Corp Finance Tools - Specialty & Regulatory

SkillCommerce & finance

Use the corp-finance-mcp server tools for specialty finance, regulatory, and compliance calculations. Invoke when performing private credit (unitranche, direct lending, syndication), insurance (loss reserving, premium pricing, Solvency II SCR), FP&A (variance analysis, break-even, working capital, rolling forecast), wealth management (retirement planning, tax-loss harvesting, estate planning), restructuring (recovery analysis, distressed debt), real assets (property valuation, project finance), venture capital (dilution, convertible instruments, fund returns), ESG (scoring, climate/carbon, green bonds, SLL), regulatory capital (Basel III, LCR/NSFR, ALM), compliance (MiFID II best execution, GIPS reporting), credit derivatives (CDS pricing, CVA/DVA), convertible bonds (binomial tree pricing, scenario analysis), lease accounting (ASC 842/IFRS 16, sale-leaseback), pension & LDI (funding analysis, liability-driven investing), sovereign risk (bond analysis, country risk), real options (binomial valuation, decision trees), equity research (SOTP, target price), commodity trading (spread analysis, storage economics), treasury management (cash management, hedge effectiveness), infrastructure finance (PPP models, concession valuation), crypto (token valuation, DeFi analysis), municipal bonds (pricing, credit analysis), structured products (notes, exotic), trade finance (LC, supply chain), fund structuring (US onshore, UK/EU, Cayman/BVI offshore, Luxembourg/Ireland), transfer pricing (BEPS/Pillar Two, intercompany pricing), tax treaty (treaty network optimization, holding structures), FATCA/CRS (reporting, entity classification), economic substance (multi-jurisdiction testing), regulatory reporting (AIFMD Annex IV, SEC Form PF, CFTC CPO-PQR), AML compliance (KYC risk scoring, sanctions screening), fund of funds (J-curve, commitment pacing, manager selection, secondaries pricing), bank analytics (NIM analysis, CAMELS rating, CECL provisioning, deposit beta, loan book), carbon markets (credit pricing, ETS compliance, CBAM, offset valuation, shadow carbon price), private wealth (concentrated stock, philanthropic vehicles, wealth transfer, direct indexing, family governance). All computation uses 128-bit decimal precision.

Available today. Use it from your connected AI after setup.

Connect ahel once, and every AI you use reads what you have installed.

Then ask your AI: use the Corp Finance Tools - Specialty & Regulatory skill

What this skill tells your AI

The instructions your AI receives, as published by fdu-ins/insurance-skills in Skills/Corp Finance Tools - Specialty & Regulatory/SKILL.md and read by ahel’s review.

You have access to 94 specialty finance, regulatory, and compliance MCP tools covering private credit, insurance, FP&A, wealth management, restructuring, real assets, venture capital, ESG, regulatory capital, compliance, credit derivatives, convertible bonds, lease accounting, pension & LDI, sovereign risk, real options, equity research, commodity trading, treasury management, infrastructure finance, crypto, municipal bonds, structured products, trade finance, fund structuring, transfer pricing, tax treaty, FATCA/CRS, economic substance, regulatory reporting, AML compliance, fund of funds, bank analytics, carbon markets, and private wealth. All tools return structured JSON with result, methodology, assumptions, warnings, and metadata fields. All monetary math uses rust_decimal (128-bit fixed-point) — never floating-point.

Tool Reference

Private Credit

MCP ToolPurposeKey Inputs
unitranche_pricingUnitranche FOLO split pricing and blended yieldtotal_commitment, first_out_pct, spreads, OID, fees, borrower metrics
direct_lendingDirect loan modelling (PIK, delayed draw, amortisation)loan_amount, base_rate, spread, pik_rate, amort_schedule, maturity, credit metrics
syndication_analysisLoan syndication allocation and arranger economicsfacility_size, arranger_hold, syndicate_members, arrangement_fee

