financial-analysis
claudeCore financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
13 skills · 7 commands · 11 MCP servers
0
claude
meeting-prep-agent
Briefing pack before every client meeting
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Plugin meeting-prep-agent from marketplace claude-for-financial-services in ian-lawrence423/Anthropic-Financial. Commands read from the repo's manifest — 1 month ago.
What it installs
Skills (4)
client-reportclient-reviewinvestment-proposalpptx-authorProduce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
Subagents (1)
meeting-prep-agentBuilds a briefing pack before a client or prospect meeting — relationship history from CRM, holdings and recent activity, market context, and a suggested agenda. Use ahead of any client meeting; pairs with a calendar event.
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