VibeRPGSimulator

Anthropic's financial services plugins: comps, DCF, LBO and 3-statement models, earnings notes, IC memos and agents such as GL Reconciler.

How it works

Foe: Vault Serpent, data, accounts and payments.

Foes

  • Vault Serpent

Party · Context

  • StewardYour agent100/100

  1. Vault Serpent

    The Vault Serpent blocks the way.

    What really happensIt stands for data, accounts and payments.

    Steward: Context 100/100.

  2. Venom

    The serpent's bite seeps venom.

    What really happensA careless change to data or payments keeps doing harm until it is caught.

    Steward takes 8. Steward: Context 92/100. Steward: Poison.

  3. Claude for Financial Services

    The war chest is unlocked with the core key.

    What really happensInstall financial-analysis first. It carries the shared modeling skills and all data connectors.

    Vault Serpent takes 17.

  4. Claude for Financial Services

    Market scouts report in from paid feeds.

    What really happensConnectors reach FactSet, Morningstar, S&P Global, PitchBook and others. Most need your own subscription.

    Vault Serpent takes 32.

  5. Venom

    The Vault Serpent uses Venom.

    Steward takes 8. Steward: Context 84/100.

  6. Claude for Financial Services

    Models are raised from the market's numbers.

    What really happensCommands such as /comps and /dcf build comparable-company and DCF models from the connected data.

    Vault Serpent takes 22.

  7. Claude for Financial Services

    Named agents take whole workflows off the desk.

    What really happensAgent plugins such as pitch-agent and gl-reconciler run a workflow end to end and bundle the skills they use.

  8. Claude for Financial Services

    The serpent's numbers are laid out for review.

    What really happensYou get draft models, memos and reconciliations for a qualified professional to check.

    Vault Serpent takes 29. Vault Serpent falls.

  9. Victory

    The Vault Serpent falls.

Learn this spell

Claude Code

claude plugin marketplace add anthropics/financial-services
claude plugin install financial-analysis@claude-for-financial-services

Notes

Add the marketplace first: claude plugin marketplace add anthropics/financial-services. financial-analysis is the core plugin with the shared skills and all data connectors; add verticals (investment-banking, equity-research, private-equity, fund-admin) or named agents such as pitch-agent and gl-reconciler. Data connectors (FactSet, Morningstar, S&P Global, PitchBook and others) may need a subscription or API key. The financial-analysis .mcp.json is not valid JSON. Drafts analyst work for professional review; not investment advice. No Codex setup is documented.

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