# Finance, Accounting, and Economics - Skills and Agents References (Phase 5)

## Overview

This document provides references to GitHub repositories, MCP servers, community resources, and relevant tools for implementing the skills and agents identified in the Finance, Accounting, and Economics backlog. These references support the development and integration of domain-specific capabilities.

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## Financial Modeling Skills References

### dcf-valuation-modeler

#### GitHub Repositories
- **pyfinance** - https://github.com/bsolomon1124/pyfinance - Python package for financial analysis including DCF calculations
- **financepy** - https://github.com/domokane/FinancePy - Python library for valuation and risk models
- **finquant** - https://github.com/fmilthaler/FinQuant - Portfolio management and quantitative finance
- **dcf** - https://github.com/srbrettle/Financial-Formulas-Library-.NET-Core - Financial formulas including DCF components
- **valuation-tools** - https://github.com/UBC-MDS/Stock_Price_Predictors - Stock valuation approaches

#### MCP Servers
- **mcp-financial-data** - Financial data retrieval server for market data and company fundamentals
- **mcp-spreadsheet** - Excel/Google Sheets integration for model building
- **mcp-yahoo-finance** - Yahoo Finance data access for company financials

#### Community Resources
- Aswath Damodaran's Valuation Resources - https://pages.stern.nyu.edu/~adamodar/
- CFA Institute Investment Foundations - https://www.cfainstitute.org/
- Financial Modeling Institute - https://fminstitute.com/

---

### three-statement-model-builder

#### GitHub Repositories
- **openpyxl** - https://github.com/theorchard/openpyxl - Python Excel library for model construction
- **xlwings** - https://github.com/xlwings/xlwings - Python-Excel integration for live models
- **pandas** - https://github.com/pandas-dev/pandas - Data manipulation for financial statements
- **financial-statements** - https://github.com/FutureSharks/financial-statements - Financial statement analysis

#### MCP Servers
- **mcp-excel** - Microsoft Excel automation and manipulation
- **mcp-google-sheets** - Google Sheets API integration
- **mcp-database** - Database connections for financial data

#### Community Resources
- Wall Street Prep - https://www.wallstreetprep.com/
- Corporate Finance Institute - https://corporatefinanceinstitute.com/
- Breaking Into Wall Street - https://breakingintowallstreet.com/

---

### budget-forecasting-engine

#### GitHub Repositories
- **prophet** - https://github.com/facebook/prophet - Time series forecasting by Meta
- **statsforecast** - https://github.com/Nixtla/statsforecast - Fast statistical forecasting
- **sktime** - https://github.com/sktime/sktime - Time series machine learning
- **darts** - https://github.com/unit8co/darts - Time series forecasting library

#### MCP Servers
- **mcp-anaplan** - Anaplan API integration for enterprise planning
- **mcp-adaptive** - Workday Adaptive Planning connector
- **mcp-planful** - Planful (formerly Host Analytics) integration

#### Community Resources
- Association for Financial Professionals (AFP) - https://www.afponline.org/
- FP&A Trends - https://fpatrends.com/
- International Budget Partnership - https://internationalbudget.org/

---

### monte-carlo-financial-simulator

#### GitHub Repositories
- **numpy** - https://github.com/numpy/numpy - Numerical computing for simulations
- **scipy** - https://github.com/scipy/scipy - Scientific computing including statistics
- **pymc** - https://github.com/pymc-devs/pymc - Probabilistic programming
- **mcerp** - https://github.com/tisimst/mcerp - Monte Carlo error propagation
- **chaospy** - https://github.com/jonathf/chaospy - Uncertainty quantification toolbox

#### MCP Servers
- **mcp-compute** - Heavy computation server for simulation workloads
- **mcp-python** - Python execution environment for statistical analysis

#### Community Resources
- Quantitative Finance Stack Exchange - https://quant.stackexchange.com/
- Risk.net - https://www.risk.net/
- GARP (Global Association of Risk Professionals) - https://www.garp.org/

---

### lbo-model-builder

#### GitHub Repositories
- **leveraged-buyout** - https://github.com/topics/leveraged-buyout - LBO model repositories
- **pe-model** - https://github.com/topics/private-equity - Private equity modeling tools
- **financial-modeling** - https://github.com/topics/financial-modeling - General financial modeling

#### MCP Servers
- **mcp-pitchbook** - PitchBook data integration for PE deals
- **mcp-preqin** - Preqin private equity data access
- **mcp-spreadsheet** - Advanced spreadsheet manipulation

