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/source)<a href="https://agentmods.dev/commands/anthropics/financial-services/source"><img src="https://agentmods.dev/badge/commands/anthropics/financial-services/source/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/source"><img src="https://agentmods.dev/badge/commands/anthropics/financial-services/source.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 | $0.00009 | $0.00092 |
| Opus 5 | $0.00005 | $0.00046 |
| Sonnet 5 | $0.00002 | $0.00018 |
| Haiku 4.5 | $0.00001 | $0.00009 |
Grade A, and why
source 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:
- source — 100% identical, 0 lines differ
What it actually says
Load the deal-sourcing skill and run the sourcing pipeline: discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails.
If criteria are provided, use them. Otherwise ask the user for sector, size, geography, and deal parameters.
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 · 9 lines · 9 tokens per session scan A ddec022e8f18
source is a command published in the GitHub repository anthropics/financial-services (34,793 stars, last pushed today), licensed Apache-2.0. It adds 9 tokens to every session and 92 once invoked, about $0.0000 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
valuation-methods
Valuation methods analysis — multiples, DCF inputs, PEG integration, valuation assumption extraction.
merit-reconcile
Preview or check the status of Stripe → Merit payout reconciliation (read-only).
audit-checklist
Perform an internal audit, review controls, or prepare for an external financial audit.
scan
Scan AWS account for cost optimization.
audit
Scan for non-kernel money math. Rebuild critical flows as JournalEntrys. Replay and prove. Complements /ledger-verify.
finops-status
Orientation — say where an opportunity or assignment sits in the five-step FinOps lifecycle and what unlocks next. Useful when a record has no active stage: an opportunity while its assignments do the work, an assignment whose plan has not been approved yet, or a rejected or archived assignment. Read-only; mutates…