Insurance & Actuarial

MCP ToolPurposeKey Inputs
loss_reservingChain-ladder and Bornhuetter-Ferguson loss reservingclaims_triangle, method (ChainLadder/BF/Both), earned_premium, expected_loss_ratio, tail_factor
premium_pricingInsurance premium pricing (freq x severity + loadings)expected_frequency, expected_severity, expense_loading, profit_loading, trend_rates
combined_ratioMulti-period combined ratio and operating ratio analysisperiods (premium, losses, expenses, investment_income)
solvency_scrSolvency II Standard Formula SCR calculationpremium_reserve_risk, operational_risk, correlation_matrix, MCR_floor

FP&A

MCP ToolPurposeKey Inputs
variance_analysisBudget vs actual variance with price/volume/mix decompositionbudget/actual revenue_lines, cost_lines, prior_period (optional)
breakeven_analysisBreak-even, DOL, and target volume analysisselling_price, variable_cost_per_unit, fixed_costs, current_volume, scenarios
working_capitalWorking capital efficiency (DSO/DIO/DPO/CCC) and benchmarkingperiods (revenue, cogs, receivables, inventory, payables), cost_of_capital
rolling_forecastRolling financial forecast with driver-based projectionshistorical_periods, forecast_periods, revenue_growth_rate, driver_overrides

Wealth Management

MCP ToolPurposeKey Inputs
retirement_planningRetirement planning with 4 withdrawal strategiescurrent_age, retirement_age, life_expectancy, income, savings, withdrawal_strategy
tax_loss_harvestingTax-loss harvesting simulation with wash-sale rulespositions (cost_basis, market_value, holding_days), realized_gains, tax_rates
estate_planningEstate tax planning with trust analysis and gifting strategyestate_value, gifts, trusts, life_insurance, exemption, tax_rates

Restructuring

MCP ToolPurposeKey Inputs
recovery_analysisAPR waterfall recovery by claim priorityenterprise_value, claims (priority, secured, collateral), DIP facility, admin costs
distressed_debt_analysisRestructuring plan analysis with fulcrum IDenterprise_value, exit_ev, capital_structure, proposed_treatments, DIP terms

Real Assets

MCP ToolPurposeKey Inputs
property_valuationReal estate valuation (direct cap, DCF, GRM)gross_rent, vacancy, opex, cap_rate, holding_period, financing terms, comparables
project_finance_modelInfrastructure project finance with debt sculptingtotal_cost, construction/operating periods, revenue, debt (level/sculpted/bullet), DSCR target

Venture Capital

MCP ToolPurposeKey Inputs
venture_dilutionPre/post-money dilution and cap table modellingrounds (pre_money, investment, option_pool_pct), founders_shares
convertible_instrumentSAFE and convertible note conversion analysisinstrument_type (SAFE/Note), investment, valuation_cap, discount_rate, interest_rate
venture_fund_returnsVC fund return analytics (IRR, TVPI, DPI, J-curve)fund_size, investments (amount, entry/exit year, exit_multiple), management_fee, carry_rate, hurdle

ESG & Climate

MCP ToolPurposeKey Inputs
esg_scoreESG scoring with sector-specific materiality weightscompany, sector, environmental/social/governance pillar scores
carbon_footprintCarbon footprint analysis (Scope 1/2/3)scope1/2/3 emissions, revenue, sector benchmarks
green_bondGreen bond framework analysisproceeds_allocation, eligible_categories, impact_metrics
sll_covenantsSustainability-linked loan covenant testingkpi_targets, actual_performance, margin_adjustment

Regulatory Capital

MCP ToolPurposeKey Inputs
basel_capitalBasel III capital adequacy (CET1, Tier1, Total) with SA risk weightsexposures (asset_class, rating, amount), operational_risk, capital_buffers
lcr_nsfrLiquidity coverage ratio and net stable funding ratiohqla_assets, cash_outflows/inflows, available/required_stable_funding
alm_analysisAsset-liability management (gap, NII sensitivity, EVE)assets/liabilities by repricing bucket, rate scenarios, beta pass-through

Compliance

MCP ToolPurposeKey Inputs
best_executionMiFID II best execution (Perold implementation shortfall TCA)trades (security, side, decision_price, execution_price, shares, benchmark_price), market_conditions, venue_data
gips_reportGIPS-compliant performance reporting (Modified Dietz, geometric linking)composite_name, periods (start_value, end_value, external_cash_flows, benchmark_return), accounts, firm_assets, currency

