Claude for Financial Services
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Everything here is available two ways from one source : install it as a Claude Cowork plugin, or deploy it through the Claude Managed Agents API behind your own workflow engine. Same system prompt, same skills — you choose where it runs.
Important
Nothing in this repository constitutes investment, legal, tax, or accounting advice. These agents draft analyst work product — models, memos, research notes, reconciliations — for review by a qualified professional. They do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding; every output is staged for human sign-off. You are responsible for verifying outputs and for compliance with the laws and regulations that apply to your firm.
What's in the repo:
Agents — named, end-to-end workflow agents (Pitch Agent, Market Researcher, GL Reconciler, …). Each ships as a Cowork plugin and as a Claude Managed Agent template you deploy via /v1/agents .
Vertical plugins — the underlying skills, slash commands, and data connectors, bundled by FSI vertical. Install these on their own if you just want /comps , /dcf , /earnings and the connectors without a full agent.
Agents
Each agent is named for the workflow it runs. They're starting points: install the ones that match your work, then tune the prompts, skills, and connectors to how your firm does it.
Each agent plugin is self-contained — it bundles the skills it uses, so installing the agent is all you need.
Function
Agent
What it does
Coverage & advisory
Pitch Agent
Comps, precedents, LBO → branded pitch deck, end to end
Meeting Prep Agent
Briefing pack before every client meeting
Research & modeling
Market Researcher
Sector or theme → industry overview, competitive landscape, peer comps, ideas shortlist
Earnings Reviewer
Earnings call + filings → model update → note draft
Model Builder
DCF, LBO, 3-statement, comps — live in Excel
Fund admin & finance ops
Valuation Reviewer
Ingests GP packages, runs valuation template, stages LP reporting
GL Reconciler
Finds breaks, traces root cause, routes for sign-off
Month-End Closer
Accruals, roll-forwards, variance commentary
Statement Auditor
Audits LP statements before distribution
Operations & onboarding
KYC Screener
Parses onboarding docs, runs the rules engine, flags gaps
For Managed Agent deployment — agent.yaml , leaf-worker subagents, steering-event examples, and per-agent security notes — see managed-agent-cookbooks/ .
Repository Layout
plugins/ agent-plugins/ # Named agents — one self-contained plugin each vertical-plugins/ # Skill + command bundles by FSI vertical, plus MCP connectors partner-built/ # Partner-authored plugins (LSEG, S&P Global) managed-agent-cookbooks/ # Claude Managed Agent cookbooks — one dir per agent claude-for-msft-365-install/ # Admin tooling to provision the Claude Microsoft 365 add-in scripts/ # deploy-managed-agent.sh · check.py · validate.py · orchestrate.py · sync-agent-skills.py
Getting Started
Cowork
In Cowork, open Settings → Plugins → Add plugin and either:
Paste this repo URL — https://github.com/anthropics/financial-services — then pick the agents and verticals you want from the marketplace list, or
Upload a zip — zip any directory under plugins/ (e.g. plugins/agent-plugins/pitch-agent/ ) and drop it in.
Claude Code
# Add the marketplace claude plugin marketplace add anthropics/financial-services
# Core skills + connectors (install first) claude plugin install financial-analysis@claude-for-financial-services
# Named agents — pick the ones you want claude plugin install pitch-agent@claude-for-financial-services claude plugin install gl-reconciler@claude-for-financial-services claude plugin install market-researcher@claude-for-financial-services
# Vertical skill bundles claude plugin install investment-banking@claude-for-financial-services claude plugin install equity-research@claude-for-financial-services
Once installed, agents appear in Cowork dispatch, skills fire automatically when relevant, and slash commands are available in your session ( /comps , /dcf , /earnings , /ic-memo , …).
Claude Managed Agents
export ANTHROPIC_API_KEY=sk-ant-... scripts/deploy-managed-agent.sh gl-reconciler
Each template under managed-agent-cookbooks/ references the same system prompt and skills as its plugin counterpart. The deploy script resolves file references, uploads skills, creates leaf-worker subagents, and POSTs the orchestrator to /v1/agents . See scripts/orchestrate.py for a reference event loop that routes handoff_request events between agents via your own orchestration layer.
