Truist Credit Memo Marketplace
- Updated June 1, 2026
- kwaw-danflo/test-plugin
truist-credit-memo-marketplace is a Claude Code marketplace that distributes the Truist Commercial Credit Memo Agent so bankers can draft SR 11-7 compliant C&I credit memos by orchestrating Salesforce, nCino, Boom, EDGAR
About
truist-credit-memo-marketplace is a personal Claude Code marketplace that hosts the Truist Commercial Credit Memo Agent for drafting SR 11-7 compliant commercial and industrial credit memos. The agent orchestrates data from Salesforce and nCino, Boom, EDGAR, and FRED to assemble underwriting narratives. Reach for it when you are building or testing bank credit-memo automation inside Claude rather than manually collating borrower and market data.
- Truist Commercial Credit Memo Agent plugin in a personal marketplace
- Targets SR 11-7 compliant C&I credit memo drafting
- Orchestrates Salesforce/nCino, Boom, EDGAR, and FRED integrations
- Tagged for commercial banking, underwriting, and nCino workflows
- Financial-services category plugin for bank analyst use cases
Truist Credit Memo Marketplace by the numbers
- Data as of Jul 7, 2026 (Skillselion catalog sync)
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| Last updated | June 1, 2026 |
|---|---|
| Repository | kwaw-danflo/test-plugin ↗ |
How can a commercial underwriter assemble an SR 11-7 compliant credit memo without manually pulling borrower, financial, and market data from multiple banking systems?
Draft SR 11-7 compliant commercial credit memos by orchestrating Salesforce, nCino, Boom, EDGAR, and FRED data.
Who is it for?
Commercial banking and credit-risk engineers prototyping Truist-style credit memo automation with Claude Code and connected financial data sources.
Skip if: Retail banking apps, investment-banking pitch workflows, or teams without access to the referenced Salesforce, nCino, Boom, EDGAR, and FRED integrations.
What you get
Claude produces a structured commercial credit memo draft aligned to SR 11-7 expectations using orchestrated source-system data.
Plugins in this marketplace
1 plugin - install individually after you add the marketplace.
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FAQ
What does the plugin actually automate?
It drafts commercial credit memos for C&I borrowers by pulling and synthesizing data from Salesforce/nCino, Boom, EDGAR, and FRED.
Is this an official Anthropic financial-services plugin?
No—it is a personal marketplace hosted in kwaw-danflo/test-plugin for the Truist Commercial Credit Memo Agent.
Who should verify the output?
Credit analysts and risk officers must review AI-generated memos before credit decisions; the agent assists drafting, not approval.