{"id":49664433,"url":"https://github.com/anthropics/financial-services","last_synced_at":"2026-05-09T12:01:30.269Z","repository":{"id":343145970,"uuid":"1165056385","full_name":"anthropics/financial-services","owner":"anthropics","description":null,"archived":false,"fork":false,"pushed_at":"2026-05-07T21:10:05.000Z","size":298,"stargazers_count":12324,"open_issues_count":87,"forks_count":1581,"subscribers_count":127,"default_branch":"main","last_synced_at":"2026-05-08T04:38:29.625Z","etag":null,"topics":[],"latest_commit_sha":null,"homepage":null,"language":"Python","has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":"apache-2.0","status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/anthropics.png","metadata":{"files":{"readme":"README.md","changelog":null,"contributing":null,"funding":null,"license":"LICENSE","code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null,"governance":null,"roadmap":null,"authors":null,"dei":null,"publiccode":null,"codemeta":null,"zenodo":null,"notice":null,"maintainers":null,"copyright":null,"agents":null,"dco":null,"cla":null}},"created_at":"2026-02-23T19:24:50.000Z","updated_at":"2026-05-08T04:38:28.000Z","dependencies_parsed_at":null,"dependency_job_id":null,"html_url":"https://github.com/anthropics/financial-services","commit_stats":null,"previous_names":["anthropics/financial-services-plugins","anthropics/financial-services"],"tags_count":0,"template":false,"template_full_name":null,"purl":"pkg:github/anthropics/financial-services","repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/anthropics%2Ffinancial-services","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/anthropics%2Ffinancial-services/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/anthropics%2Ffinancial-services/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/anthropics%2Ffinancial-services/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/anthropics","download_url":"https://codeload.github.com/anthropics/financial-services/tar.gz/refs/heads/main","sbom_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/anthropics%2Ffinancial-services/sbom","scorecard":null,"host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":286080680,"owners_count":32767712,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2026-05-08T02:36:36.067Z","status":"ssl_error","status_checked_at":"2026-05-08T02:36:07.210Z","response_time":54,"last_error":"SSL_read: unexpected eof while reading","robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":false,"can_crawl_api":true,"host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":[],"created_at":"2026-05-06T15:00:29.926Z","updated_at":"2026-05-09T12:01:30.243Z","avatar_url":"https://github.com/anthropics.png","language":"Python","funding_links":[],"categories":["Python","AI Agents for Finance","Repos","Official Resources","AI开源项目","🔧 Utilities \u0026 Miscellaneous"],"sub_categories":["AI 工具"],"readme":"# Claude for Financial Services\n\nReference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.\n\nEverything here is available **two ways from one source**: install it as a [Claude Cowork](https://claude.com/product/cowork) plugin, or deploy it through the [Claude Managed Agents API](https://docs.claude.com/en/api/managed-agents) behind your own workflow engine. Same system prompt, same skills — you choose where it runs.\n\n\u003e [!IMPORTANT]\n\u003e 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.\n\nWhat's in the repo:\n\n- **[Agents](#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](./managed-agent-cookbooks) you deploy via `/v1/agents`.\n- **[Vertical plugins](#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`, `/earnings` and the connectors without a full agent.\n\n## Agents\n\nEach 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.\n\nEach agent plugin is **self-contained** — it bundles the skills it uses, so installing the agent is all you need.