credit-memo
Generate institutional-grade Credit Memorandums in minutes. Automatically collects 3–5 years of financial data from SEC EDGAR, SerpApi, and major rating agencies. Outputs branded…
Plugin bundle · by anthropic-plugin
About
credit-memo is a plugin bundle for AI coding tools published by anthropic-plugin. Marketplaces we read that list it: 1 (Claude Code: claude-plugins-community). We first saw it on 2026-10-11 and have recorded no change since. As of our marketplace pass on 2026-10-13.
Generate institutional-grade Credit Memorandums in minutes. Automatically collects 3–5 years of financial data from SEC EDGAR, SerpApi, and major rating agencies. Outputs branded Word, PDF, and PowerPoint with 10 embedded charts, inline citations, and a 5-layer compliance guardrails system. Supports public and private companies.
What it asks for
- Installs as a plugin bundle
None of the marketplaces we read publishes its tools or the settings it asks for.
What it declares, asks for and runs, in full
Only install plugins from developers you trust. We list what marketplaces publish and do not test plugins.
Works with
- Claude Code
From the marketplaces that list it and the MCP transport it declares, as each client documents them. We do not test plugins.
Connect
Commands and configs built only from what its marketplaces declare. We do not run them for you and do not test plugins.
As a Claude Code plugin
Built from what Claude Code: claude-plugins-community declares.
/plugin marketplace add anthropics/claude-plugins-community
/plugin install credit-memo@claude-community
Where it is published
| Marketplace | Status | Version | Figures | Verified | First seen |
|---|---|---|---|---|---|
| Claude Code: claude-plugins-community (Open the source on GitHub) | Listed | 1.0.0 | Forks (GitHub): 0 Stars (GitHub): 0 |
Not marked |
Each figure is the marketplace's own and is never added up across marketplaces. A marketplace that publishes no figure shows none: no number is not zero.
What the bundle contains
As published on Claude Code: claude-plugins-community.
MCP servers: 6
discovercimacrotrendssec-edgarserpapispherical-insightsstock-analysis
Skills: 9
credit-memo-data-collectioncredit-memo-document-generationcredit-memo-financial-analysiscredit-memo-guardrailscredit-memo-industry-analysismanagement-assessmentrepayment-analysisrisk-assessmentvisuals
Commands: 5
generate-credit-memoindustry-snapshotquick-risk-checkrefresh-datasetup
What changed
Nothing has moved on this plugin since we started watching it.
Similar plugins
Products whose own names, descriptions, tools and skills are closest in meaning to this one, on every marketplace we read. Closeness is ranked within this list only.
-
Domain-specific skills and commands for private credit analysts and portfolio managers at direct lending funds. Covers covenant compliance, EBITDA adjustments, IC memo generation…
-
Primary-source SEC filing intelligence for AI agents, with exact evidence and provenance.
-
zencap ai.zencap/zencap
Institutional financial data with SEC filing citations, for every AI agent. OAuth 2.1.
-
Normalized US-GAAP financial statements & fundamentals from SEC EDGAR, as MCP tools for LLM agents.
-
AI-powered board deck generation and governance reporting for private equity firms.
-
Corporate credit data API for AI agents — bonds, leverage, guarantors, SEC filings
-
Full-text financial reports (US, China, Japan, Korea, Taiwan) as clean Markdown for RAG agents.
-
Primary-source SEC filing intelligence and financial/disclosure reconciliation for AI agents.
-
Generate statutory financial statements from Trial Balances covering IFRS, US Gaap, Ind AS and Indian GAAP.
-
filingcheck app.vercel.filingcheck-bot/filingcheck
Real SEC EDGAR filing metrics: margin-of-safety, EPS growth, going-concern flags.
Similar plugins by marketplace
The same question asked of one marketplace at a time: is there an analog of this plugin there?
Has a listing on Claude Code: claude-plugins-community (5)
-
Domain-specific skills and commands for private credit analysts and portfolio managers at direct lending funds. Covers covenant compliance, EBITDA adjustments, IC memo generation…
-
Generate statutory financial statements from Trial Balances covering IFRS, US Gaap, Ind AS and Indian GAAP.
