claude

finance

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

3 on GitHubby Jonas Bromsv0.3.0MITupdated 18 days agofinance
/

Plugin finance from marketplace metapowers in bromso/metapowers. Commands read from the repo's manifest — 18 days ago.

This plugin runs code on your machine — its hooks fire automatically on events like tool use. The exact commands are listed below; read them before installing.

What it installs

Skills (11)

  • assess

    Assess a business's historical financials — consolidate and validate the data, summarize revenue and cost structure, and set baseline metrics such as gross margin, burn and runway. Use when the user wants to start financial planning and needs to know where the numbers stand today. Not for a ratio ch

  • budget

    Allocate the forecast into department budgets with headcount plans, spending authority levels, variance thresholds and a budget owner per department. Use when the user has a forecast and needs to decide how much each team can spend and who approves what.

  • cashflow-stress

    Test cash flow under revenue shocks, late collections and cost spikes to find runway in each case, the liquidity levers available and cash trigger levels. Use when the user worries about running out of cash or asks how long their runway lasts if revenue drops. Not for general best, base and worst pl

  • forecast

    Project monthly revenue, expenses and cash flow from the plan's drivers, with runway, break-even timing and whether KPI targets are reachable. Use when the user has planning assumptions and asks what revenue, burn and cash will look like over the coming months or years. Not for splitting spend by de

  • model

    Build an integrated multi-year financial model — P&L, best, base and worst cases, valuation by multiples and DCF, and a sensitivity matrix — on top of the plan, forecast and budget. Use when the user is preparing to fundraise or make a major bet and needs a full model with valuation. Not for a quick

  • plan

    Define the financial plan's horizon, strategic objectives, KPIs with targets and the revenue, cost and capital assumptions behind them. Use when the user has a financial baseline and wants to set financial goals and the assumptions to forecast from. Not for monthly projections or department budgets;

  • ratios

    Calculate liquidity, profitability, leverage and efficiency ratios from the financial statements, benchmark them and summarize overall financial health. Use when the user has an income statement and balance sheet and asks how healthy the business looks or how it compares with its industry. Not for p

  • review

    Review actual results against budget with variance analysis, a KPI scorecard and a reforecast of the remaining periods, plus recommended reallocations. Use when a month or quarter has closed and the user wants to know whether they are on plan and what to change. Not for explaining a single variance

  • scenario

    Model best, base and worst-case financial scenarios for one decision, with the variables that differ, projections for each, decision triggers and contingency plans. Use when the user faces a decision under uncertainty and wants to see the range of outcomes before choosing. Not for a full multi-year

  • sensitivity

    Analyze which input variables move financial outcomes most, with tornado-chart data, two-variable tables and a breakeven threshold per variable. Use when the user wants to know which assumptions matter most or how far a driver can fall before the business stops breaking even. Not for runway under ad

  • unit-economics

    Analyze customer acquisition cost by channel, lifetime value, LTV to CAC, payback period and contribution margin to judge whether the business model scales. Use when the user asks whether each customer is profitable or whether it makes sense to spend more on acquisition.

Hooks (1)

  • PreToolUse

    "${CLAUDE_PLUGIN_ROOT}"/hooks/phase-gate.sh

View source on GitHub bromso.github.io

More from bromso/metapowers

All 16 plugins →

GRC Compliance Lifecycle — scope, assess, remediate, certify, monitor with 51 skills across 30+ regulations

51 skills · hooks

3

security

claude

NIST CSF 2.0 cybersecurity framework — govern, identify, protect, detect, respond, recover with 39 skills

39 skills · hooks

3

marketing

claude

RACE Framework marketing process — strategy, reach, act, convert, engage with 37 skills

37 skills · hooks

3

legal

claude

Legal Lifecycle Framework — assess, draft, review, comply, govern with 35 skills

35 skills · hooks

3

Scrum-based project management — initiate, plan, sprint, review, improve with 32 skills

32 skills · hooks

3

Eight-phase accounting cycle — analyze, journal, ledger, trial balance, adjust, statements, close with 5 utility skills

13 skills · hooks

3

Similar plugins

Token usage tracking, model cost attribution per agent, budget alerts, and optimization recommendations

24 skills · 1 command · 1 agent · hooks

ruvnet/ruflo 81,589

Official Bigdata.com plugin providing financial research, analytics, and intelligence tools powered by Bigdata MCP.

24 skills · 1 MCP server

anthropics/claude-plugins-official 47,076

The official CCXT MCP server plus the ccxt-mcp usage skill — market data, balances and opt-in trading across 100+ crypto exchanges and prediction markets, with keys kept local.

1 MCP server

ccxt/ccxt 44,873

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

2 skills · 2 agents

wshobson/agents 42,461

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

6 skills

anthropics/financial-services 41,259

Pre-built small business workflows to help you run and grow your business. Supports a majority of the tools you already use. You approve every step that touches money or customers. Install and then ask Claude to help you get onboarded.

44 skills · 35 MCP servers

anthropics/knowledge-work-plugins 35,601

Maintain finance?

This page updates itself from your repo. Add the badge to your README, or get it Featured to pin it above the organic results with a followed link to your site.

claude & codex plugins16 plugins