Command
access-policies
Build the access_policies value — the granular, IAM-shaped way to allow or deny add-in features
@anthropics-2View CommandFinance
Command
/process-letter
Draft a process letter or bid instructions
Install
> /plugin marketplace add anthropics/financial-services-pluginsHow it fires
How this command gets triggered: by you, by Claude, or both.
- Fires itselfClaude auto-loads it when your prompt matches the work.
- You can call itInvoke it directly when you want it.
- Slash command
/process-letter
Context preview
What this command does when you run it.
Draft a process letter or bid instructions
Command definition
process-letter.mddescription: Draft a process letter or bid instructions argument-hint: "[IOI or final bid]"
Load the `process-letter` skill and draft process correspondence.
If a letter type is specified (IOI, final bid, management meeting invite), use it. Otherwise ask the user what stage the process is in.
Ships withanthropics-financial-services
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Get the whole plugin
Other commands on anthropics-financial-services.
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bootstrap
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consent
Azure admin consent URLs — one-time tenant approval for Entra SSO and Outlook Graph access
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debug
Diagnose deployment issues (stale config, connect failures, missing add-in)
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entra-app
Several manifest configurations require an Entra (Azure AD) app registration in **your** tenant rather than Anthropic's default multi-tenant app — because the…
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export-data
Export a copy of a user's add-in chat history, skills, MCP registrations, and settings before a machine is rebuilt
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