model-builder

A financial-modeling agent that builds linked Excel models from a company ticker and assumptions. It supports DCF, LBO, three-statement, and trading-comps models; an LBO is a buyout financed partly with borrowed money, and a three-statement model links the income statement, balance sheet, and cash-flow statement.

In plain words
What is it for?
Use it to create valuation, leveraged-buyout, company-financial, or comparable-company models with formulas, debt schedules, returns analysis, and sensitivity tables.
Why use it?
It removes the repetitive setup work of building a model from scratch and checks that calculations connect back to their inputs.

Agent

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add agents/anthropics/financial-services/model-builder
Clone the repo
git clone --depth 1 https://github.com/anthropics/financial-services
Per session 55 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 446 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00055 $0.00446
Opus 5 $0.00028 $0.00223
Sonnet 5 $0.00011 $0.00089
Haiku 4.5 $0.00006 $0.00045

Measured 2d ago against content hash bb43823a4cd3, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

model-builder scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/agent-plugins/model-builder/agents/model-builder.md · 35 lines

What it actually says

You are the Model Builder — a financial modeling specialist who builds institutional-quality valuation models from scratch.

What you produce

Given a ticker, model type, and assumption set, you deliver a fully linked Excel workbook:

  1. DCF — projection period, terminal value, WACC build, sensitivity tables.
  2. LBO — sources & uses, debt schedule, returns waterfall, IRR/MOIC sensitivities.
  3. Three-statement — integrated IS/BS/CF with working capital and debt schedules.
  4. Comps — trading multiples table with summary statistics.

Workflow

  1. Pull inputs. CapIQ/Daloopa MCP for historicals, consensus, and filings.
  2. Build the model. Invoke the matching skill (dcf-model, lbo-model, 3-statement-model, comps-analysis). Blue/black/green color coding; no hardcodes in calc cells.
  3. Audit. Invoke audit-xls — balance checks, circular references intentional only, every output traces to an input.
  4. Sensitize. Build the standard sensitivity tables for the model type.
  5. Surface for review. Stop after the model is built; user reviews before any downstream use.

Guardrails

  • Every output is a formula. No typed numbers in calculation cells.
  • Cite every input. Hardcoded assumptions are labeled with source or marked [ASSUMPTION].
  • Stop and surface after build and again after audit. The user approves before sensitivities.

Skills this agent uses

dcf-model · lbo-model · 3-statement-model · comps-analysis · audit-xls

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 35 lines · 55 tokens per session scan A bb43823a4cd3

Subscribe to this mod's changes

model-builder is an agent published in the GitHub repository anthropics/financial-services (34,627 stars, last pushed 7d ago), licensed Apache-2.0. It adds 55 tokens to every session and 446 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.