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All-in-one AI plugin for credit analysts

Credit Analyst: the all-in-one AI plugin for your work

One download gives your AI 17 credit analysis skills, 24 prompts, 3 apps and 8 Grok Bot agents, so spreading, scoring, memos and monitoring move faster.

Works inChatGPTClaudeMicrosoft 365 CopilotGeminiGrokGrok BotCursorKimi
Get the pluginSee what's inside
Credit Analyst at work
Inside the boxv1.1.0
  • 17skills
  • 24prompts
  • 12AI agents
  • 12connections (MCP)
  • 3apps
  • 8Grok bots

What's inside

Your week runs on documents. Spreading statements, checking ratios, testing covenants, scoring borrowers, drafting memos, and watching a portfolio that keeps changing. Each task lives in a different file, and the numbers have to line up before anyone signs a limit. When something shifts, you find out late.

  • 17 credit analysis skills

    Spreading statements, ratio work, credit scoring, risk assessment, collateral review, limit setting, portfolio monitoring and forecasting. Each one runs inside your AI when you ask for it.

  • 24 ready-made prompts

    Eight topics cover statement analysis, debt ratios, loan application review, credit risk, memo drafting, portfolio monitoring, policy updates and committee communication. Copy, paste, adjust the names.

  • 3 working apps

    An evidence backed analysis and reporting workspace, a customer credit file preparation app, and a financial disclosure fact binder. Each keeps figures traceable to the source document.

  • 8 Grok Bot agents

    Deal room risk analyst, auction risk auditor, auction notice analyst, risk metrics calculation, portfolio digest, expense folder auditor, credit analysis and process automation agents.

  • Works in eight AIs

    ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. One download, the same skills everywhere you already work.

  • Daily news and ideas

    Members get a live connection to Complete AI Training: the daily AI news for credit work, one new idea each day with the prompt to run it, and automatic skill updates.

A day with your plugin

This plugin drops into the AI you already open: ChatGPT, Claude, Copilot, Gemini, Grok, Cursor or Kimi. It adds 17 plain language skills, 24 ready prompts, 3 apps and 8 Grok Bot agents, so the same assistant that answers questions can now spread, score, draft and monitor with you.

  1. Morning

    You open a new borrower file. The financial statement skill spreads the last three years and returns ratios, trend lines and covenant headroom before your first call.

  2. Late morning

    A limit increase needs a write-up. The credit memo drafting prompt turns your notes and ratios into a structured memo with risk factors and a recommendation.

  3. Afternoon

    Watchlist review. The portfolio monitoring prompt sorts accounts by deterioration signals and flags which borrowers need a fresh score or a covenant check.

  4. End of day

    Committee meets tomorrow. The executive decision memo skill compresses the file into a single page recommendation with tradeoffs, risks and next actions.

Install it in your AI

Choose the AI you use. No technical knowledge needed: it's a few clicks and some copy and paste.

ChatGPTClaudeMicrosoft 365 CopilotGeminiGrokGrok BotCursorKimi

ChatGPT

Your own GPT on chatgpt.com, plus a plugin for Codex and ChatGPT workspaces. About 5 minutes.

  1. Download the ChatGPT version and unzip it (double-click the file).
  2. On a computer, open chatgpt.com/gpts/editor in your browser (or in ChatGPT: GPTs in the left menu, then + Create at the top right). You need a paid ChatGPT plan (Plus, Pro, Business or Enterprise) to make a GPT, and it can't be done in the phone app.
  3. You see two tabs at the top, Create and Configure: click Configure.
  4. Name it Credit Analyst Assistant. Open custom-gpt/instructions.txt, copy everything and paste it into Instructions.
  5. Under Knowledge, upload all the files from the custom-gpt/knowledge folder.
  6. Paste the lines from conversation-starters.txt as conversation starters and click Create.
  7. For the daily news, ideas and skill updates: at chatgpt.com go to Settings → Plugins → Create, add the Complete AI Training server and sign in with your membership. Your Connect page shows each click.

Download for members

Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.

Start for Free

Or buy this plugin for $49 · Sign in

Once it's installed, type this

  1. "What can you help me with as a credit analyst?"Your AI introduces the plugin and suggests where to start.
  2. "Run the Customer Credit File Preparation Agent"Starts one of your 12 AI agents. It asks you a few questions first, then runs the task step by step and checks with you before anything important.
  3. "Which apps can you connect to?"Your AI lists the 12 connections for credit analysts and walks you through adding the ones you use, one app at a time.
  4. "Find a prompt for …"Picks one of the 24 ready-made prompts and asks for your details.

Everything in the plugin

Your AI picks the right part by itself. You can also ask for one by name.

Skills for credit analysts 17

  • credit analysis assistantRuns end-to-end credit work, scoring and limits. Example: rate a $2M revolver and set a policy-compliant exposure limit.
  • financial ratio analystComputes and explains liquidity, leverage and coverage ratios. Example: current ratio fell to 1.1 from 1.6, so flag covenant headroom.
  • financial performance analystTurns raw data into benchmarks, variances and forecasts. Example: compare gross margin to three industry peers for FY24.
  • financial statement analystReads statements for earnings quality and trend. Example: spot revenue growth driven by receivables, not cash collections.
  • financial data interpreterInterprets supplied data and drafts the report. Example: write trend and benchmark commentary from a borrower's three-year statements.
  • financial risk analysis assistantIdentifies, ranks and mitigates financial risks. Example: rank customer concentration and FX exposure, then propose monitoring triggers.
Show all 14 skills
  • financial process automation assistantCleans data and automates reporting. Example: extract ratios from 40 borrower PDFs into one review file.
  • financial training assistantExplains finance concepts when the user asks why. Example: walk through how DuPont splits return on equity.
  • debt management strategistAnalyzes debt portfolios, refinancing and covenants. Example: compare refinancing options for a term loan maturing in 2026.
  • financial modeling assistantBuilds forecasts, valuations and scenarios. Example: model a downside case where revenue drops 15 percent.
  • investment analysis assistantSupports valuation, due diligence and portfolio work. Example: value a target company before an acquisition credit review.
  • finance manager investment analystBacks finance managers with benchmarking and market research. Example: benchmark a borrower's margins against sector medians.
  • financial forecasting assistantBuilds unit forecasts, sensitivity and variance reports. Example: forecast next year's cash flow under three sales scenarios.
  • executive decision memoCompresses a file into a one-page decision memo. Example: turn a credit file into a committee memo with risks and next actions.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

