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](./plugins/vertical-plugins/wealth