claude-agent-sdk-demos
IMPORTANT: These are demo applications by Anthropic. They are intended for local development only and should NOT be deployed to production or used at scale.
6 skills1 agent5 commands+2+1+1+12.8k
@anthropics-2Finance
Plugin
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.
Plugin Signal94/100Strong
maintained98
capable100
documented75
adopted98
Claude Code
> /plugin marketplace add anthropics/financial-services
Codex
$ npx skills add anthropics/financial-services --skill verify audit-xls earnings-analysis earnings-preview model-update morning-note xlsx-author break-trace gl-recon kyc-doc-parse kyc-rules competitive-analysis comps-analysis idea-generation pptx-author sector-overview client-report client-review investment-proposal 3-statement-model dcf-model lbo-model accrual-schedule roll-forward variance-commentary deck-refresh ib-check-deck pitch-deck nav-tieout ic-memo portfolio-monitoring returns-analysis bond-futures-basis bond-relative-value equity-research fixed-income-portfolio fx-carry-trade macro-rates-monitor option-vol-analysis swap-curve-strategy earnings-preview-beta funding-digest tear-sheet catalyst-calendar initiating-coverage thesis-tracker clean-data-xls ppt-template-creator skill-creator buyer-list cim-builder datapack-builder deal-tracker merger-model process-letter strip-profile teaser ai-readiness dd-checklist dd-meeting-prep deal-screening deal-sourcing unit-economics value-creation-plan -a codex
Cursor
$ npx skills add anthropics/financial-services --skill verify audit-xls earnings-analysis earnings-preview model-update morning-note xlsx-author break-trace gl-recon kyc-doc-parse kyc-rules competitive-analysis comps-analysis idea-generation pptx-author sector-overview client-report client-review investment-proposal 3-statement-model dcf-model lbo-model accrual-schedule roll-forward variance-commentary deck-refresh ib-check-deck pitch-deck nav-tieout ic-memo portfolio-monitoring returns-analysis bond-futures-basis bond-relative-value equity-research fixed-income-portfolio fx-carry-trade macro-rates-monitor option-vol-analysis swap-curve-strategy earnings-preview-beta funding-digest tear-sheet catalyst-calendar initiating-coverage thesis-tracker clean-data-xls ppt-template-creator skill-creator buyer-list cim-builder datapack-builder deal-tracker merger-model process-letter strip-profile teaser ai-readiness dd-checklist dd-meeting-prep deal-screening deal-sourcing unit-economics value-creation-plan -a cursor
Gemini CLI
$ npx skills add anthropics/financial-services --skill verify audit-xls earnings-analysis earnings-preview model-update morning-note xlsx-author break-trace gl-recon kyc-doc-parse kyc-rules competitive-analysis comps-analysis idea-generation pptx-author sector-overview client-report client-review investment-proposal 3-statement-model dcf-model lbo-model accrual-schedule roll-forward variance-commentary deck-refresh ib-check-deck pitch-deck nav-tieout ic-memo portfolio-monitoring returns-analysis bond-futures-basis bond-relative-value equity-research fixed-income-portfolio fx-carry-trade macro-rates-monitor option-vol-analysis swap-curve-strategy earnings-preview-beta funding-digest tear-sheet catalyst-calendar initiating-coverage thesis-tracker clean-data-xls ppt-template-creator skill-creator buyer-list cim-builder datapack-builder deal-tracker merger-model process-letter strip-profile teaser ai-readiness dd-checklist dd-meeting-prep deal-screening deal-sourcing unit-economics value-creation-plan -a gemini-cli
GitHub Copilot
