Financial Services plugin for Grok Build

Name: Financial Services
Author: anthropics

Community Claude Code plugin, installs in GrokPluginDevelopment

Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC

How to install Financial Services in Grok Build

1. Add this repo as a plugin marketplace in Grok Build (once per computer):

grok plugin marketplace add anthropics/financial-services

2. Install the plugin:

grok plugin install financial-analysis@anthropics/financial-services --trust

✓ Install-checked in Grok Buildchecked Oct 18, 2026

Review before you trust it. --trust lets this plugin's hooks, MCP servers and scripts run code on your computer. It's a community repo that neither xAI nor GrokStacks has reviewed, so read its code first.

This repo's marketplace has 19 plugins; we checked equity-research, financial-analysis, investment-banking. Install another the same way: grok plugin install <name>@anthropics/financial-services --trust (names under 'What it contains'). Then start a new Grok session, or press r in /plugins, to load it.

Inside Grok Build: type /plugins, open the Marketplace tab, press a and add anthropics/financial-services, then select financial-analysis and press i.

Command format: Grok Build's plugin guide

What we checked: on Oct 18, 2026 it installed with grok 1.0.62 and Grok found 44 skills, 23 slash commands. That's an install check only: we haven't run it in a live Grok session.

What it contains

Skills (40)

3-statement-model — Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with da
audit-xls — Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on
clean-data-xls — Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analys
competitive-analysis — Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market posi
comps-analysis — Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmark
dcf-model — Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and
deck-refresh — Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new ea
ib-check-deck — Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting Q
lbo-model — This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensur
ppt-template-creator — Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead
pptx-author — Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
skill-creator — Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool integrations.
xlsx-author — Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
comps — Build a comparable company analysis with trading multiples
dcf — Build a DCF valuation model with comps-informed terminal multiples
debug-model — Debug and audit a financial model for errors
lbo — Build an LBO model for a PE acquisition
ppt-template — Create a reusable PPT template skill from a PowerPoint template file
buyer-list — Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or e
cim-builder — Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side ma
datapack-builder — Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel wo
deal-tracker — Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or
merger-model — Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or a
pitch-deck — Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch d
process-letter — Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics. Triggers on "process letter", "bid instructions", "IOI
fsi-strip-profile — Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.
teaser — Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anony
cim — Draft a Confidential Information Memorandum
one-pager — Create a one-page company strip profile using branded PPT template
catalyst-calendar — Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "ca
earnings-analysis — Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estima
earnings-preview — Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock
idea-generation — Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic
initiating-coverage — Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart gen
model-update — Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when ass
morning-note — Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meet
sector-overview — Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge bui
thesis-tracker — Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking
catalysts — View or update the catalyst calendar
earnings — Analyze quarterly earnings and create an earnings update report

Hooks (1)

hooks

Plugins in this marketplace (19)

financial-analysis — Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
investment-banking — Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management
equity-research — Equity research tools: earnings analysis, initiating coverage reports, and research workflows
private-equity — Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach
fund-admin — Fund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out
operations — Operational workflows: KYC document parsing and rules-grid evaluation
pitch-agent — Comps, precedents, LBO to a branded pitch deck, end to end
market-researcher — Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist
earnings-reviewer — Earnings call and filings to model update to note draft
meeting-prep-agent — Briefing pack before every client meeting
model-builder — DCF, LBO, 3-statement, comps - live in Excel
gl-reconciler — Finds breaks, traces root cause, routes for sign-off
kyc-screener — Parses onboarding docs, runs the rules engine, flags gaps
valuation-reviewer — Ingests GP packages, runs valuation template, stages LP reporting
month-end-closer — Accruals, roll-forwards, variance commentary
statement-auditor — Audits pre-generated LP statements before distribution
lseg — Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
sp-global — S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries
claude-for-msft-365-install — Provision direct cloud access (Vertex AI, Bedrock, or LLM gateway) for the Claude Microsoft 365 add-in. Generates the customized manifest, walks through Azure admin consent, and writes per-user config via Graph extension attributes.

About this listing

Financial Services is a community plugin on GitHub by anthropics, written as a Claude Code plugin that Grok Build installs. We install-checked it in Grok; we haven't run it in a live session or reviewed its code. When we installed it, Grok found 40 skills, 1 hook, 19 plugins in this marketplaces. Its license is Apache-2.0. We checked commit 574ed3624aeb. It's one of 409 listings in the Development category on GrokStacks.

Financial Services FAQ

How do I install Financial Services in Grok Build?

Add the repo as a marketplace with grok plugin marketplace add anthropics/financial-services, then run grok plugin install financial-analysis@anthropics/financial-services --trust. This repo's marketplace has 19 plugins; we checked equity-research, financial-analysis, investment-banking. Install another the same way: grok plugin install <name>@anthropics/financial-services --trust (names under 'What it contains'). Then start a new Grok session, or press r in /plugins, to load it.

Is Financial Services an official Grok Build plugin?

No. Financial Services is a community plugin on GitHub by anthropics, not in xAI's official Grok Build marketplace. We checked that it installs and what Grok loads from it, but haven't run it in a live Grok session or reviewed its code.

What does Financial Services include?

According to what Grok loaded in our install check, Financial Services includes 40 skills, 1 hook, 19 plugins in this marketplaces: 3-statement-model, audit-xls, clean-data-xls, competitive-analysis, comps-analysis, dcf-model….

Details

Type: Plugin
Category: Development
Source: Community Claude Code plugin, installs in Grok
License: Apache-2.0
Author: anthropics
Source repo: https://github.com/anthropics/financial-services
Checked commit: 574ed3624aeb
Checked by GrokStacks: Install-checked in Grok Build on Oct 18, 2026; not run in a live session

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For maintainers: badge and embeds

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Markdown

[![Listed on GrokStacks](https://grokstacks.com/badge.svg)](https://grokstacks.com/p/financial-services/)

HTML

<a href="https://grokstacks.com/p/financial-services/"><img src="https://grokstacks.com/badge.svg" alt="Listed on GrokStacks" width="164" height="28"></a>

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Financial ServicesCommunity plugin for Grok Build · 40 skills, 1 hook, 19 plugins in this marketplacesCore financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QCView on GrokStacks →

<a href="https://grokstacks.com/p/financial-services/" style="display:block;max-width:380px;box-sizing:border-box;padding:14px 16px;border:1px solid #2a2e3c;border-radius:12px;background:#0a0b0f;color:#e8eaf0;font:14px/1.45 -apple-system,Segoe UI,Roboto,Helvetica,Arial,sans-serif;text-decoration:none"><span style="display:block;font-size:16px;font-weight:700;color:#e8eaf0">Financial Services</span><span style="display:block;margin:2px 0 8px;font-size:12px;color:#9aa0b1">Community plugin for Grok Build · 40 skills, 1 hook, 19 plugins in this marketplaces</span><span style="display:block;margin:0 0 10px;color:#c9cdd8">Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC</span><span style="font-size:12px;font-weight:600;color:#7c9cff">View on GrokStacks →</span></a>

Markdown summary

**[Financial Services on GrokStacks](https://grokstacks.com/p/financial-services/)**: Community plugin for Grok Build with 40 skills, 1 hook, 19 plugins in this marketplaces. Install: `grok plugin install financial-analysis@anthropics/financial-services --trust` (after `grok plugin marketplace add anthropics/financial-services`)

More on badges, embeds and keeping your listing up to date: GrokStacks for plugin authors.

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