equalizer

Equalizer Plugin for Claude Code

Analytics tools, skills, and agents for ABF transaction analysis on the Equalizer platform.

Installation

claude plugin install <github-url>

What's Included

MCP Server Connections

Pre-configured connections to all Equalizer tenant environments. Each tenant provides 7 tools:

• list_spvs — Search SPVs by name
• list_template_analytics — Discover curated analytics for an SPV
• get_analytics_data — Execute curated analytics with filters
• list_spv_views — List stratification views assigned to an SPV
• get_filterable_columns — Discover filterable columns on a view
• get_strat_view_data — Retrieve view data in CSV format
• get_strat_url — Generate frontend URL for a view

Analytics Skill

The equalizer-analytics skill teaches Claude how to work with Equalizer data:

• Single-Query Mode — Answer specific KPI questions with the right tool chain
• Comprehensive Analysis Mode — Generate full transaction reports delivered in sections
• Handles SPV lookups, view disambiguation, filtering, cross-SPV comparison
• Professional ABF/structured finance tone and formatting

Analytics Agent

A specialized subagent for complex, multi-step analytics tasks:

• Comprehensive transaction analysis reports
• Cross-SPV comparisons
• Complex filtered queries

Authentication

The plugin connects to Equalizer via Keycloak OAuth2/OIDC. You'll be prompted to authenticate when first connecting to a tenant.

Usage

Start a Claude Code session and ask about your transaction data:

• "What's the delinquent balance for [SPV name]?"
• "Give me a comprehensive analysis of [SPV name]"
• "Compare credit performance of [SPV A] and [SPV B]"
• "Show me prepayment rates by FICO bucket"

Claude will ask which tenant you're working with, then use the appropriate tools.

License

MIT