-
+---
+name: financial-plan
 description: Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash flow analysis", or "plan update".
+---
+
+# Financial Plan

 ## Workflow

@@ -1,6 +1,9 @@
-# Investment Proposal
-
+---
+name: investment-proposal
 description: Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
+---
+
+# Investment Proposal

 ## Workflow

@@ -1,6 +1,9 @@
-# Portfolio Rebalance
-
+---
+name: portfolio-rebalance
 description: Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".
+---
+
+# Portfolio Rebalance

 ## Workflow

@@ -1,6 +1,9 @@
-# Tax-Loss Harvesting
-
+---
+name: tax-loss-harvesting
 description: Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".
+---
+
+# Tax-Loss Harvesting

 ## Workflow