Finance & Money for Claude Code

Build comparable company analysis in Excel — operating metrics, valuation multiples, statistical benchmarking vs peer sets. Pairs with excel-author. Use for public-company valuation, IPO pricing, sector benchmarking, or outlier detection.

Build institutional-quality DCF valuation models in Excel — revenue projections, FCF build, WACC, terminal value, Bear/Base/Bull scenarios, 5x5 sensitivity tables. Pairs with excel-author. Use for intrinsic-value equity analysis.

Build auditable Excel workbooks headless with openpyxl — blue/black/green cell conventions, formulas over hardcodes, named ranges, balance checks, sensitivity tables. Use for financial models, audit outputs, reconciliations.

Hyperliquid market data, account history, trade review.

Build leveraged buyout models in Excel — sources & uses, debt schedule, cash sweep, exit multiple, IRR/MOIC sensitivity. Pairs with excel-author. Use for PE screening, sponsor-case valuation, or illustrative LBO in a pitch.

Build accretion/dilution (merger) models in Excel — pro-forma P&L, synergies, financing mix, EPS impact. Pairs with excel-author. Use for M&A pitches, board materials, or deal evaluation.

Pay HTTP 402 APIs via Machine Payments Protocol (MPP).

Query Polymarket: markets, prices, orderbooks, history.

Query Solana blockchain data with USD pricing — wallet balances, token portfolios with values, transaction details, NFTs, whale detection, and live network stats. Uses Solana RPC + CoinGecko. No API key required.

Stock quotes, history, search, compare, crypto via Yahoo.

Agent payments via Stripe Link — cards, SPT, approvals.

Access 20+ years of global financial data: equities, options, forex, crypto, commodities, economic indicators, and 50+ technical indicators.

Build natural-language crypto/DeFi agents and EVM MCP plugins (Claude Code, Cursor, Codex, Gemini). Aomi turns prompts into wallet-signed txs on Ethereum, Base, Arbitrum, Optimism, Polygon, Linea — non-custodial, fork-simulated. 40+ apps: Uniswap, Aave, Lido, Morpho, GMX, Hyperliquid, Polymarket.

AWS cost optimization, monitoring, and operational excellence expert. Use when analyzing AWS bills, estimating costs, setting up CloudWatch alarms, querying logs, auditing CloudTrail activity, or assessing security posture. Essential when user mentions AWS costs, spending, billing,...

Comprehensive AWS cost analysis and optimization recommendations using AWS CLI and Cost Explorer

Crypto wallet management across 7 blockchains via EmblemAI Agent Hustle API. Balance checks, token swaps, portfolio analysis, and transaction execution for Solana, Ethereum, Base, BSC, Polygon, Hedera, and Bitcoin.

Analise de mercado imobiliario para leiloes. Liquidez, desagio tipico, ROI, estrategias de saida (flip/reforma/renda), Selic 2025 e benchmark CDI/FII.

Estrategia e implementacao de monetizacao para produtos digitais - Stripe, subscriptions, pricing experiments, freemium, upgrade flows, churn prevention, revenue optimization e modelos de negocio SaaS.

Brainstorm 3-5 monetization strategies with audience fit, risks, and validation experiments. Use when exploring revenue models, evaluating pricing strategies, or deciding how to monetize a product.

Design a pricing strategy — models, competitive analysis, willingness-to-pay estimation, and pricing experiments

Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.

> Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.

Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.

Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.

Analyze compensation — benchmarking, band placement, and equity modeling. Trigger with "what should we pay a [role]", "is this offer competitive", "model this equity grant", or when uploading comp data to find outliers and retention risks.

Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.

> Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overdue invoices, or wants to follow up on unpaid invoices.

Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or documenting an entry for audit review.

Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.

> Analyzes unit economics by product or service using PayPal merchant insights and QuickBooks cost data, benchmarks against inflation and cost changes, and shows pricing-scenario data (e.g. "a 5% increase historically correlates with ~3% volume drop"). Surfaces analysis only — does not recommend a price. Use when the user asks about raising prices, pricing, margin analysis, what to charge, whether costs are eating into profit, or how a price change might affect their business. Trigger even if th

> Walks an SMB owner through month-end close: reconciles QuickBooks against PayPal (and Square/Stripe) settlements, flags uncategorized transactions, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Use when the user says "close the month," "month-end," "reconcile," "what's missing," "P&L," or asks why revenue or margin changed this month.

Runs on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end. Accepts optional 30 or 60 day horizon.

Forecasts cash, ranks overdue invoices, and stages PayPal reminders so the owner can confidently run payroll. Accepts optional horizon and payroll-date arguments.

Produces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pricing decision. Accepts optional product name argument.

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.

Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.

> Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CP

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.

Business investment analysis and capital allocation advisor. Use when evaluating whether to invest in equipment, real estate, a new business, hiring, technology, or any capital expenditure. Also use for ROI calculations, IRR, NPV, payback period, build vs buy decisions, lease vs buy analysis, vendor evaluation, or deciding where to allocate limited budget for maximum return.