What is the S&P Global Plugin?
The S&P Global Plugin brings institutional-grade financial data from S&P Capital IQ — one of the world’s most comprehensive financial databases — directly into your AI workflow. S&P Capital IQ is used by investment banks, asset managers, corporate development teams, and equity research analysts globally to access company financials, transaction data, analyst estimates, and market intelligence. This plugin provides three pre-built skills that automate common financial research workflows: generating company tearsheets, previewing upcoming earnings announcements, and summarizing deal flow and funding activity. Each skill pulls live data from S&P Capital IQ via MCP tools and produces professional-quality output documents.Who Uses This
- Equity research analysts generating quick company snapshots and earnings previews
- Investment bankers building company profiles for M&A discussions
- Corporate development teams screening acquisition targets with standardized tearsheets
- Sales and business development teams preparing for client meetings with data-driven company profiles
- Venture capital and growth equity analysts tracking funding rounds and deal flow in their sectors
Skills
Tearsheets
Generate formatted company tearsheets as Word documents with live S&P Capital IQ data. Supports 4 audience types: Equity Research, IB/M&A, Corp Dev, and Sales/BD.
Funding Digest
Summarize recent M&A and funding activity within a sector using S&P Capital IQ transaction data. Outputs a professional single-slide PowerPoint.
Earnings Previews
Generate structured earnings previews with consensus estimates, competitor analysis, and key themes to watch. Outputs a self-contained HTML report.
Requirements
Installation
- Claude Code
- Cowork
- Claude Desktop
- Other Platforms
Example Prompts
| Skill | Example Prompt |
|---|---|
| Tearsheets | ”Generate a business development tearsheet for Palantir” |
| Funding Digest | ”Summarize recent transactions in the data infrastructure space” |
| Earnings Previews | ”Give me an earnings preview for Salesforce” |
These skills are starting points. Adapt the prompts, outputs, and workflows to fit your firm’s specific processes and templates.Generated outputs and data are not guaranteed to be correct. Always verify outputs generated by an LLM for correctness.