$ npx skills add anthropics/financial-services --skill verify audit-xls earnings-analysis earnings-preview model-update morning-note xlsx-author break-trace gl-recon kyc-doc-parse kyc-rules competitive-analysis comps-analysis idea-generation pptx-author sector-overview client-report client-review investment-proposal 3-statement-model dcf-model lbo-model accrual-schedule roll-forward variance-commentary deck-refresh ib-check-deck pitch-deck nav-tieout ic-memo portfolio-monitoring returns-analysis bond-futures-basis bond-relative-value equity-research fixed-income-portfolio fx-carry-trade macro-rates-monitor option-vol-analysis swap-curve-strategy earnings-preview-beta funding-digest tear-sheet catalyst-calendar initiating-coverage thesis-tracker clean-data-xls ppt-template-creator skill-creator buyer-list cim-builder datapack-builder deal-tracker merger-model process-letter strip-profile teaser ai-readiness dd-checklist dd-meeting-prep deal-screening deal-sourcing unit-economics value-creation-plan -a github-copilot
OpenCode
$ npx skills add anthropics/financial-services --skill verify audit-xls earnings-analysis earnings-preview model-update morning-note xlsx-author break-trace gl-recon kyc-doc-parse kyc-rules competitive-analysis comps-analysis idea-generation pptx-author sector-overview client-report client-review investment-proposal 3-statement-model dcf-model lbo-model accrual-schedule roll-forward variance-commentary deck-refresh ib-check-deck pitch-deck nav-tieout ic-memo portfolio-monitoring returns-analysis bond-futures-basis bond-relative-value equity-research fixed-income-portfolio fx-carry-trade macro-rates-monitor option-vol-analysis swap-curve-strategy earnings-preview-beta funding-digest tear-sheet catalyst-calendar initiating-coverage thesis-tracker clean-data-xls ppt-template-creator skill-creator buyer-list cim-builder datapack-builder deal-tracker merger-model process-letter strip-profile teaser ai-readiness dd-checklist dd-meeting-prep deal-screening deal-sourcing unit-economics value-creation-plan -a opencode
Windsurf
$ npx skills add anthropics/financial-services --skill verify audit-xls earnings-analysis earnings-preview model-update morning-note xlsx-author break-trace gl-recon kyc-doc-parse kyc-rules competitive-analysis comps-analysis idea-generation pptx-author sector-overview client-report client-review investment-proposal 3-statement-model dcf-model lbo-model accrual-schedule roll-forward variance-commentary deck-refresh ib-check-deck pitch-deck nav-tieout ic-memo portfolio-monitoring returns-analysis bond-futures-basis bond-relative-value equity-research fixed-income-portfolio fx-carry-trade macro-rates-monitor option-vol-analysis swap-curve-strategy earnings-preview-beta funding-digest tear-sheet catalyst-calendar initiating-coverage thesis-tracker clean-data-xls ppt-template-creator skill-creator buyer-list cim-builder datapack-builder deal-tracker merger-model process-letter strip-profile teaser ai-readiness dd-checklist dd-meeting-prep deal-screening deal-sourcing unit-economics value-creation-plan -a windsurf
In this plugin
- skills
- verify
- audit-xls
- earnings-analysis
- earnings-preview
- model-update
- morning-note
- xlsx-author
- break-trace
- gl-recon
- kyc-doc-parse
- kyc-rules
- competitive-analysis
- comps-analysis
- idea-generation
- pptx-author
- sector-overview
- client-report
- client-review
- investment-proposal
- 3-statement-model
- dcf-model
- lbo-model
- accrual-schedule
- roll-forward
- variance-commentary
- deck-refresh
- ib-check-deck
- pitch-deck
- nav-tieout
- ic-memo
- portfolio-monitoring
- returns-analysis
- bond-futures-basis
- bond-relative-value
- equity-research
- fixed-income-portfolio
- fx-carry-trade
- macro-rates-monitor
- option-vol-analysis
- swap-curve-strategy
- earnings-preview-beta
- funding-digest
- tear-sheet
- catalyst-calendar
- initiating-coverage
- thesis-tracker
- clean-data-xls
- ppt-template-creator
- skill-creator
- buyer-list
- cim-builder
- datapack-builder
- deal-tracker
- merger-model
- process-letter
- strip-profile
- teaser
- ai-readiness
- dd-checklist
- dd-meeting-prep
- deal-screening
- deal-sourcing
- unit-economics
- value-creation-plan
- commands
- access-policies
- bootstrap
- consent
- debug
- entra-app
- export-data
- manifest
- setup
- update-user-attrs
- analyze-bond-basis
- analyze-bond-rv
- analyze-fx-carry
- analyze-option-vol
- analyze-swap-curve
- macro-rates
- research-equity
- review-fi-portfolio
- catalysts
- earnings-preview
- earnings
- initiate
