Claude for Financial Services
Reference agents, skills and slash commands for financial-services work: investment banking, equity research, private equity, fund administration and operations. Ten named agents (pitch, earnings review, model building, GL reconciliation, KYC, month-end close and more) bundle the skills they use; six vertical plugins hold the skills and commands on their own. Outputs are drafts for professional review.
- Kind
- Framework
- Works with
- Claude Code
- Source
- Claude for Financial Services @ 60565064557c
- Path
- README.md
- Jobs
- Implementation, Documentation, Review
- Topics
- Finance
Credit
- Made by
- anthropics
- Original
- github.com/anthropics/financial-services/blob/60565064557ca77…
- License
- Apache-2.0
Listed by Skill Manifest; not made by us.
InstallCopy it from the source repository, or sign in and let the assistant adapt it for your project.
Install factsScanned 2 Nov 2026
- Adds
- Steps in the source's README; what they create is not stated in the catalog
- Runs scripts
- Yes
- shell block in the text
- Uses the network
- None found
- Needs secrets
- Yes
- ANTHROPIC_API_KEY
- Reads environment variables
- ANTHROPIC_API_KEY
- Source revision
- 60565064557c
- Licence
- Apache-2.0
- Last activity
- 28 Oct 2026
- Review
- Reviewed
Found by a static scan of the stored text; nothing is run. “None found” is not a guarantee, so read what you install before you run it.
- What this adds depends on the source's own instructions
# 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](https://claude.com/product/cowork) plugin, or deploy it through the [Claude Managed Agents API](https://docs.claude.com/en/api/managed-agents) 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: …