anthropics/financial-services

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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

	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.	`plugins/vertical-plugins/<vertical>/skills/` (source) · `plugins/agent-plugins/<slug>/skills/` (bundled)
Commands	Slash actions you trigger explicitly (`/comps`, `/earnings`, `/ic-memo`).	`plugins/vertical-plugins/<vertical>/commands/`
Connectors	MCP servers that wire Claude to your data — terminals, research platforms, document stores.	`plugins/vertical-plugins/financial-analysis/.mcp.json`
Managed-agent wrappers	`agent.yaml` + depth-1 subagents + steering examples for headless deployment.	`managed-agent-cookbooks/<slug>/`

Plugin	What it adds
financial-analysis (core)	Comps, DCF, LBO, 3-statement, deck QC, Excel audit. All 11 data connectors.
investment-banking	CIMs, teasers, process letters, buyer lists, merger models, deal tracking.
equity-research	Earnings notes, initiations, model updates, thesis and catalyst tracking.
private-equity	Sourcing, screening, diligence checklists, IC memos, portfolio monitoring.
fund-admin	GL recon, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out.
operations	KYC document parsing and rules-grid evaluation.
claude-for-financial-advisors	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.
lseg (partner)	Bond RV, swap curves, FX carry, options vol, macro-rates monitoring on LSEG data.
sp-global (partner)	Tear sheets, earnings previews, funding digests on S&P Capital IQ.

Provider	URL
Daloopa	`https://mcp.daloopa.com/server/mcp`
Morningstar	`https://mcp.morningstar.com/mcp`
S&P Global	`https://kfinance.kensho.com/integrations/mcp`
FactSet	`https://mcp.factset.com/mcp`
Moody's	`https://api.moodys.com/genai-ready-data/m1/mcp`
MT Newswires	`https://vast-mcp.blueskyapi.com/mtnewswires`
Aiera	`https://mcp-pub.aiera.com`
LSEG	`https://api.analytics.lseg.com/lfa/mcp`
PitchBook	`https://premium.mcp.pitchbook.com/mcp`
Chronograph	`https://ai.chronograph.pe/mcp`
Egnyte	`https://mcp-server.egnyte.com/mcp`
Box	`https://mcp.box.com`

Skill	Command	Description
comps-analysis	`/comps`	Comparable company analysis with trading multiples
dcf-model	`/dcf`	DCF valuation with WACC and sensitivity analysis
lbo-model	`/lbo`	Leveraged buyout model
3-statement-model	`/3-statement-model`	Populate 3-statement financial model templates
audit-xls	`/debug-model`	Excel model audit — formula tracing, hardcode detection, balance checks
clean-data-xls	—	Normalize and clean tabular data in Excel
deck-refresh	—	Re-link and refresh embedded charts/tables across a deck
competitive-analysis	`/competitive-analysis`	Competitive landscape and market positioning
ib-check-deck	—	QC presentations for errors and consistency
pptx-author	—	Produce a `.pptx` file headlessly (Managed Agent mode)
xlsx-author	—	Produce a `.xlsx` file headlessly (Managed Agent mode)
ppt-template-creator	`/ppt-template`	Create reusable PPT template skills
skill-creator	—	Guide for creating new skills

anthropics/financial-services

Claude for Financial Services

Agents

Repository Layout

Getting Started

Cowork

Claude Code

Claude Managed Agents

How It Fits Together

Vertical Plugins

MCP Integrations

Claude for Microsoft 365 — Install Tooling

Making It Yours

Skill & Command Reference

Contributing

License

Skill	Command	Description
strip-profile	`/one-pager`	One-page company profiles for pitch books
pitch-deck	—	Populate pitch deck templates with data
datapack-builder	—	Build data packs from CIMs and filings
cim-builder	`/cim`	Draft Confidential Information Memorandums
teaser	`/teaser`	Anonymous one-page company teasers
buyer-list	`/buyer-list`	Strategic and financial buyer universe
merger-model	`/merger-model`	Accretion/dilution M&A analysis
process-letter	`/process-letter`	Bid instructions and process correspondence
deal-tracker	`/deal-tracker`	Track live deals, milestones, and action items

Skill	Command	Description
earnings-analysis	`/earnings`	Post-earnings quarterly update reports
earnings-preview	`/earnings-preview`	Pre-earnings scenario analysis and key metrics
initiating-coverage	`/initiate`	Institutional-quality initiation reports
model-update	`/model-update`	Update financial models with new data
morning-note	`/morning-note`	Morning meeting notes and trade ideas
sector-overview	`/sector`	Industry landscape and thematic reports
thesis-tracker	`/thesis`	Maintain and update investment theses
catalyst-calendar	`/catalysts`	Track upcoming catalysts across coverage
idea-generation	`/screen`	Stock screening and idea sourcing

Skill	Command	Description
deal-sourcing	`/source`	Discover companies, check CRM, draft founder outreach
deal-screening	`/screen-deal`	Quick pass/fail on inbound CIMs and teasers
dd-checklist	`/dd-checklist`	Diligence checklists by workstream
dd-meeting-prep	`/dd-prep`	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