Catalog / Categories

Finance & accounting

Financial systems, close, reconciliation, statements.

Entries

• Claude for Financial Services plugins

  Anthropic's plugin marketplace of finance skills and agents — comps, DCF, LBO, three-statement models, earnings notes, IC memos — plus pre-wired connectors to paid market-data providers.

  Plugin by Anthropic Claude apps, Claude Code

  Official Reviewed — safe to install Reads your accounts

• Anthropic finance plugin

  Skills and slash commands for month-end close, journal entries, reconciliations, financial statements, variance analysis and SOX testing.

  Plugin by Anthropic Claude apps, Claude Code

  Official Reviewed — safe to install Reads your accounts

• Anthropic small business plugin

  Forty-plus small-business workflows (closing the month, paying bills, chasing invoices, cash-flow snapshots, payroll prep, weekly briefs) wired to the accounting, payments, CRM and email tools you already use.

  Plugin by Anthropic Claude apps, Claude Code

  Official Reviewed — safe to install Can move money

• Claude Opus 5.5

  Anthropic's recommended default model for long-running coding, agent work and document-heavy knowledge work, with a 1M-token context window.

  Model by Anthropic Claude apps, Claude Code, Any agent

  Official Reviewed — safe to install Guidance only

• NetSuite Finance Analyst

  Oracle's skill for finance analysis on live NetSuite data (close readiness, budget vs. actual, AR/AP aging, cash position, journal entry review and board-ready narratives).

  Skill by Oracle NetSuite Claude apps, Claude Code

  Official Reviewed — safe to install Changes things, asks first

• Public Equity Investing (OpenAI plugin)

  OpenAI's plugin of 23 skills for listed-company research. It builds earnings previews, DCF and three-statement models, comps, catalyst calendars, long/short pitches and investment memos.

  Plugin by OpenAI Codex, ChatGPT

  Official Reviewed — safe to install Runs on your machine

• QuickBooks plugin for Claude

  Intuit's skills for QuickBooks Online (business health briefings, industry benchmarks, invoice reminders, estimates from email threads, payroll lookups and base-pay changes) running on the hosted QuickBooks connector.

  Plugin by Intuit Claude apps, Claude Code

  Official Reviewed — safe to install Changes things, asks first

• Stripe MCP server and plugin

  Stripe's hosted MCP server lets an agent read and write your Stripe account (customers, invoices, subscriptions, refunds, payment links, analytics). The plugin adds Stripe skills on top.

  MCP server by Stripe Claude apps, Claude Code, Codex, Cursor, ChatGPT, Gemini

  Official Reviewed — install with care Can move money

• Xero MCP server

  Xero's open-source MCP server for reading and writing a Xero organisation (invoices, contacts, payments, bank transactions, manual journals, reports and UK/NZ payroll timesheets).

  MCP server by Xero Claude apps, Claude Code, Cursor, Any agent

  Official Reviewed — install with care Can move money

Curated by Andrew Borden-Chisholm. Notes on building with these tools are on the blog.