financial-services

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

…

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-pa