#### Community Resources
- Mergers & Inquisitions - https://www.mergersandinquisitions.com/
- Private Equity International - https://www.privateequityinternational.com/
- ILPA (Institutional Limited Partners Association) - https://ilpa.org/

---

## Accounting and Compliance Skills References

### gaap-ifrs-compliance-checker

#### GitHub Repositories
- **fasb-asc** - FASB Accounting Standards Codification references
- **ifrs-taxonomy** - https://github.com/topics/ifrs - IFRS taxonomy implementations
- **accounting-standards** - https://github.com/topics/accounting - Accounting standard libraries

#### MCP Servers
- **mcp-sec-edgar** - SEC EDGAR filing and data access
- **mcp-fasb** - FASB codification lookup service
- **mcp-iasb** - IFRS standards reference server

#### Community Resources
- FASB Accounting Standards Codification - https://asc.fasb.org/
- IFRS Foundation - https://www.ifrs.org/
- AICPA - https://www.aicpa.org/
- Deloitte IAS Plus - https://www.iasplus.com/

---

### revenue-recognition-analyzer

#### GitHub Repositories
- **contract-parser** - https://github.com/topics/contract-analysis - Contract analysis tools
- **nlp-legal** - https://github.com/topics/legal-nlp - NLP for legal/contract documents
- **revenue-recognition** - https://github.com/topics/revenue-recognition - ASC 606 implementations

#### MCP Servers
- **mcp-document-ai** - Document parsing for contract analysis
- **mcp-legal-nlp** - Legal document understanding
- **mcp-salesforce** - Salesforce CPQ/Revenue Cloud integration

#### Community Resources
- PwC Revenue Recognition Guide - https://viewpoint.pwc.com/
- Deloitte Revenue Recognition - https://www2.deloitte.com/
- EY Financial Reporting Developments - https://www.ey.com/

---

### lease-accounting-calculator

#### GitHub Repositories
- **lease-calculator** - https://github.com/topics/lease-accounting - Lease calculation tools
- **asc842-calculator** - ASC 842 specific implementations
- **ifrs16-tools** - IFRS 16 lease accounting utilities

#### MCP Servers
- **mcp-leasecake** - LeaseAccelerator/LeaseQuery integration
- **mcp-costar** - CoStar lease data integration
- **mcp-visual-lease** - Visual Lease system connector

#### Community Resources
- LeaseQuery Resources - https://leasequery.com/
- KPMG Lease Accounting Guide - https://home.kpmg/
- RSM ASC 842 Guide - https://rsmus.com/

---

### intercompany-eliminator

#### GitHub Repositories
- **consolidation-tools** - https://github.com/topics/consolidation - Financial consolidation
- **erp-connectors** - https://github.com/topics/sap-connector - ERP system connectors
- **oracle-connector** - https://github.com/topics/oracle-database - Oracle integration

#### MCP Servers
- **mcp-sap** - SAP ERP/S4HANA integration
- **mcp-oracle-ebs** - Oracle E-Business Suite connector
- **mcp-netsuite** - NetSuite API integration
- **mcp-onestream** - OneStream XF consolidation

#### Community Resources
- SAP Community - https://community.sap.com/
- Oracle Cloud Customer Connect - https://community.oracle.com/
- NetSuite User Group - https://www.netsuite.com/

---

### account-reconciliation-automator

#### GitHub Repositories
- **reconciliation** - https://github.com/topics/reconciliation - Reconciliation algorithms
- **matching-algorithms** - https://github.com/topics/matching - Transaction matching
- **bank-reconciliation** - https://github.com/topics/bank-reconciliation - Bank rec tools

#### MCP Servers
- **mcp-blackline** - BlackLine reconciliation platform
- **mcp-trintech** - Trintech Cadency/Adra integration
- **mcp-floqast** - FloQast close management
- **mcp-plaid** - Plaid bank data access

#### Community Resources
- BlackLine Community - https://community.blackline.com/
- ACFE (Association of Certified Fraud Examiners) - https://www.acfe.com/
- IMA (Institute of Management Accountants) - https://www.imanet.org/

---

## Tax Skills References

### tax-provision-calculator

#### GitHub Repositories
- **tax-calculation** - https://github.com/topics/tax-calculation - Tax computation libraries
- **asc740** - ASC 740 implementation references
- **deferred-tax** - https://github.com/topics/tax - Tax-related repositories

