Anthropic's reference agents and skills for finance teams: build comps, DCF and LBO models, draft pitch decks and earnings notes, reconcile ledgers, close the month and screen KYC files, with every output staged for a person to sign off.
In short: Anthropic's reference agents and skills for finance teams: build comps, DCF and LBO models, draft pitch decks and earnings notes, reconcile ledgers, close the month and screen KYC files, with every output staged for a person to sign off. It is a free skill for people who use Claude Cowork or Claude Code and want help with work & operations.
Checked on · Added
| Agent / tool | Access / cost | Link |
|---|---|---|
| Claude Cowork | Paid Claude plan | claude.ai |
| Claude Code | Paid Claude plan or API | claude.com/claude-code |
| GitHub repo | Open source · ★ 40.7k | anthropics/financial-services |
claude plugin marketplace add anthropics/financial-services claude plugin install financial-analysis@claude-for-financial-services claude plugin install pitch-agent@claude-for-financial-services
Install command copied from the project README. Check the README for the latest version.
Anthropic's reference agents and skills for finance teams: build comps, DCF and LBO models, draft pitch decks and earnings notes, reconcile ledgers, close the month and screen KYC files, with every output staged for a person to sign off.
Anthropic's reference agents for finance work: Pitch Agent, Market Researcher, Earnings Reviewer, Model Builder, KYC Screener, GL Reconciler and more, plus the skills and data connectors behind them. Install them as…
Short excerpt from the README of anthropics/financial-services. Read the full README on GitHub.
Written by us so you can reuse it. Replace each [bracket] with your details.
It drafts analyst work; it is not investment, legal or tax advice, and Anthropic says every output needs a qualified person to check it. Without paid data feeds it works from public sources and your own files. Managed Agents deployment and sub-agent hand-offs are a research preview.
Anthropic's reference agents and skills for finance teams: build comps, DCF and LBO models, draft pitch decks and earnings notes, reconcile ledgers, close the month and screen KYC files, with every output staged for a person to sign off.
It works with Claude Cowork and Claude Code. The code is on GitHub at anthropics/financial-services.
Free & open source (Apache-2.0). Needs a paid Claude plan. The data connectors (FactSet, S&P Capital IQ, PitchBook, Morningstar, LSEG, Moody's and others) need your own subscription or API key with each provider.
Run the install command from the README: “claude plugin marketplace add anthropics/financial-services”. Check the README on GitHub for the latest version, then follow the steps on this page.
We read 305 instruction and code files in the repo and found no red flags. That is not a guarantee, so review anything that runs commands on your machine.
All credit to the original authors. We rewrite in our own words and link back. Something wrong? Report it.
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