anthropics / financial-services
✓ Official★ 33,000A skill package that teaches your agent 71 capabilities — every one documented and browsable below, no GitHub required · by anthropic.
Each skill below is one capability this package teaches your agent. Install the whole package, or open a skill to install just that one.
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model…
5 files — installable on its own
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model…
5 files — installable on its own
Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft…
1 file — installable on its own
Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft…
1 file — installable on its own
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including…
1 file — installable on its own
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including…
1 file — installable on its own
Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and…
1 file — installable on its own
Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and…
1 file — installable on its own
Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond…
1 file — installable on its own
Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond…
1 file — installable on its own
Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side…
1 file — installable on its own
Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side…
1 file — installable on its own
Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag…
1 file — installable on its own
Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag…
1 file — installable on its own
Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user…
4 files — installable on its own
Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user…
4 files — installable on its own
ALWAYS follow this data source hierarchy:
1 file — installable on its own
ALWAYS follow this data source hierarchy:
1 file — installable on its own
ALWAYS follow this data source hierarchy:
1 file — installable on its own
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract,…
1 file — installable on its own
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract,…
1 file — installable on its own
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash…
5 files — installable on its own
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash…
5 files — installable on its own
Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the…
1 file — installable on its own
Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the…
1 file — installable on its own
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.…
5 files — installable on its own
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.…
5 files — installable on its own
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use…
47 files — installable on its own
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use…
47 files — installable on its own
Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing…
1 file — installable on its own
Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing…
1 file — installable on its own
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched…
4 files — installable on its own
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched…
4 files — installable on its own
Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price…
1 file — installable on its own
Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price…
1 file — installable on its own
Reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by…
1 file — installable on its own
Reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by…
1 file — installable on its own
Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative…
6 files — installable on its own
Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative…
6 files — installable on its own
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites -…
11 files — installable on its own
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites -…
11 files — installable on its own
Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the…
1 file — installable on its own
Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the…
1 file — installable on its own
Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing…
1 file — installable on its own
Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing…
1 file — installable on its own
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment…
1 file — installable on its own
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment…
1 file — installable on its own
Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions,…
1 file — installable on its own
Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions,…
1 file — installable on its own
Tie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP…
1 file — installable on its own
Tie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP…
1 file — installable on its own
Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use…
1 file — installable on its own
Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use…
1 file — installable on its own
Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data…
6 files — installable on its own
Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data…
6 files — installable on its own
Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill…
1 file — installable on its own
Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill…
1 file — installable on its own
Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
1 file — installable on its own
Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
1 file — installable on its own
Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to…
1 file — installable on its own
Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to…
1 file — installable on its own
Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's…
9 files — installable on its own
Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's…
9 files — installable on its own
Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade…
1 file — installable on its own
Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade…
1 file — installable on its own
Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear…
7 files — installable on its own
Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear…
7 files — installable on its own
Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying…
1 file — installable on its own
Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying…
1 file — installable on its own
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
1 file — installable on its own
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
1 file — installable on its own
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,/earningsand 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.pyGetting 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-servicesOnce 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-reconcilerEach 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:setupThis 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.jsonat your data providers and internal systems. - Add firm context — drop your terminology, processes, and formatting standards into skill files.
- Bring your templates —
/ppt-templateteaches Claude your branded PowerPoint layouts. - Adjust agent scope — edit
agents/<slug>.mdto match how your team actually runs the workflow. - Add your own — copy the structure for workflows we haven't covered.
Skill & Command Reference
<details> <summary><b>financial-analysis</b> — core modeling, Excel, deck QC</summary>| 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 runpython3 scripts/sync-agent-skills.pyto propagate to any agent that bundles it. - New agent →
plugins/agent-plugins/<slug>/(withagents/<slug>.md+skills/) and a matchingmanaged-agent-cookbooks/<slug>/. - Run
python3 scripts/check.pybefore pushing — it lints every manifest, verifies all cross-file references resolve, and fails if any bundled skill has drifted from its vertical source.
License
Install the whole package (71 skills):
npx skills add https://github.com/anthropics/financial-servicesOr install a single skill:
npx skills add https://github.com/anthropics/financial-services --skill <name>Pick the skill name from the Skills tab — each entry there installs independently.