#### MCP Servers
- **mcp-onesource** - Thomson Reuters ONESOURCE integration
- **mcp-corptax** - Corptax provision software connector
- **mcp-longview** - Longview tax provision

#### Community Resources
- Tax Executives Institute (TEI) - https://www.tei.org/
- Bloomberg Tax - https://pro.bloombergtax.com/
- Thomson Reuters Checkpoint - https://checkpoint.riag.com/

---

### transfer-pricing-analyzer

#### GitHub Repositories
- **transfer-pricing** - https://github.com/topics/transfer-pricing - TP analysis tools
- **benchmarking** - https://github.com/topics/benchmarking - Financial benchmarking
- **comparable-analysis** - Comparable company analysis tools

#### MCP Servers
- **mcp-bvd** - Bureau van Dijk/Orbis database
- **mcp-sp-capital-iq** - S&P Capital IQ data
- **mcp-oecd** - OECD transfer pricing guidelines data

#### Community Resources
- OECD Transfer Pricing Guidelines - https://www.oecd.org/tax/transfer-pricing/
- Transfer Pricing International Journal - https://www.ibfd.org/
- TEI Transfer Pricing Resources - https://www.tei.org/

---

### multi-jurisdiction-tax-calculator

#### GitHub Repositories
- **tax-rates** - https://github.com/topics/tax-rates - Tax rate databases
- **vat-calculator** - https://github.com/topics/vat - VAT/GST calculation
- **sales-tax** - https://github.com/topics/sales-tax - Sales tax computation

#### MCP Servers
- **mcp-avalara** - Avalara tax calculation and compliance
- **mcp-vertex** - Vertex tax automation
- **mcp-sovos** - Sovos tax compliance

#### Community Resources
- Tax Foundation - https://taxfoundation.org/
- EY Global Tax Guides - https://www.ey.com/en_gl/tax-guides
- PwC Worldwide Tax Summaries - https://taxsummaries.pwc.com/

---

## Treasury Skills References

### cash-flow-forecaster

#### GitHub Repositories
- **cash-forecasting** - https://github.com/topics/cash-flow - Cash flow tools
- **liquidity-modeling** - Treasury management utilities
- **treasury-management** - https://github.com/topics/treasury - Treasury tools

#### MCP Servers
- **mcp-kyriba** - Kyriba treasury management
- **mcp-gtreasury** - GTreasury platform connector
- **mcp-coupa-treasury** - Coupa Treasury integration
- **mcp-bank-apis** - Bank API aggregation (multiple banks)

#### Community Resources
- Association for Financial Professionals - https://www.afponline.org/
- Treasury Management International - https://www.treasury-management.com/
- Strategic Treasurer - https://strategictreasurer.com/

---

### fx-hedging-strategy-modeler

#### GitHub Repositories
- **fx-tools** - https://github.com/topics/forex - Foreign exchange libraries
- **hedging** - https://github.com/topics/hedging - Hedging strategy tools
- **options-pricing** - https://github.com/topics/options-pricing - Options valuation

#### MCP Servers
- **mcp-bloomberg** - Bloomberg Terminal data and analytics
- **mcp-reuters** - Refinitiv/Reuters market data
- **mcp-360t** - 360T FX trading platform
- **mcp-fxall** - FXall trading integration

#### Community Resources
- Global Financial Markets Association - https://www.gfma.org/
- ACI Financial Markets Association - https://acifma.com/
- FX Week - https://www.fx-markets.com/

---

### debt-covenant-monitor

#### GitHub Repositories
- **covenant-tracking** - https://github.com/topics/debt - Debt management tools
- **loan-management** - https://github.com/topics/loan - Loan tracking systems
- **credit-analysis** - https://github.com/topics/credit-analysis - Credit analysis tools

#### MCP Servers
- **mcp-debtdomain** - DebtDomain loan administration
- **mcp-debt-iq** - Debt IQ covenant tracking
- **mcp-bloomberg-credit** - Bloomberg credit data

#### Community Resources
- LSTA (Loan Syndications and Trading Association) - https://www.lsta.org/
- LMA (Loan Market Association) - https://www.lma.eu.com/
- Leveraged Commentary & Data - https://www.lcd.com/

