Client prep and market research, faster.Our top 3 picks, ranked. Start with number 1.
Advisor work is client preparation and research. The plugins here support client meetings, reviews and follow-ups, and pull company and market data from S&P Global and Bigdata.com. This is research support, not investment advice: review all data and recommendations yourself before you act on them or pass them to a client.
Saves you time on client meetings, reviews and follow-ups.
Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors.
Shows you how, in 4 steps
Saves you time pulling company and market data.
S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries.
Shows you how, in 4 steps
Saves you time on financial research and analysis.
Official Bigdata.com plugin providing financial research, analytics, and intelligence tools powered by Bigdata MCP.
Shows you how, in 4 steps
Not ranked by us. Sorted by how many people installed them.
Helps with month-end close: journal entries, reconciliations and variance explanations, ready for your review.
Financial analysis skills powered by Daloopa's institutional-grade data.
Carta Investors plugin — write-capable skills for querying and updating investors data, performance benchmarks, regulatory reporting, AGM deck generation…
Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, financing rounds, and more.
Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes…
Bring Airwallex's global financial infrastructure to Claude.
BlackRock Advisor Center 360° skills for AC360 capability routing, guided benchmark selection, guided portfolio building…
Deliver Director-level finance analysis on live NetSuite data.
Turns your QuickBooks numbers into plain-language briefings and helps with invoicing.
Manages the litigation portfolio — matters, deadlines, holds, demands, outside counsel — and does the work: claim charts (patent and civil), chronologies…
Portfolio monitoring and analytics for private capital LP teams.
Seven skills for financial advisors, built exclusively on Zocks' structured meeting intelligence: behavioral profiles and relationship temperature…
Portfolio monitoring, valuations, and analytics for private capital GP teams.
Ask Claude about the contractors you pay through Wingspan, what you owe them, and what is holding up a payment…
Equity research tools: earnings analysis, initiating coverage reports, and research workflows.
DCF, LBO, 3-statement, comps - live in Excel.
Manages the litigation portfolio — matters, deadlines, holds, demands, outside counsel — and does the work: claim charts (patent and civil), chronologies…
Competitive ad intelligence inside Claude and other AI agents — discover brands, build portfolios and project scopes, analyze content…
Reviews a GitHub profile or repository as portfolio evidence.
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.
Analyze crypto spot and futures trades, TradingView screenshots, BTC/ETH/altcoin setups, entries, stops, targets, leverage, liquidation risk…
Source-grounded research in finance, real estate, and economics: cited real estate investment and portfolio allocation briefs, literature reviews…
AI bookkeeping for startups: ask about cash, burn and runway, pull reports, categorize transactions, post entries and work the month's close.
Your AI co-founder suite — ROI calculator, market intel, GTM playbook, pitch prep, investor agent, and social marketing for founders and solopreneurs.
NetSuite skills for insights and workflows across your business.
Which agent skills should I use for QuickBooks, Xero, Stripe or Shopify finance work.
Read-only Blocksize market-data workflows for Claude Code and Cowork.
Skills for partner-relationship managers (customer-admin scope) that orchestrate the EULER MCP: generate a Quarterly Business Review…
Plan B2B events, press releases and product launches: an event planner that works back from your sales target to an event portfolio and a plan per type…
Financial analysis and investment research for AI agents.
Ingests GP packages, runs valuation template, stages LP reporting.
AI workforce skills for office automation — Excel, Word, PDF, research, bank reconciliation, and more.
Accruals, roll-forwards, variance commentary.
Create an artist portfolio website from FynePool/artist-portfolio-template: checks prerequisites, creates your private GitHub repository…
Bitcoin treasury research terminal — search companies, compare holdings, explore on-chain addresses & transactions, read reviews, and generate reports.
Datarails Finance OS integration - analyze financial data, detect anomalies, and generate insights.
Source-linked public-company financial data and research through the production Fiscal.ai MCP.
Audits pre-generated LP statements before distribution.
Fully agentic portfolio creation for Claude Code: a state-aware router, eight full skill packs, graph-aligned subagents, deterministic build/QA tooling, hooks…
Fund administration and finance ops skills: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out.
Finds breaks, traces root cause, routes for sign-off.
Six-lens equity research reports (Supply Chain, Fundamentals, Macro, Technicals, Sentiment, Risk Matrix) generated in one pass.
SEC-filing-grounded financials for US-listed companies.
9 skills for venture capital intelligence.
Savvy — turn a finance process described in plain language into an audit-ready workflow on Savant, built, documented and verified against your data.
Accounting analyses using Countz Accounting platform: tie out ledgers, sub-ledgers and schedules; reconcile cash to bank and payables to supplier statements…
Claude Code plugin for music catalog deals — buy-side, seller-prep, financing, and post-close.
Convert PDF bank statements to CSV, Excel, or QBO and query them in Claude.
Query blockchain data across 135+ chains with Allium.
The first official TRES Finance plugin for Claude Code — blockchain accounting workflows, ledger management, and transaction analysis.
Expert database guidance for the AWS database portfolio.
Build, review, and improve investor pitch decks for startups, with deep specialization in high-tech / deep-tech projects.
Read ACI Risk Indicators through the Aethon Credit Intelligence connector's seven tools: the modules, a provider search by name and module, and…
Interact with Acumatica ERP using natural language — read, write, update, and report across Finance, Inventory, and CRM.
Bookkeeping workflows for QuickBooks Desktop through Zeno, installed on Windows: set up company files, answer questions from the books…
Work with your Found business banking and bookkeeping in Claude: check balances, export transactions, close the month, reconcile accounts…
Tailors a resume to one job description using only facts from your verified portfolio bank.
50 functions: Markowitz/BL/risk-parity, Sharpe/Sortino, Brinson, FF5, PCA, HMM, ESG.
Generate statutory financial statements from Trial Balances.
Domain-specific skills and commands for private credit analysts and portfolio managers at direct lending funds.
Discover the business behind your product.
Risk-adjusted NPV (rNPV) and biotech diligence engine via MCP — clinical-asset valuation, PoS benchmark lookup, comparable-trial landscape…
Expert FinOps guidance for cloud, AI, SaaS, and data-platform spend (multi-provider, model-agnostic).
Personal portfolio valuation and China-social-security retirement projection.
Connects to Octopus AI and adds FP&A workflows: multi-version comparison reporting, dimension-grouped forecast quality scoring…
Boersi Finanz-Dossier-Datenbank: strukturierte Fakten zu Aktien, ETFs und weiteren Wertpapieren — 30 Sektionen pro Firma (Stammdaten, Kennzahlen, Bilanz…
Adding one takes about a minute, and you can remove it any time.
How to install Claude plugins