Nicholas Lin
b891783b23
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
Claude for Financial Services Plugins
Plugins that turn Claude into a specialist for financial services — investment banking, equity research, private equity, and wealth management. Built for Claude Cowork, also compatible with Claude Code.
Why Plugins
Cowork lets you set the goal and Claude delivers finished, professional work. Plugins let you go further: tell Claude how your firm does analysis, which data sources to pull from, how to handle critical workflows, and what slash commands to expose — so your team gets better and more consistent outcomes.
Each plugin bundles the skills, connectors, slash commands, and sub-agents for a specific financial services workflow. Out of the box, they give Claude a strong starting point for helping anyone in that role. The real power comes when you customize them for your firm — your models, your templates, your processes — so Claude works like it was built for your team.
What is Claude for Financial Services?
Claude for Financial Services is a comprehensive solution built on Claude for Enterprise with specialized capabilities for financial analysis. It connects Claude to the data sources and tools financial professionals use daily — eliminating the need to juggle multiple browser tabs and improving source verification to reduce the risk of errors from manual data gathering.
End-to-End Workflows
These plugins aren't just a collection of point tools — they enable complete workflows that span research, analysis, modeling, and output creation:
- Research to Report: Pull real-time data from MCP providers, analyze earnings results, and generate publication-ready equity research reports — all in a single session
- Spreadsheet Analysis: Build comparable company analyses, DCF models, and LBO models as fully functional Excel workbooks with live formulas, sensitivity tables, and industry-standard formatting
- Financial Modeling: Populate 3-statement models from SEC filings, cross-check assumptions against peer data, and stress-test scenarios — with blue/black/green color coding conventions built in
- Deal Materials: Draft CIMs, teasers, and process letters, then generate pitch deck slides and strip profiles using your firm's branded PowerPoint templates
- Portfolio to Presentation: Screen opportunities, run diligence checklists, build IC memos, and track portfolio KPIs — moving seamlessly from data to deliverable
Each workflow connects upstream data sources (via MCP) to downstream outputs (Excel, PowerPoint, Word), so you move from question to finished work product without context-switching.
Plugin Marketplace
Start with financial analysis — the core plugin that provides shared modeling tools and all MCP data connectors. Then add any function-specific plugins to enhance Claude's capabilities for your workflow.
| Plugin | Type | How it helps | Connectors |
|---|---|---|---|
| financial analysis | Core (install first) | Build comps, DCF models, LBO models, and 3-statement financials. QC presentations and create reusable PPT templates. Provides the shared foundation and all data connectors. | Daloopa, Morningstar, S&P Global, FactSet, Moody's, MT Newswires, Aiera, LSEG, PitchBook, Chronograph, Egnyte |
| investment banking | Add-on | Draft CIMs, teasers, and process letters. Build buyer lists, run merger models, create strip profiles, and track live deals through milestones. | — |
| equity research | Add-on | Write earnings updates and initiating coverage reports. Maintain investment theses, track catalysts, draft morning notes, and screen for new ideas. | — |
| private equity | Add-on | Source and screen deals, run due diligence checklists, analyze unit economics and returns, draft IC memos, and monitor portfolio company KPIs. | — |
| wealth management | Add-on | Prep for client meetings, build financial plans, rebalance portfolios, generate client reports, and identify tax-loss harvesting opportunities. | — |
41 skills, 38 commands, 11 MCP integrations
Install these directly from Cowork, browse the full collection here on GitHub, or build your own.
Getting Started
Cowork
Install plugins from claude.com/plugins.
Claude Code
# Add the marketplace
claude plugin marketplace add anthropic-experimental/fsi-plugins-dev
# Install the core plugin first (required)
claude plugin install financial-analysis@fsi-plugins-dev
# Then add function-specific plugins as needed
claude plugin install investment-banking@fsi-plugins-dev
claude plugin install equity-research@fsi-plugins-dev
claude plugin install private-equity@fsi-plugins-dev
claude plugin install wealth-management@fsi-plugins-dev
Once installed, plugins activate automatically. Skills fire when relevant, and slash commands are available in your session:
/comps [company] # Comparable company analysis
/dcf [company] # DCF valuation model
/earnings [company] [quarter] # Post-earnings update report
/one-pager [company] # One-page company profile
/ic-memo [project name] # Investment committee memo
/source [criteria] # Deal sourcing
/client-review [client] # Client meeting prep
How Plugins Work
Every plugin follows the same structure:
plugin-name/
├── .claude-plugin/plugin.json # Manifest
├── .mcp.json # Tool connections
├── commands/ # Slash commands you invoke explicitly
└── skills/ # Domain knowledge Claude draws on automatically
- Skills encode the domain expertise, best practices, and step-by-step workflows Claude needs to deliver professional-quality financial work. Claude draws on them automatically when relevant.
- Commands are explicit actions you trigger (e.g.,
/comps,/earnings,/ic-memo). - Connectors wire Claude to the external data sources your workflow depends on — financial data terminals, research platforms, document management, and more — via MCP servers.
Every component is file-based — markdown and JSON, no code, no infrastructure, no build steps.
