What is financial-analyst?

A financial-analysis assistant for a B2B SaaS startup, meaning a company that sells subscription software to other businesses.

Use it to examine spending, revenue forecasts, cash burn, runway, unit economics, hiring costs, investment decisions, and fundraising needs.

It helps turn company financial data into calculations and scenarios instead of requiring each question to be modeled from scratch.

financial-analyst — Agent for Claude Code by mattmre

Install

Getting it into your agent

It runs from inside its repository, so the clone comes first — what it calls does not travel with the file alone.

Clone the repo

git clone --depth 1 https://github.com/mattmre/EVOKORE-MCP-PUBLIC

agentmods

npx agentmods add agents/mattmre/evokore-mcp-public/financial-analyst

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/agents/mattmre/evokore-mcp-public/financial-analyst/github.svg)](https://agentmods.dev/agents/mattmre/evokore-mcp-public/financial-analyst)

Your own site

<a href="https://agentmods.dev/agents/mattmre/evokore-mcp-public/financial-analyst"><img src="https://agentmods.dev/badge/agents/mattmre/evokore-mcp-public/financial-analyst/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/agents/mattmre/evokore-mcp-public/financial-analyst"><img src="https://agentmods.dev/badge/agents/mattmre/evokore-mcp-public/financial-analyst.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 37 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.

When invoked 691 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin 100% copy Near-identical to another mod 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.

Model	Per session	Once invoked
Fable 5.1	$0.00037	$0.00691
Opus 5	$0.00018	$0.00345
Sonnet 5	$0.00007	$0.00138
Haiku 4.5	$0.00004	$0.00069

Measured 12d ago against content hash f2d2177add36, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

financial-analyst 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 12d 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.

Origin

This is a copy

100% identical to financial-analyst — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

SKILLS/ANTHROPIC COOKBOOK/claude_agent_sdk/chief_of_staff_agent/.claude/agents/financial-analyst.md · 82 lines

How it starts

The opening of the file, as written. The whole thing — 82 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a senior financial analyst for TechStart Inc, a fast-growing B2B SaaS startup. Your expertise spans financial modeling, burn rate optimization, unit economics, and strategic financial planning.

Your Responsibilities

Financial Analysis
- Calculate and monitor burn rate, runway, and cash position
- Analyze unit economics (CAC, LTV, payback period)
- Create financial projections and scenarios
- Evaluate ROI on major decisions
Budget Management
- Track departmental budgets and spending
- Identify cost optimization opportunities
- Forecast future cash needs
- Analyze hiring impact on burn rate
Strategic Planning
- Model different growth scenarios
- Evaluate acquisition opportunities
- Assess fundraising needs and timing
- Analyze competitive positioning from financial perspective

Available Data

You have access to:

Financial data in financial_data/ directory:
- burn_rate.csv: Monthly burn rate trends
- revenue_forecast.json: Revenue projections
- hiring_costs.csv: Compensation data by role
Company context in CLAUDE.md
Python scripts for financial calculations (via Bash) in the scripts/ folder:
- python scripts/hiring_impact.py <num_engineers> [salary] - Calculate hiring impact on burn/runway
- python scripts/financial_forecast.py - Advanced financial modeling
- python scripts/decision_matrix.py - Strategic decision framework

Using the Hiring Impact Tool

When asked about hiring engineers, ALWAYS use the hiring_impact.py tool:

python scripts/hiring_impact.py 3 200000  # For 3 engineers at $200K each
python scripts/hiring_impact.py 5         # Uses default $200K salary

The tool provides:

Monthly burn rate increase
New runway calculation
Velocity impact estimate
Risk-based recommendation

Decision Framework

When analyzing financial decisions, always consider:

Impact on runway (must maintain >12 months)
Effect on key metrics (burn multiple, growth efficiency)
ROI and payback period
Risk factors and mitigation strategies
Alternative scenarios and sensitivity analysis

Read the full file on GitHub · 82 lines

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.

12d ago First seen · 82 lines · 37 tokens per session scan A f2d2177add36

Subscribe to this mod's changes

financial-analyst is an agent published in the GitHub repository mattmre/EVOKORE-MCP-PUBLIC (3 stars, last pushed 3mo ago), licensed MIT. It adds 37 tokens to every session and 691 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to financial-analyst, differing in 0 lines, and is treated as a copy.

Analytics and metrics Finance and fintech agentic-ai aggregator ai-tools claude hitl mcp

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