access-policies
Build the access_policies value — the granular, IAM-shaped way to allow or deny add-in features
Source deals — discover companies and draft founder outreach
> /plugin marketplace add anthropics/financial-services-pluginsHow it fires
How this command gets triggered: by you, by Claude, or both.
/sourceContext preview
What this command does when you run it.
Source deals — discover companies and draft founder outreach
description: Source deals — discover companies and draft founder outreach argument-hint: "[sector or criteria, e.g. 'industrial services in Texas $10-50M']"
Load the `deal-sourcing` skill and run the sourcing pipeline: discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails.
If criteria are provided, use them. Otherwise ask the user for sector, size, geography, and deal parameters.
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Build the access_policies value — the granular, IAM-shaped way to allow or deny add-in features
Build the bootstrap endpoint — per-user MCP servers, skills, dynamic config
Azure admin consent URLs — one-time tenant approval for Entra SSO and Outlook Graph access
Diagnose deployment issues (stale config, connect failures, missing add-in)
Several manifest configurations require an Entra (Azure AD) app registration in **your** tenant rather than Anthropic's default multi-tenant app — because the…
Export a copy of a user's add-in chat history, skills, MCP registrations, and settings before a machine is rebuilt