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Claude for Financial Services
Reference agents, skills and data connectors for investment banking, equity research, private equity and wealth management work in Claude.
At a glance
- Purpose
- Reference agents, skills and data connectors for investment banking, equity research, private equity and wealth management work in Claude.
- Runs in
- Chat app with skills, Local agent with shell, Web service
- Operating systems
- Not stated
- Needs
- Runtime: Not stated; Needs internet: Yes; Needs accounts or API keys beyond your agent: Not stated
- Files and data
- Reads files: Yes; Writes files: Yes; Sends data to other services: Yes
- Tool type
- Skill
- Delivery
- From GitHub
- Version
- Latest on the main branch
- Access
- Code on GitHub
- Compatibility
- According to the README: Claude Cowork plugins, Claude Code plugins installed with claude plugin commands, and the Claude Managed Agents API. The README also describes tooling that provisions the Claude Microsoft 365 add-in for Excel, PowerPoint, Word and Outlook against Vertex AI, Bedrock or an internal LLM gateway. The README describes the data connectors as MCP servers.
- External costs
- The repository is Apache-2.0 licensed and states no pricing. The README says MCP access may require a subscription or API key from the data provider. Your coding agent or model provider may charge for usage.
- Permissions
- The agents and skills act through Claude with the access you give it. The README says MCP access may require a subscription or API key from the provider. The README says connectors are MCP servers that link Claude to data providers and document stores. The README says Managed Agents deployment uses your Anthropic API key, uploads skills, creates leaf-worker subagents and posts the orchestrator to /v1/agents. The README says the Microsoft 365 tooling guides an IT admin through generating an add-in manifest, granting Azure admin consent and writing per-user routing configuration through Microsoft Graph. The README also describes editing .mcp.json, skill files and agent prompts to customize the deployment.
- Usage terms
- Apache License 2.0, as stated in the repository. See its LICENSE file for the exact terms.
Code on GitHub
anthropics/financial-services
Apache-2.0Public GitHub data fetched · 0 days old
Skill folders in this repository (112)
Folders that contain a SKILL.md file, from GitHub's file list on .
claude-for-msft-365-install/.claude/skills/verifyplugins/agent-plugins/earnings-reviewer/skills/audit-xlsplugins/agent-plugins/earnings-reviewer/skills/earnings-analysisplugins/agent-plugins/earnings-reviewer/skills/earnings-previewplugins/agent-plugins/earnings-reviewer/skills/model-updateplugins/agent-plugins/earnings-reviewer/skills/morning-noteplugins/agent-plugins/earnings-reviewer/skills/xlsx-authorplugins/agent-plugins/gl-reconciler/skills/audit-xlsplugins/agent-plugins/gl-reconciler/skills/break-traceplugins/agent-plugins/gl-reconciler/skills/gl-reconplugins/agent-plugins/gl-reconciler/skills/xlsx-authorplugins/agent-plugins/kyc-screener/skills/kyc-doc-parseplugins/agent-plugins/kyc-screener/skills/kyc-rulesplugins/agent-plugins/kyc-screener/skills/xlsx-authorplugins/agent-plugins/market-researcher/skills/competitive-analysisplugins/agent-plugins/market-researcher/skills/comps-analysisplugins/agent-plugins/market-researcher/skills/idea-generationplugins/agent-plugins/market-researcher/skills/pptx-authorplugins/agent-plugins/market-researcher/skills/sector-overviewplugins/agent-plugins/meeting-prep-agent/skills/client-reportplugins/agent-plugins/meeting-prep-agent/skills/client-reviewplugins/agent-plugins/meeting-prep-agent/skills/investment-proposalplugins/agent-plugins/meeting-prep-agent/skills/pptx-authorplugins/agent-plugins/model-builder/skills/3-statement-modelplugins/agent-plugins/model-builder/skills/audit-xlsplugins/agent-plugins/model-builder/skills/comps-analysisplugins/agent-plugins/model-builder/skills/dcf-modelplugins/agent-plugins/model-builder/skills/lbo-modelplugins/agent-plugins/model-builder/skills/xlsx-authorplugins/agent-plugins/month-end-closer/skills/accrual-scheduleplugins/agent-plugins/month-end-closer/skills/audit-xlsplugins/agent-plugins/month-end-closer/skills/roll-forwardplugins/agent-plugins/month-end-closer/skills/variance-commentaryplugins/agent-plugins/month-end-closer/skills/xlsx-authorplugins/agent-plugins/pitch-agent/skills/3-statement-modelplugins/agent-plugins/pitch-agent/skills/audit-xlsplugins/agent-plugins/pitch-agent/skills/comps-analysisplugins/agent-plugins/pitch-agent/skills/dcf-modelplugins/agent-plugins/pitch-agent/skills/deck-refreshplugins/agent-plugins/pitch-agent/skills/ib-check-deckplugins/agent-plugins/pitch-agent/skills/lbo-modelplugins/agent-plugins/pitch-agent/skills/pitch-deckplugins/agent-plugins/pitch-agent/skills/pptx-authorplugins/agent-plugins/pitch-agent/skills/sector-overviewplugins/agent-plugins/pitch-agent/skills/xlsx-authorplugins/agent