[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"project-10893":3},{"id":4,"name":5,"fullName":6,"owner":7,"repo":5,"description":8,"homepage":8,"htmlUrl":9,"language":10,"languages":8,"totalLinesOfCode":8,"stars":11,"forks":12,"watchers":13,"openIssues":14,"contributorsCount":8,"subscribersCount":15,"size":15,"stars1d":16,"stars7d":17,"stars30d":18,"stars90d":15,"forks30d":15,"starsTrendScore":19,"compositeScore":20,"rankGlobal":8,"rankLanguage":8,"license":8,"archived":21,"fork":21,"defaultBranch":22,"hasWiki":21,"hasPages":21,"topics":8,"createdAt":8,"pushedAt":8,"updatedAt":23,"readmeContent":24,"aiSummary":25,"trendingCount":15,"starSnapshotCount":15,"syncStatus":26,"lastSyncTime":27,"discoverSource":28},10893,"financial-services","anthropics\u002Ffinancial-services","anthropics",null,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","Python",30883,4361,241,72,0,131,967,10396,645,45,false,"main","2026-06-12 02:02:28","# 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:\u002F\u002Fclaude.com\u002Fproduct\u002Fcowork) plugin, or deploy it through the [Claude Managed Agents API](https:\u002F\u002Fdocs.claude.com\u002Fen\u002Fapi\u002Fmanaged-agents) behind your own workflow engine. Same system prompt, same skills — you choose where it runs.\n\n> [!IMPORTANT]\n> 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](.\u002Fmanaged-agent-cookbooks) you deploy via `\u002Fv1\u002Fagents`.\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 `\u002Fcomps`, `\u002Fdcf`, `\u002Fearnings` 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 & advisory** | **[Pitch Agent](.\u002Fplugins\u002Fagent-plugins\u002Fpitch-agent)** | Comps, precedents, LBO → branded pitch deck, end to end |\n| | **[Meeting Prep Agent](.\u002Fplugins\u002Fagent-plugins\u002Fmeeting-prep-agent)** | Briefing pack before every client meeting |\n| **Research & modeling** | **[Market Researcher](.\u002Fplugins\u002Fagent-plugins\u002Fmarket-researcher)** | Sector or theme → industry overview, competitive landscape, peer comps, ideas shortlist |\n| | **[Earnings Reviewer](.\u002Fplugins\u002Fagent-plugins\u002Fearnings-reviewer)** | Earnings call + filings → model update → note draft |\n| | **[Model Builder](.\u002Fplugins\u002Fagent-plugins\u002Fmodel-builder)** | DCF, LBO, 3-statement, comps — live in Excel |\n| **Fund admin & finance ops** | **[Valuation Reviewer](.\u002Fplugins\u002Fagent-plugins\u002Fvaluation-reviewer)** | Ingests GP packages, runs valuation template, stages LP reporting |\n| | **[GL Reconciler](.\u002Fplugins\u002Fagent-plugins\u002Fgl-reconciler)** | Finds breaks, traces root cause, routes for sign-off |\n| | **[Month-End Closer](.\u002Fplugins\u002Fagent-plugins\u002Fmonth-end-closer)** | Accruals, roll-forwards, variance commentary |\n| | **[Statement Auditor](.\u002Fplugins\u002Fagent-plugins\u002Fstatement-auditor)** | Audits LP statements before distribution |\n| **Operations & onboarding** | **[KYC Screener](.\u002Fplugins\u002Fagent-plugins\u002Fkyc-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\u002F](.\u002Fmanaged-agent-cookbooks)**.