everything-claude-finance
CLAUDE.md9 starsChanged 8 months agoMITView on GitHub
The complete finance, accounting, and economics system for Claude Code. 20 specialized agents, 70+ skills, and 22 commands covering investment banking, FP&A, accounting, tax, VC/PE, wealth management, and economics. This plugin uses a multi-agent architecture with 20 specialized finance agents orchestrated through defined workflows. See AGENTS.md for the full agent roster and orchestration rules.
In this repository52 other files it gives its agents.
- AGENTS.mdAGENTS.md
- consolidationSkill
- deferred-taxesSkill
- gaap-standardsSkill
- hgb-standardsSkill
- ifrs-standardsSkill
- lease-accountingSkill
- revenue-recognitionSkill
- balanced-scorecardSkill
- deckungsbeitragsrechnungSkill
- investitionsrechnungSkill
- kostenrechnungSkill
- aml-kycSkill
- basel-iiiSkill
- mariskSkill
- sox-complianceSkill
- kpi-systemsSkill
- wertschoepfungskettenSkill
- covenant-analysisSkill
- credit-scoring-modelsSkill
- rating-methodologiesSkill
- econometricsSkill
- fiscal-policySkill
- labor-marketsSkill
- monetary-policy-analysisSkill
- trade-economicsSkill
- earnings-modelsSkill
- sector-analysisSkill
- budgetingSkill
- cash-flow-forecastingSkill
- rolling-forecastsSkill
- scenario-planningSkill
- variance-analysisSkill
- solvency-iiSkill
- comparable-analysisSkill
- dcf-valuationSkill
- deal-structuringSkill
- lbo-modelingSkill
- pitch-book-creationSkill
- precedent-transactionsSkill
- corporate-tax-planningSkill
- international-taxSkill
- transfer-pricingSkill
- vat-optimizationSkill
- working-capitalSkill
- cap-table-analysisSkill
- lbo-modeling-detailSkill
- portfolio-management-peSkill
- startup-valuationSkill
- term-sheet-analysisSkill
- asset-allocationSkill
- estate-planningSkill
The file
Files
everything-claude-finance
The complete finance, accounting, and economics system for Claude Code. 20 specialized agents, 70+ skills, and 22 commands covering investment banking, FP&A, accounting, tax, VC/PE, wealth management, and economics.
Commands
| Command | Description |
/valuation | DCF, comparables, precedent transactions, and sum-of-the-parts valuations |
/financial-model | Build and review three-statement financial models |
/due-diligence | Structured due diligence checklists and analysis frameworks |
/pitch-book | Create investment banking pitch book sections and deal summaries |
/budget-forecast | Annual budgets, rolling forecasts, and driver-based planning |
/variance-analysis | Budget-vs-actual analysis with root cause identification |
/credit-review | Credit scoring, covenant analysis, and default risk assessment |
/tax-planning | Corporate tax optimization, transfer pricing, and tax structuring |
/audit-checklist | Internal and external audit preparation, control testing |
/compliance-check | Regulatory compliance verification (Basel III, SOX, MaRisk, AML/KYC) |
/lbo-model | Leveraged buyout modeling with returns analysis |
/cap-table | Capitalization table management and dilution analysis |
/term-sheet | Term sheet drafting, review, and negotiation support |
/earnings-model | Quarterly and annual earnings forecasts and consensus tracking |
/cash-flow | Cash flow analysis, waterfall charts, and working capital optimization |
/ratio-analysis | Financial ratio computation, benchmarking, and trend analysis |
/scenario-plan | Base, bull, bear scenario modeling with probability weighting |
/esg-report | ESG scoring, carbon accounting, and impact measurement |
/macro-brief | Macroeconomic briefings covering GDP, rates, inflation, and policy |
/cost-analysis | Cost structure analysis, Kostenrechnung, and Deckungsbeitragsrechnung |
/investment-memo | Structured investment memoranda for deals and portfolio decisions |
/risk-assessment | Comprehensive risk identification, quantification, and mitigation |
Core Principles
- Accuracy-First — Financial figures must be precise and verifiable. Every number should be traceable to its source, and all calculations must be reproducible.
- Standards-Compliant — IFRS, GAAP, and HGB accounting standards are applied correctly. The appropriate framework is selected based on jurisdiction and entity type.
- Regulatory-Aware — Basel III, SOX, MaRisk, and AML/KYC requirements are always respected. Regulatory context is considered in every recommendation.
- Audit-Ready — Every analysis must be traceable and documented. Assumptions are stated explicitly, sources are cited, and methodologies are transparent.
- Risk-Conscious — Always assess downside scenarios. No analysis is complete without sensitivity testing and identification of key risk factors.
- Ethical Finance — No misleading projections, honest risk disclosure. Conflicts of interest are flagged, and limitations of analysis are clearly communicated.
Architecture
This plugin uses a multi-agent architecture with 20 specialized finance agents orchestrated through defined workflows. See AGENTS.md for the full agent roster and orchestration rules.
Standards and Frameworks
- Accounting: IFRS, US GAAP, HGB, Handelsrecht
- Banking Regulation: Basel III/IV, CRD, MaRisk, KWG
- Compliance: SOX, AML/KYC, DSGVO, MiFID II
- Valuation: DCF, DDM, Comps, Precedent Transactions, LBO, Sum-of-Parts
- Risk: VaR, CVaR, Monte Carlo, Stress Testing
- ESG: GRI, SASB, TCFD, EU Taxonomy
Does it work?
Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.
No reviews yet
People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.
- It worked
- Partly
- It didn't
Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.
Your trail
Files you open will collect here, so you can find them again.
Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.
Now do this for your own.
Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.