Finance plugins

Claude Code and Codex plugins their authors filed under "finance". All categories.

AR: invoice generation, tracking, collections, and aging reports.

1 skill

aviskaar/open-org 8

Yet another portfolio management / asset allocation optimisation python library for quants, intitutes and retrail traders.

TradeInsight-Info/TiPortfolio 8

Market signals & research

10 skills · 1 MCP server

Senpi-ai/senpi-plugin 7

mangrove-agent

claudecodex

Mangrove gives trading agents guardrails. Built-in risk management on every order: circuit breakers, drawdown limits, automatic risk-based position sizing and automatically generated stop-loss and take-profit orders. Local MCP server and plugin with 100+ tools for strategy R&D, backtesting and live execution across 12+ venues (Kraken, Robinhood, TradeStation, DEX on 10 EVM chains). Keys and wallets stay on the user's machine. Free Mangrove API key or x402 pay per call.

7 skills · 1 MCP server

MangroveTechnologies/mangrove-agent 7

Vietnam-focused analysis workflows plus a VN/US Python data, backtest, and paper-monitor runtime. Existing vn-finance-mentor agents remain unchanged.

1 skill · 5 agents

hongbietcode/vn-finance-mentor 7

Equibles

claudecodex

US stock research from SEC filings, financial statements, earnings call transcripts, insider trades and 13F holdings through the hosted Equibles MCP server.

1 skill · 1 MCP server

daniel3303/stock-market-mcp-server 7

Vietnam-focused analysis workflows plus a VN/US Python data, backtest, and paper-monitor runtime. Existing finance-kit agents remain unchanged.

1 skill · 5 agents

hongbietcode/claude-finance-kit 6

Quantitative analysis, algorithmic trading strategies, financial modeling, portfolio risk management, and backtesting

2 agents

amurata/cc-tools 6

Research stocks and market developments across China, Japan, and the United States using available public information. Explore stock moves, macro context, market sentiment, and technical structure, and prepare pre-market briefs or market recaps. Organize findings with source references, distinguish confirmed facts from interpretation, and identify information gaps.

10 skills

tsetsugekka/codex-market-skills 5

Intelligent financial management skill for Claude Code with PocketSmith API integration

1 skill · 8 commands

slamb2k/agent-smith 5

Company and Non-Profit Valuation, Market Research, Buying and Selling: standards, premises and levels of value, the income, market and asset approaches, the size-segmented deal market and its documents, researching deal markets and multiples and how each indicator misleads, normalizing earnings (SDE, adjusted EBITDA, quality of earnings), a regression of multiples, WACC and DCF, discounts and the EV-to-equity bridge, the buyer playbook (debt capacity, LOI structure, SBA financing, LBO sensitivity, diligence, closing), the seller playbook (exit readiness, process, comparing LOIs on after-tax present value, asset versus stock, QSBS, alternatives), deep diligence and fraud, startups, public companies, 409A, ESOP and disputes, and non-profits treated as their own problem (no owners and no equity price, mergers and affiliations, IRC 4958, Form 990 and ratio analysis, stress tests, impact measurement), plus a tested numpy and pandas toolkit. Decision support, not investment, legal, tax, accounting or valuation-opinion advice.

9 skills

the-vibey-project/vibey 5

Money on the Internet — Bitcoin, Ethereum, Monero, PayPal, Stripe: the five systems positioned against each other on finality, censorship, programmability, privacy and cost, and how to use and build on each. Bitcoin's UTXO model, policy versus consensus, fee estimation and RBF, wallets and multisig and PSBT and miniscript, the Lightning Network, 2026 mining economics, Bitcoin Core and BDK development, and the v30 OP_RETURN governance fight; Ethereum's account and world-state model, the EVM, proof of stake and the two-process node, the upgrade timeline, gas and transaction types, Solidity and Foundry, the access-control losses that dominate 2026 incident data, DeFi primitives, L2s and MEV; Monero's ring signatures and stealth addresses and RingCT, view keys, FCMP++ and its real status, the 2025 Qubic hashrate episode, exchange delistings and access, daemon and wallet RPC development; PayPal's consumer network and Braintree and Venmo acceptance, the US merchant fee schedule effective 1 September 2026, PYUSD and the 2026 crypto strategy, the Orders and Payouts and Subscriptions APIs; Stripe's PaymentIntent lifecycle, idempotency and webhooks, integration patterns from Payment Links to full custom, PCI scope, Connect and Billing and Radar and Terminal, US pricing, Managed Payments as merchant-of-record, and the Bridge and Privy and Tempo stablecoin stack; plus decision heuristics, the four engineering patterns that transfer across every rail, a sequenced study roadmap, and the canonical documentation shelf.

7 skills

the-vibey-project/vibey 5

Car Valuation and Market Research (buying and selling a car): the many meanings of a car's value from MSRP to wholesale and insurance ACV, who produces which number (KBB, Edmunds, J.D. Power, Black Book, Manheim MMR, Hagerty) and how they differ, sales channels and the rules of the game, researching the car market through the Manheim index, transaction prices, days' supply, incentives and loan data, valuing one specific vehicle with comparables, an adjustment grid and a regression cross-check, EVs, classics and branded titles, the buyer playbook from total monthly cost to out-the-door negotiation and F&I products, the seller playbook from payoff and equity to choosing a channel by net cash and a scam-proof sale, pre-purchase inspection, history reports, title brands and fraud, total cost of ownership, lease versus buy and EV versus gas, plus a tested numpy and pandas toolkit. Decision support, not legal, tax, lending, insurance or mechanical advice.

