# anthropics/financial-services for Claude Code: install and use > anthropics/financial-services is Anthropic's reference collection of Claude agents, skills, commands, and connectors for financial services work: investment banking, equity research, private equity, wealth management, fund administration, and KYC operations. It packages 10 agents built from 67 skills and 56 commands, plus LSEG and S&P Global data connectors, drafting analyst work product for human review. Canonical: https://www.flowy.sh/plugins/anthropics-financial-services/guide Published: 2026-10-29 Updated: 2026-10-29 Author: Flowy ## What is anthropics/financial-services? `anthropics/financial-services` is Anthropic's own reference repository for using Claude across financial services work: investment banking, equity research, private equity, and wealth management, plus fund administration and client onboarding. Flowy indexes it as one listing of 135 components: 67 skills, 10 agents, 56 commands, and 2 MCP connectors. The repository is explicit about what these components are not. Its own documentation states that the agents draft analyst work product, models, memos, research notes, reconciliations, for a qualified professional to review. They do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding. Every output is staged for a human to sign off before it goes anywhere. ## What does anthropics/financial-services include? The 10 agents are named, end to end entry points, and each one bundles every skill it needs so installing the agent is enough on its own. The 67 skills and 56 commands underneath them are organized by financial services vertical rather than handed out loose, and the 2 MCP connectors wire two of those verticals to a partner's live market data. ## What do the ten agents in anthropics/financial-services do? `Pitch Agent` turns comps, precedents, and an LBO into a branded pitch deck. `Market Researcher` turns a sector or theme into an industry overview, a competitor map, and an ideas shortlist. `Earnings Reviewer` takes an earnings call and filings through to a model update and a note draft. `Model Builder` runs DCF, LBO, and 3-statement work live in Excel, and `Meeting Prep Agent` builds a briefing pack before a client meeting. On the finance ops side, `GL Reconciler` finds breaks and traces the root cause, `Month-End Closer` handles accruals, roll-forwards, and variance commentary, `Statement Auditor` audits LP statements before distribution, and `Valuation Reviewer` stages LP reporting from GP packages. `KYC Screener` parses onboarding documents against a rules engine and flags gaps. ## Which finance verticals sit under those agents? The shared modeling core covers `comps-analysis`, `dcf-model`, `lbo-model`, and `3-statement-model`, alongside `audit-xls` for formula tracing and hardcode detection in an existing workbook. That core pairs a skill with a command of the same shape, so `comps-analysis` fires as `comps` and `dcf-model` fires as `dcf`. Deal work adds `cim-builder`, `teaser`, `buyer-list`, `merger-model`, and `deal-tracker`. Coverage and publishing add `earnings-analysis`, `initiating-coverage`, `thesis-tracker`, and `catalyst-calendar`. Private equity adds `deal-sourcing`, `dd-checklist`, `unit-economics`, `ic-memo`, and `value-creation-plan`. Wealth management adds `client-review`, `financial-plan`, `portfolio-rebalance`, and `tax-loss-harvesting`. Fund administration adds `gl-recon`, `break-trace`, `accrual-schedule`, and `nav-tieout`. Onboarding adds `kyc-doc-parse` and `kyc-rules`. A few skills, like `xlsx-author` and `skill-creator`, are meant to run automatically rather than be typed as a command at all. ## What do the lseg and spglobal MCP connectors do? `lseg` wires Claude to LSEG's analytics API behind fixed income and macro skills like `bond-relative-value`, `swap-curve-strategy`, `fx-carry-trade`, and `macro-rates-monitor`. `spglobal` wires Claude to S&P's Kensho data platform behind `tear-sheet`, `earnings-preview-beta`, and `funding-digest`. Both are partner-built additions layered on top of the shared modeling core, and the core plugin's own connector file documents a longer list of optional data providers beyond these two. ## What does the verify skill check? One skill here is easy to misread. `verify` is not a financial-modeling check, it belongs to a separate part of the repository: admin tooling for provisioning Claude inside Excel, PowerPoint, Word, and Outlook through the Microsoft 365 add-in. It is written for someone changing that tool's own install scripts, not for an analyst, and it drives cache-clearing scripts against a sandboxed home directory to confirm that removing a stale add-in manifest never touches a user's chat history. For checking an actual financial model, the relevant skill is `audit-xls`, run through the `debug-model` command. ## How do I install anthropics/financial-services in Claude Code? Install from [the install card on the listing page](https://www.flowy.sh/listings/anthropics-financial-services#install). Flowy indexes what `anthropics/financial-services` ships. It does not own, bundle, or modify the repository: the agents, skills, and connectors stay on their author's releases in the source repo, and updates flow from there, not from Flowy. The project's own instructions are direct about the rest of the deal: tune the prompts and connectors to your firm's conventions, and keep a qualified professional in the review loop, because nothing here is built to skip that step. Sources: [anthropics/financial-services on GitHub](https://github.com/anthropics/financial-services), [anthropics/financial-services README](https://github.com/anthropics/financial-services#readme) ## Common questions ### Does the anthropics/financial-services plugin make investment decisions on its own? No. The repository's own documentation states that these agents draft analyst work product, models, memos, research notes, and reconciliations, for a qualified professional to review. They do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding. Every output is staged for a human to sign off before it is used. ### What is the difference between an agent and a vertical plugin in this repository? An agent, such as Pitch Agent or GL Reconciler, is a self-contained bundle built around one named workflow, and it ships its own copy of every skill it needs, so installing it is enough on its own. A vertical plugin, such as the investment-banking or equity-research bundle, is the underlying set of skills and commands for a whole area of financial services work, meant to be installed on its own if you just want the commands and connectors without a full agent. ### What do the LSEG and S&P Global connectors actually add? They are the two MCP connectors this listing indexes. The lseg connector wires Claude to LSEG's analytics API behind skills like bond-relative-value, swap-curve-strategy, and macro-rates-monitor. The spglobal connector wires Claude to S&P's Kensho data platform behind the tear-sheet, earnings-preview-beta, and funding-digest skills. Both are partner-built additions layered on top of the core modeling skills. ### Is the verify skill in this plugin used to check financial models? No, and the name makes that an easy mix-up. This repository's verify skill lives inside its Microsoft 365 install tooling and is for testing that tool's own admin scripts, such as clearing a stale Office add-in cache, against a sandboxed home directory. Checking a spreadsheet or financial model for errors is a job for audit-xls, the skill behind the debug-model command. ### Can I install just the equity research or private equity commands, without the rest? Yes. The vertical plugins are meant to be installed piecemeal: the financial-analysis core carries the shared modeling skills and the data connectors, and each additional vertical only adds the skills and commands specific to that workflow. See the listing's install card (flowy.sh/listings/anthropics-financial-services#install) for the exact plugin names to add. ## Related - [The listing page](https://www.flowy.sh/listings/anthropics-financial-services): Install command, components and repository - [Alternatives to this plugin](https://www.flowy.sh/alternatives/anthropics-financial-services): Peers in its category, ranked by stars - [The Claude Code plugin marketplace](https://www.flowy.sh/marketplace/plugins): How plugins install, and every plugin in the index - [CCXT for Claude Code: what it does and how to install it](https://www.flowy.sh/plugins/ccxt-ccxt/guide): another plugin guide - [superpowers for Claude Code: what it does and how to install it](https://www.flowy.sh/plugins/superpowers-flow/guide): another plugin guide