Credit Derivatives

MCP ToolPurposeKey Inputs
cds_pricingSingle-name CDS pricing (hazard-rate model)reference_entity, notional, spread_bps, recovery_rate, risk_free_rate, maturity_years, payment_frequency
cva_calculationCVA/DVA calculation with netting and collateraltrade_description, expected_exposure_profile, counterparty_default_probability, counterparty_recovery_rate, netting_benefit, collateral_threshold

Convertible Bonds

MCP ToolPurposeKey Inputs
convertible_bond_pricingConvertible bond pricing (CRR binomial tree)bond_name, face_value, coupon_rate, maturity_years, stock_price, conversion_ratio, stock_volatility, call_price, put_price
convertible_bond_analysisConvertible scenario analysis (stock/vol/spread sensitivity)bond_name, face_value, stock_price, conversion_ratio, stock_scenarios, vol_scenarios, spread_scenarios

Lease Accounting

MCP ToolPurposeKey Inputs
lease_classificationASC 842 / IFRS 16 lease classification and measurementlease_description, standard, lease_term_months, monthly_payment, fair_value_of_asset, useful_life_months, transfer_of_ownership, specialized_asset
sale_leaseback_analysisSale-leaseback transaction analysis (gain recognition)description, standard, asset_carrying_value, sale_price, fair_value, lease_term_months, qualifies_as_sale

Pension & LDI

MCP ToolPurposeKey Inputs
pension_fundingPension funding analysis (PBO, ABO, NPPC)plan_name, plan_assets, discount_rate, expected_return_on_assets, active/retired_participants, plan_provisions
ldi_strategyLiability-Driven Investing strategy designplan_name, liability_pv, liability_duration, plan_assets, current_asset_allocation, available_instruments, target_hedge_ratio

Sovereign Risk

MCP ToolPurposeKey Inputs
sovereign_bond_analysisSovereign bond pricing, YTM, duration, convexity, spread decomposition, local currency riskface_value, coupon_rate, maturity_years, sovereign_spread, currency, country, is_local_currency, inflation_rate
country_risk_assessmentMulti-factor sovereign risk scoring, rating equivalent, CRP, implied default probabilitycountry, gdp_growth_rate, inflation_rate, debt_to_gdp, current_account_pct_gdp, fx_reserves_months_imports, political_stability_score, rule_of_law_score

Real Options

MCP ToolPurposeKey Inputs
real_option_valuationReal option valuation (expand, abandon, defer, switch, contract, compound) via CRR binomial tree with Greeksoption_type, underlying_value, exercise_price, volatility, risk_free_rate, time_to_expiry, expansion_factor, contraction_factor
decision_tree_analysisDecision tree analysis with EMV rollback, EVPI, sensitivity, optimal path identificationnodes (id, name, node_type, value, cost, probability, children), discount_rate, risk_adjustment

Equity Research

MCP ToolPurposeKey Inputs
sotp_valuationSum-of-the-parts valuation: segment-level multiples, conglomerate discount, football fieldcompany_name, segments (name, revenue, ebitda, method, multiple), net_debt, shares_outstanding, holding_company_discount
target_priceMulti-method target price: PE, PEG, PB, PS, DDM with football field and recommendationcurrent_price, shares_outstanding, earnings_per_share, earnings_growth_rate, book_value_per_share, peer_multiples, cost_of_equity

Commodity Trading

MCP ToolPurposeKey Inputs
commodity_spreadCommodity spread analysis: crack, crush, spark, calendar, location, quality spreadsspread_type, input_prices, output_prices, conversion_ratios, processing_cost, historical_spreads
storage_economicsCommodity storage economics: contango/backwardation, convenience yields, cash-and-carry arbitragespot_price, futures_prices, storage_cost_per_unit_month, financing_rate, commodity_name, seasonal_factors

Treasury Management

MCP ToolPurposeKey Inputs
cash_managementCorporate cash management: liquidity forecasting, cash pooling, sweep/facility drawcurrent_cash, operating_cash_flows, minimum_cash_buffer, credit_facility_size/rate, investment_rate, sweep_threshold, dso_days, dpo_days
hedge_effectivenessHedge effectiveness testing: dollar offset, regression, IAS 39/IFRS 9 compliancehedge_type, notional_amount, hedge_notional, hedge_instrument, exposure_changes, hedge_changes, spot_rate, forward_rate, volatility

