anthropics/financial-services-plugins
OfficialOfficial Anthropic plugins for financial services use cases — investment banking research, equity analysis, private equity workflows, and wealth management automation.
Claude for Financial Services Plugins is an official Anthropic GitHub repository offering five plugins that specialize Claude AI for financial services, covering investment banking, equity research, private equity, wealth management, and core financial analysis.
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Our Review
Claude for Financial Services Plugins is Anthropic's official plugin suite turning Claude into a financial services specialist -- 7,331 GitHub stars and 907 forks as of 2026. Built in Python under Apache-2.0 license. Last push April 5, 2026. Deploys to Claude Cowork primary, Claude Code compatible.
What it does:
- •Investment banking plugin Builds CIMs, teasers, process letters, buyer lists, merger models for deal execution.
- •Equity research plugin Creates earnings updates, IC coverage reports, morning notes, stock screens from real data.
- •Private equity plugin Runs deal sourcing, DD checklists, IC memos, portfolio KPI monitoring.
- •Wealth management plugin Preps client meetings, financial plans, portfolio rebalancing, client reports.
- •Financial analysis core Installs first for DCF, LBO models, comps analysis in functional Excel files.
- •41 skills and 38 commands Covers end-to-end finance tasks with slash commands for team consistency.
- •Excel and PowerPoint output Exports workbooks with live formulas, sensitivity tables, pro formatting.
Ecosystem:
- •11 MCP integrations Connects to Daloopa, Morningstar, S&P Global, FactSet, Bloomberg partners for verified data.
- •Claude Cowork Primary host sets goals, Claude delivers finished pro work.
- •Claude Code Compatible for code-assisted finance modeling.
- •Customizable Adapt to firm templates, models, processes for tailored outputs.
Getting started:
Clone repo, deploy plugins to Claude Cowork via dashboard. Install financial analysis core first. Connect MCP data sources with API keys. Test with /ib-cim [deal details] slash command. Full setup in README.
Limitations:
Requires Claude Cowork or Enterprise access -- not for free Claude tier. No formal releases -- deploy directly from main branch. Needs API keys for MCP integrations like FactSet or Bloomberg.
Cons
- Requires Claude Cowork or Enterprise access -- not for free Claude tier.
- No formal releases -- deploy directly from main branch.
- Needs API keys for MCP integrations like FactSet or Bloomberg.
- Finance-specific -- lacks general AI capabilities.
Our Verdict
Developers building fintech tools pick this repo. You deploy official plugins fast for finance teams. Customize skills and connectors to fit enterprise needs. Stars hit 7,331 for proven demand.
Basic users in IB, equity research, PE, wealth management gain pro outputs. Run commands for models and reports without coding. Integrations pull real data, cut manual work.
Skip if you do non-finance work. Vibe builders pass -- too specialized for general apps.
Frequently Asked Questions
What is the Claude Financial Services Plugins repo?
Claude for Financial Services Plugins provides five official plugins from Anthropic that specialize Claude for investment banking, equity research, private equity, and wealth management. It includes 41 skills and 38 commands for pro workflows. Deploy to Claude Cowork for end-to-end tasks like DCF modeling in Excel.
Is this free and open source?
Yes, the repo uses Apache-2.0 license. Clone and deploy free. Customize without restrictions, though Claude Cowork access may need enterprise plan.
Claude financial plugins vs Bloomberg Copilot -- which for investment banking?
Claude plugins offer open-source customization with Excel outputs and MCP integrations. Bloomberg Copilot locks to proprietary data. Choose Claude plugins when you need firm-specific models and data flexibility, choose Bloomberg when tied to their terminal.
Which financial data providers integrate with these plugins?
Plugins connect via 11 MCP integrations to Daloopa, Morningstar, S&P Global, FactSet, and Bloomberg partners. Pull verified data for analysis. Setup requires API keys from providers.
How do I install Claude Financial Services Plugins?
Clone the repo from GitHub. In 2026, deploy via Claude Cowork dashboard -- install financial analysis core first. Add MCP keys for data. Test commands like earnings reports. Anthropic maintains for enterprise reliability.
What is financial-services-plugins?
Claude for Financial Services Plugins is an official Anthropic GitHub repository offering five plugins that specialize Claude AI for financial services, covering investment banking, equity research, private equity, wealth management, and core financial analysis.
What license does financial-services-plugins use?
financial-services-plugins uses the Apache-2.0 license.
What are alternatives to financial-services-plugins?
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Great for: Pro Vibe Builders
Skip if: You need something more beginner-friendly or guided
Open source & community-verified
Apache-2.0 licensed — free to use in any project, no strings attached. 7,661 developers have starred this, meaning the community has reviewed and trusted it.
Reviewed by My AI Guide for relevance, quality, and active maintenance before listing.
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