Claude CoWork

Claude for Financial Services is an Anthropic repository of reference agents, skills, slash commands, and data connectors for investment banking, equity research, private equity, fund administration, wealth management, and related financial-services workflows. Its named agents cover tasks such as pitch-deck preparation, market research, earnings review, financial modeling, valuation review, general-ledger reconciliation, month-end close, statement auditing, and KYC screening. The components can be installed as Claude Cowork or Claude Code plugins, or deployed as Claude Managed Agents through the Anthropic API. Agents bundle workflow-specific skills; vertical plugins provide reusable skills and commands such as comparable-company analysis, DCF and LBO modeling, Excel auditing, earnings analysis, diligence checklists, and investment-committee memo drafting. Centralized MCP connectors link the skills to external financial-data and document providers, subject to each provider's subscription or API-key requirements. The repository also includes managed-agent cookbooks, deployment and validation scripts, partner-authored plugins, and tooling for provisioning the Claude Microsoft 365 add-in. It is file-based, using Markdown, YAML, and JSON without a build step, and is distributed under the Apache License 2.0. The repository states that its agents draft work product for qualified-professional review and do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding.

Claude Managed Agents is an Anthropic API for planning and running dynamic multi-agent workflows, called Flows. Given a goal, Claude creates and executes a multi-agent topology of up to 1,000 agents, with compute allocated to the workflow phases that need it. The showcased use cases include stock-watchlist scanning, multi-agent pull-request review through the Bug Hunter template, and video-making workflows through Explainer Studio. The workshop also covers budgets, interrupts, automatic operation, credential vaults, and network lockdown for running agents at scale.

Anthropic's repository of Agent Skills for Claude, including example skills, the Agent Skills specification, and a template for creating custom skills. Each skill is a self-contained folder with a SKILL.md file containing metadata and instructions that Claude loads dynamically for specialized tasks such as document creation, data analysis, web-app testing, MCP server generation, and communications workflows. The repository's skills can be installed as Claude Code plugins, used in Claude.ai, or accessed through the Claude API. It includes document, PDF, presentation, and spreadsheet skills used in Claude's document capabilities; many examples are Apache-2.0 licensed, while those document-creation skills are source-available rather than open source. The repository presents the implementations for demonstration and educational purposes and notes that their behavior may differ across Claude environments.

An SDK for building AI agents that can operate beyond a standard chatbot. The video describes it as providing filesystem access, tool calling, code writing, and debugging capabilities; AssemblyAI used it to build the Joey support agent with local Markdown documentation, embeddings, agentic file search, and a large CLAUDE.md configuration file.

Flows in Claude Managed Agents is an Anthropic API feature for running dynamically planned multi-agent workflows. A user supplies a goal, after which Claude creates and executes a topology of up to 1,000 agents, dynamically starting and stopping sub-agents across workflow phases. Demonstrated templates include a stock watchlist scanner, Bug Hunter for pull-request review, and Explainer Studio for video generation. The feature includes per-phase compute budgets, interrupts, automatic operation modes, credential vaults, and network lockdown controls for operating agent workflows at scale.