MCP Integrations
All connectors are centralized in the financial analysis core plugin and shared across all add-on plugins.
| Provider | URL |
|---|---|
| Daloopa | https://mcp.daloopa.com/server/mcp |
| Morningstar | https://mcp.morningstar.com/mcp |
| S&P Global | https://kfinance.kensho.com/integrations/mcp |
| FactSet | https://mcp.factset.com/mcp |
| Moody's | https://api.moodys.com/genai-ready-data/m1/mcp |
| MT Newswires | https://vast-mcp.blueskyapi.com/mtnewswires |
| Aiera | https://mcp-pub.aiera.com |
| LSEG | https://api.analytics.lseg.com/lfa/mcp |
| PitchBook | https://premium.mcp.pitchbook.com/mcp |
| Chronograph | https://ai.chronograph.pe/mcp |
| Egnyte | https://mcp-server.egnyte.com/mcp |
MCP access may require a subscription or API key from the respective provider.
Making Them Yours
These plugins are starting points. They become much more useful when you customize them for how your firm actually works:
- Swap connectors — Edit
.mcp.jsonto point at your specific data providers and internal tools. - Add firm context — Drop your terminology, deal processes, and formatting standards into skill files so Claude understands your world.
- Bring your templates — Use
/ppt-templateto teach Claude your firm's branded PowerPoint layouts, so every deck matches your style guide. - Adjust workflows — Modify skill instructions to match how your team actually does analysis, not how a textbook says to.
- Build new plugins — Follow the structure above to create plugins for workflows we haven't covered yet.
As your team builds and shares plugins, Claude becomes a cross-functional expert. The context you define gets baked into every relevant interaction, so leaders can spend less time enforcing processes and more time improving them.
Plugin Details
financial analysis
Core financial modeling and analysis tools. Install this first — it provides the shared foundation and all data connectors used by the add-on plugins.
| Skill | Command | Description |
|---|---|---|
| comps-analysis | /comps |
Comparable company analysis with trading multiples |
| dcf-model | /dcf |
DCF valuation with WACC and sensitivity analysis |
| lbo-model | /lbo |
Leveraged buyout model |
| 3-statements | /3-statements |
Populate 3-statement financial model templates |
| competitive-analysis | /competitive-analysis |
Competitive landscape and market positioning |
| check-deck | /check-deck |
QC presentations for errors and consistency |
| ppt-template-creator | /ppt-template |
Create reusable PPT template skills |
| skill-creator | — | Guide for creating new skills |
investment banking
Deal execution and materials for sell-side and buy-side advisory.
| Skill | Command | Description |
|---|---|---|
| strip-profile | /one-pager |
One-page company profiles for pitch books |
| pitch-deck | — | Populate pitch deck templates with data |
| datapack-builder | — | Build data packs from CIMs and filings |
| cim-builder | /cim |
Draft Confidential Information Memorandums |
| teaser | /teaser |
Anonymous one-page company teasers |
| buyer-list | /buyer-list |
Strategic and financial buyer universe |
| merger-model | /merger-model |
Accretion/dilution M&A analysis |
| process-letter | /process-letter |
Bid instructions and process correspondence |
| deal-tracker | /deal-tracker |
Track live deals, milestones, and action items |
equity research
Equity research workflows for sell-side and buy-side analysts.
| Skill | Command | Description |
|---|---|---|
| earnings-analysis | /earnings |
Post-earnings quarterly update reports |
| earnings-preview | /earnings-preview |
Pre-earnings scenario analysis and key metrics |
| initiating-coverage | /initiate |
Institutional-quality initiation reports |
| model-update | /model-update |
Update financial models with new data |
| morning-note | /morning-note |
Morning meeting notes and trade ideas |
| sector-overview | /sector |
Industry landscape and thematic reports |
| thesis-tracker | /thesis |
Maintain and update investment theses |
| catalyst-calendar | /catalysts |
Track upcoming catalysts across coverage |
| idea-generation | /screen |
Stock screening and idea sourcing |
private equity
Full PE deal lifecycle from sourcing through portfolio operations.
| Skill | Command | Description |
|---|---|---|
| deal-sourcing | /source |
Discover companies, check CRM, draft founder outreach |
| deal-screening | /screen-deal |
Quick pass/fail on inbound CIMs and teasers |
| dd-checklist | /dd-checklist |
Comprehensive due diligence checklists by workstream |
| dd-meeting-prep | /dd-prep |
Prep for management presentations and expert calls |
| unit-economics | /unit-economics |
ARR cohorts, LTV/CAC, net retention, revenue quality |
| returns-analysis | /returns |
IRR/MOIC sensitivity tables |
| ic-memo | /ic-memo |
Investment committee memo drafting |
| portfolio-monitoring | /portfolio |
Track portfolio company KPIs and variances |
| value-creation-plan | /value-creation |
Post-close 100-day plans and EBITDA bridges |
wealth management
Client service, financial planning, and portfolio management for advisors and RIAs.
| Skill | Command | Description |
|---|---|---|
| client-review | /client-review |
Prep for client meetings with performance and talking points |
| financial-plan | /financial-plan |
Retirement, education, estate, and cash flow projections |
| portfolio-rebalance | /rebalance |
Allocation drift analysis and tax-aware rebalancing |
| client-report | /client-report |
Client-facing performance reports |
| investment-proposal | /proposal |
Proposals for prospective clients |
| tax-loss-harvesting | /tlh |
Identify TLH opportunities and manage wash sales |
Contributing
Plugins are just markdown files. Fork the repo, make your changes, and submit a PR. For new skills or plugins, include:
- A
SKILL.mdwith clear trigger conditions and workflow steps - A corresponding command in
commands/if user-invocable - Updated plugin manifest if adding new capabilities