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

| 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 |

| 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 |

| 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 |

| 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 |

| 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