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AnthropicSkillanthropics/financial-services-plugins/claude-for-msft-365-install/.claude/skills/verify/SKILL.md
Verify changes to the claude-for-msft-365-install admin scripts and commands by driving them against an isolated fake $HOME.
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188 projects use a version of this
AnthropicCLAUDE.mdanthropics/financial-services-plugins/CLAUDE.md
Cowork plugins and Claude Managed Agent templates for financial services. Each named agent ships two ways from one source. Run python3 scripts/check.py before committing — it lints every manifest, verifies all system.file / skills.path / callable_agents.manifest references resolve, fails if any agent-plugins/<slug>/skills/ copy has drifted from its vertical-plugins/ source, and rejects non-ASCII bytes in a .ps1 without a UTF-8 BOM. Keep .ps1 files pure ASCII. Windows PowerShell 5.1 — still the default shell on managed Windows — decodes a BOM-less…
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1 project uses a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/earnings-reviewer/skills/audit-xls/SKILL.md
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
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5 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/earnings-reviewer/skills/earnings-analysis/SKILL.md
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
Steady2 mentions in 2 weeks
15 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/earnings-reviewer/skills/earnings-preview/SKILL.md
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
Steady2 mentions in 2 weeks
5 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/earnings-reviewer/skills/model-update/SKILL.md
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".
3 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/earnings-reviewer/skills/morning-note/SKILL.md
Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".
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2 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/earnings-reviewer/skills/xlsx-author/SKILL.md
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
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3 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/gl-reconciler/skills/break-trace/SKILL.md
Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.
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1 project uses a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/gl-reconciler/skills/gl-recon/SKILL.md
Reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by likely cause. Use for daily or month-end recon runs across asset classes.
1 project uses a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/kyc-screener/skills/kyc-doc-parse/SKILL.md
Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.
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1 project uses a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/kyc-screener/skills/kyc-rules/SKILL.md
Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill decides nothing, it scores and routes.
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1 project uses a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/market-researcher/skills/competitive-analysis/SKILL.md
Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck. Also triggers on "who are the competitors to X", "benchmark X against peers", "build a market map", or any request to systematically evaluate competitive dynamics across an industry.
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54 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/market-researcher/skills/comps-analysis/SKILL.md
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format.
Steady2 mentions in 2 weeks
5 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/market-researcher/skills/idea-generation/SKILL.md
Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".
Steady2 mentions in 2 weeks
10 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/market-researcher/skills/pptx-author/SKILL.md
Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
Steady2 mentions in 2 weeks
2 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/market-researcher/skills/sector-overview/SKILL.md
Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
2 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/meeting-prep-agent/skills/client-report/SKILL.md
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
Steady2 mentions in 2 weeks
9 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/meeting-prep-agent/skills/client-review/SKILL.md
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
3 projects use a version of this
AnthropicSkillanthropics/financial-services-plugins/plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal/SKILL.md
Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
3 projects use a version of this
Plain text files in a repository that tell a coding agent how the project works: commands to run, conventions to follow and things to avoid. CLAUDE.md, AGENTS.md, cursor rules and skills are the common kinds.
CLAUDE.md is read by Claude Code. AGENTS.md is an open format that Codex, Cursor and other agents read. Many projects keep one and point the other at it.
A folder with a SKILL.md that describes one capability, such as filling PDFs or reviewing code. The agent loads it only when the task calls for it.
Your agents already can, over MCP, limited to the files you're allowed to read. Searching them from this page is coming.
