What plugins are good for

Plugins are useful when analysts need direct access to commands such as comps, DCF, earnings review, IC memo drafting, or deck QC inside a Claude workflow.

A plugin-first rollout is usually faster than building a custom workflow engine, but it still needs a short policy: allowed inputs, allowed connectors, output status, and reviewer ownership.

Start with vertical bundles

The repository separates financial-analysis foundations from vertical bundles such as investment banking, equity research, private equity, wealth management, fund administration, and operations.

Install the smallest bundle that matches the first workflow. Adding everything at once makes training harder and creates a larger governance surface than most pilots need.

• Financial analysis for core modeling and connector foundations.
• Investment banking for pitch, process, buyer-list, and transaction workflows.
• Equity research for earnings, model updates, thesis tracking, and morning notes.
• Fund administration and operations for reconciliations, statements, KYC, and month-end work.

When to move beyond plugins

Move toward Managed Agent deployment when you need event orchestration, a workflow engine, centralized logs, approval routing, or integration with internal applications.

The Desk plan is built for teams deciding exactly where that transition should happen.

Common questions