\n\n## Repository Layout\n\n```\nplugins\u002F\n  agent-plugins\u002F               # Named agents — one self-contained plugin each\n  vertical-plugins\u002F            # Skill + command bundles by FSI vertical, plus MCP connectors\n  partner-built\u002F               # Partner-authored plugins (LSEG, S&P Global)\nmanaged-agent-cookbooks\u002F       # Claude Managed Agent cookbooks — one dir per agent\nclaude-for-msft-365-install\u002F   # Admin tooling to provision the Claude Microsoft 365 add-in\nscripts\u002F                       # 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:\u002F\u002Fgithub.com\u002Fanthropics\u002Fclaude-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\u002F` (e.g. `plugins\u002Fagent-plugins\u002Fpitch-agent\u002F`) and drop it in.\n\n### Claude Code\n\n```bash\n# Add the marketplace\nclaude plugin marketplace add anthropics\u002Fclaude-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 (`\u002Fcomps`, `\u002Fdcf`, `\u002Fearnings`, `\u002Fic-memo`, …).\n\n### Claude Managed Agents\n\n```bash\nexport ANTHROPIC_API_KEY=sk-ant-...\nscripts\u002Fdeploy-managed-agent.sh gl-reconciler\n```\n\nEach template under [`managed-agent-cookbooks\u002F`](.\u002Fmanaged-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 `\u002Fv1\u002Fagents`. See [`scripts\u002Forchestrate.py`](.\u002Fscripts\u002Forchestrate.py) for a reference event loop that routes `handoff_request` events between agents via your own orchestration layer.\n\n> **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\u002Fagent-plugins\u002F\u003Cslug>\u002F` |\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\u002Fvertical-plugins\u002F\u003Cvertical>\u002Fskills\u002F` (source) · `plugins\u002Fagent-plugins\u002F\u003Cslug>\u002Fskills\u002F` (bundled) |\n| **Commands** | Slash actions you trigger explicitly (`\u002Fcomps`, `\u002Fearnings`, `\u002Fic-memo`). | `plugins\u002Fvertical-plugins\u002F\u003Cvertical>\u002Fcommands\u002F` |\n| **Connectors** | [MCP servers](https:\u002F\u002Fmodelcontextprotocol.io\u002F) that wire Claude to your data — terminals, research platforms, document stores. | `plugins\u002Fvertical-plugins\u002Ffinancial-analysis\u002F.mcp.json` |\n| **Managed-agent wrappers** | `agent.yaml` + depth-1 subagents + steering examples for headless deployment. | `managed-agent-cookbooks\u002F\u003Cslug>\u002F` |\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](.\u002Fplugins\u002Fvertical-plugins\u002Ffinancial-analysis)** *(core)* | Comps, DCF, LBO, 3-statement, deck QC, Excel audit. All 11 data connectors. |\n| **[investment-banking](.\u002Fplugins\u002Fvertical-plugins\u002Finvestment-banking)** | CIMs, teasers, process letters, buyer lists, merger models, deal tracking. |\n| **[equity-research](.\u002Fplugins\u002Fvertical-plugins\u002Fequity-research)** | Earnings notes, initiations, model updates, thesis and catalyst tracking. |\n| **[private-equity](.\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity)** | Sourcing, screening, diligence checklists, IC memos, portfolio monitoring. |\n| **[wealth-management](.\u002Fplugins\u002Fvertical-plugins\u002Fwealth-management)** | Client reviews, financial plans, rebalancing, reporting, TLH. |\n| **[fund-admin](.\u002Fplugins\u002Fvertical-plugins\u002Ffund-admin)** | GL recon, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out. |\n| **[operations](.\u002Fplugins\u002Fvertical-plugins\u002Foperations)** | KYC document parsing and rules-grid evaluation. |\n| **[lseg](.\u002Fplugins\u002Fpartner-built\u002Flseg)** *(partner)* | Bond RV, swap curves, FX carry, options vol, macro-rates monitoring on LSEG data. |\n| **[sp-global](.