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/<slug>/
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/<vertical>/skills/ (source) · plugins/agent-plugins/<slug>/skills/ (bundled)
Commands	Slash actions you trigger explicitly (/comps, /earnings, /ic-memo).	plugins/vertical-plugins/<vertical>/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/<slug>/

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/<slug>.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/<vertical>/skills/, then run python3 scripts/sync-agent-skills.py to propagate to any agent that bundles it.
• New agent → plugins/agent-plugins/<slug>/ (with agents/<slug>.md + skills/) and a matching managed-agent-cookbooks/<slug>/.
• 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