{ "name": "claude-for-financial-services", "owner": { "name": "Matt Piccolella" }, "plugins": [ { "name": "financial-analysis", "displayName": "Financial Analysis", "source": "./plugins/vertical-plugins/financial-analysis", "description": "Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC" }, { "name": "investment-banking", "displayName": "Investment Banking", "source": "./plugins/vertical-plugins/investment-banking", "description": "Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management" }, { "name": "equity-research", "displayName": "Equity Research", "source": "./plugins/vertical-plugins/equity-research", "description": "Equity research tools: earnings analysis, initiating coverage reports, and research workflows" }, { "name": "private-equity", "displayName": "Private Equity", "source": "./plugins/vertical-plugins/private-equity", "description": "Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach" }, { "name": "wealth-management", "displayName": "Wealth Management", "source": "./plugins/vertical-plugins/wealth-management", "description": "Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting" }, { "name": "fund-admin", "displayName": "Fund Administration", "source": "./plugins/vertical-plugins/fund-admin", "description": "Fund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out" }, { "name": "operations", "displayName": "Operations", "source": "./plugins/vertical-plugins/operations", "description": "Operational workflows: KYC document parsing and rules-grid evaluation" }, { "name": "pitch-agent", "displayName": "Pitch Agent", "source": "./plugins/agent-plugins/pitch-agent", "description": "Comps, precedents, LBO to a branded pitch deck, end to end" }, { "name": "market-researcher", "displayName": "Market Researcher", "source": "./plugins/agent-plugins/market-researcher", "description": "Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist" }, { "name": "earnings-reviewer", "displayName": "Earnings Reviewer", "source": "./plugins/agent-plugins/earnings-reviewer", "description": "Earnings call and filings to model update to note draft" }, { "name": "meeting-prep-agent", "displayName": "Meeting Prep Agent", "source": "./plugins/agent-plugins/meeting-prep-agent", "description": "Briefing pack before every client meeting" }, { "name": "model-builder", "displayName": "Model Builder", "source": "./plugins/agent-plugins/model-builder", "description": "DCF, LBO, 3-statement, comps - live in Excel" }, { "name": "gl-reconciler", "displayName": "GL Reconciler", "source": "./plugins/agent-plugins/gl-reconciler", "description": "Finds breaks, traces root cause, routes for sign-off" }, { "name": "kyc-screener", "displayName": "KYC Screener", "source": "./plugins/agent-plugins/kyc-screener", "description": "Parses onboarding docs, runs the rules engine, flags gaps" }, { "name": "valuation-reviewer", "displayName": "Valuation Reviewer", "source": "./plugins/agent-plugins/valuation-reviewer", "description": "Ingests GP packages, runs valuation template, stages LP reporting" }, { "name": "month-end-closer", "displayName": "Month-End Closer", "source": "./plugins/agent-plugins/month-end-closer", "description": "Accruals, roll-forwards, variance commentary" }, { "name": "statement-auditor", "displayName": "Statement Auditor", "source": "./plugins/agent-plugins/statement-auditor", "description": "Audits pre-generated LP statements before distribution" }, { "name": "lseg", "displayName": "LSEG", "source": "./plugins/partner-built/lseg", "description": "Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics." }, { "name": "sp-global", "displayName": "S&P Global", "source": "./plugins/partner-built/spglobal", "description": "S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries" }, { "name": "claude-for-msft-365-install", "displayName": "Claude for Microsoft 365 Install", "source": "./claude-for-msft-365-install", "description": "Provision direct cloud access (Vertex AI, Bedrock, or LLM gateway) for the Claude Microsoft 365 add-in. Generates the customized manifest, walks through Azure admin consent, and writes per-user config via Graph extension attributes." } ] }