Infrastructure Finance

MCP ToolPurposeKey Inputs
ppp_modelPPP modelling: risk allocation, VfM analysis, PSC comparator, equity IRR, debt sizingproject_name, total_capex, concession_years, revenue_model, annual_availability_payment, senior_debt_pct/rate, equity_pct, discount_rate
concession_valuationInfrastructure concession valuation: traffic risk, toll escalation, handback, extension optionconcession_name, remaining_years, current_annual_revenue, revenue_growth_rate, handback_cost, discount_rate, terminal_value_approach

Crypto & Digital Assets

MCP ToolPurposeKey Inputs
token_valuationToken/protocol valuation (NVT, P/S, FDV, DCF)network_value, transaction_volume, revenue, supply, discount_rate, comparable_protocols
defi_analysisDeFi yield analysis (farming, IL, staking, LP)protocol_name, analysis_type, APR, principal, pool parameters

Municipal Bonds

MCP ToolPurposeKey Inputs
muni_bond_pricingMunicipal bond pricing with tax-equivalent yieldface_value, coupon_rate, bond_type, tax_bracket, call schedule
municipal_analysisMunicipal credit analysis (GO, revenue, scoring)analysis_type, financial_data, debt_ratios, coverage metrics

Structured Products

MCP ToolPurposeKey Inputs
structured_note_pricingStructured note pricing (capital-protected, yield enhancement)note_type, face_value, maturity, underlying parameters
exotic_product_pricingExotic products (autocallable, barrier, digital)product_type, underlying, barriers, observation schedule

Trade Finance

MCP ToolPurposeKey Inputs
letter_of_creditLC pricing and risk assessmentlc_type, amount, tenor, issuing_bank, risk factors
supply_chain_financeSupply chain finance (reverse factoring, forfaiting)analysis_type, invoice parameters, discount rates

Onshore Fund Structures

MCP ToolPurposeKey Inputs
us_fund_structureUS onshore fund structure analysis (Delaware LP, LLC, REIT, MLP, BDC, QOZ) with tax analysis, ERISA compliance, investor suitabilitystructure_type, fund_size, strategy, investor_types, state, target_return, leverage_ratio, erisa_plan_assets_pct, qoz_investment_pct
uk_eu_fund_structureUK/EU onshore fund structure analysis (UK LP/LLP, OEIC, ACS, SICAV, FCP, KG) with AIFMD passport, VAT analysis, cross-border marketingstructure_type, domicile, fund_size, strategy, investor_types, aifmd_status, marketing_jurisdictions, vat_status

Offshore Fund Structures

MCP ToolPurposeKey Inputs
cayman_fund_structureCayman/BVI offshore fund structure (Exempted LP, SPC, Unit Trust, BVI BCA) with master-feeder economics, CIMA registration, economic substancestructure_type, domicile, fund_size, strategy, master_feeder, feeder_jurisdictions, cima_category, economic_substance_activities
lux_ireland_fund_structureLuxembourg/Ireland fund structure (SICAV-SIF, RAIF, SCSp, ICAV, QIAIF, Section 110) with subscription tax, AIFMD passport, UCITS analysisstructure_type, domicile, fund_size, strategy, regulatory_status, subscription_tax_rate, aifmd_passport, ucits_compliant, target_investors

Transfer Pricing

MCP ToolPurposeKey Inputs
beps_complianceOECD BEPS compliance analysis: CbCR reporting, Pillar Two GloBE 15% minimum tax, functional analysis, profit/substance alignment, risk scoringentity_name, jurisdictions, revenue_by_jurisdiction, profit_by_jurisdiction, employees_by_jurisdiction, tangible_assets_by_jurisdiction, related_party_transactions, effective_tax_rates
intercompany_pricingTransfer pricing analysis: CUP, RPM, CPLM, TNMM, Profit Split methods with arm's length range, CFC analysis (Subpart F/GILTI/ATAD), GAAR assessmenttransaction_type, related_parties, transaction_value, pricing_method, comparable_data, functional_analysis, cfc_rules_applicable, jurisdiction_pair

