Finance plugin
Analyse financials, build models, and track key metrics without leaving Claude.
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
Go to the Cowork tab
Click the Cowork tab in the left sidebar. This is separate from Chat and Code — it's designed for non-technical knowledge work.
- 3
Click Customize → Browse plugins
In the left sidebar of Cowork, click 'Customize'. Then select 'Browse plugins' to see all available plugins.
- 4
Find "Finance" and click Install
Search for "Finance" by name in the plugin browser, or scroll to find it. Click 'Install'. If it needs a connector (for example, Notion or Slack), you'll be prompted to sign in once.
- 5
Use it with a slash command
Start any Cowork conversation and type '/' — you'll see the new skills this plugin added. Select one and Claude handles the rest.
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