\u002Fplugins\u002Fpartner-built\u002Fspglobal)** *(partner)* | Tear sheets, earnings previews, funding digests on S&P 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:\u002F\u002Fwww.daloopa.com\u002F) | `https:\u002F\u002Fmcp.daloopa.com\u002Fserver\u002Fmcp` |\n| [Morningstar](https:\u002F\u002Fwww.morningstar.com\u002F) | `https:\u002F\u002Fmcp.morningstar.com\u002Fmcp` |\n| [S&P Global](https:\u002F\u002Fwww.spglobal.com\u002F) | `https:\u002F\u002Fkfinance.kensho.com\u002Fintegrations\u002Fmcp` |\n| [FactSet](https:\u002F\u002Fwww.factset.com\u002F) | `https:\u002F\u002Fmcp.factset.com\u002Fmcp` |\n| [Moody's](https:\u002F\u002Fwww.moodys.com\u002F) | `https:\u002F\u002Fapi.moodys.com\u002Fgenai-ready-data\u002Fm1\u002Fmcp` |\n| [MT Newswires](https:\u002F\u002Fwww.mtnewswires.com\u002F) | `https:\u002F\u002Fvast-mcp.blueskyapi.com\u002Fmtnewswires` |\n| [Aiera](https:\u002F\u002Fwww.aiera.com\u002F) | `https:\u002F\u002Fmcp-pub.aiera.com` |\n| [LSEG](https:\u002F\u002Fwww.lseg.com\u002F) | `https:\u002F\u002Fapi.analytics.lseg.com\u002Flfa\u002Fmcp` |\n| [PitchBook](https:\u002F\u002Fpitchbook.com\u002F) | `https:\u002F\u002Fpremium.mcp.pitchbook.com\u002Fmcp` |\n| [Chronograph](https:\u002F\u002Fwww.chronograph.pe\u002F) | `https:\u002F\u002Fai.chronograph.pe\u002Fmcp` |\n| [Egnyte](https:\u002F\u002Fwww.egnyte.com\u002F) | `https:\u002F\u002Fmcp-server.egnyte.com\u002Fmcp` |\n\n> 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\u002F`](.\u002Fclaude-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\u002Fclaude-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** — `\u002Fppt-template` teaches Claude your branded PowerPoint layouts.\n- **Adjust agent scope** — edit `agents\u002F\u003Cslug>.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 & Command Reference\n\n\u003Cdetails>\n\u003Csummary>\u003Cb>financial-analysis\u003C\u002Fb> — core modeling, Excel, deck QC\u003C\u002Fsummary>\n\n| Skill | Command | Description |\n|---|---|---|\n| comps-analysis | `\u002Fcomps` | Comparable company analysis with trading multiples |\n| dcf-model | `\u002Fdcf` | DCF valuation with WACC and sensitivity analysis |\n| lbo-model | `\u002Flbo` | Leveraged buyout model |\n| 3-statement-model | `\u002F3-statement-model` | Populate 3-statement financial model templates |\n| audit-xls | `\u002Fdebug-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\u002Ftables across a deck |\n| competitive-analysis | `\u002Fcompetitive-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 | `\u002Fppt-template` | Create reusable PPT template skills |\n| skill-creator | — | Guide for creating new skills |\n\n\u003C\u002Fdetails>\n\n\u003Cdetails>\n\u003Csummary>\u003Cb>investment-banking\u003C\u002Fb> — deal materials and execution\u003C\u002Fsummary>\n\n| Skill | Command | Description |\n|---|---|---|\n| strip-profile | `\u002Fone-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 | `\u002Fcim` | Draft Confidential Information Memorandums |\n| teaser | `\u002Fteaser` | Anonymous one-page company teasers |\n| buyer-list | `\u002Fbuyer-list` | Strategic and financial buyer universe |\n| merger-model | `\u002Fmerger-model` | Accretion\u002Fdilution M&A analysis |\n| process-letter | `\u002Fprocess-letter` | Bid instructions and process correspondence |\n| deal-tracker | `\u002Fdeal-tracker` | Track live deals, milestones, and action items |\n\n\u003C\u002Fdetails>\n\n\u003Cdetails>\n\u003Csummary>\u003Cb>equity-research\u003C\u002Fb> — coverage and publishing\u003C\u002Fsummary>\n\n| Skill | Command | Description |\n|---|---|---|\n| earnings-analysis | `\u002Fearnings` | Post-earnings quarterly update reports |\n| earnings-preview | `\u002Fearnings-preview` | Pre-earnings scenario analysis and key metrics |\n| initiating-coverage | `\u002Finitiate` | Institutional-quality initiation reports |\n| model-update | `\u002Fmodel-update` | Update financial models with new data |\n| morning-note | `\u002Fmorning-note` | Morning meeting notes and trade ideas |\n| sector-overview | `\u002Fsector` | Industry landscape and thematic reports |\n| thesis-tracker | `\u002Fthesis` | Maintain and update investment theses |\n| catalyst-calendar | `\u002Fcatalysts` | Track upcoming catalysts across coverage |\n| idea-generation | `\u002Fscreen` | Stock screening and idea sourcing |\n\n\u003C\u002Fdetails>\n\n\u003Cdetails>\n\u003Csummary>\u003Cb>private-equity\u003C\u002Fb> — sourcing through portfolio ops\u003C\u002Fsummary>\n\n| Skill | Command | Description |\n|---|---|---|\n| deal-sourcing | `\u002Fsource` | Discover companies, check CRM, draft founder outreach |\n| deal-screening | `\u002Fscreen-deal` | Quick pass\u002Ffail on inbound CIMs and teasers |\n| dd-checklist | `\u002Fdd-checklist` | Diligence checklists by workstream |\n| dd-meeting-prep | `\u002Fdd-prep` | Prep for management presentations and expert calls |\n| unit-economics | `\u002Funit-economics` | ARR cohorts, LTV\u002FCAC, net retention, revenue quality |\n| returns-analysis | `\u002Freturns` | IRR\u002FMOIC sensitivity tables |\n| ic-memo | `\u002Fic-memo` | Investment committee memo drafting |\n| portfolio-monitoring | `\u002Fportfolio` | Track portfolio company KPIs and variances |\n| value-creation-plan | `\u002Fvalue-creation` | Post-close 100-day plans and EBITDA bridges |\n| ai-readiness | `\u002Fai-readiness` | Assess a portfolio company's AI readiness |\n\n\u003C\u002Fdetails>\n\n\u003Cdetails>\n\u003Csummary>\u003Cb>wealth-management\u003C\u002Fb> — advisor workflows\u003C\u002Fsummary>\n\n| Skill | Command | Description |\n|---|---|---|\n| client-review | `\u002Fclient-review` | Prep for client meetings with performance and talking points |\n| financial-plan | `\u002Ffinancial-plan` | Retirement, education, estate, and cash-flow projections |\n| portfolio-rebalance | `\u002Frebalance` | Allocation drift analysis and tax-aware rebalancing |\n| client-report | `\u002Fclient-report` | Client-facing performance reports |\n| investment-proposal | `\u002Fproposal` | Proposals for prospective clients |\n| tax-loss-harvesting | `\u002Ftlh` | Identify TLH opportunities and manage wash sales |\n\n\u003C\u002Fdetails>\n\n## Contributing\n\nEverything here is markdown and YAML. Fork, edit, PR. For new content:\n\n- New skill → add it under `plugins\u002Fvertical-plugins\u002F\u003Cvertical>\u002Fskills\u002F`, then run `python3 scripts\u002Fsync-agent-skills.py` to propagate to any agent that bundles it.\n- New agent → `plugins\u002Fagent-plugins\u002F\u003Cslug>\u002F` (with `agents\u002F\u003Cslug>.md` + `skills\u002F`) and a matching `managed-agent-cookbooks\u002F\u003Cslug>\u002F`.\n- Run `python3 scripts\u002Fcheck.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](.\u002FLICENSE)\n","该项目为金融服务业提供了一套参考代理、技能和数据连接器，适用于投资银行、股票研究、私募股权及财富管理等场景。核心功能包括一系列预设的工作流代理（如Pitch Agent、Market Researcher等），每个代理都集成了特定的技能与数据连接器，并支持通过Claude Cowork插件或Claude Managed Agents API部署。这些工具旨在辅助专业人士完成模型构建、研究报告起草、财务对账等工作，但所有输出均需经过人工审核确认。适合希望提高工作效率同时保持合规性的金融机构使用。",2,"2026-06-11 03:30:41","trending"]