Command
Several manifest configurations require an Entra (Azure AD) app registration in your tenant rather than Anthropic's default multi-tenant app — because the token's aud must match a resource you control, or because your tenant is in a sovereign cloud where Anthropic's app doesn't exist. This page is the single set of…
Command
Export a copy of a user's add-in chat history, skills, MCP registrations, and settings before a machine is rebuilt.
Command
Generate the add-in manifest XML with your cloud config baked in.
Command
Setup wizard — provision Vertex/Bedrock/Foundry/gateway, admin consent, generate manifest(s).
Command
Set per-user config (tokens, region overrides) via Azure AD extension attributes.
Plugin Claude Code
Earnings call and filings to model update to note draft.
Agent
Processes an earnings event end to end — reads the call transcript and filings, updates the coverage model, and drafts the post-earnings note. Use when a covered name reports; for a single name interactively, or fanned out across a coverage list as a managed agent.
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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"…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
Plugin Claude Code
Finds breaks, traces root cause, routes for sign-off.
Agent
Reconciles general ledger to subledger across asset classes for a trade date — finds breaks, traces root cause, and routes the exception report for sign-off. Use for daily or month-end recon runs; not for journal-entry posting (use month-end-closer for that).
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Plugin Claude Code
Parses onboarding docs, runs the rules engine, flags gaps.
Agent
Parses an onboarding document packet, runs the firm's KYC/AML rules engine, screens against sanctions and PEP lists, and flags gaps for escalation. Use for new-client onboarding or periodic refresh — not for transaction monitoring.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Plugin Claude Code
Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist.
Agent
Produces sector or thematic market research — industry overview, competitive landscape, trading-comps spread of the peer set, and a thematic ideas shortlist — packaged as a research note with optional slides. Use when an analyst or PM asks for a primer on a sector or theme; not for single-name coverage updates (use…
Skill Claude CodeCodex
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…