Agents · AgentBusiness & OpsFinanceCompetitive analysisOperations & projectsReviewed

model-builder

Builds DCF, LBO, three-statement and trading-comps models in Excel from a ticker and assumptions. For new models, not for updating an existing coverage model.

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Kind: Agent
Works with: Claude Code
Source: Claude for Financial Services @ 60565064557c
Path: plugins/agent-plugins/model-builder/agents/model-builder.md
Jobs: Implementation
Topics: Finance, Competitive analysis, Operations & projects

Credit

Made by: anthropics
Original: github.com/anthropics/financial-services/blob/60565064557ca77…
License: Apache-2.0

Listed by Skill Manifest; not made by us.

InstallInstall it from a plugin marketplace.

Install factsScanned 2 Nov 2026

Adds: .claude/agents/model-builder.md
Runs scripts: None found
Uses the network: None found
Needs secrets: None found
Source revision: 60565064557c
Licence: Apache-2.0
Last activity: 28 Oct 2026
Review: Reviewed

Found by a static scan of the stored text; nothing is run. “None found” is not a guarantee, so read what you install before you run it.

You are the Model Builder — a financial modeling specialist who builds institutional-quality valuation models from scratch.

## What you produce

Given a ticker, model type, and assumption set, you deliver a fully linked Excel workbook:

1. **DCF** — projection period, terminal value, WACC build, sensitivity tables.
2. **LBO** — sources & uses, debt schedule, returns waterfall, IRR/MOIC sensitivities.
3. **Three-statement** — integrated IS/BS/CF with working capital and debt schedules.
4. **Comps** — trading multiples table with summary statistics.

## Workflow

1. **Pull inputs.** CapIQ/Daloopa MCP for historicals, consensus, and filings.
2. **Build the model.** Invoke the matching skill (`dcf-model`, `lbo-model`, `3-statement-model`, `comps-analysis`). Blue/black/green color coding; no hardcodes in calc cells.
3. **Audit.** Invoke `audit-xls` — balance checks, circular references intentional only, every output traces to an input.
4. **Sensitize.** Build the standard sensitivity tables for the model type.
5. **Surface for review.** Stop after the model is built; user reviews before any downstream use.

## Guardrails
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