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.
Borrowing it
Nothing to install: this file belongs to anthropics/financial-services. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.
curl -O https://raw.githubusercontent.com/anthropics/financial-services/main/CLAUDE.mdgit 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/instructions/anthropics/financial-services/claude-md)<a href="https://agentmods.dev/instructions/anthropics/financial-services/claude-md"><img src="https://agentmods.dev/badge/instructions/anthropics/financial-services/claude-md.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 | $0.00891 | $0.00891 |
| Opus 5 | $0.00445 | $0.00445 |
| Sonnet 5 | $0.00178 | $0.00178 |
| Haiku 4.5 | $0.00089 | $0.00089 |
Grade A, and why
financial-services CLAUDE.md 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 7d 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 — 51 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Financial Services Plugins
Cowork plugins and Claude Managed Agent templates for financial services. Each named agent ships two ways from one source.
Repository Structure
├── plugins/
│ ├── agent-plugins/ # named agents — one self-contained plugin each
│ │ └── <slug>/
│ │ ├── .claude-plugin/plugin.json
│ │ ├── agents/<slug>.md # ← canonical system prompt (one source, two wrappers)
│ │ └── skills/ # ← bundled copies, synced from vertical-plugins/
│ ├── vertical-plugins/ # FSI verticals — skill sources, commands, MCPs
│ │ └── <vertical>/
│ │ ├── .claude-plugin/plugin.json
│ │ ├── commands/
│ │ ├── skills/
│ │ └── .mcp.json
│ └── partner-built/ # partner plugins (LSEG, S&P Global)
├── managed-agent-cookbooks/ # CMA cookbooks (one dir per named agent)
│ └── <slug>/
│ ├── agent.yaml # system + skills → ../../plugins/agent-plugins/<slug>/...
│ ├── subagents/*.yaml # depth-1 leaf workers
│ ├── steering-examples.json
│ └── README.md # security tier + handoff notes
├── claude-for-msft-365-install/ # admin tooling for the Microsoft 365 add-in (separate from FSI plugins)
└── scripts/ # deploy-managed-agent.sh, check.py, validate.py, orchestrate.py, sync-agent-skills.py
Run python3 scripts/check.py before committing — it lints every manifest, verifies all system.file / skills.path / callable_agents.manifest references resolve, fails if any agent-plugins/<slug>/skills/ copy has drifted from its vertical-plugins/ source, and rejects non-ASCII bytes in a .ps1 without a UTF-8 BOM.
Keep .ps1 files pure ASCII. Windows PowerShell 5.1 — still the default shell on managed Windows — decodes a BOM-less .ps1 using the machine's ANSI code page, not UTF-8. An em dash or curly quote becomes mojibake that can contain a literal ", which terminates a string and makes the whole script fail to parse. Write --, not —. This is invisible on macOS and fatal on Windows; check.py gates it. Edit skills in vertical-plugins/, then run python3 scripts/sync-agent-skills.py to propagate into the agent bundles.
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.
- 7d ago First seen · 51 lines · 891 tokens per session scan A cc799185f4a9
financial-services CLAUDE.md is an instructions file published in the GitHub repository anthropics/financial-services (34,705 stars, last pushed 12d ago), licensed Apache-2.0. It adds 891 tokens to every session, about $0.0045 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.
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