anthropics/financial-services
OfficialReference agents, skills, and data connectors for FSI workflows (investment banking, equity research, PE, wealth management). Claude Cowork plugins + Claude Managed Agents.
anthropics/financial-services is Anthropic's official reference repo for Claude for Financial Services. Ten named workflow agents (Pitch Agent, Market Researcher, GL Reconciler, KYC Screener, and more) plus vertical plugins for investment banking, private equity, and wealth management.
Our Review
anthropics/financial-services is Anthropic's official reference repo for "Claude for Financial Services" -- 25,100 stars and 3,400 forks as of May 2026. Released February 2026 by Anthropic under Apache 2.0, it ships ten named workflow agents (Pitch Agent, Market Researcher, GL Reconciler, KYC Screener, and more) plus vertical-bundled skills and data connectors for investment banking, equity research, private equity, and wealth management.
What anthropics/financial-services delivers:
- •Ten named workflow agents Pitch Agent (comps + precedents + LBO + branded deck), Meeting Prep Agent, Market Researcher, Earnings Reviewer, Model Builder (DCF/LBO/3-statement in Excel), Valuation Reviewer, GL Reconciler, Month-End Closer, Statement Auditor, KYC Screener.
- •Two deployment modes install as Claude Cowork plugin OR deploy via Claude Managed Agents API (same system prompt, same skills, your choice).
- •Vertical plugin bundles standalone skills + slash commands + MCP data connectors organized by FSI vertical (investment banking, PE, wealth management).
- •Managed agent cookbooks per-agent agent.yaml, leaf-worker subagents, steering-event examples for production deployment.
- •Partner-built plugins LSEG and S&P Global data connectors included from launch.
- •Microsoft 365 admin tooling claude-for-msft-365-install provisions the Claude M365 add-in for org-wide deployment.
- •Explicit human-in-the-loop posture all outputs staged for review by qualified professionals; nothing executes transactions or makes investment recommendations autonomously.
anthropics/financial-services ecosystem:
- •Claude Cowork Anthropic's plugin marketplace where these agents install one-click.
- •Claude Managed Agents API /v1/agents endpoint for headless production deployment.
- •Microsoft 365 companion installer for Office Excel + Word integration.
- •Partner connectors LSEG (Refinitiv) and S&P Global data feeds wired into the skills.
Getting started:
For Cowork users: open Settings -> Plugins -> Add plugin, paste the repo URL https://github.com/anthropics/financial-services, and pick which agents and verticals to install. For Claude Code users: add the repo as a plugin marketplace and install per-plugin. For headless production deployment, follow the managed-agent-cookbooks directory which provides one cookbook per agent.
Limitations:
This is reference material -- nothing in the repo constitutes investment, legal, tax, or accounting advice. Every output requires human sign-off before action. Some agents (Model Builder, Earnings Reviewer) work best with paid data connectors like LSEG or S&P Global. Project is young (released February 2026), so expect iteration on prompts and skills as Anthropic gathers field feedback. Apache 2.0 license permits fork and modification but you assume full responsibility for outputs in production.
Our Verdict
anthropics/financial-services in 2026 is Anthropic's official reference architecture for putting Claude into FSI workflows. 25,100 stars in three months, 3,400 forks, Apache 2.0, and the only Anthropic-maintained repo that ships production-grade workflow agents (ten of them) for investment banking, equity research, private equity, and wealth management.
For Vibe Builders inside FSI firms, this repo is the fastest path to a working AI workflow without commissioning custom prompt engineering. Install the Pitch Agent or Meeting Prep Agent in Cowork, point it at your data, tune the prompts. The vertical plugins (investment banking, PE, etc.) work as standalone skill bundles if you do not want a full agent.
For Developers and engineering teams building internal AI tools at banks or asset managers, the managed-agent-cookbooks provide a production blueprint. The Claude Managed Agents API deployment path means you can run these behind your own workflow engine with audit logs, role-based access, and your own compliance gates.
Skip this repo if you are not in FSI -- the prompts and skills are vertical-specific and most of the value depends on FSI data connectors. Skip if you need an autonomous trading or investment system -- this is deliberately a human-in-the-loop reference, staging outputs for sign-off rather than acting on them. For broader Anthropic skill bundles, see anthropics/skills or anthropics/knowledge-work-plugins.
Frequently Asked Questions
What is anthropics/financial-services?
anthropics/financial-services is Anthropic's official reference repo for Claude for Financial Services. Released February 2026 under Apache 2.0, it ships ten named workflow agents (Pitch Agent, Market Researcher, GL Reconciler, KYC Screener, and more) plus vertical plugins for investment banking, equity research, private equity, and wealth management. As of May 2026 it has 25,100 GitHub stars.
Which financial workflows does it cover?
The repo covers four main FSI verticals: investment banking (Pitch Agent, Meeting Prep, Market Researcher, Model Builder), equity research (Earnings Reviewer), private equity (Valuation Reviewer, GL Reconciler, Month-End Closer, Statement Auditor), and operations (KYC Screener). Each agent is self-contained and bundles the skills, slash commands, and data connectors it needs.
How do I deploy these agents?
You have two deployment modes from the same source. Install as a Claude Cowork plugin (Settings -> Plugins -> Add plugin, paste the repo URL) for interactive analyst use. Or deploy via the Claude Managed Agents API behind your own workflow engine for headless production use. The managed-agent-cookbooks directory provides one cookbook per agent.
Are these agents safe for regulated firms?
The agents are designed as analyst-augmentation tools. The repo explicitly states that nothing constitutes investment, legal, tax, or accounting advice. Every output is staged for human sign-off; the agents do not make investment recommendations, execute transactions, or approve onboarding. Regulatory compliance remains the firm's responsibility, but the architecture is human-in-the-loop by design.
Does it work with LSEG and S&P Global data?
Yes. Partner-built plugins from LSEG (Refinitiv) and S&P Global ship in the partner-built directory, providing pre-wired data connectors for the agents. You will need an active LSEG or S&P Global subscription to use them. Other data sources (Bloomberg, FactSet) can be added via custom MCP connectors but are not bundled in the repo.
What is financial-services?
anthropics/financial-services is Anthropic's official reference repo for Claude for Financial Services. Ten named workflow agents (Pitch Agent, Market Researcher, GL Reconciler, KYC Screener, and more) plus vertical plugins for investment banking, private equity, and wealth management.
What license does financial-services use?
financial-services uses the Apache-2.0 license.
What are alternatives to financial-services?
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