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Official Slice plugin for Claude. Ask Claude about your cap table, grants, share classes, ESOP pools, compliance posture, valuations, workflows, and exit waterfalls - all through…
-
Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more
Has a listing on Claude Code: claude-plugins-official (5)
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
QuickBooks business insights and actions: financial health briefings across P&L, cash flow, balance sheet and A/R, industry benchmarking, payroll cost analysis, overdue-invoice…
-
Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
-
Director-level finance analysis on live NetSuite data: financial reporting, period close, variance, aging and reconciliation reviews, cash reporting, and board-ready narratives…
Has a listing on Claude: knowledge-work-plugins (5)
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
QuickBooks business insights and actions: financial health briefings across P&L, cash flow, balance sheet and A/R, industry benchmarking, payroll cost analysis, overdue-invoice…
-
Streamline finance and accounting workflows, from journal entries and reconciliation to financial statements and variance analysis. Speed up audit prep, month-end close, and…
-
Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
Has a listing on Codex: openai-curated (openai/plugins) (5)
-
Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and…
-
Answer product and business questions with data
-
Develop your payments integration faster with the ability to create products, prices, and payment links directly in ChatGPT. Run your business from ChatGPT with the ability to…
-
Bring operational data and context into the flow of your ChatGPT conversations. You can ask questions, create and update records, and analyze your data—all through conversation…
-
Notion workflows for implementation planning, research synthesis, meeting preparation, and knowledge capture.
Has a listing on Community GitHub marketplaces (5)
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, waterfall scenarios, and more
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
-
Bring Airwallex's global financial infrastructure to Claude. Orchestrate actions across your account in plain language, e.g., set up invoices from a PO, onboard suppliers from…
Has a listing on Copilot CLI: github/awesome-copilot (5)
-
Self-configuring status briefing generator. Learns your communication style from examples, discovers your data sources, and produces draft updates for any audience on demand.
-
Three-layer verification pipeline for AI output. Extracts claims, finds sources, and flags hallucination risks so humans can verify before acting.
-
Visualizes live session AI-credit usage as a Pac-Man board with pellets, ghosts, fruit milestones, and game-over limits.
-
Generate professional project documentation with draw.io architecture diagrams and Word (.docx) output with embedded images. Automatically discovers any project's technology stack…
-
Query Anarlog meetings locally, or connect through OAuth to read opted-in Cloud snapshots.
Has a listing on Copilot CLI: github/copilot-plugins (5)
-
workiq
Query Microsoft 365 data with natural language — emails, meetings, documents, Teams messages, and more.
-
Toolkit for building Microsoft 365 Copilot declarative agents — scaffolding, JSON manifest development, and capability configuration.
-
workiq-productivity
WorkIQ productivity skills powered by the local WorkIQ CLI — read-only insights across email, meetings, calendar, Teams, SharePoint, projects, and people.
-
Build Power Apps Canvas Apps using the Canvas Authoring MCP server.
-
model-apps
Build and deploy Power Apps generative pages for model-driven apps with specialist agents for planning, entity creation, and parallel code generation. Requires PAC CLI >= 2.7.0…
Has a listing on Cursor: cursor/plugins (5)
-
Query expenses, receipts, bills, cards, and travel.
-
Pull source-linked fundamentals, KPIs, filings, and prices.
-
Read invoices, bills, expenses, customers, accounts, and financial reports.
-
Query S&P Capital IQ financials, prices, and transcripts.
-
Read and write invoices, contacts, reports, and payroll.
Has a listing on Docker MCP Catalog (5)
-
Tools for cross-border payments, taxes, and compliance.
-
mcp-explorium ai.explorium/mcp-explorium
Access live company and contact data from Explorium's AgentSource B2B platform.
-
Production-ready RAG service to search and retrieve data from your documents.
-
Production-ready RAG service to search and retrieve data from your documents.
-
AI assistant for ingested content with anonymous access.
Has a listing on Official MCP Registry (5)
-
Primary-source SEC filing intelligence for AI agents, with exact evidence and provenance.
-
zencap ai.zencap/zencap
Institutional financial data with SEC filing citations, for every AI agent. OAuth 2.1.
-
Normalized US-GAAP financial statements & fundamentals from SEC EDGAR, as MCP tools for LLM agents.
-
AI-powered board deck generation and governance reporting for private equity firms.
-
Corporate credit data API for AI agents — bonds, leverage, guarantors, SEC filings
Found by meaning, not by shared code or a shared repository: similar plugins stay separate products, and this is not a review or a recommendation.
Is this your plugin?
Add it to your projects and prove you maintain it with a file in its repository, a file on your domain or a DNS record. You get alerts when a marketplace lists it, drops it, changes its verified mark or what it asks for, and its remote endpoint goes on monitoring as a web service.
Data comes from the public marketplace file https://github.com/anthropics/claude-plugins-community/blob/HEAD/.claude-plugin/marketplace.json. Figures come from our own regular passes over the marketplaces, last read on . We publish no contact details for plugin publishers.