Pitch Agent

Corduroy Plugins for Financial Services

Workflow agents, vertical skill bundles, and data connectors for FINRA/SEC-regulated firms — credit funds, private equity, family offices, real estate operators, wealth advisors. Install them as plugins for Claude Code or Cowork, then tune them to your firm's processes.

This bundle is the field kit for Corduroy's AI CTO engagements: governance-first AI adoption, deployed against your own data and your own model routing, with every output staged for human sign-off.

[!IMPORTANT] Nothing in this repository constitutes investment, legal, tax, or accounting advice. These agents draft analyst work product — models, memos, research notes, reconciliations — for review by a qualified professional. They do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding; every output is staged for human sign-off. You are responsible for verifying outputs and for compliance with the laws and regulations that apply to your firm.

What's in the bundle:

• Agents — named, end-to-end workflow agents (Pitch Agent, Market Researcher, GL Reconciler, …). Each ships as a Cowork/Claude Code plugin and as a Claude Managed Agent template you can deploy through your own workflow engine.
• Vertical plugins — the underlying skills, slash commands, and data connectors, bundled by FSI vertical. Install these on their own if you just want /comps, /dcf, /earnings and the connectors without a full agent.

Install

See INSTALL.md for the full customer install instructions. The short version, same source for both hosts:

Claude Code:

/plugin marketplace add Corduroy-Dev/corduroy-tools
/plugin install financial-analysis@corduroy
/plugin install pitch-agent@corduroy
# ...

Cowork (Claude.ai desktop): Customize → Browse plugins → Personal → + → Add marketplace from GitHub → paste https://github.com/Corduroy-Dev/corduroy-tools. Then install plugins from the browser.

Offline install bundles (zip + per-plugin Cowork uploads) are available on request — see INSTALL.md.

Agents

Each agent is named for the workflow it runs. They're starting points: install the ones that match your work, then tune the prompts, skills, and connectors to how your firm does it.

Each agent plugin is self-contained — it bundles the skills it uses, so installing the agent is all you need.

Function	Agent	What it does
Coverage & advisory	Pitch Agent	Comps, precedents, LBO → branded pitch deck, end to end
	Meeting Prep Agent	Briefing pack before every client meeting
Research & modeling	Market Researcher	Sector or theme → industry overview, competitive landscape, peer comps, ideas shortlist
	Earnings Reviewer	Earnings call + filings → model update → note draft
	Model Builder	DCF, LBO, 3-statement, comps — live in Excel
Fund admin & finance ops	Valuation Reviewer	Ingests GP packages, runs valuation template, stages LP reporting
	GL Reconciler	Finds breaks, traces root cause, routes for sign-off
	Month-End Closer	Accruals, roll-forwards, variance commentary
	Statement Auditor	Audits LP statements before distribution
Operations & onboarding	KYC Screener	Parses onboarding docs, runs the rules engine, flags gaps

For Managed Agent deployment — agent.yaml, leaf-worker subagents, steering-event examples, and per-agent security notes — see the cookbooks/ directory inside each vertical (e.g. investment-banking/cookbooks/, acquisition/cookbooks/).

Real Estate

The real-estate domain ships with two starter verticals in v0.5.0:

Acquisition — the "new deal hits my desk" workflow. Read inbound OMs, diligence rent rolls, build market snapshots, audit financial models, draft IC memos.

Plugin	What it does
acquisition (vertical)	5 skills: OM analysis, rent-roll intelligence, market snapshot, model reviewer, IC memo drafter
deal-analyzer (agent)	End-to-end deal intake — OM + rent roll + market + model → IC memo package

Asset Management — the "what's happening across my portfolio" workflow. Review variance / NOI, scan property walkthroughs for issues, abstract leases, forecast capex.

