CardoAI Client Plugins

Plugins from CardoAI for asking Claude about your data.

Plugin	What it does
prism-analyst	Ask questions about your Prism deals in plain language — verified answers with confidence scores and source citations.
abf-analytics	Ask questions about your ABF transactions — stratification, delinquency/loss/prepayment analysis, and full portfolio reports.

Each plugin connects to a different CardoAI data source and has its own setup below — jump to the one you need.

prism-analyst

Before you start

You need your Prism endpoint URL. CardoAI sends it to you directly — it's specific to your account, so it's not published here. It looks like https://prism.<your-tenant>.cardoaiapps.com/mcp/.

Wherever setup asks for an OAuth client ID, enter prism-mcp — it's the only value Prism accepts, the same for every client.

There are two ways to install. Pick the app you use:

• Claude Code — the terminal, where you type commands like /plugin.
• Claude app — claude.ai in the browser, or the desktop chat app (no terminal).

Install prism-analyst in Claude Code

Step 1 — inside Claude Code, add the CardoAI plugin catalog, then install the plugin:

/plugin marketplace add CardoAI/cardoai-client-plugins
/plugin install prism-analyst@cardoai-client-plugins

Step 2 — in your terminal, connect your Prism data:

claude mcp add --transport http --scope user --client-id prism-mcp prism https://prism.<your-tenant>.cardoaiapps.com/mcp/

Part	What it is
--client-id prism-mcp	The OAuth client ID. Required — Prism only accepts prism-mcp.
prism	The local name the connection is saved under. Any name works — this is not the client ID.
--scope user	Makes the connection work in every folder, not just where you ran the command.
the URL	Your Prism endpoint — paste yours in place of the example.

Your browser opens to sign in and authorize — one time per machine.

Step 3 — verify, back inside Claude Code:

/plugin list        # prism-analyst is installed
/mcp                # prism is connected

Then just ask, e.g. "What's the NAV for <deal name> this period, compared to a year ago?"

Install prism-analyst in the Claude app (claude.ai)

No terminal needed. You add two things: the prism-analyst plugin (from the CardoAI marketplace) and the Prism custom connector (the link to your data).

Requires a paid plan (Pro, Max, Team, or Enterprise). On Team/Enterprise, only an organization Owner can add the connector, and your admin may restrict which plugins you can install — ask your admin if you don't see an option. Answers in the app are sourced and confidence-scored, but the full multi-agent cross-checking runs only in Claude Code.

1. Install the plugin.

• Open Customize in the left sidebar, then go to the Plugins tab.
• Under Personal plugins, click ＋ → Add marketplace → Add from a repository.
• Enter this repository: CardoAI/cardoai-client-plugins (the full GitHub URL works too)
• Browse the new CardoAI marketplace and click Install on prism-analyst.

2. Add the connector. Prism is a custom connector — you won't find it in Claude's built-in connector directory, so don't search for it there. Go to Settings → Connectors, scroll past the pre-built connectors, and click Add custom connector.

• Name: prism (any name works — this is just the label, not the client ID)
• URL: your Prism endpoint from CardoAI
• Open Advanced settings and set OAuth Client ID to prism-mcp. This is required — the connection fails without it. Leave the client secret blank unless CardoAI gave you one.

Click Add, then Connect and sign in. (Team/Enterprise: an Owner adds it under Organization settings → Connectors → Add → Custom → Web, with the same values — including OAuth Client ID prism-mcp under Advanced settings; each member then clicks Connect.)

3. Ask. In a new chat, ask e.g. "What's the NAV for <deal name> this period?" — type / to see the skills your plugins added.

prism-analyst troubleshooting

• Skill doesn't seem to activate — mention a deal name, or ask explicitly: "Use prism-analyst to look up...". Claude Code: confirm it's installed with /plugin list. Claude app: check Customize → Plugins shows prism-analyst as installed.
• Connection / auth errors — first confirm the OAuth client ID is exactly prism-mcp (the most common mistake). Claude Code: run /mcp; if the connection shows disconnected or unauthorized, re-run the claude mcp add command above and re-authorize in the browser. Claude app: Settings → Connectors → open the Prism connector, check the Client ID under Advanced settings, then click Connect again.
• Plugin seems outdated — Claude Code: run /plugin marketplace update, then /plugin install prism-analyst@cardoai-client-plugins again. Claude app: Customize → Plugins, refresh the CardoAI marketplace and reinstall.

abf-analytics

Before you start

You need your ABF tenant name. CardoAI sends it to you directly. Your MCP endpoint is built from it: https://abf-backend.<your-tenant>.cardoaiapps.com/mcp.

