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.
wealth-management	Client reviews, financial plans, rebalancing, reporting, TLH.
fund-admin	GL recon, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out.
operations	KYC document parsing and rules-grid evaluation.
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

wealth-management — advisor workflows

Skill	Command	Description
client-review	/client-review	Prep for client meetings with performance and talking points
financial-plan	/financial-plan	Retirement, education, estate, and cash-flow projections
portfolio-rebalance	/rebalance	Allocation drift analysis and tax-aware rebalancing
client-report	/client-report	Client-facing performance reports
investment-proposal	/proposal	Proposals for prospective clients
tax-loss-harvesting	/tlh	Identify TLH opportunities and manage wash sales

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