Plugin	What it does
asset-management (vertical)	4 skills: variance/NOI explanation, property issue detection, lease abstraction, 5-year capex forecasting
asset-pulse (agent)	End-to-end periodic portfolio review — variance + walkthroughs + capex + leasing → narrative + watchlist + action items

Repository Layout

The repo is two-level scoped — by domain (financial-services, real-estate; future: legal, …) and within each domain by vertical (the workflow team: investment-banking, equity-research, fund-admin, acquisition, asset-management, …). Each vertical groups its own plugin, agents, and cookbooks together.

plugins/
  financial-services/
    <vertical>/                # e.g. investment-banking, fund-admin
      plugin/                  # the vertical's own plugin (skills + commands + MCPs)
      agents/                  # workflow agents owned by this vertical
      cookbooks/               # Managed Agent cookbooks for this vertical's agents
  real-estate/
    <vertical>/                # e.g. acquisition, asset-management
      plugin/
      agents/
      cookbooks/
scripts/                       # bump-versions.sh, build-bundle.sh, verify-bundle.sh

Adding a new vertical or domain is just mkdir. Marketplace entries carry a category field (financial-services or real-estate) plus tags (agent, vertical, modeling, etc.), so the Cowork/Claude Code browse UI groups them naturally regardless of file path.

Vertical Plugins

Start with financial-analysis — it carries the shared modeling skills and all data connectors. Add verticals for the workflows you need.

Plugin	What it adds
financial-analysis (core)	Comps, DCF, LBO, 3-statement, deck QC, Excel audit. All 11 data connectors.
investment-banking	CIMs, teasers, process letters, buyer lists, merger models, deal tracking.
equity-research	Earnings notes, initiations, model updates, thesis and catalyst tracking.
private-equity	Sourcing, screening, diligence checklists, IC memos, portfolio monitoring.
wealth-management	Client reviews, financial plans, rebalancing, reporting, TLH.
fund-admin	GL recon, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out.
operations	KYC document parsing and rules-grid evaluation.

How It Fits Together

	What it is	Where it lives
Agents	Self-contained plugins that own a workflow end to end — system prompt plus the skills it uses. Cowork and the Managed Agent wrapper both reference the same directory.	plugins/financial-services/<vertical>/agents/<slug>/
Skills	Domain expertise, conventions, and step-by-step methods Claude draws on automatically when relevant. Authored once in the vertical plugin; each agent bundles a synced copy of the ones it needs.	plugins/financial-services/<vertical>/plugin/skills/ (source) · plugins/financial-services/<vertical>/agents/<slug>/skills/ (bundled)
Commands	Slash actions you trigger explicitly (/comps, /earnings, /ic-memo).	plugins/financial-services/<vertical>/plugin/commands/
Connectors	MCP servers that wire Claude to your data — terminals, research platforms, document stores.	plugins/financial-services/financial-analysis/plugin/.mcp.json
Managed-agent wrappers	agent.yaml + depth-1 subagents + steering examples for headless deployment.	plugins/financial-services/<vertical>/cookbooks/<slug>/

Everything is file-based — markdown and JSON, no build step on the customer side.

MCP Integrations

All connectors are centralized in the financial-analysis core plugin and shared across the rest.

Provider	URL
Daloopa	https://mcp.daloopa.com/server/mcp
Morningstar	https://mcp.morningstar.com/mcp
S&P Global	https://kfinance.kensho.com/integrations/mcp
FactSet	https://mcp.factset.com/mcp
Moody's	https://api.moodys.com/genai-ready-data/m1/mcp
MT Newswires	https://vast-mcp.blueskyapi.com/mtnewswires
Aiera	https://mcp-pub.aiera.com
LSEG	https://api.analytics.lseg.com/lfa/mcp
PitchBook	https://premium.mcp.pitchbook.com/mcp
Chronograph	https://ai.chronograph.pe/mcp
Egnyte	https://mcp-server.egnyte.com/mcp

MCP access may require a subscription or API key from the provider. Talk to your Corduroy contact about provisioning these against your existing vendor relationships.

Making It Yours

These are reference templates — they get better when you tune them to how your firm works.

• Swap connectors — point .mcp.json at your data providers and internal systems.
• Add firm context — drop your terminology, processes, and formatting standards into skill files.
• Bring your templates — /ppt-template teaches Claude your branded PowerPoint layouts.
• Adjust agent scope — edit agents/<slug>.md to match how your team actually runs the workflow.
• Add your own — copy the structure for workflows we haven't covered.

