Does financial-services auto-invoke its skills?

Not yet. It is indexed on Flowy as a plain plugin. Request auto-invocation on its page and Flowy will route its skills for you as you prompt.

Is financial-services free?

Yes. Flowy is free and open source, with nothing gated. You can read every skill in full before you install.

Automation

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.

FLOW.md

anthropics@anthropics-2

GitHub

Plugin Signal93/100Strong

maintained97

capable100

documented75

adopted96

Install on Claude Code

> /plugin marketplace add anthropics/financial-services

Stats

Python HTML Bash Azure GitHub

+3 tags

Markdown Anthropic MCP

34,158

Stars

5,084

Forks

Active

Maintenance

Python

Language

Apache-2.0

License

5d ago

Last commit

5mo ago

Created

Repo: anthropics/financial-services

In this plugin

67 skills 56 commands 10 agents 2 MCP

See everything inside

What's inside

Skills

118

/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-previewBuild pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what /model-updateUpdate financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on /morning-noteDraft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade

Show all 118 skills

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.market-researcherProduces sector or thematic market research — industry overview, competitive landscape, trading-comps spread of the peer set, and a thematic ideas shortlist — packaged as a research note with optional slides. Use when an analyst or PM asks for a primer on a sector or theme; not meeting-prep-agentBuilds a briefing pack before a client or prospect meeting — relationship history from CRM, holdings and recent activity, market context, and a suggested agenda. Use ahead of any client meeting; pairs with a calendar event.model-builderBuilds DCF, LBO, three-statement, and trading-comps models live in Excel from a ticker and assumption set. Use when you need a clean model from scratch — not for updating an existing coverage model (use earnings-reviewer for that).

Show all 10 agents

month-end-closerRuns the month-end close for an entity — accruals, roll-forwards, and variance commentary — and stages the close package for controller sign-off. Use for period-end close; not for daily reconciliation (use gl-reconciler for that).pitch-agentEnd-to-end investment banking pitch agent. Given a target company and a strategic situation (e.g., "exploring strategic alternatives"), autonomously pulls comps and precedents from market data, builds a DCF and football-field valuation in Excel, and generates a branded pitch statement-auditorAudits a batch of pre-generated LP capital-account statements against the fund NAV pack before distribution — ties out balances, allocations, and fees, and flags discrepancies. Use as the final check before statements go out.valuation-reviewerIngests GP valuation packages for a fund, runs them through the valuation template, and stages LP reporting. Use for quarter-end portfolio valuation review — not for deal-time underwriting (use model-builder for that).

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 /debugDiagnose deployment issues (stale config, connect failures, missing add-in)/entra-appSeveral manifest configurations require an Entra (Azure AD) app registration in **your** tenant rather than Anthropic's default multi-tenant app — because the token's `aud` must match a resource you control, or because your tenant is in a sovereign cloud where Anthropic's app /export-dataExport a copy of a user's add-in chat history, skills, MCP registrations, and settings before a machine is rebuilt

