{"id":46604363,"url":"https://github.com/anthropics/financial-services-plugins","last_synced_at":"2026-03-12T01:01:20.761Z","repository":{"id":343145970,"uuid":"1165056385","full_name":"anthropics/financial-services-plugins","owner":"anthropics","description":null,"archived":false,"fork":false,"pushed_at":"2026-03-09T04:09:01.000Z","size":333,"stargazers_count":5574,"open_issues_count":18,"forks_count":587,"subscribers_count":74,"default_branch":"main","last_synced_at":"2026-03-09T09:26:20.271Z","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":"2026-03-09T08:51:40.000Z","dependencies_parsed_at":null,"dependency_job_id":null,"html_url":"https://github.com/anthropics/financial-services-plugins","commit_stats":null,"previous_names":["anthropics/financial-services-plugins"],"tags_count":null,"template":false,"template_full_name":null,"purl":"pkg:github/anthropics/financial-services-plugins","repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/anthropics%2Ffinancial-services-plugins","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/anthropics%2Ffinancial-services-plugins/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/anthropics%2Ffinancial-services-plugins/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/anthropics%2Ffinancial-services-plugins/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/anthropics","download_url":"https://codeload.github.com/anthropics/financial-services-plugins/tar.gz/refs/heads/main","sbom_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/anthropics%2Ffinancial-services-plugins/sbom","scorecard":null,"host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":286080680,"owners_count":30324185,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2026-03-10T01:36:58.598Z","status":"online","status_checked_at":"2026-03-10T02:00:06.579Z","response_time":106,"last_error":null,"robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":true,"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":"2026-03-07T17:00:37.856Z","updated_at":"2026-03-12T01:01:20.747Z","avatar_url":"https://github.com/anthropics.png","language":"Python","funding_links":[],"categories":["Python","Browse the landscape"],"sub_categories":["Comprehensive skill suites"],"readme":"# Claude for Financial Services Plugins\n\nPlugins that turn Claude into a specialist for financial services — investment banking, equity research, private equity, and wealth management. Built for [Claude Cowork](https://claude.com/product/cowork), also compatible with [Claude Code](https://claude.com/product/claude-code).\n\n## Why Plugins\n\nCowork lets you set the goal and Claude delivers finished, professional work. Plugins let you go further: tell Claude how your firm does analysis, which data sources to pull from, how to handle critical workflows, and what slash commands to expose — so your team gets better and more consistent outcomes.\n\nEach plugin bundles the skills, connectors, slash commands, and sub-agents for a specific financial services workflow. Out of the box, they give Claude a strong starting point for helping anyone in that role. The real power comes when you customize them for your firm — your models, your templates, your processes — so Claude works like it was built for your team.\n\n## What is Claude for Financial Services?\n\nClaude for Financial Services is a comprehensive solution built on Claude for Enterprise with specialized capabilities for financial analysis. It connects Claude to the data sources and tools financial professionals use daily — eliminating the need to juggle multiple browser tabs and improving source verification to reduce the risk of errors from manual data gathering.\n\n## End-to-End Workflows\n\nThese plugins aren't just a collection of point tools — they enable complete workflows that span research, analysis, modeling, and output creation:\n\n- **Research to Report**: Pull real-time data from MCP providers, analyze earnings results, and generate publication-ready equity research reports — all in a single session\n- **Spreadsheet Analysis**: Build comparable company analyses, DCF models, and LBO models as fully functional Excel workbooks with live formulas, sensitivity tables, and industry-standard formatting\n- **Financial Modeling**: Populate 3-statement models from SEC filings, cross-check assumptions against peer data, and stress-test scenarios — with blue/black/green color coding conventions built in\n- **Deal Materials**: Draft CIMs, teasers, and process letters, then generate pitch deck slides and strip profiles using your firm's branded PowerPoint templates\n- **Portfolio to Presentation**: Screen opportunities, run diligence checklists, build IC memos, and track portfolio KPIs — moving seamlessly from data to deliverable\n\nEach workflow connects upstream data sources (via MCP) to downstream outputs (Excel, PowerPoint, Word), so you move from question to finished work product without context-switching.\n\n## Plugin Marketplace\n\nStart with **financial analysis** — the core plugin that provides shared modeling tools and all MCP data connectors. Then add any function-specific plugins to enhance Claude's capabilities for your workflow.