aigroup-financial-services-openclaw

Financial modeling, analysis, and deliverables suite for OpenClaw.

Install this as the financial workflow suite after aigroup-lead-discovery-openclaw. It is designed to be the second half of the AIGroup banker stack: lead-discovery gathers company intelligence, and this plugin turns that context into models, analysis, and deliverables.

This plugin now ships skills and commands only by default, and expects data collection to come from AIGroup lead-intelligence plugins and MCP services.

It now exposes four explicit office-deliverable entrypoints inside the plugin itself:

• word-deliverable
• excel-deliverable
• ppt-deliverable
• pdf-deliverable

This plugin now also vendors three MiniMax-origin office skills directly under skills/:

• minimax-docx (MIT, included in this plugin)
• minimax-xlsx (MIT, included in this plugin)
• minimax-pdf (MIT, included in this plugin)

These bundled skills are adapted from verified MiniMaxAI host installs, with thanks to MiniMaxAI for the original Word, Excel, and PDF skill foundations.

These wrapper skills route banker workflows into the plugin's bundled office capabilities first. On macmini, the verified mapping is:

• Word -> minimax-docx -> aigroup-mdtoword-mcp__markdown_to_docx -> standard docx
• Excel -> minimax-xlsx
• PDF -> minimax-pdf -> standard pdf
• PPT -> pptx-generator + ppt-editing-skill + ppt-orchestra-skill + slide-making-skill

For Word, Excel, and PDF, the bundled MiniMax-derived skills are now part of the install surface of this plugin. Word also treats aigroup-mdtoword-mcp as an explicit companion route for banker memo generation and markdown-to-Word packaging. PPT still falls back to host capabilities or standard pptx workflows when needed.

Important routing note: these wrappers should not use shell-level which checks, PATH probing, or same-name executable discovery as the test for host office capability. On some hosts, those capabilities exist as routed skills without matching shell binaries.

Important: the MiniMax / office layer is now split:

• Word, Excel, and PDF MiniMax-derived skills are included in this plugin
• Word output explicitly supports aigroup-mdtoword-mcp as a companion path, so environments without MiniMax-style host wiring still have a stable .docx route
• PPT companion capabilities remain host-dependent / optional

If a user already has compatible host skills installed, that is still fine. The plugin should simply prefer its bundled Word/Excel/PDF path and continue to use compatible host capabilities for PPT where available.

This repository is a compatibility layer, not a claim of official Anthropic or OpenClaw endorsement.

It now also exposes a standalone root-level Claude bundle so the repository itself can be installed and published as a single OpenClaw plugin:

openclaw plugins install jackdark425/aigroup-financial-services-openclaw

It is also published on OpenClaw Hub:

openclaw plugins install aigroup-financial-services-openclaw

What This Repo Does

• tracks the latest upstream anthropics/financial-services-plugins
• preserves the original Claude plugin structure under upstream/
• exposes a standalone root bundle under the repository root
• generates OpenClaw-oriented packs under packs/
• builds OpenClaw-readable Claude bundle plugins under bundles/
• provides install scripts for copying financial skills into an OpenClaw workspace
• documents how Claude plugin concepts map into OpenClaw concepts

Why This Exists

Anthropic's source repository is file-based and easy to customize, but it is structured for Claude Cowork / Claude Code plugins:

• .claude-plugin/plugin.json
• .mcp.json
• commands/
• skills/

OpenClaw does not consume that structure directly as a plugin. However, the skills/ directories are often directly reusable as OpenClaw workspace skills, and the connector definitions can be repurposed as optional MCP configuration templates.

For distribution, this repository now does two things:

• the repository root acts as a single installable bundle plugin: aigroup-financial-services-openclaw
• bundles/ keeps the narrower sub-bundles for targeted installs and validation

Repository Layout

aigroup-financial-services-openclaw/
├── .claude-plugin/plugin.json         # root standalone bundle manifest
├── .mcp.json                          # root connector template
├── skills/                            # merged root skill set
├── commands/                          # merged root command set
├── upstream/
│   └── financial-services-plugins/   # latest upstream clone
├── packs/
│   └── <plugin-name>/
│       ├── skills/                   # generated OpenClaw-ready skill copies
│       ├── commands/                 # copied Claude command docs
│       ├── connectors/               # copied MCP templates
│       └── metadata.json
├── bundles/
│   └── aigroup-<plugin-name>-openclaw/
│       ├── .claude-plugin/plugin.json
│       ├── skills/
│       ├── commands/
│       ├── .mcp.json
│       └── README.md
├── scripts/
│   ├── sync_upstream.py
│   ├── build_openclaw_bundles.py
│   └── install_to_openclaw.py
├── docs/
│   ├── claude-requirements.md
│   └── openclaw-mapping.md
├── NOTICE
└── LICENSE

Claude Source Requirements

The original Anthropic repositories describe plugins as:

• file-based
• markdown and JSON driven
• built around skills, commands, and .mcp.json

Those source assumptions and adaptation notes are documented here:

• docs/claude-requirements.md
• docs/openclaw-mapping.md
• docs/plugin-roadmap.md
• docs/test-report.md
• docs/quickstart.md
• docs/mac-mini-host-runbook.md

Current Strategy

This repository currently treats Anthropic financial plugins as:

• skills/ -> OpenClaw workspace skills
• commands/ -> operator playbooks / future command adapters
• .mcp.json -> empty by default, so the published plugin installs cleanly without unsupported remote MCP transports
• .mcp.optional-upstream.json -> preserved reference template for the original 11 upstream HTTP connectors
• .claude-plugin/plugin.json -> source metadata only

For external installation and Hub publishing, the root repository now functions as a single bundle plugin that combines the financial-analysis and investment-banking tracks.

