Commit Graph
7 Commits
Author SHA1 Message Date
Omar Mihilmy 379e414f98 feat(repo): plugin version-bump hook + CI backstop; claude-in-office Wef sideload debug (#208)
* feat(repo): plugin version-bump hook + CI backstop, fix install docs/remote

* docs(claude-in-office): add Wef registry + wef-folder sideload (Windows + macOS) for local debugging

* ci: use actions/checkout@v4 instead of pinned SHA

* docs(claude-in-office): scope sideload cleanup to the specific manifest, not the wef folder

* docs(claude-in-office): scope cache-clear to wef contents with guards, not rm -rf of caches/wef dirs

* docs(claude-in-office): target cache-clear by add-in Id, leave other add-ins in wef untouched

* feat(claude-in-office): add clear-addin-cache scripts (mac/win), ID-targeted, dry-run by default

* fix(claude-in-office): Windows sideload cleanup is registry-based, ID-first; direct edits (no office-addin-dev-settings); document deployed-cache caveat

* docs(claude-in-office): clarify surgical per-ID deletion of local/sideloaded manifests is safe; MS warning applies only to the deployed cache

* feat(claude-in-office): add sideload-addin scripts (mac/win), ID-derived, dry-run by default; debug.md points to script pair

* feat(claude-in-office): sideload installs directly (drop dry-run); dry-run stays only on destructive clear-addin-cache

* docs(claude-in-office): make the post-clear app restart an explicit step, not a buried line
2026-05-15 17:57:20 -04:00
cxyback bb4a2b3e53 Restructure repo and add named agents (#81)
- Move verticals from repo root into plugins/vertical-plugins/ and partner
  plugins into plugins/partner-built/
- Add 10 named, self-contained agent plugins under plugins/agent-plugins/
  (Pitch Agent, Market Researcher, Earnings Reviewer, Model Builder,
  Meeting Prep, GL Reconciler, Month-End Closer, Statement Auditor,
  Valuation Reviewer, KYC Screener) — each bundles its own skills so it
  installs standalone
- Add managed-agent-cookbooks/ (one per agent) with subagent isolation
  and steering examples for /v1/agents deployment
- Add fund-admin and operations verticals so the finance-ops/onboarding
  agents ship real domain skills
- Add scripts/ (check.py manifest lint, sync-agent-skills.py,
  deploy-managed-agent.sh, orchestrate.py reference loop,
  test-cookbooks.sh)
- Add .github/workflows/secret-scan.yml (gitleaks + internal-ref grep)
- Tighten agent tool grants to declared MCPs only — no Bash, WebFetch,
  or undeclared mcp__* references in any agent
- Add not-investment-advice disclaimer to README
- Rename claude-in-office to claude-for-msft-365-install (content
  unchanged)
2026-05-05 10:58:18 -04:00
Omar Mihilmy c9358a5d5c Add claude-in-office plugin for Office add-in deployment
Migrated from anthropics/office-agent. Provides /setup, /manifest, /consent,
/update-user-attrs, and /debug commands for M365 admins provisioning the
Claude Office add-in with direct cloud access (Vertex AI, Bedrock, or an
LLM gateway).
2026-03-27 10:57:28 -04:00
Nicholas Lin e631a87699 Move partner-built plugins (LSEG, S&P Global) into partner-built/ folder
- Created partner-built/ directory for plugins maintained by data partners
- Moved lseg/ and spglobal/ into partner-built/
- Updated marketplace.json source paths
- Added Partner-Built Plugins section to README
2026-02-23 23:03:50 -05:00
Nicholas Lin bda5a3b502 Remove Plugin Details section, add disclaimer 2026-02-23 14:57:52 -05:00
Nicholas Lin b7dca5458b Update references to production repo, clean up IB README
- Replace all fsi-plugins-dev/anthropic-experimental references with
  anthropics/financial-services-plugins
- Update marketplace.json name
- Clean up IB README to reflect actual skills in that plugin
  (removed cross-references to equity-research and financial-analysis skills)
2026-02-23 14:33:47 -05:00
Nicholas Lin b891783b23 Initial commit: copy from fsi-plugins-dev
Financial services plugins for Claude Code covering:
- Equity Research
- Financial Analysis (comps, DCF, LBO, 3-statements, check-deck, check-model)
- Investment Banking (strip profiles, CIM, pitch decks, merger models)
- Private Equity (deal screening, IC memos, portfolio monitoring)
- Wealth Management
2026-02-23 14:28:34 -05:00