Wherever setup asks for an OAuth client ID, enter abf-mcp — the ABF backend doesn't support Dynamic Client Registration, so this value is required, the same for every client.

There are two ways to install. Pick the app you use:

• Claude Code — the terminal, where you type commands like /plugin.
• Claude app — claude.ai in the browser, or the desktop chat app (no terminal).

Install abf-analytics in Claude Code

Step 1 — inside Claude Code, add the CardoAI plugin catalog (skip if you already added it for another CardoAI plugin), then install the plugin:

/plugin marketplace add CardoAI/cardoai-client-plugins
/plugin install abf-analytics@cardoai-client-plugins

Step 2 — in your terminal, connect your ABF data:

claude mcp add --transport http --scope user --client-id abf-mcp abf https://abf-backend.<your-tenant>.cardoaiapps.com/mcp

Part	What it is
--client-id abf-mcp	The OAuth client ID. Required — the ABF backend only accepts abf-mcp.
abf	The local name the connection is saved under. Any name works — this is not the client ID.
--scope user	Makes the connection work in every folder, not just where you ran the command.
the URL	Your ABF tenant endpoint — paste yours in place of the example.

Your browser opens to sign in and authorize — one time per machine.

Step 3 — verify, back inside Claude Code:

/plugin list        # abf-analytics is installed
/mcp                # abf is connected

Then just ask, e.g. "What transactions do I have, and what asset classes are they?"

Install abf-analytics in the Claude app (claude.ai)

No terminal needed. You add two things: the abf-analytics plugin (from the CardoAI marketplace) and the ABF custom connector (the link to your data).

Requires a paid plan (Pro, Max, Team, or Enterprise). On Team/Enterprise, only an organization Owner can add the connector, and your admin may restrict which plugins you can install — ask your admin if you don't see an option.

1. Install the plugin.

• Open Customize in the left sidebar, then go to the Plugins tab.
• Under Personal plugins, click ＋ → Add marketplace → Add from a repository.
• Enter this repository: CardoAI/cardoai-client-plugins (the full GitHub URL works too)
• Browse the new CardoAI marketplace and click Install on abf-analytics.

2. Add the connector. ABF is a custom connector — you won't find it in Claude's built-in connector directory, so don't search for it there. Go to Settings → Connectors, scroll past the pre-built connectors, and click Add custom connector.

• Name: abf (any name works — this is just the label, not the client ID)
• URL: your ABF tenant endpoint from CardoAI
• Open Advanced settings and set OAuth Client ID to abf-mcp. This is required — the connection fails without it. Leave the client secret blank unless CardoAI gave you one.

Click Add, then Connect and sign in. (Team/Enterprise: an Owner adds it under Organization settings → Connectors → Add → Custom → Web, with the same values — including OAuth Client ID abf-mcp under Advanced settings; each member then clicks Connect.)

3. Ask. In a new chat, ask e.g. "What transactions do I have?" — type / to see the skills your plugins added.

abf-analytics troubleshooting

• Skill doesn't seem to activate — mention a transaction name, or ask explicitly: "Use abf-analytics to look up...". Claude Code: confirm it's installed with /plugin list. Claude app: check Customize → Plugins shows abf-analytics as installed.
• Connection / auth errors — first confirm the OAuth client ID is exactly abf-mcp (the most common mistake). Claude Code: run /mcp; if the connection shows disconnected or unauthorized, re-run the claude mcp add command above and re-authorize in the browser. Claude app: Settings → Connectors → open the ABF connector, check the Client ID under Advanced settings, then click Connect again.
• Plugin seems outdated — Claude Code: run /plugin marketplace update, then /plugin install abf-analytics@cardoai-client-plugins again. Claude app: Customize → Plugins, refresh the CardoAI marketplace and reinstall.

Support

Questions or issues — contact your CardoAI representative, or dev@cardoai.com.

License

Proprietary — for licensed use by CardoAI clients only. Contact CardoAI for terms.