Recommended Pairing

For real-world use, treat installation as a two-suite flow and install this plugin together with aigroup-lead-discovery-openclaw.

Recommended stack:

• aigroup-lead-discovery-openclaw for company intelligence, customer investigation, and external lead signals
• aigroup-fmp-mcp, aigroup-market-mcp, and aigroup-finnhub-mcp as AIGroup data services
• aigroup-financial-services-openclaw for customer analysis, financial modeling, and deliverable generation

Office Surface Inside The Plugin

The plugin now includes explicit office-oriented commands and skills so the second half of the banker stack can move from analysis to deliverable packaging without leaving the plugin surface:

• word -> word-deliverable
• excel -> excel-deliverable
• ppt / ppts -> ppt-deliverable
• pdf -> pdf-deliverable

Recommended chaining:

1. research or analyze with finance skills such as customer-analysis-pack, datapack-builder, comps-analysis, dcf-model, or lbo-model
2. package the output through word-deliverable, excel-deliverable, ppt-deliverable, or pdf-deliverable
3. use PDF last when the goal is a stable distribution artifact

This office surface is intentionally packaged as a banker-facing front door, with bundled Word/Excel/PDF support and optional host enhancement for PPT.

• It is meant to make banker workflows easier to use.
• It is not meant to force every user to preinstall MiniMax office skills just to get Word, Excel, or PDF output.
• It also works cleanly with aigroup-mdtoword-mcp when the Word job starts from markdown, notes, or a banker memo draft.
• Users who already have equivalent host skills can still use those alongside the bundled paths.

See:

• docs/minimax-office-optional.md

Root Bundle

The repository root now provides a standalone bundle with:

• merged skills/
• merged commands/
• empty .mcp.json so installs stay clean by default
• optional .mcp.optional-upstream.json for operators who explicitly want the original upstream connector references
• .claude-plugin/plugin.json manifest

Use the root bundle when you want one install that covers the full financial-services workflow surface.

Install From OpenClaw Hub

openclaw plugins install aigroup-lead-discovery-openclaw
openclaw plugins install aigroup-financial-services-openclaw
openclaw plugins inspect aigroup-lead-discovery-openclaw
openclaw plugins inspect aigroup-financial-services-openclaw

Recommended Trust Pinning

If you want to remove the default plugins.allow is empty warning and make trust explicit, pin the suite ids in your OpenClaw config:

{
  "plugins": {
    "allow": [
      "aigroup-lead-discovery-openclaw",
      "aigroup-financial-services-openclaw"
    ]
  }
}

Then restart the gateway before testing.

Quick install guide:

• docs/start-here.md
• docs/quickstart.md
• docs/banker-stack.md
• docs/example-prompts.md
• docs/minimax-office-optional.md
• docs/troubleshooting.md
• docs/which-suite-to-use.md

Default Customer Workflow

The default banker path is now:

1. aigroup-lead-discovery-openclaw/customer-investigation
2. aigroup-financial-services-openclaw/customer-analysis-pack
3. datapack-builder, dcf-model, or other downstream modeling skills only when needed

This keeps the first pass focused on banker-usable customer investigation and customer analysis before moving into heavier finance deliverables.

Published package:

• aigroup-financial-services-openclaw@0.1.11

Recommended companion package:

• aigroup-lead-discovery-openclaw

Release Prep

To prepare the minimal publishable artifact used for ClawHub releases:

python3 scripts/prepare_release_bundle.py /tmp/aigroup-financial-services-openclaw-release

To validate the repository bundle shape directly:

python3 scripts/validate_bundle.py .

Generate Packs

python3 scripts/sync_upstream.py

Build OpenClaw-Compatible Bundles

These bundles use Claude bundle manifests because OpenClaw can inspect and load Claude-style bundle plugins for skills, commands, and .mcp.json.

python3 scripts/build_openclaw_bundles.py

Current generated bundles:

• bundles/aigroup-financial-analysis-openclaw
• bundles/aigroup-investment-banking-openclaw

Root standalone bundle:

• aigroup-financial-services-openclaw (repository root)

These are the two primary plugin tracks for this repository and should be developed in parallel:

• aigroup-financial-analysis-openclaw: valuation, modeling, and analytical workflows
• aigroup-investment-banking-openclaw: deal materials, pitch workflows, and transaction execution workflows

Data Inputs

By default, this plugin no longer enables the 11 upstream external financial HTTP MCP connectors during installation.

That choice is intentional:

• it keeps Hub installation simple
• it avoids unsupported transport warnings for most users
• it makes aigroup-lead-discovery-openclaw the default AIGroup data-entry layer

If an operator explicitly wants the original upstream connector references, copy or adapt:

.mcp.optional-upstream.json

Install Skills Into OpenClaw

Example local install into a workspace:

python3 scripts/install_to_openclaw.py \
  --workspace ~/.openclaw/workspace \
  --plugin financial-analysis \
  --plugin investment-banking \
  --with-bundle-connectors

By default, installed skills are prefixed to avoid collisions.

OpenClaw Bundle Strategy

This repository now supports two OpenClaw-compatible delivery modes:

• packs/: direct skill copying into an OpenClaw workspace
• bundles/: Claude-format bundle plugins that OpenClaw can inspect and load

The current production targets are:

• aigroup-financial-services-openclaw
• aigroup-financial-analysis-openclaw
• aigroup-investment-banking-openclaw

License

This repository is distributed under Apache 2.0, consistent with the upstream source. See LICENSE and NOTICE.