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Welcome to Finance Context

This site is your guide to understanding both core financial concepts and how AI-powered plugins can transform the way financial professionals work. Whether you are new to finance or an experienced practitioner exploring AI tools, you will find educational content that explains the “why” behind every workflow alongside practical instructions for getting started.
This project is supported by the LLMQuant community — an open-source initiative dedicated to bridging the information gap in quantitative finance and AI. The source code is publicly available on GitHub. Contributions are welcome!
41 skills, 38 commands, 11 MCP integrations across five specialized plugins covering the full financial services workflow — from building DCF models to drafting investment committee memos.

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Who This Is For

This resource is designed for three audiences:
  • Finance newcomers (graduate students, career changers, junior analysts) who want to understand how financial analysis actually works — not just the theory, but the real-world workflows used at banks, PE firms, and asset managers.
  • Financial professionals who want to leverage AI to accelerate their existing workflows — building models faster, catching errors earlier, and spending less time on repetitive formatting tasks.
  • Technology teams at financial institutions who are evaluating or deploying AI tools and need to understand both the finance domain and the plugin architecture.

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What Are Plugins?

Plugins are packages of domain knowledge, workflow instructions, and data connections that tell Claude how your firm does financial analysis. Think of them as a combination of a training manual and a toolkit, written in plain markdown files that anyone can read and customize. Each plugin bundles three types of components:
  • Skills — Detailed knowledge files that encode best practices, step-by-step workflows, and domain expertise. Claude draws on these automatically when the task is relevant. For example, the DCF Model skill teaches Claude how to build a discounted cash flow model following investment banking standards.
  • Commands — Explicit actions you trigger with a slash command (e.g., /comps, /earnings, /ic-memo). Each command loads the appropriate skill and walks you through a structured workflow.
  • Connectors — Data connections (via MCP) that wire Claude to external data sources like Bloomberg, FactSet, S&P Global, and others, so you can pull live financial data directly into your analysis.
Built for Claude Cowork and compatible with Claude Code.

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Why Plugins Matter

Cowork lets you set the goal and Claude delivers finished, professional work. Plugins let you go further: tell Claude how your firm does analysis, which data sources to pull from, how to handle critical workflows, and what slash commands to expose — so your team gets better and more consistent outcomes. The real power comes when you customize them for your firm — your models, your templates, your processes — so Claude works like it was built for your team.

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What is Claude for Financial Services?

Claude for Financial Services is a comprehensive solution built on Claude for Enterprise with specialized capabilities for financial analysis. It connects Claude to the data sources and tools financial professionals use daily — eliminating the need to juggle multiple browser tabs and improving source verification to reduce the risk of errors from manual data gathering.

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End-to-End Workflows

These plugins are not just a collection of point tools — they enable complete workflows that span research, analysis, modeling, and output creation:

Research to Report

Pull real-time data from MCP providers, analyze earnings results, and generate publication-ready equity research reports — all in a single session.

Spreadsheet Analysis

Build comparable company analyses, DCF models, and LBO models as fully functional Excel workbooks with live formulas, sensitivity tables, and industry-standard formatting.

Financial Modeling

Populate 3-statement models from SEC filings, cross-check assumptions against peer data, and stress-test scenarios — with blue/black/green color coding conventions built in.

Deal Materials

Draft CIMs, teasers, and process letters, then generate pitch deck slides and strip profiles using your firm’s branded PowerPoint templates.

Portfolio to Presentation

Screen opportunities, run diligence checklists, build IC memos, and track portfolio KPIs — moving seamlessly from data to deliverable.

Connected Data Sources

Each workflow connects upstream data sources (via MCP) to downstream outputs (Excel, PowerPoint, Word), so you move from question to finished work product without context-switching.

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How to Navigate This Site

The site is organized by financial discipline. Each section includes both educational content (Finance 101 explanations of concepts) and practical guides (how to use the plugins):

Financial Analysis -- Core Plugin (install first)

Start here. Learn about DCF valuation, comparable company analysis, LBO modeling, and 3-statement financial models. This plugin provides the shared foundation and all data connectors.Connectors: Daloopa, Morningstar, S&P Global, FactSet, Moody’s, MT Newswires, Aiera, LSEG, PitchBook, Chronograph, Egnyte

Investment Banking -- Add-on

Learn about deal processes, CIMs, buyer lists, merger models, and how investment bankers create and manage deal materials.

