> ## Documentation Index
> Fetch the complete documentation index at: https://financecontext.com/llms.txt
> Use this file to discover all available pages before exploring further.

# S&P Global Plugin

> AI-powered financial research with S&P Capital IQ data — tearsheets, earnings previews, and funding digests

## 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

<CardGroup cols={3}>
  <Card title="Tearsheets" icon="file-lines">
    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.
  </Card>

  <Card title="Funding Digest" icon="handshake">
    Summarize recent M\&A and funding activity within a sector using S\&P Capital IQ transaction data. Outputs a professional single-slide PowerPoint.
  </Card>

  <Card title="Earnings Previews" icon="chart-line">
    Generate structured earnings previews with consensus estimates, competitor analysis, and key themes to watch. Outputs a self-contained HTML report.
  </Card>
</CardGroup>

## Requirements

<Warning>
  All skills require access to S\&P Global data:

  * [Capital IQ Pro](https://www.spglobal.com/market-intelligence/en/solutions/products/sp-capital-iq-pro) subscription, or
  * [S\&P Global LLM-ready API](https://www.marketplace.spglobal.com/en/solutions/kensho-llm-ready-api-%28a156fe9f-5564-4f60-a624-95d8645dc98f%29) subscription
</Warning>

## Installation

<Tabs>
  <Tab title="Claude Code">
    ```bash theme={null}
    claude plugin install spglobal@financial-services-plugins
    ```
  </Tab>

  <Tab title="Cowork">
    1. Open Claude Desktop and navigate to the **Cowork** tab
    2. Click **Customize with Plugins**
    3. In Browse Plugins, select **Personal**
    4. Click the **plus sign "+"** to add the plugin
    5. Authenticate with your S\&P Global credentials when prompted
  </Tab>

  <Tab title="Claude Desktop">
    1. Open **Settings**
    2. Navigate to **Capabilities > Skills**
    3. Click **Add**
    4. Upload the skill file(s) from this repository
  </Tab>

  <Tab title="Other Platforms">
    The skills are plain markdown files. Any AI platform that supports custom instructions, system prompts, or knowledge file uploads can use them.

    * **ChatGPT**: Paste skill content into Custom Instructions or upload as a knowledge file within a Project
    * **Microsoft Copilot**: Paste skill content into a custom prompt or system instruction
    * **Other**: If your platform supports a system prompt or persistent instruction layer, paste the skill markdown there
  </Tab>
</Tabs>

## 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"                     |

<Note>
  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.**
</Note>

## License

Licensed under the [Apache 2.0 License](https://www.apache.org/licenses/LICENSE-2.0).

Copyright 2026-present Kensho Technologies, LLC.