-plugins/statement-auditor/skills/audit-xlsplugins/agent-plugins/statement-auditor/skills/nav-tieoutplugins/agent-plugins/statement-auditor/skills/xlsx-authorplugins/agent-plugins/valuation-reviewer/skills/ic-memoplugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoringplugins/agent-plugins/valuation-reviewer/skills/returns-analysisplugins/agent-plugins/valuation-reviewer/skills/xlsx-authorplugins/partner-built/lseg/skills/bond-futures-basisplugins/partner-built/lseg/skills/bond-relative-valueplugins/partner-built/lseg/skills/equity-researchplugins/partner-built/lseg/skills/fixed-income-portfolioplugins/partner-built/lseg/skills/fx-carry-tradeplugins/partner-built/lseg/skills/macro-rates-monitorplugins/partner-built/lseg/skills/option-vol-analysisplugins/partner-built/lseg/skills/swap-curve-strategyplugins/partner-built/spglobal/skills/earnings-preview-betaplugins/partner-built/spglobal/skills/funding-digestplugins/partner-built/spglobal/skills/tear-sheetplugins/vertical-plugins/equity-research/skills/catalyst-calendarplugins/vertical-plugins/equity-research/skills/earnings-analysisplugins/vertical-plugins/equity-research/skills/earnings-previewplugins/vertical-plugins/equity-research/skills/idea-generationplugins/vertical-plugins/equity-research/skills/initiating-coverageplugins/vertical-plugins/equity-research/skills/model-updateplugins/vertical-plugins/equity-research/skills/morning-noteplugins/vertical-plugins/equity-research/skills/sector-overviewplugins/vertical-plugins/equity-research/skills/thesis-trackerplugins/vertical-plugins/financial-analysis/skills/3-statement-modelplugins/vertical-plugins/financial-analysis/skills/audit-xlsplugins/vertical-plugins/financial-analysis/skills/clean-data-xlsplugins/vertical-plugins/financial-analysis/skills/competitive-analysisplugins/vertical-plugins/financial-analysis/skills/comps-analysisplugins/vertical-plugins/financial-analysis/skills/dcf-modelplugins/vertical-plugins/financial-analysis/skills/deck-refreshplugins/vertical-plugins/financial-analysis/skills/ib-check-deckplugins/vertical-plugins/financial-analysis/skills/lbo-modelplugins/vertical-plugins/financial-analysis/skills/ppt-template-creatorplugins/vertical-plugins/financial-analysis/skills/pptx-authorplugins/vertical-plugins/financial-analysis/skills/skill-creatorplugins/vertical-plugins/financial-analysis/skills/xlsx-authorplugins/vertical-plugins/fund-admin/skills/accrual-scheduleplugins/vertical-plugins/fund-admin/skills/break-traceplugins/vertical-plugins/fund-admin/skills/gl-reconplugins/vertical-plugins/fund-admin/skills/nav-tieoutplugins/vertical-plugins/fund-admin/skills/roll-forwardplugins/vertical-plugins/fund-admin/skills/variance-commentaryplugins/vertical-plugins/investment-banking/skills/buyer-listplugins/vertical-plugins/investment-banking/skills/cim-builderplugins/vertical-plugins/investment-banking/skills/datapack-builderplugins/vertical-plugins/investment-banking/skills/deal-trackerplugins/vertical-plugins/investment-banking/skills/merger-modelplugins/vertical-plugins/investment-banking/skills/pitch-deckplugins/vertical-plugins/investment-banking/skills/process-letterplugins/vertical-plugins/investment-banking/skills/strip-profileplugins/vertical-plugins/investment-banking/skills/teaser
And 12 more in the repository.
What it does
Claude for Financial Services is a set of reference agents, skills and data connectors for financial-services workflows. According to the README, the same source can be installed as a Claude Cowork plugin or deployed through the Claude Managed Agents API behind your own workflow engine.The README lists named agents such as Pitch Agent, Market Researcher, Earnings Reviewer, Model Builder, GL Reconciler, Month-End Closer and KYC Screener. It also lists vertical plugins for financial analysis, investment banking, equity research, private equity, fund admin and operations, and partner-built plugins for LSEG and S&P Global. Slash commands include /comps, /dcf, /earnings and /ic-memo. The README says everything is markdown and JSON with no build step.
The README says these agents draft analyst work product for review by a qualified professional. It says they do not make investment recommendations, execute transactions, bind risk, post to a ledger or approve onboarding, and that every output is staged for human sign-off. It also says nothing in the repository is investment, legal, tax or accounting advice.
Who it is for
Teams in investment banking, equity research, private equity, wealth management and fund admin who use Claude Cowork, Claude Code or the Claude Managed Agents API.Example tasks
The README describes these tasks:Pitch Agent: comps, precedents and LBO to a branded pitch deck
Earnings Reviewer: earnings call and filings to a model update and note draft
GL Reconciler: find breaks, trace root cause and route for sign-off
/comps: comparable company analysis with trading multiples
KYC Screener: parse onboarding documents, run the rules engine and flag gaps