Claude for Financial Services

Claude for Financial Services is Anthropic's official, open-source reference plugin pack for financial workflows. It ships named end-to-end agents, vertical skill bundles, and data connectors for the banking and investment work Anthropic sees most: investment banking, equity research, private equity, and wealth management. Each agent is available two ways from one source: installed as a Claude Cowork plugin, or deployed as a Claude Managed Agent template through /v1/agents.

Key Features

Named workflow agents: Self-contained agents including Pitch Agent, Meeting Prep Agent, Market Researcher, Earnings Reviewer, Model Builder, Valuation Reviewer, GL Reconciler, Month-End Closer, Statement Auditor, and KYC Screener.
Vertical plugins: Skill and command bundles by finance vertical, with slash commands such as /comps, /dcf, /earnings, and /ic-memo.
Data connectors: MCP connectors for financial data providers, including partner plugins from LSEG and S&P Global.
Dual deployment: Define once, then run as a Cowork plugin or a Managed Agent behind your own workflow engine.
Modeling workflows: Populate 3-statement models, DCF and LBO analyses, and peer comps from filings, then stress-test scenarios.

Use Cases

Who Should Use This Tool?

Investment banking teams: Building branded pitch decks and comps quickly.
Equity research analysts: Moving from earnings call to model update to note draft.
Fund finance and ops: Reconciling ledgers, auditing LP statements, and month-end close.

Problems It Solves

Manual grind: Drafts analyst work product so professionals review rather than type from scratch.
Scattered tools: Bundles skills, commands, and data connectors in one place instead of a fragile set of prompts.
Deployment choice: Runs inside Cowork for individuals or behind a governed Managed Agent API for firms.

Pricing

Path	Cost	Notes
Open source repo	$0	Apache-2.0; clones and installs directly from GitHub.
Cowork plugin	Cowork plan	Installs in Cowork from the marketplace or a zip.
Managed Agents API	Anthropic billing	Deploy via `/v1/agents`; usage is billed by the platform.

Advantages & Unique Selling Points

Official Anthropic source: Maintained by Anthropic, not a community fork.
Two ways, one artifact: The same system prompt and skills work as a plugin or a managed agent.
Self-contained agents: Installing an agent bundles the skills it needs, so there is nothing extra to wire up.
Governance-ready: Every output is staged for human sign-off, and the repo notes that nothing here gives investment, legal, tax, or accounting advice.

Getting Started

Clone anthropics/financial-services.
For Claude Code, add the marketplace and install the core skills plus the agents you want: claude plugin marketplace add anthropics/financial-services.
Or install as a Cowork plugin from Settings. Plugins: Add plugin and paste the repo URL.
For production, deploy the named agents as Managed Agent templates and route work through your own governance.

Frequently Asked Questions

Does this give investment advice?

No. The agents draft analyst work product for review by a qualified professional. They do not make recommendations, execute transactions, or bind risk.

Can I use just the slash commands without a full agent?

Yes. Install the vertical skill bundles for /comps, /dcf, /earnings, and the connectors without a full agent.

Is it free?

The repository is Apache-2.0 and free. Running it as a Cowork plugin or Managed Agent costs apply through the platform.

Alternatives

AgentMemory: Persistent agent memory, useful for a finance agent that must remember firm context.
UI-TARS-desktop: Computer-use automation if you need an agent that drives desktop apps.
9Router: Route these agents' model calls across providers to control cost.

Tips

Start with just the two or three agents that match your actual workflow rather than installing everything.
Swap the data connectors to point at your firm's providers and terminology.
Keep the human sign-off step in place; auditors and regulators expect a review boundary.

Conclusion

Claude for Financial Services is Anthropic's official open-source agent pack for finance, letting you install named agents or run them as Managed Agents. Clone the repo, pick the workflows you need, and keep a human in the loop for the outputs that matter.