Corduroy's AI CTO engagements handle this tuning for you. If you'd rather drive it in-house, the file-based structure here is the documentation.

Skill & Command Reference

financial-analysis — core modeling, Excel, deck QC

Skill	Command	Description
comps-analysis	/comps	Comparable company analysis with trading multiples
dcf-model	/dcf	DCF valuation with WACC and sensitivity analysis
lbo-model	/lbo	Leveraged buyout model
3-statement-model	/3-statement-model	Populate 3-statement financial model templates
audit-xls	/debug-model	Excel model audit — formula tracing, hardcode detection, balance checks
clean-data-xls	—	Normalize and clean tabular data in Excel
deck-refresh	—	Re-link and refresh embedded charts/tables across a deck
competitive-analysis	/competitive-analysis	Competitive landscape and market positioning
ib-check-deck	—	QC presentations for errors and consistency
pptx-author	—	Produce a .pptx file headlessly (Managed Agent mode)
xlsx-author	—	Produce a .xlsx file headlessly (Managed Agent mode)
ppt-template-creator	/ppt-template	Create reusable PPT template skills
skill-creator	—	Guide for creating new skills

investment-banking — deal materials and execution

Skill	Command	Description
strip-profile	/one-pager	One-page company profiles for pitch books
pitch-deck	—	Populate pitch deck templates with data
datapack-builder	—	Build data packs from CIMs and filings
cim-builder	/cim	Draft Confidential Information Memorandums
teaser	/teaser	Anonymous one-page company teasers
buyer-list	/buyer-list	Strategic and financial buyer universe
merger-model	/merger-model	Accretion/dilution M&A analysis
process-letter	/process-letter	Bid instructions and process correspondence
deal-tracker	/deal-tracker	Track live deals, milestones, and action items

equity-research — coverage and publishing

Skill	Command	Description
earnings-analysis	/earnings	Post-earnings quarterly update reports
earnings-preview	/earnings-preview	Pre-earnings scenario analysis and key metrics
initiating-coverage	/initiate	Institutional-quality initiation reports
model-update	/model-update	Update financial models with new data
morning-note	/morning-note	Morning meeting notes and trade ideas
sector-overview	/sector	Industry landscape and thematic reports
thesis-tracker	/thesis	Maintain and update investment theses
catalyst-calendar	/catalysts	Track upcoming catalysts across coverage
idea-generation	/screen	Stock screening and idea sourcing

private-equity — sourcing through portfolio ops

Skill	Command	Description
deal-sourcing	/source	Discover companies, check CRM, draft founder outreach
deal-screening	/screen-deal	Quick pass/fail on inbound CIMs and teasers
dd-checklist	/dd-checklist	Diligence checklists by workstream
dd-meeting-prep	/dd-prep	Prep for management presentations and expert calls
unit-economics	/unit-economics	ARR cohorts, LTV/CAC, net retention, revenue quality
returns-analysis	/returns	IRR/MOIC sensitivity tables
ic-memo	/ic-memo	Investment committee memo drafting
portfolio-monitoring	/portfolio	Track portfolio company KPIs and variances
value-creation-plan	/value-creation	Post-close 100-day plans and EBITDA bridges
ai-readiness	/ai-readiness	Assess a portfolio company's AI readiness

wealth-management — advisor workflows

Skill	Command	Description
client-review	/client-review	Prep for client meetings with performance and talking points
financial-plan	/financial-plan	Retirement, education, estate, and cash-flow projections
portfolio-rebalance	/rebalance	Allocation drift analysis and tax-aware rebalancing
client-report	/client-report	Client-facing performance reports
investment-proposal	/proposal	Proposals for prospective clients
tax-loss-harvesting	/tlh	Identify TLH opportunities and manage wash sales

Support

This is a private distribution to Corduroy customers. For installation help, plugin tuning, or new-workflow scoping, contact your Corduroy engagement lead or mmoore@corduroyintelligence.com.

Attribution

This bundle is a derivative of anthropics/financial-services, Apache License 2.0. See NOTICE for required attribution and MODIFICATIONS.md for the scope of changes from upstream.

License

Apache License 2.0