LSEG
claudePrice 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
Operational workflows: KYC document parsing and rules-grid evaluation
Plugin operations from marketplace claude-for-financial-services in Timmy6942025/open-financial-agents. Commands read from the repo's manifest — 1 month ago.
kyc-rulesApply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill decides nothing, it scores and routes.
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
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
11 skills
Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach
10 skills
Equity research tools: earnings analysis, initiating coverage reports, and research workflows
9 skills
Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management
9 skills
Provision direct cloud access (Vertex AI, Bedrock, or LLM gateway) for the Claude Microsoft 365 add-in. Generates the customized manifest, walks through Azure admin consent, and writes per-user config via Graph extension attributes.
6 commands
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