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.