Equity Research -- Add-on

Learn about equity research workflows: earnings analysis, initiating coverage reports, investment thesis development, and morning notes.

Private Equity -- Add-on

Learn about PE deal sourcing, due diligence, unit economics, returns analysis (IRR/MOIC), and portfolio monitoring.

Wealth Management -- Add-on

Learn about client-facing workflows: financial planning, portfolio rebalancing, tax-loss harvesting, and client meeting preparation.

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Partner-Built Plugins

These plugins are built and maintained by data partners, bringing their financial data and analytics directly into Claude workflows.

LSEG

Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics. 8 commands covering fixed income, FX, equities, and macro.Partner: LSEG

S&P Global

Generate company tearsheets, earnings previews, and funding digests powered by S&P Capital IQ data. Supports multiple audience types (equity research, IB/M&A, corp dev, sales).Partner: S&P Global

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MCP Data Integrations

All connectors are centralized in the financial-analysis core plugin and shared across all add-on plugins. MCP (Model Context Protocol) is an open standard that lets Claude connect directly to institutional financial data sources — no copy-pasting from browser tabs.
ProviderMCP Server URL
Daloopahttps://mcp.daloopa.com/server/mcp
Morningstarhttps://mcp.morningstar.com/mcp
S&P Globalhttps://kfinance.kensho.com/integrations/mcp
FactSethttps://mcp.factset.com/mcp
Moody’shttps://api.moodys.com/genai-ready-data/m1/mcp
MT Newswireshttps://vast-mcp.blueskyapi.com/mtnewswires
Aierahttps://mcp-pub.aiera.com
LSEGhttps://api.analytics.lseg.com/lfa/mcp
PitchBookhttps://premium.mcp.pitchbook.com/mcp
Chronographhttps://ai.chronograph.pe/mcp
Egnytehttps://mcp-server.egnyte.com/mcp
MCP access may require a subscription or API key from the respective provider. See the MCP Integrations page for configuration details.

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How Plugins Work

Every plugin follows the same file-based structure — no code, no infrastructure, no build steps: 
plugin-name/
├── .claude-plugin/plugin.json   # Manifest (name, version, description)
├── .mcp.json                    # Data source connections
├── commands/                    # Slash commands you invoke explicitly
└── skills/                      # Domain knowledge Claude draws on automatically
  • Skills encode the domain expertise, best practices, and step-by-step workflows Claude needs to deliver professional-quality financial work. Claude draws on them automatically when relevant.
  • Commands are explicit actions you trigger (e.g., /comps, /earnings, /ic-memo).
  • Connectors wire Claude to the external data sources your workflow depends on — financial data terminals, research platforms, document management, and more — via MCP servers.
Every component is file-based — markdown and JSON. You can read, edit, and customize everything with a text editor.

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Example Slash Commands

Once installed, plugins activate automatically. Skills fire when relevant, and slash commands are available in your session: 
/comps [company]                # Comparable company analysis
/dcf [company]                  # DCF valuation model
/earnings [company] [quarter]   # Post-earnings update report
/one-pager [company]            # One-page company profile
/ic-memo [project name]         # Investment committee memo
/source [criteria]              # Deal sourcing
/client-review [client]         # Client meeting prep

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Making Them Yours

These plugins are starting points. They become much more useful when you customize them for how your firm actually works:

Swap Connectors

Edit .mcp.json to point at your specific data providers and internal tools.

Add Firm Context

Drop your terminology, deal processes, and formatting standards into skill files so Claude understands your world.

Bring Your Templates

Use /ppt-template to teach Claude your firm’s branded PowerPoint layouts, so every deck matches your style guide.

Adjust Workflows

Modify skill instructions to match how your team actually does analysis, not how a textbook says to.

Build New Plugins

Follow the plugin structure to create plugins for workflows not covered yet.

Share Across Teams

As your team builds and shares plugins, Claude becomes a cross-functional expert with context baked into every interaction.

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Disclaimer

These plugins assist with financial workflows but do not provide financial or investing advice. Always verify conclusions with qualified financial professionals. AI-generated analysis should be reviewed by financial professionals before being relied upon for financial or investment decisions.