financial-services
The financial-services AI sub-agent is a comprehensive collection of workflow agents, skills, and data connectors built by Anthropic for investment banking, equity research, private equity, wealth management, and fund administration. It ships as both Claude Cowork plugins and Claude Managed Agent API templates, enabling finance professionals to automate analyst workflows like pitch deck generation, earnings analysis, financial modeling, GL reconciliation, and KYC screening. Each agent drafts work products—comps, DCF models, research notes, reconciliations—for human review and sign-off. The repository includes 11 named workflow agents, vertical-specific skill bundles, slash commands for common tasks, and integrations with 12 major financial data providers via MCP.
Key Features
Use Cases
- 01Generate pitch decks end-to-end with comps, precedent transactions, LBO analysis, and branded formatting
- 02Analyze earnings calls and filings to update financial models and draft research notes
- 03Reconcile general ledger accounts by identifying breaks, tracing root causes, and staging fixes for approval
- 04Screen KYC onboarding documents, run compliance rules engines, and flag missing information
- 05Build DCF, LBO, and 3-statement models in Excel with sensitivity tables and balance checks
- 06Prepare client review materials, financial plans, portfolio rebalancing proposals, and tax-loss harvesting opportunities
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financial-services — FAQ
What is the financial-services AI sub-agent?+
It's a repository of workflow agents, skills, and MCP connectors designed by Anthropic for financial services professionals. It automates analyst tasks across investment banking, research, private equity, wealth management, and fund operations, with every output staged for human review before use.
How do I install the financial-services agents in Claude Cowork?+
In Cowork, go to Settings → Plugins → Add plugin and paste the repo URL (https://github.com/anthropics/financial-services), then select the agents or vertical plugins you want. Alternatively, zip any directory under plugins/ and upload it directly.
How do I deploy financial-services agents via the Claude Managed Agents API?+
Set your ANTHROPIC_API_KEY environment variable, then run scripts/deploy-managed-agent.sh followed by the agent slug (e.g., gl-reconciler). The script uploads skills, creates subagents, and posts the orchestrator to /v1/agents.
Which AI clients work with the financial-services agents?+
The agents work in Claude Cowork, Claude Code, and via the Claude Managed Agents API for headless deployment. An admin plugin is also available for deploying Claude inside Microsoft 365 (Excel, PowerPoint, Word, Outlook).
Do I need API keys or subscriptions for the MCP data connectors?+
Yes, most of the 12 data connectors (FactSet, S&P Global, Morningstar, PitchBook, Daloopa, etc.) require a subscription or API key from the provider. You configure access in the .mcp.json file within the financial-analysis plugin.
Is the financial-services repository free to use?+
The repository itself is released under the Apache 2.0 license and is free to use. However, accessing Claude APIs (Cowork or Managed Agents) and third-party data providers may incur separate costs based on your subscriptions and usage.
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.