Claude for Financial Services
Reference agents, skills, and data connectors for financial workflows
Reference agents, skills, and data connectors for financial workflows
Reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management workflows. Everything available two ways from one source.
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Install as a Cowork plugin for direct integration into your collaborative workflow. Each agent is self-contained and bundles the skills it uses.
Deploy through the Claude Managed Agents API behind your own workflow engine. Same system prompt, same skills — you choose where it runs.
Agents draft analyst work product for review by qualified professionals. Every output is staged for human sign-off and compliance review.
In Cowork, open Settings → Plugins → Add plugin and either:
# Add the marketplace
claude plugin marketplace add anthropics/financial-services
# Core skills + connectors
claude plugin install financial-analysis@claude-for-financial-services
# Named agents
claude plugin install pitch-agent@claude-for-financial-services
claude plugin install gl-reconciler@claude-for-financial-servicesexport ANTHROPIC_API_KEY=sk-ant-...
scripts/deploy-managed-agent.sh gl-reconcilerEach template references the same system prompt and skills as its plugin counterpart.
Core modeling skills and all data connectors - comps, DCF, LBO, 3-statement, deck QC, Excel audit
CIMs, teasers, process letters, buyer lists, merger models, deal tracking
Earnings notes, initiations, model updates, thesis and catalyst tracking
Sourcing, screening, diligence checklists, IC memos, portfolio monitoring
Client reviews, financial plans, rebalancing, reporting, TLH
GL recon, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out
KYC document parsing and rules-grid evaluation
Bond RV, swap curves, FX carry, options vol, macro-rates monitoring
Tear sheets, earnings previews, funding digests on S&P Capital IQ
All connectors centralized in the financial-analysis core plugin and shared across the rest