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By anthropics
Automate financial modeling workflows — build DCF, LBO, comps, and 3-statement models in Excel/PPT, audit spreadsheets for errors, clean data, and create competitive landscape decks. Integrates with premium financial data APIs (PitchBook, FactSet, Morningstar, LSEG, Moody's, etc.) for live market data and research.
npx claudepluginhub anthropics/financial-services --plugin financial-analysisFill out a 3-statement financial model template
Create a competitive landscape analysis
Build a comparable company analysis with trading multiples
Build a DCF valuation model with comps-informed terminal multiples
Debug and audit a financial model for errors
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "normalize this data", "fix formatting", "dedupe", "standardize this column", "this data is messy".
Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck. Also triggers on "who are the competitors to X", "benchmark X against peers", "build a market map", or any request to systematically evaluate competitive dynamics across an industry.
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
External network access
Connects to servers outside your machine
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DCF, LBO, 3-statement, comps - live in Excel
Intent-Driven Financial Architecture (IDFA) — build financial models that are human-readable, AI-operable, and audit-proof. Auto-activates on financial modelling tasks.
Agents for business analysis, financial modeling, and KPI tracking
Professional financial modeling toolkit for Claude Code with auto-invoked Skills and Excel MCP integration. Build DCF models, LBO analysis, variance reports, and pivot tables using natural language.
Battle-tested Claude Code plugin for engineering teams — 60 agents, 232 skills, 75 legacy command shims, production-ready hooks, and selective install workflows evolved through continuous real-world use
Upstash Context7 MCP server for up-to-date documentation lookup. Pull version-specific documentation and code examples directly from source repositories into your LLM context.
Migrate your code and prompts from Sonnet 4.x and Opus 4.1 to Opus 4.5.
Earnings call and filings to model update to note draft
Comps, precedents, LBO to a branded pitch deck, end to end
Briefing pack before every client meeting
Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach
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:
/v1/agents./comps, /dcf, /earnings and the connectors without a full agent.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.
| Function | Agent | What it does |
|---|---|---|
| Coverage & advisory | Pitch Agent | Comps, precedents, LBO → branded pitch deck, end to end |
| Meeting Prep Agent | Briefing pack before every client meeting | |
| Research & modeling | Market Researcher | Sector or theme → industry overview, competitive landscape, peer comps, ideas shortlist |
| Earnings Reviewer | Earnings call + filings → model update → note draft | |
| Model Builder | DCF, LBO, 3-statement, comps — live in Excel | |
| Fund admin & finance ops | Valuation Reviewer | Ingests GP packages, runs valuation template, stages LP reporting |
| GL Reconciler | Finds breaks, traces root cause, routes for sign-off | |
| Month-End Closer | Accruals, roll-forwards, variance commentary | |
| Statement Auditor | Audits LP statements before distribution | |
| Operations & onboarding | KYC Screener | 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/.
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
In Cowork, open Settings → Plugins → Add plugin and either:
https://github.com/anthropics/claude-for-financial-services — then pick the agents and verticals you want from the marketplace list, orplugins/ (e.g. plugins/agent-plugins/pitch-agent/) and drop it in.# Add the marketplace
claude plugin marketplace add anthropics/claude-for-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