---

## Investment Analysis Skills References

### comparable-company-analyzer

#### GitHub Repositories
- **financial-data** - https://github.com/topics/financial-data - Financial data libraries
- **stock-analysis** - https://github.com/topics/stock-analysis - Stock analysis tools
- **fundamental-analysis** - https://github.com/topics/fundamental-analysis - Fundamentals analysis

#### MCP Servers
- **mcp-capital-iq** - S&P Capital IQ API
- **mcp-factset** - FactSet data integration
- **mcp-bloomberg** - Bloomberg data access
- **mcp-refinitiv** - Refinitiv/LSEG data

#### Community Resources
- CFA Institute - https://www.cfainstitute.org/
- Seeking Alpha - https://seekingalpha.com/
- Morningstar - https://www.morningstar.com/

---

### precedent-transaction-analyzer

#### GitHub Repositories
- **ma-analysis** - https://github.com/topics/mergers-and-acquisitions - M&A tools
- **deal-database** - Transaction database interfaces
- **premium-analysis** - Control premium calculation

#### MCP Servers
- **mcp-pitchbook** - PitchBook M&A data
- **mcp-refinitiv-deals** - Refinitiv deal data
- **mcp-dealogic** - Dealogic transaction data
- **mcp-mergermarket** - Mergermarket deal intelligence

#### Community Resources
- M&A Source - https://www.masource.org/
- Association for Corporate Growth - https://www.acg.org/
- Institute for Mergers, Acquisitions and Alliances - https://imaa-institute.org/

---

### merger-model-builder

#### GitHub Repositories
- **merger-model** - https://github.com/topics/merger - Merger modeling tools
- **accretion-dilution** - Accretion/dilution calculators
- **synergy-model** - Synergy modeling utilities

#### MCP Servers
- **mcp-capital-iq** - S&P Capital IQ for deal data
- **mcp-pitchbook** - PitchBook deal analytics
- **mcp-spreadsheet** - Advanced Excel modeling

#### Community Resources
- Mergers & Acquisitions Journal - https://www.themiddlemarket.com/
- Corporate Finance Institute M&A - https://corporatefinanceinstitute.com/
- Deal Lawyers - https://www.deallawyers.com/

---

### capital-budgeting-analyzer

#### GitHub Repositories
- **numpy-financial** - https://github.com/numpy/numpy-financial - Financial functions
- **investment-analysis** - https://github.com/topics/investment - Investment analysis
- **project-valuation** - https://github.com/topics/valuation - Project valuation tools

#### MCP Servers
- **mcp-python** - Python execution for NPV/IRR calculations
- **mcp-spreadsheet** - Excel financial functions
- **mcp-decision-tree** - Decision tree analysis

#### Community Resources
- Project Management Institute - https://www.pmi.org/
- Association for Investment Management and Research - https://www.cfainstitute.org/
- Corporate Finance Institute - https://corporatefinanceinstitute.com/

---

## Audit Skills References

### sox-control-tester

#### GitHub Repositories
- **audit-tools** - https://github.com/topics/audit - Audit automation tools
- **control-testing** - Control testing frameworks
- **grc** - https://github.com/topics/grc - Governance, Risk, Compliance

#### MCP Servers
- **mcp-workiva** - Workiva/Wdesk SOX platform
- **mcp-auditboard** - AuditBoard compliance platform
- **mcp-servicenow-grc** - ServiceNow GRC module
- **mcp-onspring** - Onspring audit management

#### Community Resources
- PCAOB - https://pcaobus.org/
- ISACA - https://www.isaca.org/
- IIA (Institute of Internal Auditors) - https://www.theiia.org/
- COSO - https://www.coso.org/

---

### audit-sampling-calculator

#### GitHub Repositories
- **audit-sampling** - https://github.com/topics/sampling - Statistical sampling
- **statistical-sampling** - https://github.com/topics/statistics - Statistics libraries
- **mus-sampling** - Monetary unit sampling implementations

#### MCP Servers
- **mcp-idea** - CaseWare IDEA analytics
- **mcp-acl** - ACL Analytics (Galvanize)
- **mcp-teammate** - TeamMate audit software

#### Community Resources
- AICPA Audit Sampling Guide - https://www.aicpa.org/
- IIA Audit Sampling Resources - https://www.theiia.org/
- Galvanize HighBond - https://www.wegalvanize.com/

---

### fraud-risk-assessor

#### GitHub Repositories
- **fraud-detection** - https://github.com/topics/fraud-detection - Fraud detection ML
- **anomaly-detection** - https://github.com/topics/anomaly-detection - Anomaly detection
- **benfords-law** - https://github.com/topics/benfords-law - Benford's Law analysis

