Command
access-policies
Build the access_policies value — the granular, IAM-shaped way to allow or deny add-in features
@anthropics-2View CommandFinance
Command
/screen-deal
Screen an inbound deal (CIM or teaser)
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
/screen-deal
Context preview
What this command does when you run it.
Screen an inbound deal (CIM or teaser)
Command definition
screen-deal.mddescription: Screen an inbound deal (CIM or teaser) argument-hint: "[path to CIM/teaser file]"
Load the `deal-screening` skill and quickly evaluate an inbound deal against the fund's investment criteria.
If a file path is provided, use it. Otherwise ask the user for the deal materials or description.
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.
@anthropics-2View CommandCommand
bootstrap
Build the bootstrap endpoint — per-user MCP servers, skills, dynamic config
@anthropics-2View CommandCommand
consent
Azure admin consent URLs — one-time tenant approval for Entra SSO and Outlook Graph access
@anthropics-2View CommandCommand
debug
Diagnose deployment issues (stale config, connect failures, missing add-in)
@anthropics-2View CommandCommand
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…
@anthropics-2View CommandCommand
export-data
Export a copy of a user's add-in chat history, skills, MCP registrations, and settings before a machine is rebuilt
@anthropics-2View Command