The anthropics/financial-services repository provides a comprehensive suite of reference agents, skills, and data connectors designed to automate and streamline common workflows in financial services sectors such as investment banking, equity research, private equity, wealth management, fund administration, and operations. The core purpose of the repository is to enable financial professionals to leverage Claude’s AI capabilities for drafting analyst work products—such as models, memos, research notes, reconciliations, and more—while ensuring that all outputs are reviewed and approved by qualified humans before any business action is taken.
The repository is structured to offer maximum flexibility and integration options. Users can access the agents and skills either as Claude Cowork plugins, which integrate directly into the Claude Cowork platform, or deploy them as templates via the Claude Managed Agents API, allowing for integration with custom workflow engines. This dual approach ensures that firms can choose the deployment method that best fits their operational needs without sacrificing features or consistency.
At the heart of the repository are named, end-to-end workflow agents, each tailored to a specific financial task. Examples include the Pitch Agent for generating branded pitch decks, the Market Researcher for industry overviews and competitive analysis, the Model Builder for live Excel financial modeling, and the GL Reconciler for general ledger reconciliation. Each agent is self-contained, bundling all necessary skills and data connectors, and can be further customized to match a firm’s unique processes, terminology, and templates.
Supporting these agents are vertical plugins, which group specialized skills, slash commands, and data connectors by financial services industry vertical. For instance, the investment-banking plugin adds tools for creating CIMs, teasers, buyer lists, and merger models, while the equity-research plugin focuses on earnings notes, model updates, and thesis tracking. The core financial-analysis plugin provides foundational modeling skills and centralizes access to a wide range of data providers through the Model Context Protocol (MCP), including Daloopa, Morningstar, S&P Global, FactSet, Moody’s, and more.
The repository also includes partner-built plugins for specialized data and workflows, such as LSEG (London Stock Exchange Group) and S&P Global integrations. For firms using Microsoft 365, there is dedicated tooling to provision Claude as an add-in for Excel, PowerPoint, Word, and Outlook, enabling AI-powered workflows within familiar office applications and supporting deployment on private or internal cloud infrastructure.
All content in the repository is file-based, using markdown and JSON, with no build step required. This makes it easy to fork, customize, and extend. Firms are encouraged to adapt the agents and skills to their specific needs by swapping data connectors, adding proprietary context, and integrating their own templates and workflow logic. The repository provides scripts for deployment, validation, and synchronization of skills across agents, ensuring consistency and reliability.
In summary, anthropics/financial-services is a robust, extensible platform for automating and enhancing financial services workflows with AI, designed for real-world compliance and operational requirements. It empowers financial professionals to increase efficiency, reduce manual effort, and maintain control and oversight over all AI-generated outputs.