Show all 56 commands

/manifestGenerate the add-in manifest XML with your cloud config baked in /setupSetup wizard — provision Vertex/Bedrock/Foundry/gateway, admin consent, generate manifest(s)/update-user-attrsSet per-user config (tokens, region overrides) via Azure AD extension attributes /analyze-bond-basisAnalyze the bond futures basis with CTD identification, implied repo rate, and basis trade assessment /analyze-bond-rvAnalyze a bond's relative value vs yield curves and credit spreads with scenario stress testing /analyze-fx-carryEvaluate FX carry trade opportunities with spot, forwards, vol surface, and historical context /analyze-option-volAnalyze option volatility with vol surface, Greeks, and implied vs realized vol comparison /analyze-swap-curveAnalyze the swap curve with government and inflation overlays to identify curve trade opportunities /macro-ratesBuild a macro and rates dashboard with economic indicators, yield curves, inflation, and swap spreads /research-equityGenerate a comprehensive equity research snapshot with consensus estimates, fundamentals, and price performance /review-fi-portfolioReview a fixed income portfolio with pricing, reference data, cashflows, and scenario analysis /catalystsView or update the catalyst calendar /earnings-previewBuild a pre-earnings preview with scenarios /earningsAnalyze quarterly earnings and create an earnings update report /initiateCreate an initiating coverage report /model-updateUpdate a financial model with new data /morning-noteDraft a morning meeting note /screenRun a stock screen or generate investment ideas /sectorCreate a sector overview report /thesisCreate or update an investment thesis /3-statement-modelFill out a 3-statement financial model template /competitive-analysisCreate a competitive landscape analysis /compsBuild a comparable company analysis with trading multiples /dcfBuild a DCF valuation model with comps-informed terminal multiples /debug-modelDebug and audit a financial model for errors /lboBuild an LBO model for a PE acquisition /ppt-templateCreate a reusable PPT template skill from a PowerPoint template file /buyer-listBuild a buyer universe for a sell-side process /cimDraft a Confidential Information Memorandum /deal-trackerTrack and review live deal pipeline /merger-modelBuild an accretion/dilution merger model /one-pagerCreate a one-page company strip profile using branded PPT template /process-letterDraft a process letter or bid instructions /teaserDraft an anonymous one-page teaser /ai-readinessScan the portfolio for the highest-leverage AI opportunities /dd-checklistGenerate a due diligence checklist /dd-prepPrep for a diligence meeting or expert call /ic-memoDraft an investment committee memo /portfolioReview portfolio company performance /returnsBuild IRR/MOIC sensitivity tables /screen-dealScreen an inbound deal (CIM or teaser)/sourceSource deals — discover companies and draft founder outreach /unit-economicsAnalyze unit economics (ARR cohorts, LTV/CAC, retention)/value-creationBuild a post-acquisition value creation plan /client-reportGenerate a client performance report /client-reviewPrep for a client review meeting /financial-planBuild or update a financial plan /proposalCreate an investment proposal for a prospect /rebalanceAnalyze drift and generate rebalancing trades /tlhIdentify tax-loss harvesting opportunities

MCP

lseghttp spglobalhttp

README

Read on GitHub

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, /earnings and 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.
wealth-management	Client reviews, financial plans, rebalancing, reporting, TLH.
fund-admin	GL recon, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out.
operations	KYC document parsing and rules-grid evaluation.
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.json at your data providers and internal systems.
Add firm context — drop your terminology, processes, and formatting standards into skill files.
Bring your templates — /ppt-template teaches Claude your branded PowerPoint layouts.
Adjust agent scope — edit agents/<slug>.md to match how your team actually runs the workflow.
Add your own — copy the structure for workflows we haven't covered.

Skill & Command Reference

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

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

Skill	Command	Description
client-review	`/client-review`	Prep for client meetings with performance and talking points
financial-plan	`/financial-plan`	Retirement, education, estate, and cash-flow projections
portfolio-rebalance	`/rebalance`	Allocation drift analysis and tax-aware rebalancing
client-report	`/client-report`	Client-facing performance reports
investment-proposal	`/proposal`	Proposals for prospective clients
tax-loss-harvesting	`/tlh`	Identify TLH opportunities and manage wash sales

Contributing

Everything here is markdown and YAML. Fork, edit, PR. For new content:

New skill → add it under plugins/vertical-plugins/<vertical>/skills/, then run python3 scripts/sync-agent-skills.py to propagate to any agent that bundles it.
New agent → plugins/agent-plugins/<slug>/ (with agents/<slug>.md + skills/) and a matching managed-agent-cookbooks/<slug>/.
Run python3 scripts/check.py before pushing — it lints every manifest, verifies all cross-file references resolve, and fails if any bundled skill has drifted from its vertical source.