\n\n| Function | Agent | What it does |\n|---|---|---|\n| **Coverage \u0026 advisory** | **[Pitch Agent](./plugins/agent-plugins/pitch-agent)** | Comps, precedents, LBO → branded pitch deck, end to end |\n| | **[Meeting Prep Agent](./plugins/agent-plugins/meeting-prep-agent)** | Briefing pack before every client meeting |\n| **Research \u0026 modeling** | **[Market Researcher](./plugins/agent-plugins/market-researcher)** | Sector or theme → industry overview, competitive landscape, peer comps, ideas shortlist |\n| | **[Earnings Reviewer](./plugins/agent-plugins/earnings-reviewer)** | Earnings call + filings → model update → note draft |\n| | **[Model Builder](./plugins/agent-plugins/model-builder)** | DCF, LBO, 3-statement, comps — live in Excel |\n| **Fund admin \u0026 finance ops** | **[Valuation Reviewer](./plugins/agent-plugins/valuation-reviewer)** | Ingests GP packages, runs valuation template, stages LP reporting |\n| | **[GL Reconciler](./plugins/agent-plugins/gl-reconciler)** | Finds breaks, traces root cause, routes for sign-off |\n| | **[Month-End Closer](./plugins/agent-plugins/month-end-closer)** | Accruals, roll-forwards, variance commentary |\n| | **[Statement Auditor](./plugins/agent-plugins/statement-auditor)** | Audits LP statements before distribution |\n| **Operations \u0026 onboarding** | **[KYC Screener](./plugins/agent-plugins/kyc-screener)** | Parses onboarding docs, runs the rules engine, flags gaps |\n\nFor Managed Agent deployment — `agent.yaml`, leaf-worker subagents, steering-event examples, and per-agent security notes — see **[managed-agent-cookbooks/](./managed-agent-cookbooks)**.\n\n## Repository Layout\n\n```\nplugins/\n  agent-plugins/               # Named agents — one self-contained plugin each\n  vertical-plugins/            # Skill + command bundles by FSI vertical, plus MCP connectors\n  partner-built/               # Partner-authored plugins (LSEG, S\u0026P Global)\nmanaged-agent-cookbooks/       # Claude Managed Agent cookbooks — one dir per agent\nclaude-for-msft-365-install/   # Admin tooling to provision the Claude Microsoft 365 add-in\nscripts/                       # deploy-managed-agent.sh · check.py · validate.py · orchestrate.py · sync-agent-skills.py\n```\n\n## Getting Started\n\n### Cowork\n\nIn Cowork, open **Settings → Plugins → Add plugin** and either:\n\n- **Paste this repo URL** — `https://github.com/anthropics/claude-for-financial-services` — then pick the agents and verticals you want from the marketplace list, or\n- **Upload a zip** — zip any directory under `plugins/` (e.g. `plugins/agent-plugins/pitch-agent/`) and drop it in.\n\n### Claude Code\n\n```bash\n# Add the marketplace\nclaude plugin marketplace add anthropics/claude-for-financial-services\n\n# Core skills + connectors (install first)\nclaude plugin install financial-analysis@claude-for-financial-services\n\n# Named agents — pick the ones you want\nclaude plugin install pitch-agent@claude-for-financial-services\nclaude plugin install gl-reconciler@claude-for-financial-services\nclaude plugin install market-researcher@claude-for-financial-services\n\n# Vertical skill bundles\nclaude plugin install investment-banking@claude-for-financial-services\nclaude plugin install equity-research@claude-for-financial-services\n```\n\nOnce installed, agents appear in Cowork dispatch, skills fire automatically when relevant, and slash commands are available in your session (`/comps`, `/dcf`, `/earnings`, `/ic-memo`, …).\n\n### Claude Managed Agents\n\n```bash\nexport ANTHROPIC_API_KEY=sk-ant-...\nscripts/deploy-managed-agent.sh gl-reconciler\n```\n\nEach template under [`managed-agent-cookbooks/`](./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`](./scripts/orchestrate.py) for a reference event loop that routes `handoff_request` events between agents via your own orchestration layer.\n\n\u003e **Research Preview:** subagent delegation (`callable_agents`) is a preview capability. See per-agent READMEs for security and handoff guidance.\n\n## How It Fits Together\n\n| | What it is | Where it lives |\n|---|---|---|\n| **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/\u003cslug\u003e/` |\n| **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/\u003cvertical\u003e/skills/` (source) · `plugins/agent-plugins/\u003cslug\u003e/skills/` (bundled) |\n| **Commands** | Slash actions you trigger explicitly (`/comps`, `/earnings`, `/ic-memo`). | `plugins/vertical-plugins/\u003cvertical\u003e/commands/` |\n| **Connectors** | [MCP servers](https://modelcontextprotocol.io/) that wire Claude to your data — terminals, research platforms, document stores. | `plugins/vertical-plugins/financial-analysis/.mcp.json` |\n| **Managed-agent wrappers** | `agent.yaml` + depth-1 subagents + steering examples for headless deployment. | `managed-agent-cookbooks/\u003cslug\u003e/` |\n\nEverything is file-based — markdown and JSON, no build step.\n\n## Vertical Plugins\n\nStart with **financial-analysis** — it carries the shared modeling skills and all data connectors. Add verticals for the workflows you need.