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
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
git clone --depth 1 https://github.com/anthropics/financial-servicesWrote 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/one-pager)<a href="https://agentmods.dev/commands/anthropics/financial-services/one-pager"><img src="https://agentmods.dev/badge/commands/anthropics/financial-services/one-pager/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/commands/anthropics/financial-services/one-pager"><img src="https://agentmods.dev/badge/commands/anthropics/financial-services/one-pager.svg" alt="Reviewed on agentmods" width="80" 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 | $0.00011 | $0.00980 |
| Opus 5 | $0.00005 | $0.00490 |
| Sonnet 5 | $0.00002 | $0.00196 |
| Haiku 4.5 | $0.00001 | $0.00098 |
Grade A, and why
one-pager 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 today.
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.
Copies of this mod
1 near-identical copy found in the catalogue:
- one-pager — 100% identical, 0 lines differ
How it starts
The opening of the file, as written. The whole thing — 113 lines — stays where its author put it; the contents beside it link to each section on GitHub.
One-Pager Strip Profile Command
Create a professional one-page company strip profile for pitch books and deal materials.
Workflow
Step 1: Gather Company Information
If a company name or ticker is provided, use it. Otherwise ask:
- "What company would you like to profile?"
Step 2: Check for Available PPT Template Skills
First, check for existing ppt-template skills in the skills directory:
ls skills/ | grep -E "ppt-template|brand-guidelines"
If template skills exist (e.g., techcorp-ppt-template, gs-brand-guidelines):
- List available templates to the user
- Ask which template to use, or if they want a clean professional format
- Load the selected template skill with
skill: "[template-name]"
If no template skills exist, ask:
- "Do you have a branded PowerPoint template file to use? If so, provide the path. Otherwise I'll use a clean professional format."
If a template file is provided:
- Analyze the template structure to understand layouts
- Use appropriate layout for one-pager content
Step 3: Load Strip Profile Skill
Use skill: "strip-profile" to execute the profile creation:
-
Clarify requirements:
- Confirm single-slide format (one-pager)
- Ask about any specific focus areas
-
Research company data:
- Company overview (HQ, founded, employees, leadership)
- Business description and positioning
- Key financials (Revenue, EBITDA, margins, growth)
- Valuation metrics (Market Cap, EV, multiples)
- Recent developments and news
- Top shareholders (for public companies)
-
Create the strip profile:
- Use 4:3 aspect ratio (10" x 7.5")
- 4-quadrant layout:
- Top-left: Company Overview (bullets)
- Top-right: Business & Positioning (bullets)
- Bottom-left: Key Financials (table)
- Bottom-right: Stock chart + Shareholders OR Recent News
- Apply company brand colors
- Include accent bars on section headers
Step 4: Visual Review
After creating the slide:
- Convert to image for review
- Check for text overlap/cutoff issues
- Verify all data is populated (no placeholders)
- Show preview to user for approval
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.
- today First seen · 113 lines · 11 tokens per session scan A cfdb7d2ca876
one-pager is a command published in the GitHub repository anthropics/financial-services (34,793 stars, last pushed today), licensed Apache-2.0. It adds 11 tokens to every session and 980 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 2026-09-12.
Other commands, from other repositories
earnings-preview
Earnings preview presentation — 4-6 slide deck with consensus estimates, historical surprises, forward catalysts.
financials-review
Open a financials extraction session for review and publish it. Deterministic entry into the carta-financials skill's review route.
budget
Grant budget spreadsheet generation with forcing questions and task integration.
fields
Extract vendor, invoice number, PO, dates, subtotal, tax, total and currency from invoices, receipts and statements with the carrel CLI, and optionally save them as desk fields.
cim-generate
Generate or read the latest 14-section Confidential Information Memorandum (CIM) for a deal, built from OloLand's reconciled deal data rather than LLM prose.
workbook
List, read, create, or template-populate deal-scoped OloLand workbooks for analysis handoff.