An agent is a specialist Claude hands a whole job to, with its own tools and its own context.
15 agents across 643 plugins.
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…
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.…
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…
Autonomous financial analyst powered by EODHD market data. Performs multi-source equity research — fundamentals, valuation, technical analysis, risk metrics,…
Use when asked to analyze BigQuery SQL files across a project for cost optimization opportunities, estimate total query costs, or audit a codebase for…
Use when asked to review all SQL files in a project or directory for BigQuery anti-patterns, scan a codebase for SQL performance issues, or audit BigQuery…
Use when asked to analyze table schemas across a project, recommend partitioning and clustering strategies for existing tables, audit schema design, or…
Produces sector or thematic market research — industry overview, competitive landscape, trading-comps spread of the peer set, and a thematic ideas shortlist —…
Builds a briefing pack before a client or prospect meeting — relationship history from CRM, holdings and recent activity, market context, and a suggested…
Builds DCF, LBO, three-statement, and trading-comps models live in Excel from a ticker and assumption set. Use when you need a clean model from scratch — not…
Runs the month-end close for an entity — accruals, roll-forwards, and variance commentary — and stages the close package for controller sign-off. Use for…
End-to-end investment banking pitch agent. Given a target company and a strategic situation (e.g., "exploring strategic alternatives"), autonomously pulls…
Audits a batch of pre-generated LP capital-account statements against the fund NAV pack before distribution — ties out balances, allocations, and fees, and…
Ingests GP valuation packages for a fund, runs them through the valuation template, and stages LP reporting. Use for quarter-end portfolio valuation review —…
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