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anthropics/financial-services

Reference AI agents, skills and data connectors for investment banking, equity research, private equity and wealth management workflows, built on Claude.

Open-source alternative to:Bloomberg Terminal

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What is it?

This repository provides reference agents, slash-command skills and MCP data connectors for common financial-services workflows, including comps and precedent analysis, DCF and LBO modeling, pitch decks, earnings notes, GL reconciliation, month-end close and KYC document review. Each agent is packaged as a Claude Cowork plugin and as a Claude Managed Agent template, so the same prompts and skills can run interactively or inside your own workflow engine.

The skills are organized into vertical plugins (financial-analysis, investment-banking, equity-research, private-equity, fund-admin, operations) that can be installed separately. Connectors are configured through a shared .mcp.json file and cover providers such as FactSet, S&P Global, Morningstar, LSEG, PitchBook and Box. Everything is plain markdown and JSON with no build step.

All agents are designed to draft work product such as models, memos and reconciliations for human review. They do not make investment decisions, execute transactions or post to ledgers, and the project states that its outputs are not investment, legal, tax or accounting advice.

Key features

  • 01Pre-built agents for pitch decks, earnings notes, model building, GL reconciliation and KYC screening
  • 02Slash-command skills such as /comps, /dcf, /lbo and /earnings
  • 03Installable as a Claude Cowork plugin or deployable via the Managed Agents API
  • 04Vertical plugin bundles covering banking, research, private equity and fund administration
  • 05MCP connectors for major financial data providers configured in one .mcp.json file

Use cases

  • Building comps, DCF or LBO models and drafting a pitch deck for a client meeting
  • Drafting an earnings update note after a company reports quarterly results
  • Reconciling general ledger breaks and preparing month-end accrual commentary for a fund
  • Screening onboarding documents against a KYC rules grid before human review

Quick start

  1. 1

    Add the marketplace in Claude Code

    claude plugin marketplace add anthropics/financial-services
  2. 2

    Install the core financial-analysis skills and connectors

    claude plugin install financial-analysis@claude-for-financial-services
  3. 3

    Optionally install a named agent, e.g. Pitch Agent

    claude plugin install pitch-agent@claude-for-financial-services

Things to know

  • Several data connectors require a subscription or API key from the provider.
  • Agent subagent delegation (callable_agents) is a research preview capability.
  • Outputs are analyst drafts that require review by a qualified professional; they are not investment advice.

Topics

#financial-services#claude#ai-agents#mcp#financial-modeling#investment-banking#equity-research#reconciliation

FAQ

What is financial-services?
Reference AI agents, skills and data connectors for investment banking, equity research, private equity and wealth management workflows, built on Claude. This repository provides reference agents, slash-command skills and MCP data connectors for common financial-services workflows, including comps and precedent analysis, DCF and LBO modeling, pitch decks, earnings notes, GL reconciliation, month-end close and KYC document review. Each agent is packaged as a Claude Cowork plugin and as a Claude Managed Agent template, so the same prompts and skills can run interactively or inside your own workflow engine.
Is financial-services free to use? What license does it have?
financial-services is open source under the Apache-2.0 license. Check the license terms before using it in commercial products.
Is financial-services still maintained?
Actively maintained. The last commit to financial-services was on Sep 21, 2026.
What can I use financial-services for?
Building comps, DCF or LBO models and drafting a pitch deck for a client meeting Drafting an earnings update note after a company reports quarterly results Reconciling general ledger breaks and preparing month-end accrual commentary for a fund Screening onboarding documents against a KYC rules grid before human review
How do I install financial-services?
Add the marketplace in Claude Code: claude plugin marketplace add anthropics/financial-services Install the core financial-analysis skills and connectors: claude plugin install financial-analysis@claude-for-financial-services Optionally install a named agent, e.g. Pitch Agent: claude plugin install pitch-agent@claude-for-financial-services
Where can I get financial-services?
The source code and installation instructions are on GitHub: https://github.com/anthropics/financial-services

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