/dd-prep
Prep for a diligence meeting or expert call
> /plugin marketplace add anthropics/financial-servicesHow 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
/dd-prep
Context preview
What this command does when you run it.
Prep for a diligence meeting or expert call
Command definition
dd-prep.mddescription: Prep for a diligence meeting or expert call argument-hint: "[company name] [meeting type]"
Load the `dd-meeting-prep` skill and generate targeted questions, benchmarks, and red flags to probe.
If details are provided, use them. Otherwise ask for the company, meeting type (management presentation, expert call, customer reference), and topic focus.
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Other commands on financial-services.
- /access-policies
Build the access_policies value — the granular, IAM-shaped way to allow or deny add-in features
Open command - /bootstrap
Build the bootstrap endpoint — per-user MCP servers, skills, dynamic config
Open command - /consent
Azure admin consent URLs — one-time tenant approval for Entra SSO and Outlook Graph access
Open command - /debug
Diagnose deployment issues (stale config, connect failures, missing add-in)
Open command - /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 token's `aud` must match a resource you control, or because your tenant is in a sovereign cloud where Anthropic's app
Open command - /export-data
Export a copy of a user's add-in chat history, skills, MCP registrations, and settings before a machine is rebuilt
Open command

