Commit Graph

47 Commits

Author SHA1 Message Date
manar-ant 5ae6748fb6 docs(claude-in-office): document graph_client_id manifest param for BYO Entra app (#78) 2026-04-29 20:34:15 -04:00
Vivek Nair 532221dcf1 docs(claude-in-office): document otlp_resource_attributes config key (#73)
Adds the new `otlp_resource_attributes` key (comma-separated k=v, same
format as OTEL_RESOURCE_ATTRIBUTES) to:

- build-manifest.mjs KEYS validator
- manifest.md / bootstrap.md telemetry sections
- update-user-attrs.md key table

Paired with anthropics/office-agent OA-336.
2026-04-22 23:20:45 -04:00
manar-ant 356f09fe93 feat(manifest): add inference_headers config key (#68)
JSON object of extra HTTP headers the add-in attaches to every request
it sends to the configured gateway. Lets enterprise gateways receive
accounting or routing tags without a header-injecting proxy in front.

- build-manifest.mjs: KEYS validator entry
- manifest.md / bootstrap.md / update-user-attrs.md: documented with
  example and reserved-header list
2026-04-17 17:50:20 -04:00
manar-ant a9c6d61315 fix(manifest): accept gateway_auth_header and gateway_api_format case-insensitively (#65) 2026-04-15 15:13:09 -04:00
Omar Mihilmy c35ff8cd34 feat(claude-in-office): Python bootstrap reference server with RBAC (#64)
Adds examples/python-bootstrap/: a ~80-line FastAPI reference for the
bootstrap endpoint. Validates the Entra ID token, reads oid/groups from
claims, parses X-Claude-User-Agent for the Office host, and returns
skills + mcp_servers via a first-match RULES table in config.py.

Includes mint_dev_token.py (loopback-only RS256 dev tokens),
get_tenant_id.py, requirements.txt, and README.

Also documents the X-Claude-User-Agent request header and recommended
CORS preflight (Allow-Headers: Authorization, X-Claude-User-Agent, *)
in commands/bootstrap.md.
2026-04-15 12:31:47 -04:00
manar-ant ad39947a13 fix(manifest): add otlp_endpoint/otlp_headers to KEYS validator (#63) 2026-04-14 16:17:10 -04:00
alexa-perlov 38369baaf7 feat(manifest): add Azure AI Foundry config keys (#60)
Add azure_resource_name and azure_api_key to the build-manifest KEYS
table so admins can bake Foundry config into the add-in manifest.
Document the Foundry path in setup.md and the keys table in manifest.md.
2026-04-13 10:46:21 -07:00
manar-ant e96550afbb feat(claude-in-office): add gateway_api_format manifest key (#61)
Adds gateway_api_format (anthropic | bedrock | vertex) to the config key
set so admins can deploy against gateways exposing Bedrock InvokeModel
or Vertex rawPredict pass-through routes instead of /v1/messages.

- build-manifest.mjs: KEYS entry with /^(anthropic|bedrock|vertex)$/
- setup.md: gateway wizard asks for API format; vertex => also capture
  gcp_project_id + gcp_region; Step 6 smoke test now has three
  format-specific curls (path + body shape differ per format)
- manifest.md / update-user-attrs.md / bootstrap.md: docs for the key
2026-04-08 17:22:25 -04:00
Vivek Nair 90d7a0c0af feat: document otlp_endpoint and otlp_headers config keys (#57)
feat(claude-in-office): document otlp_endpoint and otlp_headers config keys
2026-04-05 11:34:12 -04:00
alexa-perlov 8470f2de5c feat(claude-in-office): accept mcp_servers key in build-manifest (#55)
Adds mcp_servers to the recognized KEYS table so admins can bake an
org-wide MCP server list into the manifest URL. Documents the key in
commands/manifest.md alongside the other cross-cutting keys, with a
shell-quoted example and a pointer to bootstrap.md for the full schema
and per-user delivery.
2026-04-01 20:15:35 -04:00
Omar Mihilmy 75aac9a8bb docs(claude-in-office): add devtools recipes for macOS and Windows (#51)
Adds a new section to the /debug skill covering how to attach browser
devtools to the add-in WebView on both platforms. The macOS recipe
includes the three-gate sequence (defaults write, Safari Develop menu,
Sonoma Privacy & Security allowlist) plus the gotcha that Office updates
silently reset the defaults-write flag. Windows covers both WebView2
(right-click or Edge DevTools Preview) and the IE11/Trident legacy path
via IEChooser.exe.