\n\n| Plugin | What it adds |\n|---|---|\n| **[financial-analysis](./plugins/vertical-plugins/financial-analysis)** *(core)* | Comps, DCF, LBO, 3-statement, deck QC, Excel audit. All 11 data connectors. |\n| **[investment-banking](./plugins/vertical-plugins/investment-banking)** | CIMs, teasers, process letters, buyer lists, merger models, deal tracking. |\n| **[equity-research](./plugins/vertical-plugins/equity-research)** | Earnings notes, initiations, model updates, thesis and catalyst tracking. |\n| **[private-equity](./plugins/vertical-plugins/private-equity)** | Sourcing, screening, diligence checklists, IC memos, portfolio monitoring. |\n| **[wealth-management](./plugins/vertical-plugins/wealth-management)** | Client reviews, financial plans, rebalancing, reporting, TLH. |\n| **[fund-admin](./plugins/vertical-plugins/fund-admin)** | GL recon, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out. |\n| **[operations](./plugins/vertical-plugins/operations)** | KYC document parsing and rules-grid evaluation. |\n| **[lseg](./plugins/partner-built/lseg)** *(partner)* | Bond RV, swap curves, FX carry, options vol, macro-rates monitoring on LSEG data. |\n| **[sp-global](./plugins/partner-built/spglobal)** *(partner)* | Tear sheets, earnings previews, funding digests on S\u0026P Capital IQ. |\n\n## MCP Integrations\n\nAll connectors are centralized in the **financial-analysis** core plugin and shared across the rest.\n\n| Provider | URL |\n|---|---|\n| [Daloopa](https://www.daloopa.com/) | `https://mcp.daloopa.com/server/mcp` |\n| [Morningstar](https://www.morningstar.com/) | `https://mcp.morningstar.com/mcp` |\n| [S\u0026P Global](https://www.spglobal.com/) | `https://kfinance.kensho.com/integrations/mcp` |\n| [FactSet](https://www.factset.com/) | `https://mcp.factset.com/mcp` |\n| [Moody's](https://www.moodys.com/) | `https://api.moodys.com/genai-ready-data/m1/mcp` |\n| [MT Newswires](https://www.mtnewswires.com/) | `https://vast-mcp.blueskyapi.com/mtnewswires` |\n| [Aiera](https://www.aiera.com/) | `https://mcp-pub.aiera.com` |\n| [LSEG](https://www.lseg.com/) | `https://api.analytics.lseg.com/lfa/mcp` |\n| [PitchBook](https://pitchbook.com/) | `https://premium.mcp.pitchbook.com/mcp` |\n| [Chronograph](https://www.chronograph.pe/) | `https://ai.chronograph.pe/mcp` |\n| [Egnyte](https://www.egnyte.com/) | `https://mcp-server.egnyte.com/mcp` |\n\n\u003e MCP access may require a subscription or API key from the provider.\n\n## Claude for Microsoft 365 — Install Tooling\n\nIf your firm runs Claude inside Excel, PowerPoint, Word, and Outlook via the Microsoft 365 add-in, [`claude-for-msft-365-install/`](./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.\n\nIt'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:\n\n```bash\nclaude plugin install claude-for-msft-365-install@claude-for-financial-services\n/claude-for-msft-365-install:setup\n```\n\nThis 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.\n\n## Making It Yours\n\nThese are reference templates — they get better when you tune them to how your firm works.\n\n- **Swap connectors** — point `.mcp.json` at your data providers and internal systems.\n- **Add firm context** — drop your terminology, processes, and formatting standards into skill files.\n- **Bring your templates** — `/ppt-template` teaches Claude your branded PowerPoint layouts.\n- **Adjust agent scope** — edit `agents/\u003cslug\u003e.md` to match how your team actually runs the workflow.\n- **Add your own** — copy the structure for workflows we haven't covered.\n\n## Skill \u0026 Command Reference\n\n\u003cdetails\u003e\n\u003csummary\u003e\u003cb\u003efinancial-analysis\u003c/b\u003e — core modeling, Excel, deck QC\u003c/summary\u003e\n\n| Skill | Command | Description |\n|---|---|---|\n| comps-analysis | `/comps` | Comparable company analysis with trading multiples |\n| dcf-model | `/dcf` | DCF valuation with WACC and sensitivity analysis |\n| lbo-model | `/lbo` | Leveraged buyout model |\n| 3-statement-model | `/3-statement-model` | Populate 3-statement financial model templates |\n| audit-xls | `/debug-model` | Excel model audit — formula tracing, hardcode detection, balance checks |\n| clean-data-xls | — | Normalize and clean tabular data in Excel |\n| deck-refresh | — | Re-link and refresh embedded charts/tables across a deck |\n| competitive-analysis | `/competitive-analysis` | Competitive landscape and market positioning |\n| ib-check-deck | — | QC presentations for errors and consistency |\n| pptx-author | — | Produce a `.pptx` file headlessly (Managed Agent mode) |\n| xlsx-author | — | Produce a `.xlsx` file headlessly (Managed Agent mode) |\n| ppt-template-creator | `/ppt-template` | Create reusable PPT