financial-services
Claude for Financial Services is a comprehensive collection of AI agents, skills, and data connectors designed for finance professionals across investment banking, equity research, private equity, wealth management, and fund administration. Each agent handles complete workflows—from pitch deck creation and earnings analysis to GL reconciliation and KYC screening—and can be deployed either as a Claude Cowork plugin or via the Claude Managed Agents API. The repository bundles domain-specific skills, slash commands, and MCP integrations with major financial data providers, allowing firms to customize agents to their internal processes and terminology.
Key Features
Use Cases
- 01Investment bankers generating pitch decks with comps, precedents, and LBO models from company data
- 02Equity research analysts drafting earnings notes and updating financial models after quarterly calls
- 03Private equity teams screening deals, running diligence checklists, and preparing IC memos
- 04Fund administrators reconciling general ledgers, tracing breaks, and preparing month-end close packages
- 05Wealth advisors creating client review materials, rebalancing portfolios, and identifying tax-loss harvesting opportunities
- 06Operations teams parsing KYC documents and running compliance rules engines for client onboarding
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financial-services — FAQ
What is Claude for Financial Services?+
It's a repository of AI agents, skills, and MCP connectors built by Anthropic for common financial workflows across investment banking, research, private equity, and wealth management. Each agent can run as a Claude Cowork plugin or be deployed via the Managed Agents API.
How do I install the financial services agents in Claude Cowork?+
Open Settings → Plugins → Add plugin in Cowork, then paste the repo URL https://github.com/anthropics/financial-services and select the agents you want. Alternatively, zip any plugin directory and upload it directly.
How do I install these agents in Claude Code?+
Run 'claude plugin marketplace add anthropics/financial-services', then install individual plugins like 'claude plugin install pitch-agent@claude-for-financial-services'. Install the financial-analysis core plugin first for shared skills and connectors.
Do I need API keys for financial data providers?+
Yes, MCP connectors for services like FactSet, S&P Global, PitchBook, and Daloopa require active subscriptions and API credentials from those providers. The agents will work without them but won't have access to live market data.
Is Claude for Financial Services free to use?+
The repository and code are open source under Apache 2.0 license. However, you'll need a Claude subscription (Cowork or API access) to run the agents, and separate subscriptions to financial data providers for MCP integrations.
Which AI clients support these agents?+
These agents work in Claude Cowork (as plugins), Claude Code (via plugin install), and can be deployed headlessly via the Claude Managed Agents API. The Microsoft 365 add-in tooling enables use within Excel, PowerPoint, Word, and Outlook.
How do I install financial-services?+
Open the source repository on GitHub and follow its README. financial-services is a agent — MCP Agents Market links you directly to the official repo.
Is financial-services free?+
financial-services is an open-source project hosted on GitHub. Check the repository for its license and any usage requirements.