Also adds a triage table row so admins asking 'how do I see the console'
route here directly.
2026-04-01 12:18:51 -04:00
Omar Mihilmy 16321d982a Merge pull request #53 from anthropics/feat/bootstrap-command
feat(claude-in-office): add bootstrap command for mcp_servers and skills
2026-04-01 11:42:44 -04:00
Omar Mihilmy 2c728669c9 feat(claude-in-office): add bootstrap command for mcp_servers and skills 2026-04-01 10:23:05 -04:00
manar-ant 8f122c9f2b Merge pull request #52 from anthropics/manar/bootstrap-expires-at-docs
Document bootstrap_expires_at in bootstrap response
2026-03-31 23:37:49 -04:00
Manar Safi ef1b63b67a docs(claude-in-office): document bootstrap_expires_at response field
Adds bootstrap_expires_at to the bootstrap endpoint response example
and explains it enables proactive config refresh — the add-in re-calls
the endpoint before expiry. Epoch seconds or milliseconds, auto-detected.
2026-03-31 23:27:33 -04:00
manar-ant a757f2fd85 Merge pull request #48 from anthropics/manar/gateway-auth-header-key
Add gateway_auth_header manifest key
2026-03-30 11:04:02 -04:00
Manar Safi c22da9af23 docs(claude-in-office): document gateway_auth_header key
Explains the x-api-key vs Authorization: Bearer choice in the Gateway
section of setup.md, adds the key to manifest.md's per-cloud table, and
updates the Step 6 smoke-test curl with the alternate header form.
2026-03-29 11:05:26 -04:00
Manar Safi 618cf03007 feat(claude-in-office): add gateway_auth_header manifest key
Adds gateway_auth_header to the KEYS table so admins can configure
which header carries the gateway token. Accepts "x-api-key" (default)
or "authorization" (sends Authorization: Bearer <token>).

