Quote To Cash

Workflow Automation

hubspot

Manage HubSpot v4 workflows from the hubspot agent CLI: list, get, create, update and delete automations.

Ticket Resolution

hubspot

Manages HubSpot support tickets: pipeline discovery, creation, triage, bulk stage moves, and resolution close-out.

Team Ownership

hubspot

Assign, reassign and audit CRM record ownership across contacts, companies, deals and tickets using the hubspot CLI.

Sales Reporting

hubspot

Generates HubSpot sales briefings, pipeline snapshots, and win/loss analysis from the terminal.

Deal Management

hubspot

Runs the HubSpot deal lifecycle from the CLI: discover pipelines, qualify MQLs, bulk-advance or reassign deals, find stalled deals, and close.

Sales Execution

hubspot

Logs HubSpot sales activities — calls, notes, meetings and tasks — against contacts and deals, including the required association step.

Value Creation Plan

anthropics

Featured

Structures post-acquisition value creation plans with revenue, cost and operational levers mapped to an EBITDA bridge.

Swap Curve Strategy

anthropics

Featured

Analyzes interest rate swap curves, swap spreads, real rates and curve trade ideas using MCP pricing tools.

Deal Sourcing

anthropics

Featured

Guides a private equity deal sourcing pipeline: find target companies, check CRM history, and draft founder outreach emails.

Unit Economics

anthropics

Featured

Analyzes unit economics for private equity targets: ARR cohorts, LTV/CAC, net retention, payback and margin waterfall.

Option Vol Analysis

anthropics

Featured

Analyzes option volatility by combining vol surfaces, option pricing with Greeks, and historical prices to compare implied and realized vol.

Dd Meeting Prep

anthropics

Featured

Prepares question lists, benchmarks and red flags for due diligence meetings such as management presentations and expert calls.