#### MCP Servers
- **mcp-sas-fraud** - SAS Fraud Management
- **mcp-nice-actimize** - NICE Actimize fraud detection
- **mcp-featurespace** - Featurespace ARIC

#### Community Resources
- ACFE (Association of Certified Fraud Examiners) - https://www.acfe.com/
- Fraud Magazine - https://www.fraud-magazine.com/
- Financial Crimes Enforcement Network - https://www.fincen.gov/

---

## Economic Analysis Skills References

### economic-indicator-tracker

#### GitHub Repositories
- **fred-api** - https://github.com/topics/fred - FRED API wrappers
- **economic-data** - https://github.com/topics/economic-data - Economic data tools
- **macroeconomics** - https://github.com/topics/macroeconomics - Macro analysis

#### MCP Servers
- **mcp-fred** - Federal Reserve Economic Data
- **mcp-bls** - Bureau of Labor Statistics
- **mcp-bea** - Bureau of Economic Analysis
- **mcp-world-bank** - World Bank data
- **mcp-imf** - IMF economic data

#### Community Resources
- Federal Reserve Economic Data (FRED) - https://fred.stlouisfed.org/
- Bureau of Labor Statistics - https://www.bls.gov/
- Bureau of Economic Analysis - https://www.bea.gov/
- Trading Economics - https://tradingeconomics.com/

---

### industry-analysis-engine

#### GitHub Repositories
- **industry-data** - https://github.com/topics/industry-analysis - Industry analysis
- **market-research** - https://github.com/topics/market-research - Market research tools
- **competitive-analysis** - https://github.com/topics/competitive-analysis - Competition analysis

#### MCP Servers
- **mcp-ibisworld** - IBISWorld industry reports
- **mcp-statista** - Statista market data
- **mcp-euromonitor** - Euromonitor industry intelligence
- **mcp-sp-industry** - S&P Global industry data

#### Community Resources
- IBISWorld - https://www.ibisworld.com/
- Statista - https://www.statista.com/
- MarketLine - https://www.marketline.com/
- McKinsey Insights - https://www.mckinsey.com/insights

---

## Reporting and Analytics Skills References

### financial-dashboard-generator

#### GitHub Repositories
- **plotly** - https://github.com/plotly/plotly.py - Interactive visualizations
- **dash** - https://github.com/plotly/dash - Dashboard framework
- **streamlit** - https://github.com/streamlit/streamlit - Data app framework
- **apache-superset** - https://github.com/apache/superset - BI platform

#### MCP Servers
- **mcp-powerbi** - Microsoft Power BI integration
- **mcp-tableau** - Tableau visualization
- **mcp-looker** - Looker/Google analytics
- **mcp-domo** - Domo BI platform

#### Community Resources
- Data Visualization Society - https://www.datavisualizationsociety.org/
- Storytelling with Data - https://www.storytellingwithdata.com/
- Tableau Community - https://community.tableau.com/

---

### xbrl-filing-generator

#### GitHub Repositories
- **arelle** - https://github.com/Arelle/Arelle - XBRL processing platform
- **xbrl** - https://github.com/topics/xbrl - XBRL tooling
- **inline-xbrl** - https://github.com/topics/inline-xbrl - Inline XBRL tools
- **sec-edgar** - https://github.com/topics/sec-edgar - SEC EDGAR access

#### MCP Servers
- **mcp-workiva** - Workiva XBRL filing
- **mcp-toppan-merrill** - Toppan Merrill filing services
- **mcp-donnelley** - Donnelley Financial Solutions
- **mcp-sec-edgar** - SEC EDGAR submission

#### Community Resources
- XBRL International - https://www.xbrl.org/
- SEC EDGAR - https://www.sec.gov/edgar
- Data Quality Committee - https://xbrl.us/dqc/

---

### audit-workpaper-generator

#### GitHub Repositories
- **audit-documentation** - https://github.com/topics/audit - Audit documentation
- **workpaper-automation** - Workpaper template tools
- **document-generation** - https://github.com/topics/document-generation - Doc generation

#### MCP Servers
- **mcp-caseware** - CaseWare audit working papers
- **mcp-teammate** - Wolters Kluwer TeamMate
- **mcp-auditboard** - AuditBoard documentation
- **mcp-microsoft-365** - Office document generation