Pairs with add-in support for the same key in CustomerConfig.
2026-03-27 20:37:21 -04:00
Omar Mihilmy 62ba73a9b1 Merge pull request #47 from anthropics/add-claude-in-office-plugin
Add claude-in-office plugin for Office add-in deployment
2026-03-27 12:22:04 -04:00
Omar Mihilmy c7e5fc6d56 claude-in-office: make admin consent conditional on entra_sso
Consent is only required when entra_sso=1 (Bedrock or per-user config).
Gateway and Vertex with org-wide config skip it. Updates setup.md flow
and consent.md to reflect this.
2026-03-27 11:36:13 -04:00
Omar Mihilmy c9358a5d5c Add claude-in-office plugin for Office add-in deployment
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).
2026-03-27 10:57:28 -04:00
Omar Mihilmy b75df36855 Merge pull request #43 from anthropics/cxl/remove-yfinance
Remove unused yfinance dependency from dcf-model skill
2026-03-26 13:41:11 -04:00
Nicholas Lin 9a08cb4f7a Remove unused yfinance dependency from dcf-model skill
The package was listed in requirements.txt but never imported by any
script in the skill. Removing to reduce supply-chain surface area.
2026-03-26 10:43:28 -04:00
cxyback b881b3c73e Merge pull request #35 from anthropics/cxl/pe-ai-readiness
Add ai-readiness skill to private-equity plugin
2026-03-13 15:12:12 -07:00
Nicholas Lin 3efe45f1b9 Prompt for portfolio data source upfront in ai-readiness skill 2026-03-13 13:07:07 -07:00
Nicholas Lin e36e38a987 Add ai-readiness skill to private-equity plugin
Portfolio-wide AI opportunity scanner for operating partners. Ingests
quarterly materials across portcos, runs a go/wait gate on each
(data ready? owner? 30-day pilot?), ranks quick wins by EBITDA impact,
and surfaces replays that hit multiple companies at once.
2026-03-12 17:40:48 -07:00
vinitra-ant 609de35b17 Merge pull request #27 from anthropics/vinitra/update-ppt-skills
Update PowerPoint skills for Claude in PPT skills launch
2026-03-10 09:13:10 -07:00
Vinitra Rangan 530503a99a Merge remote-tracking branch 'origin/main' into vinitra/update-ppt-skills 2026-03-10 09:10:55 -07:00
Tobin South fc22a5ebce Merge pull request #29 from anthropics/fix/normalize-thousand-trillion-substring
Fix normalize_number matching 'thousand' as trillion
2026-03-10 14:38:17 +00:00
Manar Safi 2f5a932a38 Fix normalize_number matching 'thousand' as trillion
Substring matching checked 'T' before 'thousand', so 't' matched inside
'thousand' and returned the 1e12 multiplier instead of 1e3. Sort keys by
length descending so longer, more specific units always win.
2026-03-10 10:35:22 -04:00
Vinitra Rangan 52d23e26f7 Update PowerPoint skills for Claude in PPT skills launch
- Rewrite competitive-analysis: cleaner prose, explain-the-why over imperatives
- Rename check-deck -> ib-check-deck with the same rewrite treatment
- Add deck-refresh: updates figures across an existing deck without rebuilding,
  with a four-phase workflow (get data -> find all -> approve -> execute)
2026-03-09 16:12:30 -07:00
cxyback 1e7a0c4c1f Merge pull request #24 from anthropics/cxl/clean-data-audit-commands
Add clean-data-xls and audit-xls skills; consolidate model audits
2026-03-09 14:09:31 -07:00
Nicholas Lin 90f098ec95 Rename 3-statements skill to 3-statement-model 2026-03-08 21:08:30 -07:00
Nicholas Lin e27bd783c2 Add formulas-over-hardcodes guidance and consolidate audit skills
Adds critical principles across all Excel model-building skills (dcf-model, lbo-model, comps-analysis, 3-statements, clean-data-xls): prefer live formulas over computed values, verify step-by-step with user, Office JS environment support with merge-cell pitfall fix, minimal blue/grey color palette, and odd-grid sensitivity tables with highlighted base-case center cell. Merges check-model into audit-xls as a scope-based workflow (selection/sheet/model) so there's a single audit entry point.
2026-03-08 21:05:55 -07:00
Nicholas Lin a0a3e9d212 Add clean-data-xls and audit-xls skills
- clean-data-xls: clean messy spreadsheet data (whitespace, casing,
  numbers-as-text, date formats, duplicates, mixed types, encoding)
- audit-xls: audit formulas for accuracy and mistakes; scopes to sheet,
  whole model, or selection; reuses check-model for full-workbook audits
2026-03-08 18:04:15 -07:00
Tobin South c5947c8b06 Merge pull request #3 from anthropics/cxl/partner-built-folder
Move partner-built plugins into partner-built/ folder
2026-02-23 20:16:29 -08:00
Nicholas Lin 57c549424e Remove worktree from tracking, update gitignore 2026-02-23 23:04:05 -05:00
Nicholas Lin e631a87699 Move partner-built plugins (LSEG, S&P Global) into partner-built/ folder
- 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
2026-02-23 23:03:50 -05:00
cxyback df3eed3ee6 Merge pull request #2 from anthropics/add-partner-plugins
Add partner plugins: LSEG, S&P Global
2026-02-23 23:01:16 -05:00
Tobin South 227ca179e6 Add SRI integrity hashes to CDN script tags in S&P Global report template 2026-02-23 19:54:23 -08:00
Tobin South 3cec24f972 Add S&P Global plugin 2026-02-23 15:45:05 -08:00
Tobin South ba3dca19a1 Add LSEG Financial Analytics plugin 2026-02-23 15:45:05 -08:00
cxyback 86726dfcaa Merge pull request #1 from anthropics/cxl/cleanup-references
Update references to production repo, clean up IB README
2026-02-23 15:00:45 -05:00
Nicholas Lin bda5a3b502 Remove Plugin Details section, add disclaimer 2026-02-23 14:57:52 -05:00
Nicholas Lin 3285e81410 Remove internal references and sanitize content
- 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
2026-02-23 14:38:18 -05:00
Nicholas Lin b7dca5458b Update references to production repo, clean up IB README
- 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)
2026-02-23 14:33:47 -05:00
Nicholas Lin b891783b23 Initial commit: copy from fsi-plugins-dev
Financial services plugins for Claude Code covering:
- Equity Research
- Financial Analysis (comps, DCF, LBO, 3-statements, check-deck, check-model)
- Investment Banking (strip profiles, CIM, pitch decks, merger models)
- Private Equity (deal screening, IC memos, portfolio monitoring)
- Wealth Management
2026-02-23 14:28:34 -05:00