Claude Quickstarts

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 Platform Console is Anthropic's web console for building agents and applications with Claude models and managed agent infrastructure. Its guided quick-start flow lets users create an environment, agent, and session without writing code. The managed-agent flow separates the session event log, the agent's harness and Claude-based “brain,” and sandboxed tools or “hands”; credentials are injected through an egress proxy rather than exposed to the sandbox.

Claude Console is Anthropic’s web console for building applications and managed agents with Claude models. It provides API-key creation, a natural-language quick start for creating an agent, deployment search and triggering, and live session transcripts with a debug event stream that includes model latency. The managed-agent workflows described for it include scheduled deployments, fan-out across sessions with custom tools, workspaces for tenancy and access, and a research-preview memory process called Dreaming that reviews past sessions to improve a memory store.

Claude Code Templates is a CLI tool and web catalog for configuring and monitoring Anthropic's Claude Code. It provides installable agents, custom slash commands, settings, hooks, skills, MCP integrations, and project templates, which can be selected interactively or installed with commands such as `npx claude-code-templates@latest --agent ...`. The CLI also includes analytics for monitoring development sessions, a conversation monitor with optional Cloudflare Tunnel access, health checks for Claude Code installations, and a plugin dashboard for viewing marketplaces, installed plugins, and permissions. The project aggregates components from Anthropic and community sources, while retaining their stated licenses and attributions; the project itself is licensed under the MIT License.

Claude API is Anthropic's application programming interface for building software with Claude models. The cited material describes prompt caching, which reuses prompts to reduce token costs, along with console diagnostics for monitoring cache hit rates. The name is also used in the material for a Claude Code skill that provides awareness of Anthropic's SDKs and APIs.