anthropicsAI apps
Financial Services
financial-services
Financial services reference agents, skills, and MCP connectors for Claude and Managed Agents.
- CLI
- API/SDK
- Library/framework
- Linux
- macOS
- Windows
- Runs locally
- Needs API key
- Popularity
- 38.4k Stars
- GitHub stars
- Recent activity
- 9/21/2026
- Updated in the last 30 days
- License
- APACHE-2.0
- Permissive
Why it matters
We look beyond stars: what problem it solves, whether it creates real utility, and what makes its approach worth noticing.
Problem
Financial institutions lack standardized skills and integration frameworks for processing models and compliance documents.
Practical value
Provides Claude agents and skill suites covering investment banking, research, private equity, and wealth management with dual deployment options.
Innovation / differentiation
Supports both Cowork plugins and Managed Agents API from a single source while maintaining identical system prompts and skills.
Leverage potential
Reduces integration friction between financial workflows and proprietary data sources via modular skill bundles and MCP connectors.
Why now
Arrives as vertical LLM agents move into exploration phases, matching institutional demand for controllable and auditable generative AI.
Community activity
In the last 90 days there were 22 new issues and 71 pull requests; the bounded issue/PR samples include 14 issue authors and 51 PR contributors, with 0 releases.
Maintainer responsiveness
The 22-issue window sample had a 5% close rate, and the 71-pull-request sample had a 15% merge rate. Maintainer-response observations covered 100% of that issue sample, with a 0% response rate and median first response of not enough data.
Key highlights
- End-to-end agents for pitch deck creation, market research, earnings reviews, and GL reconciliation
- Built-in financial skills and slash commands for DCF, LBO, 3-statement models, and Excel auditing
- Connects to financial MCP providers including FactSet, Morningstar, S&P Global, LSEG, and PitchBook
Quick start
How it is installed, how hard it is, and where to start.
Where it runs
Cloud / hosted
Difficulty
Medium — some setup needed
- 01Add the plugin repo URL in Claude Cowork Settings or upload a zipped plugin directory
- 02For Claude Code, add the marketplace and install core analysis skills: claude plugin marketplace add anthropics/financial-services && claude plugin install financial-analysis@claude-for-financial-services
- 03Install specific workflow agents as needed, e.g.: claude plugin install pitch-agent@claude-for-financial-services
- 04To deploy via Managed Agents API, export your ANTHROPICAPIKEY and run the deployment script: export ANTHROPICAPIKEY=sk-ant-... && scripts/deploy-managed-agent.sh gl-reconciler
Best for
- Developers who want to try it on their machine
More about it
This repository provides reference agents, domain skills, and data connectors tailored for financial services workflows across investment banking, equity research, private equity, wealth management, and fund administration. Everything is structured in plain Markdown and JSON files without requiring a compilation step.
Workflows can be deployed in two modes: installed directly as Claude Cowork plugins or provisioned via the Claude Managed Agents API for backend orchestration. The core module integrates Model Context Protocol (MCP) connectors for prominent financial data vendors to query market intelligence and filings.
All agents are designed to produce draft deliverables such as valuation models, research notes, and reconciliation logs that remain subject to qualified human sign-off.
Sources
Each field shows its status and source — expand to review.
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Sources
Each field shows its status and source — expand to review.
capability tags
VerifiedSource: admin_cms · cms editor · 8/16/2026
License
VerifiedApache-2.0
Source: GitHub API · license.spdx_id=Apache-2.0 · 10/1/2026
needs api key
VerifiedYes
Source: admin_cms · cms editor · 8/16/2026
One-liner
Verified{"en":"Financial services reference agents, skills, and MCP connectors for Claude and Managed Agents.","zh":"面向投行、投研、私募及财富管理的金融业务 Claude 智能体与技能套件。"}
Source: admin_cms · cms editor · 8/16/2026
Platforms
Verifiedlinux, macos, windows
Source: admin_cms · cms editor · 8/16/2026
Category hint
Inferred from materialsai-apps
Source: Project README · hint=ai-apps · 8/16/2026
product forms
Verifiedcli, api_sdk, library_framework
Source: admin_cms · cms editor · 8/16/2026
role tags
VerifiedSource: admin_cms · cms editor · 8/16/2026
supports local
VerifiedYes
Source: admin_cms · cms editor · 8/16/2026
supports self host
VerifiedNo
Source: admin_cms · cms editor · 8/16/2026
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