{"api_version":"1","slug":"claude-for-financial-services-b7ae808f","url":"https://skillsoutpost.com/agents/claude-for-financial-services-b7ae808f","item_type":"skill","category":"other","runs_in":["chat_app","local_agent","web_service"],"os":null,"needs_network":"yes","needs_accounts":null,"reads_files":"yes","writes_files":"yes","sends_data":"yes","access":"github","access_type":"github","at_a_glance":{"runs_in":["chat_app","local_agent","web_service"],"os":null,"needs_network":"yes","needs_accounts":null,"reads_files":"yes","writes_files":"yes","sends_data":"yes","access_type":"github","tool_type":"skill","delivery":"github","interface_type":"other","untrusted_creator_content":{"purpose":"Reference agents, skills and data connectors for investment banking, equity research, private equity and wealth management work in Claude.","needs_runtime":null,"version":"Latest on the main branch","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."}},"interface_type":"other","delivery_mode":"creator","code_host":"github","provenance":"github_index","published_at":1791761261,"rating":null,"downloads":0,"verified":null,"creator":{"login":"anthropics","url":null},"untrusted_creator_content":{"name":"Claude for Financial Services","tagline":"Reference agents, skills and data connectors for investment banking, equity research, private equity and wealth management work in Claude.","creator_name":"anthropics","product_version":"Latest on the main branch","needs_runtime":null,"description":"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.\n\nThe 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.\n\nThe 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.","intended_users":"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:\nPitch Agent: comps, precedents and LBO to a branded pitch deck\nEarnings Reviewer: earnings call and filings to a model update and note draft\nGL Reconciler: find breaks, trace root cause and route for sign-off\n/comps: comparable company analysis with trading multiples\nKYC Screener: parse onboarding documents, run the rules engine and flag gaps","setup_instructions":"According to the README, in Cowork open Settings, Plugins, Add plugin, then paste the repository address or upload a zip of a folder under plugins. In Claude Code, run claude plugin marketplace add anthropics/financial-services and then install what you want, starting with claude plugin install financial-analysis@claude-for-financial-services. For Managed Agents, set ANTHROPIC_API_KEY and run scripts/deploy-managed-agent.sh gl-reconciler. The README has the exact commands.","limitations":"According to the README, the agents run in Claude Cowork, Claude Code or through the Claude Managed Agents API. The README labels subagent delegation (callable_agents) Research Preview. The README says MCP access may require a subscription or API key from the provider, and the Managed Agents deployment example uses ANTHROPIC_API_KEY. The README says the Microsoft 365 install tooling is a Claude Code plugin, not a Cowork plugin. The README describes the agents as starting points to tune to your firm and says their analyst work product requires review by a qualified professional. The README says the repository does not constitute investment, legal, tax or accounting advice, and assigns responsibility for checking outputs and complying with applicable laws and regulations to the user. The repository can change at any time; check its README before you install.","data_handling":"The README lists MCP connectors to outside data providers, with their addresses, and says access may require a subscription or API key from the provider. It says the Microsoft 365 tooling provisions the add-in against your own cloud, Vertex AI, Bedrock or an internal LLM gateway, instead of Anthropic's API. It points to per-agent READMEs for security notes. It gives no general statement on storage or telemetry. What is sent where depends on the connectors you enable, your Claude product and your model provider.","compatibility":"According to the README: Claude Cowork plugins, Claude Code plugins installed with claude plugin commands, and the Claude Managed Agents API. 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