License

Apache License 2.0

File tree

377

anthropics/financial-servicesView on GitHub

.claude-plugin/
  marketplace.json
.githooks/
  pre-commit
.github/
  workflows/
    plugin-validate.yml
    secret-scan.yml
    version-bump.yml
.gitignore
claude-for-msft-365-install/
  .claude/
  .claude-plugin/
    plugin.json
    skills/
      verify/
        SKILL.md
  commands/
    access-policies.md
    bootstrap.md
    consent.md
    debug.md
    entra-app.md
    export-data.md
    manifest.md
    setup.md
    update-user-attrs.md
  examples/
    python-bootstrap/
      app.py
      config.py
      get_tenant_id.py
      mint_dev_token.py
      README.md
      requirements.txt
  README.md
  scripts/
    build-manifest.mjs
    clear-addin-cache.ps1
    clear-addin-cache.sh
    export-addin-data.ps1
    export-addin-data.sh
    sideload-addin.ps1
    sideload-addin.sh
CLAUDE.md
LICENSE
managed-agent-cookbooks/
  earnings-reviewer/
    agent.yaml
    README.md
    steering-examples.json
    subagents/
      model-updater.yaml
      note-writer.yaml
      transcript-reader.yaml
  gl-reconciler/
    agent.yaml
    README.md
    steering-examples.json
    subagents/
      critic.yaml
      reader.yaml
      resolver.yaml
  kyc-screener/
    agent.yaml
    README.md
    steering-examples.json
    subagents/
      doc-reader.yaml
      escalator.yaml
      rules-engine.yaml
  market-researcher/
    agent.yaml
    README.md
    steering-examples.json
    subagents/
      comps-spreader.yaml
      note-writer.yaml
      sector-reader.yaml
  meeting-prep-agent/
    agent.yaml
    README.md
    steering-examples.json
    subagents/
      news-reader.yaml
      pack-writer.yaml
      profiler.yaml
  model-builder/
    agent.yaml
    README.md
    steering-examples.json
    subagents/
      auditor.yaml
      builder.yaml
      data-puller.yaml
  month-end-closer/
    agent.yaml
    README.md
    steering-examples.json
    subagents/
      ledger-reader.yaml
      poster.yaml
      rollforward.yaml
  pitch-agent/
    agent.yaml
    README.md
    steering-examples.json
    subagents/
      deck-writer.yaml
      modeler.yaml
      researcher.yaml
  README.md
  statement-auditor/
    agent.yaml
    README.md
    steering-examples.json
    subagents/
      flagger.yaml
      reconciler.yaml
      statement-reader.yaml
  valuation-reviewer/
    agent.yaml
    README.md
    steering-examples.json
    subagents/
      package-reader.yaml
      publisher.yaml
      valuation-runner.yaml
plugins/
  agent-plugins/
    earnings-reviewer/
      .claude-plugin/
        plugin.json
      agents/
        earnings-reviewer.md
      skills/
        audit-xls/
          SKILL.md
        earnings-analysis/
          references/
            best-practices.md
            report-structure.md
            workflow.md
          SKILL.md
        earnings-preview/
          SKILL.md
        model-update/
          SKILL.md
        morning-note/
          SKILL.md
        xlsx-author/
          SKILL.md
    gl-reconciler/
      .claude-plugin/
        plugin.json
      agents/
        gl-reconciler.md
      skills/
        audit-xls/
          SKILL.md
        break-trace/
          SKILL.md
        gl-recon/
          SKILL.md
        xlsx-author/
          SKILL.md
    kyc-screener/
      .claude-plugin/
        plugin.json
      agents/
        kyc-screener.md
      skills/
        kyc-doc-parse/
          SKILL.md
        kyc-rules/
          SKILL.md
        xlsx-author/
          SKILL.md
    market-researcher/
      .claude-plugin/
        plugin.json
      agents/
        market-researcher.md
      skills/
        competitive-analysis/
          references/
            frameworks.md
            schemas.md
          SKILL.md
        comps-analysis/
          SKILL.md
        idea-generation/
          SKILL.md
        pptx-author/
          SKILL.md
        sector-overview/
          SKILL.md
    meeting-prep-agent/
      .claude-plugin/
        plugin.json
      agents/
        meeting-prep-agent.md
      skills/
        client-report/
          SKILL.md
        client-review/
          SKILL.md
        investment-proposal/
          SKILL.md
        pptx-author/
          SKILL.md
    model-builder/
      .claude-plugin/
        plugin.json
      agents/
        model-builder.md
      skills/
        3-statement-model/
          references/
            formatting.md
            formulas.md
            sec-filings.md
          SKILL.md
        audit-xls/