Research Preview: subagent delegation ( callable_agents ) is a preview capability. See per-agent READMEs for security and handoff guidance.
How It Fits Together
What it is
Where it lives
Agents
Self-contained plugins that own a workflow end to end — system prompt plus the skills it uses. Cowork and the Managed Agent wrapper both reference the same directory.
plugins/agent-plugins/ /
Skills
Domain expertise, conventions, and step-by-step methods Claude draws on automatically when relevant. Authored once in the verticals; each agent bundles a synced copy of the ones it needs.
plugins/vertical-plugins/ /skills/ (source) · plugins/agent-plugins/ /skills/ (bundled)
Commands
Slash actions you trigger explicitly ( /comps , /earnings , /ic-memo ).
plugins/vertical-plugins/ /commands/
Connectors
MCP servers that wire Claude to your data — terminals, research platforms, document stores.
plugins/vertical-plugins/financial-analysis/.mcp.json
Managed-agent wrappers
agent.yaml + depth-1 subagents + steering examples for headless deployment.
managed-agent-cookbooks/ /
Everything is file-based — markdown and JSON, no build step.
Vertical Plugins
Start with financial-analysis — it carries the shared modeling skills and all data connectors. Add verticals for the workflows you need.
Plugin
What it adds
financial-analysis
(core)
Comps, DCF, LBO, 3-statement, deck QC, Excel audit. All 11 data connectors.
investment-banking
CIMs, teasers, process letters, buyer lists, merger models, deal tracking.
equity-research
Earnings notes, initiations, model updates, thesis and catalyst tracking.
private-equity
Sourcing, screening, diligence checklists, IC memos, portfolio monitoring.
fund-admin
GL recon, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out.
operations
KYC document parsing and rules-grid evaluation.
claude-for-financial-advisors
Advisor workflows: meeting prep and follow-up, compliance pre-check, prospect intake, rebalance review, alts and estate briefs, on live data from the advisor's CRM, portfolio, planning, and estate platforms.
lseg
(partner)
Bond RV, swap curves, FX carry, options vol, macro-rates monitoring on LSEG data.
sp-global
(partner)
Tear sheets, earnings previews, funding digests on S&P Capital IQ.
MCP Integrations
All connectors are centralized in the financial-analysis core plugin and shared across the rest.
Provider
URL
Daloopa
https://mcp.daloopa.com/server/mcp
Morningstar
https://mcp.morningstar.com/mcp
S&P Global
https://kfinance.kensho.com/integrations/mcp
FactSet
https://mcp.factset.com/mcp
Moody's
https://api.moodys.com/genai-ready-data/m1/mcp
MT Newswires
https://vast-mcp.blueskyapi.com/mtnewswires
Aiera
https://mcp-pub.aiera.com
LSEG
https://api.analytics.lseg.com/lfa/mcp
PitchBook
https://premium.mcp.pitchbook.com/mcp
Chronograph
https://ai.chronograph.pe/mcp
Egnyte
https://mcp-server.egnyte.com/mcp
Box
https://mcp.box.com
MCP access may require a subscription or API key from the provider.
Claude for Microsoft 365 — Install Tooling
If your firm runs Claude inside Excel, PowerPoint, Word, and Outlook via the Microsoft 365 add-in, claude-for-msft-365-install/ is the admin tooling to provision it against your own cloud — Vertex AI, Bedrock, or an internal LLM gateway — instead of Anthropic's API.
It's a Claude Code plugin (not a Cowork plugin) that walks an IT admin through generating the customized add-in manifest, granting Azure admin consent, and writing per-user routing config via Microsoft Graph. Install with:
claude plugin install claude-for-msft-365-install@claude-for-financial-services /claude-for-msft-365-install:setup
This is separate from the agents and vertical plugins above — it's the on-ramp that gets the add-in deployed in a tenant, after which the agents and skills here are what runs inside it.
Making It Yours
These are reference templates — they get better when you tune them to how your firm works.