Show all 8 topics
  • Borrower And Committee Communication3 prompts

Apps you can build with AI 3

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Customer Credit File Preparation Agent". Each one also has a guided set-up with sample data on its page.

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

  • Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
  • Excel MCP serverLet your AI assistant open and work inside real Microsoft Excel on your Windows PC.
  • DebtStack MCP serverLets your AI look up company debt, bond prices, and who guarantees which bonds.
  • Sugra API MCP serverLets your AI pull real-world data on markets, economies, companies, climate and more, with sources. Official. No install needed.
  • SEC EDGAR MCP serverLook up US public companies and their official SEC filings and financial numbers from your AI chat. No install needed.
  • LogiSheets MCP serverLet your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open. Official.
  • SECfinapi MCP serverAsk your AI for US public company financials from SEC filings, like revenue, balance sheets and ratios. Official.
  • Snowflake MCP serverLets your AI look up and query your Snowflake data, with read-only protection on by default.
  • GLEIF MCP serverLets your AI look up companies in the official global LEI database and check who owns whom.
  • Google Sheets MCP serverLets your AI read, write, and manage your Google Sheets for you, right from the chat.
  • ENTIA business data MCP serverLook up companies, VAT numbers and business details across 10 countries right from your AI chat. Official. No install needed.
  • Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.

Your Grok Bot team 8

  • Deal Room Risk AnalystAnalyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.
  • Auction Risk AuditorAnalyzes legal, financial, and operational risks of auction properties with a score and risk-weighted ROI.
  • Auction Notice AnalystAnalyzes judicial and extrajudicial auction notices, flags hidden risks, and rates the opportunity.
  • Risk Metrics CalculationCalculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.
  • Portfolio DigestSummarises what moved in your holdings and why, without ever telling you what to buy.
  • Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
  • Credit Analysis AssistantAutomates credit analysis tasks from statement review to portfolio monitoring for finance specialists.
  • Financial Process Automation AssistantAutomates financial data work, analysis, reporting, and compliance for financial analysts.

Get the plugin

Two ways to get it. Most people choose the membership: it includes every plugin and keeps them up to date.

Recommended

Membership

$9 a month, billed yearly

  • The plugin for credit analysts, and for 500 other jobs
  • Daily AI news and a new idea every day, inside your AI
  • Skills update by themselves
  • 700+ video courses and certificates
  • Download up to 2 plugins a day
Info
  • All 700+ AI video courses and prompt courses, with a certificate for LinkedIn after each exam
  • Your 3 steps: courses tailored to your job with AI Expert certificates, your AI set up with one prompt in 15 minutes, and your AI Coach every day
  • All AI Plugins, Skills, Grokbot Templates, AI agents, MCP connections & Prompts for your job
  • Your job's AI kit for ChatGPT, Claude or Copilot, with step-by-step instructions to set it up
  • The AI Coach: a short daily brief and one new idea for your job
  • New courses and updates included
Info
  • You and up to 50 people get tailored AI Learning Paths and access
  • A team page: invite people by email, remove them any time
  • Each person gets AI set up for their own job
  • See everyone's progress, plus a monthly team report
  • Spreadsheet export and an API for your HR systems

Free for 3 days, then $99 a year (Business $990), renewed every year with updates. Cancel before the trial ends and you pay nothing.Free for 3 days, then $99 once (Business $990) for 12 months of full access, no renewal. Cancel before the trial ends and you pay nothing.

Pay on Stripe's secure page, no questions first. You're back here straight after, ready to download.

This plugin only

Standalone plugin

$49 once

  • The plugin for credit analysts, for all eight AIs
  • All 17 skills, 24 prompts, 12 AI agents and 3 apps
  • The connections guide
  • Yours to keep, no subscription
  • No daily news, ideas or skill updates

Secure payment by Stripe. Bought it already? Use the link in your email.

Questions

What is a plugin, and how do I install it without technical knowledge?

A plugin is a set of instructions and files your AI reads. You download it once and add it to your AI account. No coding. If you can attach a file or paste text, you can install it.

Which AI does it work with?

ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. You pick the one you already use. The skills and prompts behave the same across all eight.

What is the difference between the member download and the $49 one-time plugin?

The $49 standalone plugin gives you the skills, prompts and apps. Members get the same plugin plus the daily AI news for credit work, a new idea every day, and automatic updates when skills change.

Is my data safe?

The plugin is instructions and files, not a service that stores your data. Your chats stay with your AI provider and follow that provider's privacy terms. Nothing is sent to us.

How many downloads do I get?

Members can download two plugins a day, so you can add this one and another for a related task, like debt management or financial modeling, without waiting.

Learn to use AI as a credit analyst

The plugin does the work; the learning path shows you how to get the most out of it, step by step.

Open the learning path

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