claude-for-msft-365-install

Pi Financial Services

A collection of Pi agent skills for financial services professionals, adapted from Anthropic's financial-services project.

⚠️ Note: This is not a pure copy. Skills have been adapted for the Pi agent ecosystem with proper SKILL.md formatting, pi package manifest, and workspace installation support.

Skills Included

Category	Skills
Investment Banking	Pitch decks, teasers, CIMs, deal tracking, M&A modeling
Equity Research	DCF, comps, LBO, sector analysis, earnings reports
Fixed Income	Swap curves, bond analysis, FX carry, options vol
Private Equity	IC memos, portfolio monitoring, returns analysis
Wealth Management	Investment proposals, client reports, rebalancing
Accounting	GL reconciliation, accruals, variance commentary
Compliance	KYC document parsing, AML rules

Installation

# Install as workspace package (recommended for teams)
pi install npm:@hcchang/pi-financial-services -l

# Or global
pi install npm:@hcchang/pi-financial-services

Usage

Simply ask naturally:

• "Build a DCF model for AAPL"
• "Create an investment proposal for a retired client"
• "Reconcile this GL vs subledger"
• "Populate this pitch deck template"

Skills Directory

Skills are organized in plugins/:

• partner-built/ - LSEG, S&P Global data connectors
• vertical-plugins/ - Core skills by vertical (IB, ER, PE, WM, etc.)

Credits

Originally created by Anthropic. Adapted for Pi agent by @hcchang.

License

MIT