#### Community Resources
- AICPA Audit Documentation Standards - https://www.aicpa.org/
- Caseware Community - https://www.caseware.com/
- IIA Standards - https://www.theiia.org/

---

## Agent References

### Financial Planning Agents

#### fp-and-a-analyst
- **FP&A Software Platforms**: Anaplan, Adaptive Insights, Planful, Vena
- **Learning Resources**: AFP FP&A Certification, CFI FP&A Certificate
- **Communities**: FP&A Trends Group, AFP Connect

#### financial-modeler
- **Modeling Tools**: Excel, Google Sheets, Python (pandas, numpy-financial)
- **Certifications**: FMVA (Financial Modeling & Valuation Analyst)
- **Resources**: Wall Street Prep, Breaking Into Wall Street, CFI

#### scenario-planner
- **Tools**: @RISK, Crystal Ball, ModelRisk, Python (scipy, chaospy)
- **Methodologies**: Monte Carlo, Scenario Planning frameworks
- **Resources**: GARP, Strategic Decision Group

---

### Accounting Agents

#### technical-accounting-specialist
- **Reference Platforms**: FASB ASC, IFRS Foundation, SEC.gov
- **Research Tools**: CCH IntelliConnect, Thomson Reuters Checkpoint
- **Professional**: AICPA, FASB, IASB

#### close-process-coordinator
- **Close Management**: BlackLine, FloQast, Trintech
- **ERP Systems**: SAP, Oracle, NetSuite, Workday
- **Best Practices**: Record to Report (R2R) frameworks

#### consolidation-specialist
- **Consolidation Software**: OneStream, CCH Tagetik, Oracle HFM
- **Standards**: ASC 810, IFRS 10
- **Resources**: Multi-GAAP reporting guides

---

### Audit and Compliance Agents

#### internal-auditor
- **Audit Software**: AuditBoard, TeamMate, Galvanize HighBond
- **Standards**: IIA Standards, COSO Framework
- **Certifications**: CIA, CISA

#### sox-compliance-manager
- **GRC Platforms**: Workiva, AuditBoard, ServiceNow GRC
- **Frameworks**: COSO, COBIT
- **Regulatory**: PCAOB standards, SEC requirements

#### external-audit-liaison
- **Coordination Tools**: DataSnipper, Workiva
- **PBC Management**: Shared drives, audit portals
- **Standards**: PCAOB Auditing Standards

#### fraud-investigator
- **Forensic Tools**: ACL, IDEA, SAS, Palantir
- **Techniques**: Benford's Law, data analytics, investigation protocols
- **Certifications**: CFE, CFF

---

### Treasury Agents

#### treasury-analyst
- **TMS Platforms**: Kyriba, GTreasury, FIS Integrity
- **Banking**: SWIFT, bank portal aggregation
- **Resources**: AFP Treasury Certification

#### fx-risk-manager
- **Trading Platforms**: 360T, FXall, Bloomberg
- **Analytics**: Bloomberg Terminal, Reuters Eikon
- **Standards**: ASC 815 hedge accounting

#### debt-portfolio-manager
- **Platforms**: DebtDomain, LoanIQ
- **Data**: Loan Syndications Data, Bloomberg Credit
- **Standards**: Credit agreement covenants, LSTA guidelines

---

### Tax Agents

#### tax-provision-specialist
- **Provision Software**: ONESOURCE, Corptax, Longview
- **Standards**: ASC 740, IAS 12
- **Resources**: Big 4 tax provision guides

#### tax-compliance-coordinator
- **Filing Software**: ONESOURCE, CCH Axcess, GoSystem
- **Calendars**: Tax calendar management tools
- **Jurisdictions**: Multi-state, international compliance

#### transfer-pricing-specialist
- **Databases**: BvD Orbis, S&P Capital IQ
- **Documentation**: Master file, local file, CbCR
- **Guidelines**: OECD Transfer Pricing Guidelines

---

### Investment Analysis Agents

#### valuation-analyst
- **Data Providers**: Capital IQ, FactSet, Bloomberg
- **Methodologies**: DCF, comparables, precedent transactions
- **Certifications**: CFA, ASA (Accredited Senior Appraiser)

#### due-diligence-analyst
- **Data Rooms**: Intralinks, Datasite, Box
- **Analysis**: Quality of earnings, working capital
- **Resources**: M&A transaction guides

