Install financial services plugins for Cowork changedoffice-agents/fsi-plugins
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1616The repository contains a core plugin and several add-on plugins that
1717build on it.
1818
19| Plugin | What it does |
20| ------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
19| Plugin | What it does |
20| - | - |
2121| Financial analysis (core) | Build comparable company analyses, DCF models, LBO models, and 3-statement financials. Includes all shared MCP connectors for financial data providers. Install this first. |
22| Investment banking | Draft CIMs, teasers, and process letters. Build buyer lists, run merger models, and create strip profiles. |
23| Equity research | Write earnings updates and initiating coverage reports. Track catalysts and screen for new ideas. |
24| Private equity | Source and screen deals, run due diligence checklists, draft IC memos, and monitor portfolio company KPIs. |
25| Wealth management | Prep for client meetings, build financial plans, rebalance portfolios, and identify tax-loss harvesting opportunities. |
22| Investment banking | Draft CIMs, teasers, and process letters. Build buyer lists, run merger models, and create strip profiles. |
23| Equity research | Write earnings updates and initiating coverage reports. Track catalysts and screen for new ideas. |
24| Private equity | Source and screen deals, run due diligence checklists, draft IC memos, and monitor portfolio company KPIs. |
25| Wealth management | Prep for client meetings, build financial plans, rebalance portfolios, and identify tax-loss harvesting opportunities. |
2626
2727The repository also includes partner-built plugins from LSEG and S\&P
2828Global, which bring their financial data and analytics directly into
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8181 qualified professional before being used in decision-making.
8282</Warning>
8383
84| Skill | What it does |
85| ------------------------------- | --------------------------------------- |
86| `/comps [company]` | Run a comparable company analysis. |
87| `/dcf [company]` | Build a DCF valuation model. |
84| Skill | What it does |
85| - | - |
86| `/comps [company]` | Run a comparable company analysis. |
87| `/dcf [company]` | Build a DCF valuation model. |
8888| `/earnings [company] [quarter]` | Generate a post-earnings update report. |
89| `/one-pager [company]` | Create a one-page company profile. |
90| `/ic-memo [project name]` | Draft an investment committee memo. |
91| `/source [criteria]` | Source deals based on criteria. |
92| `/client-review [client]` | Prep for a client meeting. |
89| `/one-pager [company]` | Create a one-page company profile. |
90| `/ic-memo [project name]` | Draft an investment committee memo. |
91| `/source [criteria]` | Source deals based on criteria. |
92| `/client-review [client]` | Prep for a client meeting. |
9393
9494## MCP connectors
9595
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