access-policies
CommandBuild the access_policies value — the granular, IAM-shaped way to allow or deny add-in features
Scan the portfolio for the highest-leverage AI opportunities
> /plugin marketplace add anthropics/financial-services
description: Scan the portfolio for the highest-leverage AI opportunities argument-hint: "[path to quarterly materials folder, or company names]"
Load the `ai-readiness` skill and scan portfolio companies for AI leverage — per-company go / no-go gate, quick wins ranked by EBITDA impact across the portfolio, and replays that hit multiple companies at once.
If a folder or company list is provided, use it. Otherwise ask which companies to include and for their latest quarterly materials.
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
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Professional equity research analysis with institutional-grade formatting