# 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.

- Tier: Indexed (plain plugin)
- Category: Automation
- Page: https://www.flowy.sh/listings/anthropics-financial-services
- Source: https://github.com/anthropics/financial-services
- Price: free and open source

## Summary
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.

## Install (Claude Code)
```
/plugin marketplace add anthropics/financial-services
```

## Skills
- verify
- audit-xls
- earnings-analysis
- earnings-preview
- model-update
- morning-note
- xlsx-author
- audit-xls
- break-trace
- gl-recon
- xlsx-author
- kyc-doc-parse
- kyc-rules
- xlsx-author
- competitive-analysis
- comps-analysis
- idea-generation
- pptx-author
- sector-overview
- client-report
- client-review
- investment-proposal
- pptx-author
- 3-statement-model
- audit-xls
- comps-analysis
- dcf-model
- lbo-model
- xlsx-author
- accrual-schedule
- audit-xls
- roll-forward
- variance-commentary
- xlsx-author
- 3-statement-model
- audit-xls
- comps-analysis
- dcf-model
- deck-refresh
- ib-check-deck
- lbo-model
- pitch-deck
- pptx-author
- sector-overview
- xlsx-author
- audit-xls
- nav-tieout
- xlsx-author
- ic-memo
- portfolio-monitoring
- returns-analysis
- xlsx-author
- 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
- earnings-analysis
- earnings-preview
- idea-generation
- initiating-coverage
- model-update
- morning-note
- sector-overview
- thesis-tracker
- 3-statement-model
- audit-xls
- clean-data-xls
- competitive-analysis
- comps-analysis
- dcf-model
- deck-refresh
- ib-check-deck
- lbo-model
- ppt-template-creator
- pptx-author
- skill-creator
- xlsx-author
- accrual-schedule
- break-trace
- gl-recon
- nav-tieout
- roll-forward
- variance-commentary
- buyer-list
- cim-builder
- datapack-builder
- deal-tracker
- merger-model
- pitch-deck
- process-letter
- strip-profile
- teaser
- kyc-doc-parse
- kyc-rules
- ai-readiness
- dd-checklist
- dd-meeting-prep
- deal-screening
- deal-sourcing
- ic-memo
- portfolio-monitoring
- returns-analysis
- unit-economics
- value-creation-plan
- client-report
- client-review
- financial-plan
- investment-proposal
- portfolio-rebalance
- tax-loss-harvesting

## FAQ

### 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.