Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Everything here is available two ways from one source: install it as a Claude Cowork plugin, or deploy it through the Claude Managed Agents API behind your own workflow engine. Same system prompt, same skills — you choose where it runs.
[!IMPORTANT]
Nothing in this repository constitutes investment, legal, tax, or accounting advice. These agents draft analyst work product — models, memos, research notes, reconciliations — for review by a qualified professional. They do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding; every output is staged for human sign-off. You are responsible for verifying outputs and for compliance with the laws and regulations that apply to your firm.
What's in the repo:
Agents — named, end-to-end workflow agents (Pitch Agent, Market Researcher, GL Reconciler, …). Each ships as a Cowork plugin and as a Claude Managed Agent template you deploy via /v1/agents.
Vertical plugins — the underlying skills, slash commands, and data connectors, bundled by FSI vertical. Install these on their own if you just want /comps, /dcf, /earnings and the connectors without a full agent.
Agents
Each agent is named for the workflow it runs. They're starting points: install the ones that match your work, then tune the prompts, skills, and connectors to how your firm does it.
Each agent plugin is self-contained — it bundles the skills it uses, so installing the agent is all you need.
Parses onboarding docs, runs the rules engine, flags gaps
For Managed Agent deployment — agent.yaml, leaf-worker subagents, steering-event examples, and per-agent security notes — see managed-agent-cookbooks/.
Repository Layout
plugins/
agent-plugins/ # Named agents — one self-contained plugin each
vertical-plugins/ # Skill + command bundles by FSI vertical, plus MCP connectors
partner-built/ # Partner-authored plugins (LSEG, S&P Global)
managed-agent-cookbooks/ # Claude Managed Agent cookbooks — one dir per agent
claude-for-msft-365-install/ # Admin tooling to provision the Claude Microsoft 365 add-in
scripts/ # deploy-managed-agent.sh · check.py · validate.py · orchestrate.py · sync-agent-skills.py
Getting Started
Cowork
In Cowork, open Settings → Plugins → Add plugin and either:
Paste this repo URL — https://github.com/anthropics/financial-services — then pick the agents and verticals you want from the marketplace list, or
Upload a zip — zip any directory under plugins/ (e.g. plugins/agent-plugins/pitch-agent/) and drop it in.
Claude Code
# Add the marketplace
claude plugin marketplace add anthropics/financial-services
# Core skills + connectors (install first)
claude plugin install financial-analysis@claude-for-financial-services
# Named agents — pick the ones you want
claude plugin install pitch-agent@claude-for-financial-services
claude plugin install gl-reconciler@claude-for-financial-services
claude plugin install market-researcher@claude-for-financial-services
# Vertical skill bundles
claude plugin install investment-banking@claude-for-financial-services
claude plugin install equity-research@claude-for-financial-services
Once installed, agents appear in Cowork dispatch, skills fire automatically when relevant, and slash commands are available in your session (/comps, /dcf, /earnings, /ic-memo, …).
Each template under managed-agent-cookbooks/ references the same system prompt and skills as its plugin counterpart. The deploy script resolves file references, uploads skills, creates leaf-worker subagents, and POSTs the orchestrator to /v1/agents. See scripts/orchestrate.py for a reference event loop that routes handoff_request events between agents via your own orchestration layer.
Research Preview: subagent delegation (callable_agents) is a preview capability. See per-agent READMEs for security and handoff guidance.
How It Fits Together
What it is
Where it lives
Agents
Self-contained plugins that own a workflow end to end — system prompt plus the skills it uses. Cowork and the Managed Agent wrapper both reference the same directory.
plugins/agent-plugins/<slug>/
Skills
Domain expertise, conventions, and step-by-step methods Claude draws on automatically when relevant. Authored once in the verticals; each agent bundles a synced copy of the ones it needs.
Advisor workflows: meeting prep and follow-up, compliance pre-check, prospect intake, rebalance review, alts and estate briefs, on live data from the advisor's CRM, portfolio, planning, and estate platforms.
MCP access may require a subscription or API key from the provider.
Claude for Microsoft 365 — Install Tooling
If your firm runs Claude inside Excel, PowerPoint, Word, and Outlook via the Microsoft 365 add-in, claude-for-msft-365-install/ is the admin tooling to provision it against your own cloud — Vertex AI, Bedrock, or an internal LLM gateway — instead of Anthropic's API.
It's a Claude Code plugin (not a Cowork plugin) that walks an IT admin through generating the customized add-in manifest, granting Azure admin consent, and writing per-user routing config via Microsoft Graph. Install with:
claude plugin install claude-for-msft-365-install@claude-for-financial-services
/claude-for-msft-365-install:setup
This is separate from the agents and vertical plugins above — it's the on-ramp that gets the add-in deployed in a tenant, after which the agents and skills here are what runs inside it.
Making It Yours
These are reference templates — they get better when you tune them to how your firm works.
Swap connectors — point .mcp.json at your data providers and internal systems.
Add firm context — drop your terminology, processes, and formatting standards into skill files.
Bring your templates — /ppt-template teaches Claude your branded PowerPoint layouts.
Adjust agent scope — edit agents/<slug>.md to match how your team actually runs the workflow.
Add your own — copy the structure for workflows we haven't covered.
Prep for management presentations and expert calls
unit-economics
/unit-economics
ARR cohorts, LTV/CAC, net retention, revenue quality
returns-analysis
/returns
IRR/MOIC sensitivity tables
ic-memo
/ic-memo
Investment committee memo drafting
portfolio-monitoring
/portfolio
Track portfolio company KPIs and variances
value-creation-plan
/value-creation
Post-close 100-day plans and EBITDA bridges
ai-readiness
/ai-readiness
Assess a portfolio company's AI readiness
Contributing
Everything here is markdown and YAML. Fork, edit, PR. For new content:
New skill → add it under plugins/vertical-plugins/<vertical>/skills/, then run python3 scripts/sync-agent-skills.py to propagate to any agent that bundles it.
New agent → plugins/agent-plugins/<slug>/ (with agents/<slug>.md + skills/) and a matching managed-agent-cookbooks/<slug>/.
Run python3 scripts/check.py before pushing — it lints every manifest, verifies all cross-file references resolve, and fails if any bundled skill has drifted from its vertical source.
