Help us improve
Share bugs, ideas, or general feedback.
Share bugs, ideas, or general feedback.
Share bugs, ideas, or general feedback.
By anthropics
Generate client-facing financial reports, investment proposals, and financial plans; prepare client review materials; analyze portfolio drift and generate tax-aware rebalancing trades; identify tax-loss harvesting opportunities with wash sale tracking.
npx claudepluginhub anthropics/financial-services --plugin wealth-managementGenerate a client performance report
Prep for a client review meeting
Build or update a financial plan
Create an investment proposal for a prospect
Analyze drift and generate rebalancing trades
description: Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
description: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
description: Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash flow analysis", or "plan update".
description: Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
description: Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".
Share bugs, ideas, or general feedback.
Own this plugin?
Verify ownership to unlock analytics, metadata editing, and a verified badge.
Sign in to claimOwn this plugin?
Verify ownership to unlock analytics, metadata editing, and a verified badge.
Sign in to claimBased on adoption, maintenance, documentation, and repository signals. Not a security audit or endorsement.
Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.
Briefing pack before every client meeting
Intent-Driven Financial Architecture (IDFA) — build financial models that are human-readable, AI-operable, and audit-proof. Auto-activates on financial modelling tasks.
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
Core skills library for Claude Code: TDD, debugging, collaboration patterns, and proven techniques
Tools to maintain and improve CLAUDE.md files - audit quality, capture session learnings, and keep project memory current.
Migrate your code and prompts from Sonnet 4.x and Opus 4.1 to Opus 4.5.
Briefing pack before every client meeting
Earnings call and filings to model update to note draft
Comps, precedents, LBO to a branded pitch deck, end to end
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