Tax Treaty

MCP ToolPurposeKey Inputs
treaty_networkTax treaty network analysis: WHT optimization, treaty conduit routing, LOB/PPT anti-avoidance scoring, entity-specific exemptionssource_jurisdiction, target_jurisdiction, income_type, entity_type, treaty_benefits_claimed, intermediary_jurisdictions, substance_indicators
treaty_structure_optimizationMulti-jurisdiction holding structure optimization: participation exemption, IP box, interest deduction limits, PE risk assessment, substance cost-benefitparent_jurisdiction, operating_jurisdictions, holding_candidates, income_streams, ip_locations, debt_quantum, substance_requirements, annual_costs

FATCA/CRS

MCP ToolPurposeKey Inputs
fatca_crs_reportingAnalyze FATCA/CRS reporting obligationsinstitution, IGA model, account types, GIIN status
entity_classificationClassify entities under FATCA/CRSentity type, income/asset ratios, controlling persons

Substance Requirements

MCP ToolPurposeKey Inputs
economic_substanceScore economic substance compliancejurisdiction, entity type, employees, premises, CIGA
jurisdiction_substance_testRun jurisdiction-specific substance testsjurisdictions, comparison mode, treaty reliance

Regulatory Reporting

MCP ToolPurposeKey Inputs
aifmd_reportingGenerate AIFMD Annex IV reportAUM, funds, leverage, stress tests, liquidity
sec_cftc_reportingGenerate SEC Form PF / CFTC CPO-PQRregulatory AUM, fund details, counterparties

AML Compliance

MCP ToolPurposeKey Inputs
kyc_risk_assessmentAssess KYC/AML risk scoringcustomer type, jurisdiction, PEP status, transactions
sanctions_screeningScreen against sanctions listsentities, lists to check, threshold, transaction details

Fund of Funds

MCP ToolPurposeKey Inputs
j_curve_modelJ-curve fund lifecycle: cash flow projection, TVPI/DPI/RVPI, PME (Kaplan-Schoar), net/gross IRR, trough analysisfund_size, vintage_year, investment_period, fund_life, management_fee, carry_rate, hurdle, drawdown_schedule, exit_multiples, public_market_returns
commitment_pacingCommitment pacing: vintage year allocation, drawdown modeling, NAV projection, over-commitment ratiotarget_allocation, total_portfolio, vintage_commitments, drawdown_rates, distribution_rates, nav_growth, rebalancing_frequency
manager_selectionManager due diligence: performance scoring, persistence analysis, alpha estimation, qualitative ratingmanager_name, fund_returns, benchmark_returns, peer_quartiles, team_stability, strategy, operational_dd_scores
secondaries_pricingSecondaries pricing: NAV discount, unfunded PV, IRR sensitivity at multiple exit multiples, breakevenfund_nav, unfunded_commitment, remaining_life, expected_distributions, discount_rate, exit_multiple_scenarios
fof_portfolioFund of funds portfolio: diversification by strategy/vintage/geography, HHI, constraint monitoringfunds (name, strategy, vintage, geography, nav, commitment), constraints, rebalancing_targets

Bank Analytics

MCP ToolPurposeKey Inputs
nim_analysisNet interest margin analysis: NIM calculation, rate/volume decomposition, asset/liability mix contribution, interest rate gapinterest_income, interest_expense, earning_assets, interest_bearing_liabilities, asset_mix, liability_mix, repricing_buckets, rate_scenarios
camels_ratingCAMELS bank rating: Capital adequacy, Asset quality, Management, Earnings, Liquidity, Sensitivity composite score (1-5)cet1_ratio, tier1_ratio, total_capital_ratio, npl_ratio, provision_coverage, roa, roe, efficiency_ratio, lcr, nsfr, loan_to_deposit, rate_sensitivity, governance_scores
cecl_provisioningCECL/IFRS 9 expected credit loss: multi-scenario weighted ECL by segment, stage classification, lifetime vs 12-month provisionloan_segments, pd_by_segment, lgd_by_segment, ead_by_segment, scenarios (base/upside/downside), scenario_weights, stage_classification, methodology (CECL/IFRS9)
deposit_betaDeposit beta analysis: pass-through rate estimation, cumulative beta, asymmetry analysis (up vs down cycles), repricing lagdeposit_rates_history, policy_rates_history, deposit_types, observation_periods, cycle_direction
loan_book_analysisLoan book analysis: sector/geography concentration (HHI), NPL analysis, provision adequacy, weighted average rate and maturityloans (sector, geography, outstanding, rate, maturity, status, provision), benchmark_npl_ratios

