Finance plugin
Analyse financials, build models, and track key metrics without leaving Claude.
- Source
- Official (Anthropic)
About this plugin
The Finance plugin gives Claude Cowork the ability to read your financial data, build models, and surface the numbers that matter. Connect it to your spreadsheets or financial tools and ask Claude to run a variance analysis, build a forecast, or summarise last quarter's P&L — then get a clean deliverable you can share with stakeholders.
What it's best for
Finance teams, CFOs, analysts, and ops managers who own budgets
How to install the Finance plugin
Claude Cowork plugins are available to all paid plan users — Pro, Max, Team, and Enterprise.
- 1
Open Claude Desktop
Download Claude Desktop from claude.ai/download if you haven't already — it's free to download, but you'll need a paid plan (Pro, Max, Team, or Enterprise) to access Claude Cowork.
- 2
Open Customize > Plugins
Go to Customize, then Plugins, in claude.ai or the Claude desktop app. The plugin is saved to your account, so it is also available in Cowork and Claude Code.
- 3
Find "Finance" in Discover and select Add
Open Discover, find "Finance", read what it contains, then select Add. Plugins from a marketplace you add yourself (Add > Add marketplace) are not reviewed by Anthropic.
- 4
Connect any bundled connectors
Adding a plugin does not sign you in to anything. Open the plugin's Connectors tab to add or connect each connector it includes.
- 5
Use it
In Cowork, type /plugin-name:command, or describe the task and Claude loads the matching skill. Source: Anthropic's Plugins documentation.
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