template skills |\n| skill-creator | — | Guide for creating new skills |\n\n\u003c/details\u003e\n\n\u003cdetails\u003e\n\u003csummary\u003e\u003cb\u003einvestment-banking\u003c/b\u003e — deal materials and execution\u003c/summary\u003e\n\n| Skill | Command | Description |\n|---|---|---|\n| strip-profile | `/one-pager` | One-page company profiles for pitch books |\n| pitch-deck | — | Populate pitch deck templates with data |\n| datapack-builder | — | Build data packs from CIMs and filings |\n| cim-builder | `/cim` | Draft Confidential Information Memorandums |\n| teaser | `/teaser` | Anonymous one-page company teasers |\n| buyer-list | `/buyer-list` | Strategic and financial buyer universe |\n| merger-model | `/merger-model` | Accretion/dilution M\u0026A analysis |\n| process-letter | `/process-letter` | Bid instructions and process correspondence |\n| deal-tracker | `/deal-tracker` | Track live deals, milestones, and action items |\n\n\u003c/details\u003e\n\n\u003cdetails\u003e\n\u003csummary\u003e\u003cb\u003eequity-research\u003c/b\u003e — coverage and publishing\u003c/summary\u003e\n\n| Skill | Command | Description |\n|---|---|---|\n| earnings-analysis | `/earnings` | Post-earnings quarterly update reports |\n| earnings-preview | `/earnings-preview` | Pre-earnings scenario analysis and key metrics |\n| initiating-coverage | `/initiate` | Institutional-quality initiation reports |\n| model-update | `/model-update` | Update financial models with new data |\n| morning-note | `/morning-note` | Morning meeting notes and trade ideas |\n| sector-overview | `/sector` | Industry landscape and thematic reports |\n| thesis-tracker | `/thesis` | Maintain and update investment theses |\n| catalyst-calendar | `/catalysts` | Track upcoming catalysts across coverage |\n| idea-generation | `/screen` | Stock screening and idea sourcing |\n\n\u003c/details\u003e\n\n\u003cdetails\u003e\n\u003csummary\u003e\u003cb\u003eprivate-equity\u003c/b\u003e — sourcing through portfolio ops\u003c/summary\u003e\n\n| Skill | Command | Description |\n|---|---|---|\n| deal-sourcing | `/source` | Discover companies, check CRM, draft founder outreach |\n| deal-screening | `/screen-deal` | Quick pass/fail on inbound CIMs and teasers |\n| dd-checklist | `/dd-checklist` | Diligence checklists by workstream |\n| dd-meeting-prep | `/dd-prep` | Prep for management presentations and expert calls |\n| unit-economics | `/unit-economics` | ARR cohorts, LTV/CAC, net retention, revenue quality |\n| returns-analysis | `/returns` | IRR/MOIC sensitivity tables |\n| ic-memo | `/ic-memo` | Investment committee memo drafting |\n| portfolio-monitoring | `/portfolio` | Track portfolio company KPIs and variances |\n| value-creation-plan | `/value-creation` | Post-close 100-day plans and EBITDA bridges |\n| ai-readiness | `/ai-readiness` | Assess a portfolio company's AI readiness |\n\n\u003c/details\u003e\n\n\u003cdetails\u003e\n\u003csummary\u003e\u003cb\u003ewealth-management\u003c/b\u003e — advisor workflows\u003c/summary\u003e\n\n| Skill | Command | Description |\n|---|---|---|\n| client-review | `/client-review` | Prep for client meetings with performance and talking points |\n| financial-plan | `/financial-plan` | Retirement, education, estate, and cash-flow projections |\n| portfolio-rebalance | `/rebalance` | Allocation drift analysis and tax-aware rebalancing |\n| client-report | `/client-report` | Client-facing performance reports |\n| investment-proposal | `/proposal` | Proposals for prospective clients |\n| tax-loss-harvesting | `/tlh` | Identify TLH opportunities and manage wash sales |\n\n\u003c/details\u003e\n\n## Contributing\n\nEverything here is markdown and YAML. Fork, edit, PR. For new content:\n\n- New skill → add it under `plugins/vertical-plugins/\u003cvertical\u003e/skills/`, then run `python3 scripts/sync-agent-skills.py` to propagate to any agent that bundles it.\n- New agent → `plugins/agent-plugins/\u003cslug\u003e/` (with `agents/\u003cslug\u003e.md` + `skills/`) and a matching `managed-agent-cookbooks/\u003cslug\u003e/`.\n- Run `python3 scripts/check.py` before pushing — it lints every manifest, verifies all cross-file references resolve, and fails if any bundled skill has drifted from its vertical source.\n\n## License\n\n[Apache License 2.0](./LICENSE)\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fanthropics%2Ffinancial-services","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fanthropics%2Ffinancial-services","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fanthropics%2Ffinancial-services/lists"}