Powder

Powder Claude Code Plugin

Upload financial documents to Powder for automated data extraction. This plugin integrates Powder's financial document processing API directly into Claude Code, enabling you to extract holdings, transactions, and account data from brokerage statements, account statements, and other financial documents.

Features

• 4 Slash Commands for quick access to Powder functionality
• 2 Skills for automated document processing workflows
• Automatic CLI Installation via /Powder:setup
• Support for Multiple File Types: PDF, XLSX, PNG, JPG, JPEG (max 50MB)

Commands

Command	Description
/Powder:upload	Upload a financial document for processing
/Powder:data	Retrieve extracted data from a processed document
/Powder:status	Check the processing status of an uploaded document
/Powder:setup	Install and configure the Powder CLI

Skills

• upload-and-extract: Automated workflow for uploading documents and polling until extraction completes
• data-retrieval: Fetch and format extracted holdings and transactions data

Installation

1. Add the Powder Marketplace

/plugin marketplace add Powder-Finance/claude-code-powder-plugin

2. Install the Plugin

/plugin install powder-plugin@powder-plugin-marketplace

3. Run Setup

/Powder:setup

This command will automatically install the Powder CLI if it's not already available.

4. Set Your API Token

Get your API token from [email protected], then set it in your environment:

export POWDER_API_TOKEN=your_token_here

Add this to your ~/.zshrc or ~/.bashrc to make it permanent.

5. Try It Out

/Powder:upload ~/documents/statement.pdf

Claude will upload your document, wait for processing to complete, and display the extracted data.

Supported File Types

• PDF - Brokerage statements, account statements, tax documents
• XLSX - Excel-based financial reports
• PNG, JPG, JPEG - Scanned or photographed documents

Maximum file size: 50MB

How It Works

1. Upload: Send your financial document to Powder's secure API
2. Processing: Powder's AI extracts holdings, transactions, and account information
3. Retrieval: Get structured JSON data with all extracted information
4. Integration: Use the data directly in Claude Code workflows

Example Workflow

# Upload a statement
/Powder:upload ~/Downloads/fidelity-statement-q4-2024.pdf

# Check status
/Powder:status 12345

# Get the data
/Powder:data 12345

Or use the automated skill:

# Claude will handle upload + polling + retrieval automatically
"Upload and extract data from my Q4 statement at ~/Downloads/fidelity-statement-q4-2024.pdf"

Troubleshooting

If you encounter issues:

1. Verify your API token is set: echo $POWDER_API_TOKEN
2. Check CLI installation: which powder
3. Run /Powder:setup to reinstall the CLI
4. Contact [email protected] for API access issues

Credits

Built by Powder (https://powderfi.com)

For questions, support, or feedback: [email protected]