A set of open-source plugins extends Cowork with specialized capabilities for financial services workflows: financial modeling, equity research, investment banking, private equity, and wealth management. The plugins also work in Claude Code. The plugins live in a public GitHub repository that you can add as a marketplace in Cowork.Documentation Index
Fetch the complete documentation index at: https://claude.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
What’s included
The repository contains a core plugin and several add-on plugins that build on it.| Plugin | What it does |
|---|---|
| Financial analysis (core) | Build comparable company analyses, DCF models, LBO models, and 3-statement financials. Includes all shared MCP connectors for financial data providers. Install this first. |
| Investment banking | Draft CIMs, teasers, and process letters. Build buyer lists, run merger models, and create strip profiles. |
| Equity research | Write earnings updates and initiating coverage reports. Track catalysts and screen for new ideas. |
| Private equity | Source and screen deals, run due diligence checklists, draft IC memos, and monitor portfolio company KPIs. |
| Wealth management | Prep for client meetings, build financial plans, rebalance portfolios, and identify tax-loss harvesting opportunities. |
Add the marketplace
Once added, you’ll see the available financial services plugins in your
marketplace.
Install plugins
Browse the marketplace
From your plugin marketplace, browse the available financial
services plugins.
Install the core first
Install the financial analysis plugin first. It provides shared
tools and data connectors that the other plugins use.
/ or clicking the ”+” button.
Available Skills
After installation, you can invoke Skills like the following.| Skill | What it does |
|---|---|
/comps [company] | Run a comparable company analysis. |
/dcf [company] | Build a DCF valuation model. |
/earnings [company] [quarter] | Generate a post-earnings update report. |
/one-pager [company] | Create a one-page company profile. |
/ic-memo [project name] | Draft an investment committee memo. |
/source [criteria] | Source deals based on criteria. |
/client-review [client] | Prep for a client meeting. |
MCP connectors
The financial analysis core plugin includes connectors for third-party financial data providers including Daloopa, Morningstar, S&P Global, FactSet, Moody’s, MT Newswires, Aiera, LSEG, PitchBook, Chronograph, and Egnyte.Access to these connectors may require a separate subscription or API
key from the respective provider. Contact your data provider for
details.
Customize plugins for your firm
These plugins are starting points. Plugins are file-based Markdown and JSON, so no code or infrastructure is required to customize them. Edit the plugin files directly to match your firm’s workflows.- Add your firm’s terminology, processes, and formatting standards to skill files.
- Swap or add MCP connectors to point at your specific data providers.
- Adjust workflow instructions to reflect how your team does analysis.
- Use
/ppt-templateto teach Claude your firm’s branded PowerPoint layouts.