anthropics/financial-services

anthropics/financial-services

Language: Python

License: Apache-2.0

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Created: 2026-02-23T19:24:50Z

Pushed: 2026-06-05T20:53:09Z

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README:

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](#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](./managed-agent-cookbooks) you deploy via /v1/agents.
• [Vertical plugins](#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](./plugins/agent-plugins/pitch-agent) | Comps, precedents, LBO → branded pitch deck, end to end | | | [Meeting Prep Agent](./plugins/agent-plugins/meeting-prep-agent) | Briefing pack before every client meeting | | Research & modeling | [Market Researcher](./plugins/agent-plugins/market-researcher) | Sector or theme → industry overview, competitive landscape, peer comps, ideas shortlist | | | [Earnings Reviewer](./plugins/agent-plugins/earnings-reviewer) | Earnings call + filings → model update → note draft | | | [Model Builder](./plugins/agent-plugins/model-builder) | DCF, LBO, 3-statement, comps — live in Excel | | Fund admin & finance ops | [Valuation Reviewer](./plugins/agent-plugins/valuation-reviewer) | Ingests GP packages, runs valuation template, stages LP reporting | | | [GL Reconciler](./plugins/agent-plugins/gl-reconciler) | Finds breaks, traces root cause, routes for sign-off | | | [Month-End Closer](./plugins/agent-plugins/month-end-closer) | Accruals, roll-forwards, variance commentary | | | [Statement Auditor](./plugins/agent-plugins/statement-auditor) | Audits LP statements before distribution | | Operations & onboarding | [KYC Screener](./plugins/agent-plugins/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/](./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/](./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](./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// | | Skills | Domain expertise, conventions, and step-by-step methods Claude draws…