7 skills

the-vibey-project/vibey 5

paymento

claudecodex

Accept crypto payments with Paymento: integrate payment requests, signed IPN callbacks and verification into any website or app.

1 skill

paymento/ai 5

gdex

claude

Agent skills and an MCP server for GDEX, Gemach DAO's multi-chain trading terminal: spot swaps on Solana, Sui and EVM chains, HyperLiquid perps, copy trading, limit orders, bridging and portfolio reads.

37 skills · 1 MCP server

GemachDAO/gdex-skill 4

12 skills. FP&A, treasury, tax, cap tables, investment research and bookkeeping.

24 skills

poorvith-mp/skillary 4

Ask Gina

claudecodex

Ask Gina is a research assistant for crypto, prediction markets, perpetuals, and equities. Use it to fetch real-time prices and historical data for tokens, Hyperliquid markets, and Polymarket prediction markets, and to analyze your Gina wallet, positions, and accounts. Gina cannot place trades or transfer assets inside Claude.

4 skills · 4 commands · 1 MCP server

askgina/plugins 4

Juniper Square is the operating system for the private markets. Query and act on your data across investor contacts, fund offerings, positions, subscriptions, documents, and more.

7 skills · 1 MCP server

junipersquare-public/plugins 4

Trade Papertrade BTC and ETH perps from Claude, ChatGPT, Codex, Cursor and any MCP client.

1 skill · 4 commands · 1 MCP server

nirholas/papertrade-ai 4

Quantitative analysis, algorithmic trading strategies, financial modeling, portfolio risk management, and backtesting

2 skills · 2 agents

AI-Foundry-Core/ril-agents 4

2 finance skills: financial analyst (ratio analysis, DCF valuation, budgeting, forecasting) and SaaS metrics coach (ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, projections). 7 Python automation tools.

3 skills

zhangzhang-111-i/claude-skills111 4

Ask Gina Spot

claudecodex

Ask Gina Spot lets an agent quote and, with your approval, execute spot token swaps, transfers, and liquidity-pool operations from your Gina wallet. It also reads swap history, wallet addresses, LP positions, and operation status, and it includes skills for scanning liquidity pools and rebalancing LP positions. Transactions move real funds, so review every quote before you approve it.

2 skills · 1 MCP server

askgina/plugins 4

Discover and manage on-chain yield opportunities using the Yield.xyz API — find yields, build transactions, and check balances across 85+ networks. The base plugin.

1 skill · 1 MCP server

stakekit/agentkit 4

Build applications that integrate the Yield.xyz API — generate integration code for DeFi yield across 85+ networks.

1 skill · 1 MCP server

stakekit/agentkit 4

The Privy connector — sign and broadcast Yield.xyz transactions via Privy agentic wallets. Builds on the yield-xyz-agentkit base plugin.

1 skill

stakekit/agentkit 4

Ask Gina Perps

claudecodex

Ask Gina Perps lets an agent read Hyperliquid account and market data and, with your approval, place, change and cancel perpetual-futures orders, adjust leverage, and deposit or withdraw funds from your Gina wallet. It also renders charts, positions and account overviews. Orders and funding move real money, so review every action before you approve it.

1 MCP server

askgina/plugins 4

risk-desk

claudecodex

Portfolio risk an agent can drive, from supplied data only: historical and model VaR and Expected Shortfall with backtests, signed linear exposure, Greeks and full revaluation of European options, VaR and ES attribution, limits and pre-trade what-if, liquidity-adjusted VaR, explicit, historical and reverse stress scenarios that carry no probability, SA-CCR and exposure profiles, portfolio credit VaR, FRTB capital pieces, and XVA through a local Open Source Risk Engine project. Research software, not investment advice.

14 skills · 10 commands · 4 agents · 1 MCP server

Iman/agent-driven-risk-desk-and-skills 3

See what FOMO's top traders are buying, check a coin before you buy, vet a trader before you copy them, review a wallet and set price alerts. Never trades or moves funds.

19 skills · 3 agents · 1 MCP server

StalkC/stalkchain-plugin 3

risk-desk-hosted

claudecodex

Portfolio risk over the hosted Risk Desk MCP at riskdesk.avidquant.com, from data you supply: historical and model VaR and Expected Shortfall with backtests, exposure, option Greeks and revaluation, risk attribution, limits and what-if, liquidity-adjusted VaR, explicit, historical and reverse stress, SA-CCR and exposure profiles, credit VaR and FRTB capital pieces. No market data is fetched and no local install is needed. ORE XVA is local only. Research software, not investment advice.

12 skills · 1 MCP server

Iman/agent-driven-risk-desk-and-skills 3

finance

claude

Six-phase FP&A process — assess, plan, forecast, budget, model, review with 5 utility skills

11 skills · hooks

bromso/metapowers 3