anthropics / financial-services

# Claude for Financial Services
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Everything here is available **two ways from one source**: install it as a Claude Cowork plugin, or deploy it through the Claude Managed Agents API behind your own workflow engine. Same system prompt, same skills — you choose where it runs.
> [!IMPORTANT]
> 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.
What's in the repo:
- **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 you deploy via `/v1/agents`.
- **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.
## Agents
Each 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.
Each agent plugin is **self-contained** — it bundles the skills it uses, so installing the agent is all you need.
| Function | Agent | What it does |
|---|---|---|
| **Coverage & advisory** | **Pitch Agent** | Comps, precedents, LBO → branded pitch deck, end to end |
| | **Meeting Prep Agent** | Briefing pack before every client meeting |
| **Research & modeling** | **Market Researcher** | Sector or theme → industry overview, competitive landscape, peer comps, ideas shortlist |
| | **Earnings Reviewer** | Earnings call + filings → model update → note draft |
| | **Model Builder** | DCF, LBO, 3-statement, comps — live in Excel |
| **Fund admin & finance ops** | **Valuation Reviewer** | Ingests GP packages, runs valuation template, stages LP reporting |
| | **GL Reconciler** | Finds breaks, traces root cause, routes for sign-off |
| | **Month-End Closer** | Accruals, roll-forwards, variance commentary |
| | **Statement Auditor** | Audits LP statements before distribution |
| **Operations & onboarding** | **KYC Screener** | Parses onboarding docs, runs the rules engine, flags gaps |
For Managed Agent deployment — `agent.yaml`, leaf-worker subagents, steering-event examples, and per-agent security notes — see **managed-agent-cookbooks/**.
## Repository Layout
 [code] 
## Getting Started
### Cowork
In Cowork, open **Settings → Plugins → Add plugin** and either:
- **Paste this repo URL*