Finance plugins

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

2 agents

Deterministic US equity-compensation tax calculator. Eight tools: incentive stock option (ISO) / alternative minimum tax (AMT) exercise planning, non-qualified stock option (NSO) sell-vs-hold, restricted stock unit (RSU) vest-and-sell, which vested RSU lots to sell and when, single-stock concentration, protective puts, collars and put spreads priced from the listed option chain, qualified small business stock (QSBS) qualification, and equity funding plans (which shares to sell to net a target after-tax amount by a deadline). Federal plus 50-state plus DC tax math.

1 skill · 1 MCP server

Connect to Itoflow for investment research, portfolios and strategies, with an optional skill that lets Itoflow direct work on your own machine.

2 skills

Covered institutions and disclosure review

1 skill · 1 MCP server

Show one recent published story with its sources, dates and editorial limits.

1 skill · 1 MCP server

Drug, arms and informal-economy evidence

1 skill · 1 MCP server

Safely inspect balances and send configured EVM assets with macwlt.

1 skill

Business investment analysis and capital allocation advisor. Evaluates equipment, real estate, new-business, hiring, and technology investments with ROI, IRR, NPV, payback period, build-vs-buy, lease-vs-buy, and vendor evaluation frameworks for allocating limited budget.

1 skill

Which agent skills should I use for QuickBooks, Xero, Stripe or Shopify finance work? Name a goal — month-end close, bank recs, collections — and get a step-by-step plan of skills that run on your platforms, with a warning wherever a skill can write to your books or move money.

1 skill

Read your Indian broker accounts in plain English: positions, holdings, orders, margins, P&L, option chains and market data across 10+ brokers

1 skill

Accounting and finance workflows: financial statements, journal entries, reconciliation, variance analysis, and SOX testing.

S&P Global Capital IQ research: company tear sheets, funding digests, and earnings previews.

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

84 agents

Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client data, and the advisor approves any write back to an external system. Claude gathers, organizes, summarizes, compares and presents information, while the advisor exercises judgment, makes the recommendation and gives the advice. For financial professional use only; not investment, legal, or tax advice.

8 skills · 6 agents · 25 MCP servers

Convert currencies, get FX rates, and query historical Frankfurter v1 exchange rate data via MCP. STDIO or Streamable HTTP.

35 skills · 1 MCP server

Search FDIC-insured banks, Call Report financials, peer rankings, failures, mergers, deposit share.

35 skills · 1 MCP server

Real-time US-equity quotes, company fundamentals, earnings, analyst trends, and news via Finnhub.

35 skills · 1 MCP server

Investment intelligence — PE deals, CRE underwriting, credit analysis, LP management, and financial modeling with AGI-grade confidence calibration and adversarial debate

20 skills · 8 commands · 6 agents · 1 MCP server · hooks

Blockchain accounting workflows, ledger management, and transaction analysis for TRES Finance. Connects to the hosted TRES Finance MCP server; collects no usage telemetry. Privacy: https://tres.finance/privacy-policy/

25 skills · 1 MCP server

OSI Finance — 日本の中小企業向け経理（請求AR・支払AP）自動化プラグイン。台帳（ローカル xlsx か、会計のサイトの Web 台帳を会社ごとに選べる）と内部仕訳帳を正本に、「OSI Finance を入れたい」の一言で導入を伴走する onboarding、初回セットアップ、契約取込→請求スケジュール化、請求書発行、受領請求書の支払起票・取りこぼし検出、MF/freee/銀行明細との突合、仕訳生成、経費レシート証憑化、期ズレ計上（前受・前払・未払の月次整理）、月次クローズ、会計ダッシュボード、ローカルコンソール（台帳ビュー・財務三表）までを収録。送金・請求書の発行送信・会計計上の確定は常に人が実行。運用モード・連携トグル・起票確認方式で書き込み可否を組織ごとに統制できる。詳細は各スキルの説明を参照。

25 skills

Financial analysis skills powered by Daloopa's institutional-grade data

21 skills · 2 MCP servers

Financial analysis skills powered by Daloopa's institutional-grade data

21 skills · 2 MCP servers

Financial analysis skills powered by Daloopa's institutional-grade data

21 skills · 2 MCP servers

Financial analysis skills powered by Daloopa's institutional-grade data

21 skills · 2 MCP servers

在 Codex 中访问 Daloopa 的金融数据、市场研究、公司情报和分析上下文。

21 skills · app connector

Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC

20 skills · 1 MCP server

Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach

21 skills

Last Price skills for pricing, price checks, and workspace operations over HTTP and MCP.

19 skills · 1 MCP server

Equity research tools: earnings analysis, initiating coverage reports, and research workflows

19 skills

Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.

8 skills · 8 commands · 1 MCP server