Anthropic has effectively laid out the work of investment bankers right on GitHub. The official repository anthropics/financial-services went live 11 weeks ago and has already garnered 16,493 stars and 2,067 forks. It includes nine out-of-the-box agents: Pitch Agent, Earnings Reviewer, Model Builder, GL Reconciler, and KYC Screener. All the pitch decks, earnings notes, IC memos, and LBO models that analysts write daily are available in the repository. Eleven MCP data connectors are integrated in one go, bringing in Daloopa, Morningstar, FactSet, Moody’s, PitchBook, LSEG, and S&P Global. Bloomberg is the only one missing. Anthropic also conveniently released a Microsoft 365 add-in, allowing Claude to run in Excel, PowerPoint, Word, and Outlook. The only moat is written in the README: all outputs require human sign-off. The work of a junior analyst, who costs $300,000 a year in investment banking, is now explicitly laid out in the README.

anthropics/financial-services

Source: https://github.com/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.

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.

For Managed Agent deployment — agent.yaml, leaf-worker subagents, steering-event examples, and per-agent security notes — see managed-agent-cookbooks/.

Repository Layout

plugins/
  agent-plugins/           # Named agents — one self-contained plugin each
  vertical-plugins/        # Skill + command bundles by FSI vertical, plus MCP connectors
  partner-built/           # Partner-authored plugins (LSEG, S&P Global)
managed-agent-cookbooks/   # Claude Managed Agent cookbooks — one dir per agent
claude-for-msft-365-install/ # Admin tooling to provision the Claude Microsoft 365 add-in
scripts/                   # deploy-managed-agent.sh · check.py · validate.py · orchestrate.py · sync-agent-skills.py

Getting Started

Cowork

In Cowork, open Settings → Plugins → Add plugin and either:

• 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
• Upload a zip — zip any directory under plugins/ (e.g. plugins/agent-plugins/pitch-agent/) and drop it in.

Claude Code

# Add the marketplace
claude plugin marketplace add anthropics/claude-for-financial-services

# Core skills + connectors (install first)
claude plugin install financial-analysis@claude-for-financial-services

# Named agents — pick the ones you want
claude plugin install pitch-agent@claude-for-financial-services
claude plugin install gl-reconciler@claude-for-financial-services
claude plugin install market-researcher@claude-for-financial-services

# Vertical skill bundles
claude plugin install investment-banking@claude-for-financial-services
claude plugin install equity-research@claude-for-financial-services

Once installed, agents appear in Cowork dispatch, skills fire automatically when relevant, and slash commands are available in your session (/comps, /dcf, /earnings, /ic-memo, …).

Claude Managed Agents

export ANTHROPIC_API_KEY=sk-ant-...
scripts/deploy-managed-agent.sh gl-reconciler

Each template under 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 for a reference event loop that routes handoff_request events between agents via your own orchestration layer.

Research Preview: subagent delegation (callable_agents) is a preview capability. See per-agent READMEs for security and handoff guidance.

How It Fits Together

Everything is file-based — markdown and JSON, no build step.

Vertical Plugins

Start with financial-analysis — it carries the shared modeling skills and all data connectors. Add verticals for the workflows you need.

MCP Integrations

All connectors are centralized in the financial-analysis core plugin and shared across the rest.

MCP access may require a subscription or API key from the provider.

Claude for Microsoft 365 — Install Tooling

If your firm runs Claude inside Excel, PowerPoint, Word, and Outlook via the Microsoft 365 add-in, 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. It’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:

claude plugin install claude-for-msft-365-install@claude-for-financial-services
/claude-for-msft-365-install:setup

This 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.

Making It Yours

These are reference templates — they get better when you tune them to how your firm works.

• Swap connectors — point .mcp.json at your data providers and internal systems.
• Add firm context — drop your terminology, processes, and formatting standards into skill files.
• Bring your templates — /ppt-template teaches Claude your branded PowerPoint layouts.
• Adjust agent scope — edit agents/.md to match how your team actually runs the workflow.
• Add your own — copy the structure for workflows we haven’t covered.

Skill & Command Reference

financial-analysis — core modeling, Excel, deck QC

investment-banking — deal materials and execution

equity-research — coverage and publishing

private-equity — sourcing through portfolio ops

wealth-management — advisor workflows

Contributing

Everything here is markdown and YAML. Fork, edit, PR. For new content:

• New skill → add it under plugins/vertical-plugins//skills/, then run python3 scripts/sync-agent-skills.py to propagate to any agent that bundles