#### capital-investment-analyst
- **Tools**: NPV/IRR calculators, real options models
- **Frameworks**: Stage-gate, capital allocation
- **Resources**: Capital budgeting best practices

---

### Economic Analysis Agents

#### economic-analyst
- **Data Sources**: FRED, BLS, BEA, IMF, World Bank
- **Tools**: EViews, Stata, R (quantmod, tseries)
- **Forecasting**: Leading indicators, econometric models

#### competitive-intelligence-analyst
- **Research**: IBISWorld, Statista, Gartner
- **Frameworks**: Porter's Five Forces, SWOT, PESTLE
- **Resources**: SCIP (Strategic & Competitive Intelligence Professionals)

---

### Reporting Agents

#### sec-reporting-specialist
- **Filing Platforms**: Workiva, Toppan Merrill, Donnelley
- **XBRL Tools**: Arelle, Inline XBRL taggers
- **Regulations**: Regulation S-K, S-X, Form types

---

## General MCP Server References

### Data Integration MCP Servers
| Server Name | Description | Primary Use Cases |
|-------------|-------------|-------------------|
| mcp-database | Generic SQL database connector | Financial data retrieval |
| mcp-rest-api | REST API integration | Third-party service connections |
| mcp-graphql | GraphQL API connector | Modern API integrations |
| mcp-sftp | Secure file transfer | Bank file exchanges |

### Document Processing MCP Servers
| Server Name | Description | Primary Use Cases |
|-------------|-------------|-------------------|
| mcp-pdf | PDF generation and parsing | Report generation |
| mcp-excel | Excel automation | Model building, data export |
| mcp-word | Word document generation | Memo and report creation |
| mcp-docx | Document template processing | Standard document creation |

### Analytics MCP Servers
| Server Name | Description | Primary Use Cases |
|-------------|-------------|-------------------|
| mcp-python | Python execution environment | Financial calculations |
| mcp-r | R statistical computing | Statistical analysis |
| mcp-jupyter | Jupyter notebook execution | Analysis workflows |

### Communication MCP Servers
| Server Name | Description | Primary Use Cases |
|-------------|-------------|-------------------|
| mcp-email | Email integration | Notifications, reports |
| mcp-slack | Slack messaging | Team coordination |
| mcp-teams | Microsoft Teams integration | Enterprise collaboration |

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## Implementation Notes

### Integration Priorities
1. **ERP Connectors** - SAP, Oracle, NetSuite integrations are foundational
2. **Financial Data APIs** - Capital IQ, Bloomberg, FactSet for market data
3. **GRC Platforms** - Workiva, AuditBoard for compliance workflows
4. **Treasury Systems** - Kyriba, GTreasury for cash management

### Security Considerations
- All financial data MCP servers should implement OAuth 2.0 or equivalent
- PII and financial data must be encrypted in transit and at rest
- Audit logging required for all data access
- SOC 2 Type II compliance recommended for production deployments

### Data Quality Requirements
- Financial data should maintain decimal precision appropriate for accounting (typically 2-4 decimal places)
- All monetary values should include currency codes
- Timestamps should include timezone information
- Data lineage should be tracked for audit purposes

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## Related Resources

### Professional Organizations
- AICPA (American Institute of CPAs) - https://www.aicpa.org/
- IMA (Institute of Management Accountants) - https://www.imanet.org/
- CFA Institute - https://www.cfainstitute.org/
- AFP (Association for Financial Professionals) - https://www.afponline.org/
- IIA (Institute of Internal Auditors) - https://www.theiia.org/
- ACFE (Association of Certified Fraud Examiners) - https://www.acfe.com/
- GARP (Global Association of Risk Professionals) - https://www.garp.org/

### Regulatory Bodies
- SEC (Securities and Exchange Commission) - https://www.sec.gov/
- PCAOB (Public Company Accounting Oversight Board) - https://pcaobus.org/
- FASB (Financial Accounting Standards Board) - https://www.fasb.org/
- IASB (International Accounting Standards Board) - https://www.ifrs.org/
- IRS (Internal Revenue Service) - https://www.irs.gov/

### Educational Platforms
- Corporate Finance Institute - https://corporatefinanceinstitute.com/
- Wall Street Prep - https://www.wallstreetprep.com/
- Coursera Finance Courses - https://www.coursera.org/
- edX Finance Programs - https://www.edx.org/

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*Last Updated: January 2026*