Carbon Markets

MCP ToolPurposeKey Inputs
carbon_credit_pricingCarbon credit pricing: forward price via cost-of-carry, vintage discount, registry premium, credit type adjustmentspot_price, risk_free_rate, tenor, vintage_year, registry, credit_type (compliance/voluntary), storage_cost, seasonal_factors
ets_complianceETS compliance analysis: allowance surplus/deficit, compliance cost, price volatility, carbon intensity vs benchmarkfree_allocation, purchased_allowances, surrendered, verified_emissions, carbon_price_scenarios, sector_benchmark_intensity, revenue
cbam_analysisEU CBAM analysis: certificate cost per good, net CBAM liability after origin carbon price credit, total exposuregoods (type, quantity, embedded_emissions), eu_ets_price, origin_carbon_prices, origin_jurisdictions, reporting_period
offset_valuationCarbon offset valuation: quality-adjusted price, permanence/additionality/vintage/certification adjustments, co-benefit premiumbase_price, permanence_score, additionality_score, vintage_year, certification_standard, co_benefits (social, biodiversity), project_type
shadow_carbon_priceShadow carbon price analysis: carbon-adjusted NPV, abatement cost, project ranking with/without carbon pricing, breakeven carbon priceprojects (name, npv, annual_emissions, abatement_cost), shadow_price_scenarios, discount_rate, time_horizon

Private Wealth

MCP ToolPurposeKey Inputs
concentrated_stockConcentrated stock analysis: collar, exchange fund, prepaid forward, charitable strategies with tax-adjusted after-tax comparisonstock_position (shares, price, cost_basis), strategies (collar, exchange_fund, prepaid_forward, charitable), tax_rates, holding_period, volatility
philanthropic_vehiclesPhilanthropic vehicle comparison: CRT, CLT, DAF, private foundation with tax deduction, income stream, and remainder analysisdonation_amount, asset_type, tax_bracket, vehicles (CRT, CLT, DAF, foundation), discount_rate, payout_rate, term_years
wealth_transferWealth transfer planning: estate tax, GST, annual exclusion, GRAT, grantor trust, dynasty trust, ILIT analysis with tax savingsestate_value, gift_amount, trust_types (GRAT, grantor, dynasty, ILIT), section_7520_rate, exemption_used, annual_exclusion_recipients, life_insurance_face
direct_indexingDirect indexing analysis: tax-loss harvesting opportunities, wash sale compliance, tracking error, after-tax alpha estimationportfolio_positions (ticker, shares, cost_basis, market_value, acquisition_date), target_index, tax_rates, wash_sale_window, rebalancing_frequency
family_governanceFamily governance evaluation: governance score, complexity assessment, structure recommendations, risk identificationfamily_members, entities (trusts, companies, foundations), jurisdictions, governance_practices, succession_plan, meeting_frequency, documentation_level

Response Envelope

Every tool returns this structure:

{
  "result": { },
  "methodology": "DCF (FCFF, 2-stage)",
  "assumptions": { },
  "warnings": ["Terminal growth (3.5%) above long-term GDP"],
  "metadata": {
    "version": "0.1.0",
    "computation_time_us": 1200,
    "precision": "rust_decimal_128bit"
  }
}

Always check warnings — they flag suspicious inputs (beta > 3, ERP > 10%, WACC > 20%, too few comps, etc.).


Tool Chaining Workflows

Shortened here. Read the whole file on GitHub.

Signals

GitHub stars
73
Forks
19
Last commit
Jul 2026
Advanced
Catalog kind
skill
Gateway key
corp-finance-tools-specialty-regulatory
Source
github.com/fdu-ins/insurance-skills