Claude for Financial Services is a collection of agents, skills, commands, plugins, and data connectors for investment banking, equity research, private equity, and wealth-management workflows. Financial professionals use it to draft models, memos, research notes, and reconciliations for review by qualified people. The catalogue contains components from these workflows, including agents, skills, plugins, commands, and instructions.
Getting it into your agent
This one installs as part of its plugin. Adding the marketplace and installing the plugin brings it with everything else the plugin ships.
/plugin marketplace add anthropics/financial-services/plugin install claude-for-msft-365-installWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/commands/anthropics/financial-services/manifest)<a href="https://agentmods.dev/commands/anthropics/financial-services/manifest"><img src="https://agentmods.dev/badge/commands/anthropics/financial-services/manifest.svg" alt="Measured on agentmods" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00012 | $0.04841 |
| Opus 5 | $0.00006 | $0.02420 |
| Sonnet 5 | $0.00002 | $0.00968 |
| Haiku 4.5 | $0.00001 | $0.00484 |
Grade A, and why
manifest scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 400 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Generate add-in manifest
The script fetches the canonical manifest and appends your config as URL query
parameters. The add-in reads them at startup. Outlook uses a separate template
because Microsoft's MailApp schema is distinct from the TaskPaneApp schema
Excel/Word/PowerPoint share, so ask which apps they're deploying and generate
one file per host.
| Host arg | Apps | Template |
|---|---|---|
office |
Excel, Word, PowerPoint | pivot.claude.ai/manifest.xml |
outlook |
Outlook (mail + calendar) | pivot.claude.ai/manifest-outlook-3p.xml |
Keys by cloud
Prompt only for the keys their cloud path needs. Don't ask for all eight.
| Cloud | Keys |
|---|---|
| Vertex | gcp_project_id gcp_region google_client_id google_client_secret |
| Bedrock | aws_role_arn aws_region |
| Foundry | azure_resource_name azure_api_key — or keyless: azure_resource_name + Entra (see Foundry keyless) |
| Gateway | gateway_url gateway_token gateway_auth_header gateway_api_format |
Gateway (gateway_api_format=vertex) |
also gcp_project_id gcp_region |
Amazon Bedrock is not currently supported for the outlook host; the script
exits with an error if you pass aws_* keys with outlook.
Outlook — Microsoft Graph
Outlook reads the user's mailbox and calendar via Microsoft Graph, which requires a one-time tenant-wide admin consent regardless of which cloud serves the model. Run consent before deploying — otherwise every user hits "Need admin approval" on first open.
If their policy forbids consenting to a third-party app, prompt for
graph_client_id (their own single-tenant Entra app's client ID with
Mail.ReadWrite, Calendars.Read, People.Read, User.Read, offline_access
delegated permissions and admin consent granted). Otherwise leave it unset and
the add-in uses Anthropic's multi-tenant app.
Sovereign / national clouds (GCC-High, DoD, 21Vianet)
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 8d ago First seen · 400 lines · 12 tokens per session scan A 88cbf96b4140
manifest is a command published in the GitHub repository anthropics/financial-services (34,747 stars, last pushed 13d ago), licensed Apache-2.0. It adds 12 tokens to every session and 4,841 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.
Other commands, from other repositories
checklist
Generate a custom checklist for the current feature based on user requirements.
clarify
Identify underspecified areas in the current feature spec by asking up to 5 highly targeted clarification questions and encoding answers back into the spec.
specify
Create or update the feature specification from a natural language feature description.
converge
Assess the current codebase against the feature's spec, plan, and tasks, then append any remaining unbuilt work as new tasks to tasks.md so implement can complete it.
implement
Execute the implementation plan by processing and executing all tasks defined in tasks.md.
analyze
Perform a non-destructive cross-artifact consistency and quality analysis across spec.md, plan.md, and tasks.md after task generation.