Swap connectors — point .mcp.json at your data providers and internal systems.
Add firm context — drop your terminology, processes, and formatting standards into skill files.
Bring your templates — /ppt-template teaches Claude your branded PowerPoint layouts.
Adjust agent scope — edit agents/ .md to match how your team actually runs the workflow.
Add your own — copy the structure for workflows we haven't covered.
Skill & Command Reference
financial-analysis — core modeling, Excel, deck QC
Skill
Command
Description
comps-analysis
/comps
Comparable company analysis with trading multiples
dcf-model
/dcf
DCF valuation with WACC and sensitivity analysis
lbo-model
/lbo
Leveraged buyout model
3-statement-model
/3-statement-model
Populate 3-statement financial model templates
audit-xls
/debug-model
Excel model audit — formula tracing, hardcode detection, balance checks
clean-data-xls
—
Normalize and clean tabular data in Excel
deck-refresh
—
Re-link and refresh embedded charts/tables across a deck
competitive-analysis
/competitive-analysis
Competitive landscape and market positioning
ib-check-deck
—
QC presentations for errors and consistency
pptx-author
—
Produce a .pptx file headlessly (Managed Agent mode)
xlsx-author
—
Produce a .xlsx file headlessly (Managed Agent mode)
ppt-template-creator
/ppt-template
Create reusable PPT template skills
skill-creator
—
Guide for creating new skills
investment-banking — deal materials and execution
Skill
Command
Description
strip-profile
/one-pager
One-page company profiles for pitch books
pitch-deck
—
Populate pitch deck templates with data
datapack-builder
—
Build data packs from CIMs and filings
cim-builder
/cim
Draft Confidential Information Memorandums
teaser
/teaser
Anonymous one-page company teasers
buyer-list
/buyer-list
Strategic and financial buyer universe
merger-model
/merger-model
Accretion/dilution M&A analysis
process-letter
/process-letter
Bid instructions and process correspondence
deal-tracker
/deal-tracker
Track live deals, milestones, and action items
equity-research — coverage and publishing
Skill
Command
Description
earnings-analysis
/earnings
Post-earnings quarterly update reports
earnings-preview
/earnings-preview
Pre-earnings scenario analysis and key metrics
initiating-coverage
/initiate
Institutional-quality initiation reports
model-update
/model-update
Update financial models with new data
morning-note
/morning-note
Morning meeting notes and trade ideas
sector-overview
/sector
Industry landscape and thematic reports
thesis-tracker
/thesis
Maintain and update investment theses
catalyst-calendar
/catalysts
Track upcoming catalysts across coverage
idea-generation
/screen
Stock screening and idea sourcing
private-equity — sourcing through portfolio ops
Skill
Command
Description
deal-sourcing
/source
Discover companies, check CRM, draft founder outreach
deal-screening
/screen-deal
Quick pass/fail on inbound CIMs and teasers
dd-checklist
/dd-checklist
Diligence checklists by workstream
dd-meeting-prep
/dd-prep
Prep for management presentations and expert calls
unit-economics
/unit-economics
ARR cohorts, LTV/CAC, net retention, revenue quality
returns-analysis
/returns
IRR/MOIC sensitivity tables
ic-memo
/ic-memo
Investment committee memo drafting
portfolio-monitoring
/portfolio
Track portfolio company KPIs and variances
value-creation-plan
/value-creation
Post-close 100-day plans and EBITDA bridges
ai-readiness
/ai-readiness
Assess a portfolio company's AI readiness
Contributing
Everything here is markdown and YAML. Fork, edit, PR. For new content:
New skill → add it under plugins/vertical-plugins/ /skills/ , then run python3 scripts/sync-agent-skills.py to propagate to any agent that bundles it.
New agent → plugins/agent-plugins/ / (with agents/ .md + skills/ ) and a matching managed-agent-cookbooks/ / .
Run python3 scripts/check.py before pushing — it lints every manifest, verifies all cross-file references resolve, and fails if any bundled skill has drifted from its vertical source.
License
Apache License 2.0