\n\n| Plugin | Type | How it helps | Connectors |\n|--------|------|-------------|------------|\n| **[financial analysis](./financial-analysis)** | Core (install first) | Build comps, DCF models, LBO models, and 3-statement financials. QC presentations and create reusable PPT templates. Provides the shared foundation and all data connectors. | Daloopa, Morningstar, S\u0026P Global, FactSet, Moody's, MT Newswires, Aiera, LSEG, PitchBook, Chronograph, Egnyte |\n| **[investment banking](./investment-banking)** | Add-on | Draft CIMs, teasers, and process letters. Build buyer lists, run merger models, create strip profiles, and track live deals through milestones. | — |\n| **[equity research](./equity-research)** | Add-on | Write earnings updates and initiating coverage reports. Maintain investment theses, track catalysts, draft morning notes, and screen for new ideas. | — |\n| **[private equity](./private-equity)** | Add-on | Source and screen deals, run due diligence checklists, analyze unit economics and returns, draft IC memos, and monitor portfolio company KPIs. | — |\n| **[wealth management](./wealth-management)** | Add-on | Prep for client meetings, build financial plans, rebalance portfolios, generate client reports, and identify tax-loss harvesting opportunities. | — |\n\n**41 skills, 38 commands, 11 MCP integrations**\n\nInstall these directly from Cowork, browse the full collection here on GitHub, or build your own.\n\n### Partner-Built Plugins\n\nThese plugins are built and maintained by our data partners, bringing their financial data and analytics directly into Claude workflows.\n\n| Plugin | Partner | How it helps |\n|--------|---------|-------------|\n| **[LSEG](./partner-built/lseg)** | [LSEG](https://www.lseg.com/) | Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics. 8 commands covering fixed income, FX, equities, and macro. |\n| **[S\u0026P Global](./partner-built/spglobal)** | [S\u0026P Global](https://www.spglobal.com/) | Generate company tearsheets, earnings previews, and funding digests powered by S\u0026P Capital IQ data. Supports multiple audience types (equity research, IB/M\u0026A, corp dev, sales). |\n\n## Getting Started\n\n### Cowork\n\nInstall plugins from [claude.com/plugins](https://claude.com/plugins/).\n\n### Claude Code\n\n```bash\n# Add the marketplace\nclaude plugin marketplace add anthropics/financial-services-plugins\n\n# Install the core plugin first (required)\nclaude plugin install financial-analysis@financial-services-plugins\n\n# Then add function-specific plugins as needed\nclaude plugin install investment-banking@financial-services-plugins\nclaude plugin install equity-research@financial-services-plugins\nclaude plugin install private-equity@financial-services-plugins\nclaude plugin install wealth-management@financial-services-plugins\n```\n\nOnce installed, plugins activate automatically. Skills fire when relevant, and slash commands are available in your session:\n\n```bash\n/comps [company]                # Comparable company analysis\n/dcf [company]                  # DCF valuation model\n/earnings [company] [quarter]   # Post-earnings update report\n/one-pager [company]            # One-page company profile\n/ic-memo [project name]         # Investment committee memo\n/source [criteria]              # Deal sourcing\n/client-review [client]         # Client meeting prep\n```\n\n## How Plugins Work\n\nEvery plugin follows the same structure:\n\n```\nplugin-name/\n├── .claude-plugin/plugin.json   # Manifest\n├── .mcp.json                    # Tool connections\n├── commands/                    # Slash commands you invoke explicitly\n└── skills/                      # Domain knowledge Claude draws on automatically\n```\n\n- **Skills** encode the domain expertise, best practices, and step-by-step workflows Claude needs to deliver professional-quality financial work. Claude draws on them automatically when relevant.\n- **Commands** are explicit actions you trigger (e.g., `/comps`, `/earnings`, `/ic-memo`).\n- **Connectors** wire Claude to the external data sources your workflow depends on — financial data terminals, research platforms, document management, and more — via [MCP servers](https://modelcontextprotocol.io/).\n\nEvery component is file-based — markdown and JSON, no code, no infrastructure, no build steps.\n\n## MCP Integrations\n\nAll connectors are centralized in the **financial analysis** core plugin and shared across all add-on plugins.\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 respective provider.\n\n## Making Them Yours\n\nThese plugins are starting points. They become much more useful when you customize them for how your firm actually works:\n\n- **Swap connectors** — Edit `.mcp.json` to point at your specific data providers and internal tools.\n- **Add firm context** — Drop your terminology, deal processes, and formatting standards into skill files so Claude understands your world.\n- **Bring your templates** — Use `/ppt-template` to teach Claude your firm's branded PowerPoint layouts, so every deck matches your style guide.\n- **Adjust workflows** — Modify skill instructions to match how your team actually does analysis, not how a textbook says to.\n- **Build new plugins** — Follow the structure above to create plugins for workflows we haven't covered yet.\n\nAs your team builds and shares plugins, Claude becomes a cross-functional expert. The context you define gets baked into every relevant interaction, so leaders can spend less time enforcing processes and more time improving them.\n\n## Contributing\n\nPlugins are just markdown files. Fork the repo, make your changes, and submit a PR. For new skills or plugins, include:\n\n- A `SKILL.md` with clear trigger conditions and workflow steps\n- A corresponding command in `commands/` if user-invocable\n- Updated plugin manifest if adding new capabilities\n\n## License\n\n[Apache License 2.0](./LICENSE)\n\n## Disclaimer\n\nThese plugins assist with financial workflows but do not provide financial or investing advice. Always verify conclusions with qualified financial professionals. 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