- Move verticals from repo root into plugins/vertical-plugins/ and partner
plugins into plugins/partner-built/
- Add 10 named, self-contained agent plugins under plugins/agent-plugins/
(Pitch Agent, Market Researcher, Earnings Reviewer, Model Builder,
Meeting Prep, GL Reconciler, Month-End Closer, Statement Auditor,
Valuation Reviewer, KYC Screener) — each bundles its own skills so it
installs standalone
- Add managed-agent-cookbooks/ (one per agent) with subagent isolation
and steering examples for /v1/agents deployment
- Add fund-admin and operations verticals so the finance-ops/onboarding
agents ship real domain skills
- Add scripts/ (check.py manifest lint, sync-agent-skills.py,
deploy-managed-agent.sh, orchestrate.py reference loop,
test-cookbooks.sh)
- Add .github/workflows/secret-scan.yml (gitleaks + internal-ref grep)
- Tighten agent tool grants to declared MCPs only — no Bash, WebFetch,
or undeclared mcp__* references in any agent
- Add not-investment-advice disclaimer to README
- Rename claude-in-office to claude-for-msft-365-install (content
unchanged)
Migrated from anthropics/office-agent. Provides /setup, /manifest, /consent,
/update-user-attrs, and /debug commands for M365 admins provisioning the
Claude Office add-in with direct cloud access (Vertex AI, Bedrock, or an
LLM gateway).
- Created partner-built/ directory for plugins maintained by data partners
- Moved lseg/ and spglobal/ into partner-built/
- Updated marketplace.json source paths
- Added Partner-Built Plugins section to README
- Replace employee names (Matt Piccolella, Nicholas Lin) with Anthropic
- Replace Anthropic example in initiating-coverage templates with
generic Acme Health company
- Remove anthropic-fsi- and anthropic-initiation-coverage prefixes
from all skill names and references
- Clean skill names: 3-statements, competitive-analysis, pitch-deck,
datapack-builder, initiating-coverage
- Replace all fsi-plugins-dev/anthropic-experimental references with
anthropics/financial-services-plugins
- Update marketplace.json name
- Clean up IB README to reflect actual skills in that plugin
(removed cross-references to equity-research and financial-analysis skills)
Matt Piccolella