          SKILL.md
        comps-analysis/
          SKILL.md
        dcf-model/
          requirements.txt
          scripts/
            validate_dcf.py
          SKILL.md
          TROUBLESHOOTING.md
        lbo-model/
          SKILL.md
        xlsx-author/
          SKILL.md
    month-end-closer/
      .claude-plugin/
        plugin.json
      agents/
        month-end-closer.md
      skills/
        accrual-schedule/
          SKILL.md
        audit-xls/
          SKILL.md
        roll-forward/
          SKILL.md
        variance-commentary/
          SKILL.md
        xlsx-author/
          SKILL.md
    pitch-agent/
      .claude-plugin/
        plugin.json
      agents/
        pitch-agent.md
      skills/
        3-statement-model/
          references/
            formatting.md
            formulas.md
            sec-filings.md
          SKILL.md
        audit-xls/
          SKILL.md
        comps-analysis/
          SKILL.md
        dcf-model/
          requirements.txt
          scripts/
            validate_dcf.py
          SKILL.md
          TROUBLESHOOTING.md
        deck-refresh/
          SKILL.md
        ib-check-deck/
          references/
            ib-terminology.md
            report-format.md
          scripts/
            extract_numbers.py
          SKILL.md
        lbo-model/
          SKILL.md
        pitch-deck/
          reference/
            calculation-standards.md
            formatting-standards.md
            slide-templates.md
            xml-reference.md
          SKILL.md
        pptx-author/
          SKILL.md
        sector-overview/
          SKILL.md
        xlsx-author/
          SKILL.md
    statement-auditor/
      .claude-plugin/
        plugin.json
      agents/
        statement-auditor.md
      skills/
        audit-xls/
          SKILL.md
        nav-tieout/
          SKILL.md
        xlsx-author/
          SKILL.md
    valuation-reviewer/
      .claude-plugin/
        plugin.json
      agents/
        valuation-reviewer.md
      skills/
        ic-memo/
          SKILL.md
        portfolio-monitoring/
          SKILL.md
        returns-analysis/
          SKILL.md
        xlsx-author/
          SKILL.md
  partner-built/
    lseg/
      .claude-plugin/
        plugin.json
      .mcp.json
      commands/
        analyze-bond-basis.md
        analyze-bond-rv.md
        analyze-fx-carry.md
        analyze-option-vol.md
        analyze-swap-curve.md
        macro-rates.md
        research-equity.md
        review-fi-portfolio.md
      CONNECTORS.md
      README.md
      skills/
        bond-futures-basis/
          SKILL.md
        bond-relative-value/
          SKILL.md
        equity-research/
          SKILL.md
        fixed-income-portfolio/
          SKILL.md
        fx-carry-trade/
          SKILL.md
        macro-rates-monitor/
          SKILL.md
        option-vol-analysis/
          SKILL.md
        swap-curve-strategy/
          SKILL.md
    spglobal/
      .claude-plugin/
        plugin.json
      .mcp.json
      LICENSE
      README.md
      skills/
        earnings-preview-beta/
          LICENSE
          report-template.md
          SKILL.md
        funding-digest/
          LICENSE
          references/
            sector-seeds.md
          SKILL.md
        tear-sheet/
          LICENSE
          references/
            corp-dev.md
            equity-research.md
            ib-ma.md
            sales-bd.md
          SKILL.md
  vertical-plugins/
    equity-research/
      .claude-plugin/
        plugin.json
      commands/
        catalysts.md
        earnings-preview.md
        earnings.md
        initiate.md
        model-update.md
        morning-note.md
        screen.md
        sector.md
        thesis.md
      hooks/
        hooks.json
      skills/
        catalyst-calendar/
... 234 more

FAQ

financial-services is a Claude Code plugin with 118 hand-picked skills for automation work, indexed on Flowy. Install it with the command on its page. It includes verify, audit-xls, earnings-analysis. Its skills do not fire on their own yet. Request auto-invocation to have Flowy route them as you prompt. Free and open source.

What is 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.
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. Request auto-invocation on its page and Flowy will route its skills for you as you prompt.
Is financial-services free?: Yes. Flowy is free and open source, with nothing gated. You can read every skill in full before you install.