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JobPlugins

Finance plugins for Claude

50 plugins, most used first. Most used: Finance, S&P Global, Bigdata.com.

  • Wingspan

    Ask Claude about the contractors you pay through Wingspan, what you owe them, and what is holding up a payment…

    Verified24.7K installs

  • model-builder

    DCF, LBO, 3-statement, comps - live in Excel.

    Not verified6K installs

  • TradingCalc

    Exact trading math for Claude: Black-Scholes and options payoff, forex position size and pip value, VaR and Sharpe, plus crypto futures PnL and liquidation.

    Not verified3.6K installs

  • Corbis

    Source-grounded research in finance, real estate, and economics: cited real estate investment and portfolio allocation briefs, literature reviews…

    Not verified3.4K installs

  • Accountable

    AI bookkeeping for startups: ask about cash, burn and runway, pull reports, categorize transactions, post entries and work the month's close.

    Not verified3.2K installs

  • NetSuite SuiteSkills

    NetSuite skills for insights and workflows across your business.

    Not verified2.8K installs

  • Finance & Ops Skills Index

    Which agent skills should I use for QuickBooks, Xero, Stripe or Shopify finance work.

    Not verified2.7K installs

  • Blocksize Market Data

    Read-only Blocksize market-data workflows for Claude Code and Cowork.

    Not verified2.6K installs

  • Distilla Investment Research

    Financial analysis and investment research for AI agents.

    Not verified1.7K installs

  • valuation-reviewer

    Ingests GP packages, runs valuation template, stages LP reporting.

    Not verified1.7K installs

  • Worker K

    AI workforce skills for office automation — Excel, Word, PDF, research, bank reconciliation, and more.

    Not verified1.5K installs

  • month-end-closer

    Accruals, roll-forwards, variance commentary.

    Not verified1.5K installs

  • bitcoin-companies

    Bitcoin treasury research terminal — search companies, compare holdings, explore on-chain addresses & transactions, read reviews, and generate reports.

    Not verified1.4K installs

  • Datarails financeos

    Datarails Finance OS integration - analyze financial data, detect anomalies, and generate insights.

    Not verified1.4K installs

  • Fiscal.ai

    Source-linked public-company financial data and research through the production Fiscal.ai MCP.

    Not verified1.3K installs

  • statement-auditor

    Audits pre-generated LP statements before distribution.

    Not verified1.3K installs

  • fund-admin

    Fund administration and finance ops skills: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out.

    Not verified1.2K installs

  • gl-reconciler

    Finds breaks, traces root cause, routes for sign-off.

    Not verified1.2K installs

  • AIResearch — Multi-Lens Stock Deep Dive

    Six-lens equity research reports (Supply Chain, Fundamentals, Macro, Technicals, Sentiment, Risk Matrix) generated in one pass.

    Not verified1.2K installs

  • StockPortfolio.pro — Verified Financial Data

    SEC-filing-grounded financials for US-listed companies.

    Not verified1.2K installs

  • savvy

    Savvy — turn a finance process described in plain language into an audit-ready workflow on Savant, built, documented and verified against your data.

    Not verified1.1K installs

  • Countz Accounting

    Accounting analyses using Countz Accounting platform: tie out ledgers, sub-ledgers and schedules; reconcile cash to bank and payables to supplier statements…

    Not verified1.1K installs

  • Music Catalog Diligence

    Claude Code plugin for music catalog deals — buy-side, seller-prep, financing, and post-close.

    Not verified1K installs

  • Bankstatemently

    Convert PDF bank statements to CSV, Excel, or QBO and query them in Claude.

    Not verified975 installs

  • Allium

    Query blockchain data across 135+ chains with Allium.

    Not verified968 installs

  • TRES Finance Plugin

    The first official TRES Finance plugin for Claude Code — blockchain accounting workflows, ledger management, and transaction analysis.

    Not verified954 installs

  • ACI Risk Indicators

    Read ACI Risk Indicators through the Aethon Credit Intelligence connector's seven tools: the modules, a provider search by name and module, and…

    Not verified837 installs

  • Acumatica Plugin

    Interact with Acumatica ERP using natural language — read, write, update, and report across Finance, Inventory, and CRM.

    Not verified814 installs

  • Zeno

    Bookkeeping workflows for QuickBooks Desktop through Zeno, installed on Windows: set up company files, answer questions from the books…

    Not verified796 installs

  • Found

    Work with your Found business banking and bookkeeping in Claude: check balances, export transactions, close the month, reconcile accounts…

    Not verified752 installs
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  • pyvar-portfolio-analytics

    50 functions: Markowitz/BL/risk-parity, Sharpe/Sortino, Brinson, FF5, PCA, HMM, ESG.

    Not verified739 installs

  • Statutory Reporting Plugin

    Generate statutory financial statements from Trial Balances.

    Not verified713 installs

  • private-credit

    Domain-specific skills and commands for private credit analysts and portfolio managers at direct lending funds.

    Not verified706 installs

  • Economico

    Discover the business behind your product.

    Not verified666 installs

  • PhaseFolio

    Risk-adjusted NPV (rNPV) and biotech diligence engine via MCP — clinical-asset valuation, PoS benchmark lookup, comparable-trial landscape…

    Not verified655 installs

  • Cloud FinOps by OptimNow

    Expert FinOps guidance for cloud, AI, SaaS, and data-platform spend (multi-provider, model-agnostic).

    Not verified653 installs

  • octopus-ai

    Connects to Octopus AI and adds FP&A workflows: multi-version comparison reporting, dimension-grouped forecast quality scoring…

    Not verified599 installs

  • Boersi

    Boersi Finanz-Dossier-Datenbank: strukturierte Fakten zu Aktien, ETFs und weiteren Wertpapieren — 30 Sektionen pro Firma (Stammdaten, Kennzahlen, Bilanz…

    Not verified543 installs

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