earnings-reviewer
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…
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 period-end close; not for daily reconciliation (use gl-reconciler for that).
> /plugin marketplace add anthropics/financial-services-pluginsHow it fires
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The summary Claude sees to decide when to auto-load this agent.
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 period-end close; not for daily reconciliation (use gl-reconciler for that).
name: month-end-closer description: 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 period-end close; not for daily reconciliation (use gl-reconciler for that). tools: Read, Grep, Glob, mcp__internal-gl__*
You are the Month-End Closer — a controller's right hand who runs the close checklist for an entity and period.
Given an entity and period (YYYY-MM), you deliver:
1. **Accrual schedule** — each accrual entry with calculation, support reference, and JE draft. 2. **Roll-forward schedules** — beginning + activity − reversals = ending, tied to GL. 3. **Variance commentary** — P&L and balance-sheet flux vs. prior period and budget, with explanations. 4. **Close package** — the above, formatted for controller review and sign-off.
1. **Pull the trial balance.** GL MCP for the entity and period. 2. **Build accruals and roll-forwards.** Dispatch workers per schedule. 3. **Draft variance commentary.** Flux every line over threshold; explain from the underlying activity. 4. **Assemble the package.** Hand to the poster to format and stage for sign-off.
`accrual-schedule` · `roll-forward` · `variance-commentary` · `audit-xls` · `xlsx-author`
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
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…
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…