- model-update
- morning-note
- screen
- sector
- thesis
- 3-statement-model
- competitive-analysis
- comps
- dcf
- debug-model
- lbo
- ppt-template
- buyer-list
- cim
- deal-tracker
- merger-model
- one-pager
- process-letter
- teaser
- ai-readiness
- dd-checklist
- dd-prep
- ic-memo
- portfolio
- returns
- screen-deal
- source
- unit-economics
- value-creation
- MCP
- agents
What's inside
64 Skills
/verifyVerify changes to the claude-for-msft-365-install admin scripts and commands by driving them against an isolated fake $HOME./audit-xlsAudit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my/earnings-analysisCreate professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3
- /earnings-preview
- /model-update
- /morning-note
- /xlsx-author
- /break-trace
- /gl-recon
- /kyc-doc-parse
- /kyc-rules
- /competitive-analysis
- /comps-analysis
- /idea-generation
- /pptx-author
- /sector-overview
- /client-report
- /client-review
- /investment-proposal
- /3-statement-model
- /dcf-model
- /lbo-model
- /accrual-schedule
- /roll-forward
- /variance-commentary
- /deck-refresh
- /ib-check-deck
- /pitch-deck
- /nav-tieout
- /ic-memo
- /portfolio-monitoring
- /returns-analysis
- /bond-futures-basis
- /bond-relative-value
- /equity-research
- /fixed-income-portfolio
- /fx-carry-trade
- /macro-rates-monitor
- /option-vol-analysis
- /swap-curve-strategy
- /earnings-preview-beta
- /funding-digest
- /tear-sheet
- /catalyst-calendar
- /initiating-coverage
- /thesis-tracker
- /clean-data-xls
- /ppt-template-creator
- /skill-creator
- /buyer-list
- /cim-builder
- /datapack-builder
- /deal-tracker
- /merger-model
- /process-letter
- /strip-profile
- /teaser
- /ai-readiness
- /dd-checklist
- /dd-meeting-prep
- /deal-screening
- /deal-sourcing
- /unit-economics
- /value-creation-plan
50 Commands
/access-policiesBuild the access_policies value — the granular, IAM-shaped way to allow or deny add-in features/bootstrapBuild the bootstrap endpoint — per-user MCP servers, skills, dynamic config/consentAzure admin consent URLs — one-time tenant approval for Entra SSO and Outlook Graph access
- /debug
- /entra-app
- /export-data
- /manifest
- /setup
- /update-user-attrs
- /analyze-bond-basis
- /analyze-bond-rv
- /analyze-fx-carry
- /analyze-option-vol
- /analyze-swap-curve
- /macro-rates
- /research-equity
- /review-fi-portfolio
- /catalysts
- /earnings-preview
- /earnings
- /initiate
- /model-update
- /morning-note
- /screen
- /sector
- /thesis
- /3-statement-model
- /competitive-analysis
- /comps
- /dcf
- /debug-model
- /lbo
- /ppt-template
- /buyer-list
- /cim
- /deal-tracker
- /merger-model
- /one-pager
- /process-letter
- /teaser
- /ai-readiness
- /dd-checklist
- /dd-prep
- /ic-memo
- /portfolio
- /returns
- /screen-deal
- /source
- /unit-economics
- /value-creation
10 Agents
earnings-reviewerProcesses an earnings event end to end — reads the call transcript and filings, updates the coverage model, and drafts the post-earnings note. Use when a covered name reports; for a single name interactively, or fanned out across a coverage list as a managed agent.gl-reconcilerReconciles general ledger to subledger across asset classes for a trade date — finds breaks, traces root cause, and routes the exception report for sign-off. Use for daily or month-end recon runs; not for journal-entry posting (use month-end-closer for that).kyc-screenerParses an onboarding document packet, runs the firm's KYC/AML rules engine, screens against sanctions and PEP lists, and flags gaps for escalation. Use for new-client onboarding or periodic refresh — not for transaction monitoring.
README
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.
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.
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.
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.
| 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 |
For Managed Agent deployment — agent.yaml, leaf-worker subagents, steering-event examples, and per-agent security notes — see managed-agent-cookbooks/.
