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Supercharge Claude's financial skills with LSEG data

By Emily Prince, Group Head of Analytics & Group AI at LSEG

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by LSEG Data & Analytics
| 10/03/2026 12:00:00

Claude's new financial plugins are powerful on their own. Combined with  LSEG's MCP server, they become institutional-grade.

Anthropic is releasing a library of purpose-built financial plugins for Claude - structured workflows that guide agents  through tasks like building DCF models, drafting investment committee memos, and generating morning research notes. Each plugin contains skills that encode the methodology and judgment that financial professionals apply daily.

Combine these skills with the LSEG MCP server, and they gain access to the same institutional data that powers the world's leading financial firms - live yield curves, bond reference data, FX spot rates, swap pricing, volatility surfaces, historical time series, and real-time news.

Here are five skills that show what becomes possible when Claude's reasoning meets LSEG's content.

Morning note - start every day with a market edge
Skill group: Equity Analysis LSEG tools used: News, QA (equity prices), TSCC (historical pricing)

The Morning Note skill helps equity analysts draft the concise, time-sensitive briefings that trading desks expect before the market opens - overnight developments, key events for the day ahead, and trade ideas across a coverage universe.

When used with the LSEG MCP server, the skill pulls live news headlines from LSEG's NEP service filtered by your coverage RICs, retrieves yesterday's closing prices and recent returns via the QA tool, and charts short-term price action from the TSCC historical time series. Every data point in the note comes from the same institutional source your desk already trusts - assembled in minutes instead of the hour it typically takes.

DCF model builder - valuation grounded in live market data
Skill group: Finance Analysis LSEG tools used: Curves (government yield curves), QA (equity prices & beta), TSCC (historical pricing)

The DCF Model Builder walks through a full discounted cash flow valuation - projecting free cash flows, calculating WACC, running sensitivity analysis, and producing a professional Excel model.

With the LSEG MCP server, Claude retrieves the current government yield curve from the Curves tool to set the risk-free rate at the appropriate tenor. It pulls historical equity prices and beta coefficients from the QA tool to anchor the cost of equity. And it uses the TSCC tool for historical price context that informs growth assumptions. The model's market-driven inputs stay current, and the audit trail is clear - every number traces back to an LSEG source.

Initiating coverage - launch research with institutional depth
Skill group: Equity Analysis LSEG tools used: QA (equity prices & returns), TSCC (historical time series), News (company headlines), VolSurf (implied volatility surface)

Initiating coverage on a new stock is one of the most data-intensive tasks in equity research - company financials, historical performance, peer context, risk assessment, and a defensible valuation. The Initiating Coverage skill structures this into a five-phase workflow: research, financial modelling, valuation, chart generation, and report assembly.

With the LSEG MCP server, the QA tool provides historical prices, total returns, and beta for performance analysis and risk modelling. The TSCC tool delivers granular time series for charting price trends and identifying technical levels. LSEG News surfaces the latest headlines and developments to inform the investment thesis. And the VolSurf tool generates the SABR-model implied volatility surface - giving the analyst a market-implied view of risk that goes well beyond simple historical volatility. The result is a coverage initiation report where every chart, every metric, and every risk assessment is backed by LSEG's institutional-quality data.

IC memo - present deals with real financing economics
Skill group: Private Equity LSEG tools used: YieldBook (bond reference data), Curves (yield curves), Swaps (IR swap pricing), Bond (bond future pricing), News (target company headlines)

The IC Memo skill helps private equity professionals draft investment committee memoranda - the formal document that synthesises due diligence, financial analysis, and deal terms into a recommendation.

With the LSEG MCP server, the financing section of the memo reflects today's market. Claude uses the Curves tool to pull the current government yield curve and the Swaps tool to price interest rate swaps at relevant tenors - providing real par rates and DV01 metrics for the proposed debt structure. The YieldBook tool supplies reference data on comparable bonds (ratings, coupons, maturity profiles) to benchmark financing terms. The Bond tool can price bond futures relevant to the hedge structure. And LSEG News keeps the memo grounded in the latest developments on the target. The investment committee sees financing assumptions built on live data, not last quarter's estimates.

Portfolio rebalance - rebalance with live cross-asset pricing
Skill group: Wealth Management LSEG tools used: QA (equity prices), Curves (yield curves), FX (spot rates), TSCC (historical pricing)

The Portfolio Rebalance skill analyses allocation drift across a client portfolio and generates tax-aware trade recommendations - factoring in wash sale rules, lot-level tax consequences, and target allocation constraints.

With the LSEG MCP server, the skill works with live cross-asset pricing throughout. The QA tool retrieves current equity valuations and return metrics. The Curves tool provides the latest yield curves to value fixed income allocations accurately. The FX tool supplies real-time spot rates for portfolios with international exposure. And the TSCC tool delivers the historical time series needed to assess how recent performance has driven the drift. Rebalancing recommendations reflect the market as it stands right now - across every asset class and geography in the portfolio.

What you need to get started
The LSEG MCP server connects Claude to ten specialised tools spanning bonds, yield curves, FX, interest rate swaps, options, equities, volatility surfaces, historical time series, news, and fixed income reference data. To use them with Claude's financial skills, you need:

  • Active LSEG data entitlements - your existing subscription to the relevant LSEG content.
  • LSEG MCP server access - credentials that connect Claude to your entitled data through the Model Context Protocol.

Once configured, Claude's skills automatically discover and call the right LSEG tools for each workflow. You do not need to know which API to call or how to format the request — the skill handles the orchestration, and LSEG provides the data.

The bigger picture
LSEG has built the financial data infrastructure that institutions depend on. Claude's skills encode the analytical workflows that put that data to work. The LSEG MCP server is the bridge between them.

For financial professionals, this means less time assembling data and more time on the judgment calls that data is meant to inform. The skills bring structure. LSEG brings the content. 

Read the original article here.