anthropics / financial-services
Claude for Financial Services
Claude for Financial Services 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.
Claude 金融服务参考代理、技能与数据连接器 本仓库提供了针对金融服务领域最常见工作流（包括投资银行、股票研究、私募股权和财富管理）的参考代理、技能和数据连接器。所有资源均可通过单一来源以两种方式获取：作为 Claude Cowork 插件安装，或通过 Claude Managed Agents API 部署在您自己的工作流引擎之后。相同的系统提示词，相同的技能——运行方式由您决定。
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.
重要提示 本仓库中的任何内容均不构成投资、法律、税务或会计建议。这些代理仅负责起草分析师工作成果（如模型、备忘录、研究笔记、对账单等），供合格的专业人士审核。它们不会提供投资建议、执行交易、承担风险、记账或批准入职流程；所有输出内容均需经由人工确认。您有责任核实输出结果，并确保符合适用于贵公司的法律法规。
What’s in the repo:
- Agents — named, end-to-end workflow agents (Pitch Agent, Market Researcher, GL Reconciler, …). Each ships as a Cowork plugin and as a Claude Managed Agent template you deploy via
/v1/agents. - Vertical plugins — the underlying skills, slash commands, and data connectors, bundled by FSI vertical. Install these on their own if you just want
/comps,/dcf,/earningsand the connectors without a full agent.
仓库内容：
- 代理 (Agents) — 具名的端到端工作流代理（如 Pitch Agent、市场研究员、总账对账员等）。每个代理既可作为 Cowork 插件使用，也可作为通过
/v1/agents部署的 Claude Managed Agent 模板使用。 - 垂直领域插件 (Vertical plugins) — 按金融服务垂直领域打包的基础技能、斜杠命令和数据连接器。如果您只需要
/comps、/dcf、/earnings等命令及连接器，而不需要完整的代理，可以单独安装这些插件。
Agents
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.
代理
每个代理均以其执行的工作流命名。它们是起点：安装符合您工作需求的代理，然后根据贵公司的流程调整提示词、技能和连接器。每个代理插件都是自包含的——它捆绑了所需的全部技能，因此只需安装代理即可。
| 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 |
| 功能 | 代理 | 作用 |
|---|---|---|
| 覆盖与咨询 | Pitch Agent | 可比公司、先例、LBO → 品牌化推介演示文稿，端到端完成 |
| Meeting Prep Agent | 每次客户会议前的简报包 | |
| 研究与建模 | Market Researcher | 行业或主题 → 行业概览、竞争格局、同业比较、创意清单 |
| Earnings Reviewer | 财报电话会议 + 申报文件 → 模型更新 → 笔记草稿 | |
| Model Builder | DCF、LBO、三张表、可比公司分析 — 在 Excel 中实时运行 | |
| 基金管理与财务运营 | Valuation Reviewer | 摄入 GP 包，运行估值模板，准备 LP 报告 |
| GL Reconciler | 发现差异，追踪根本原因，提交审核 | |
| Month-End Closer | 应计项目、结转、差异分析评论 | |
| Statement Auditor | 在分发前审计 LP 报表 | |
| 运营与入职 | KYC Screener | 解析入职文档，运行规则引擎，标记缺失项 |
Getting Started
Cowork In Cowork, open Settings → Plugins → Add plugin and either:
- Paste this repo URL —
https://github.com/anthropics/claude-for-financial-services— then pick the agents and verticals you want from the marketplace list, or - Upload a zip — zip any directory under
plugins/(e.g.plugins/agent-plugins/pitch-agent/) and drop it in.
入门指南
Cowork 在 Cowork 中，打开“设置 (Settings)” → “插件 (Plugins)” → “添加插件 (Add plugin)”，然后选择以下任一方式：
- 粘贴此仓库 URL —
https://github.com/anthropics/claude-for-financial-services— 然后从市场列表中选择您需要的代理和垂直领域插件；或 - 上传 zip 文件 — 将
plugins/下的任何目录（例如plugins/agent-plugins/pitch-agent/）压缩并拖入即可。
Claude Code
# Add the marketplace claude plugin
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
# Vertical skill bundles
claude plugin install investment-banking@claude-for-financial-services
claude plugin install equity-research@claude-for-financial-servicesOnce installed, agents appear in Cowork dispatch, skills fire automatically when relevant, and slash commands are available in your session (/comps, /dcf, /earnings, /ic-memo, …).
安装完成后，代理将出现在 Cowork 调度中，技能会在相关时自动触发，且斜杠命令（如 /comps、/dcf、/earnings、/ic-memo 等）可在您的会话中使用。