Repository Layout
plugins/
agent-plugins/ # Named agents — one self-contained plugin each
vertical-plugins/ # Skill + command bundles by FSI vertical, plus MCP connectors
partner-built/ # Partner-authored plugins (LSEG, S&P Global)
managed-agent-cookbooks/ # Claude Managed Agent cookbooks — one dir per agent
claude-for-msft-365-install/ # Admin tooling to provision the Claude Microsoft 365 add-in
scripts/ # deploy-managed-agent.sh · check.py · validate.py · orchestrate.py · sync-agent-skills.py
Getting Started
Cowork
In Cowork, open Settings → Plugins → Add plugin and either:
- Paste this repo URL —
https://github.com/anthropics/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.
Claude Code
# Add the marketplace
claude plugin marketplace add anthropics/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-services
Once installed, agents appear in Cowork dispatch, skills fire automatically when relevant, and slash commands are available in your session (/comps, /dcf, /earnings, /ic-memo, …).
Claude Managed Agents
export ANTHROPIC_API_KEY=sk-ant-...
scripts/deploy-managed-agent.sh gl-reconciler
Each template under managed-agent-cookbooks/ references the same system prompt and skills as its plugin counterpart. The deploy script resolves file references, uploads skills, creates leaf-worker subagents, and POSTs the orchestrator to /v1/agents. See scripts/orchestrate.py for a reference event loop that routes handoff_request events between agents via your own orchestration layer.
Research Preview: subagent delegation (
callable_agents) is a preview capability. See per-agent READMEs for security and handoff guidance.
How It Fits Together
| 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>/ |
Everything is file-based — markdown and JSON, no build step.
Vertical Plugins
Start with financial-analysis — it carries the shared modeling skills and all data connectors. Add verticals for the workflows you need.
| 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. |
MCP Integrations
All connectors are centralized in the financial-analysis core plugin and shared across the rest.
| 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 |
MCP access may require a subscription or API key from the provider.
Claude for Microsoft 365 — Install Tooling
If your firm runs Claude inside Excel, PowerPoint, Word, and Outlook via the Microsoft 365 add-in, claude-for-msft-365-install/ is the admin tooling to provision it against your own cloud — Vertex AI, Bedrock, or an internal LLM gateway — instead of Anthropic's API.
It's a Claude Code plugin (not a Cowork plugin) that walks an IT admin through generating the customized add-in manifest, granting Azure admin consent, and writing per-user routing config via Microsoft Graph. Install with:
claude plugin install claude-for-msft-365-install@claude-for-financial-services
/claude-for-msft-365-install:setup
This is separate from the agents and vertical plugins above — it's the on-ramp that gets the add-in deployed in a tenant, after which the agents and skills here are what runs inside it.
Making It Yours
These are reference templates — they get better when you tune them to how your firm works.
- Swap connectors — point
.mcp.jsonat your data providers and internal systems. - Add firm context — drop your terminology, processes, and formatting standards into skill files.
- Bring your templates —
/ppt-templateteaches Claude your branded PowerPoint layouts. - Adjust agent scope — edit
agents/<slug>.mdto match how your team actually runs the workflow. - Add your own — copy the structure for workflows we haven't covered.
Skill & Command Reference
financial-analysis — core modeling, Excel, deck QC
| 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 |
Stars on GitHub
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- 41.2k
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@anthropics-2Questions about financial-services.
Install it with the command on its page. It includes verify, audit-xls, earnings-analysis. Its skills do not fire on their own yet. Free and open source.
- What is financial-services?
- anthropics/financial-services is a plugin of reference agents, skills, commands and MCP servers for investment banking, equity research, private equity and wealth management workflows. It suits finance teams building or auditing financial models and preparing earnings previews, earnings updates and model updates.
- How do I install financial-services?
- Run these in Claude Code: /plugin marketplace add anthropics/financial-services. Then prompt normally.
- Does financial-services auto-invoke its skills?
- Not yet. It is indexed on Flowy as a plain plugin.
- Is financial-services free?
- Yes. Flowy is free and open source, with nothing gated. You can read every skill in full before you install.
- Which coding agents can use financial-services's skills?
- financial-services installs in Claude Code, and its skills also install in Codex, Cursor, Gemini CLI, GitHub Copilot, OpenCode and Windsurf with the skills CLI. Each skill's page has the install command. Flowy's auto-invocation, which fires a skill when your prompt matches, runs in Claude Code only.
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