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.
This repository also configures its own agents. See what financial-services tells them →
Plugin Claude Code ✓ vendor
Bundles 1 skill, 9 commands · 167 tokens together
Provision direct cloud access (Vertex AI, Bedrock, Azure AI Foundry, or LLM gateway) for the Claude Office add-in. Generates the customized add-in manifest, walks through Azure admin consent, and writes per-user config via Microsoft Graph extension attributes.
Plugin Claude Code ✓ vendor
Bundles 6 skills, 1 agent · 551 tokens together
Earnings call and filings to model update to note draft.
Plugin Claude Code ✓ vendor
Bundles 2 skills, 1 agent · 160 tokens together
Finds breaks, traces root cause, routes for sign-off.
Plugin Claude Code ✓ vendor
Bundles 2 skills, 1 agent · 160 tokens together
Parses onboarding docs, runs the rules engine, flags gaps.
Plugin Claude Code ✓ vendor
Bundles 5 skills, 1 agent · 474 tokens together
Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist.
Plugin Claude Code ✓ vendor
Bundles 3 skills, 1 agent · 254 tokens together
Briefing pack before every client meeting.
Plugin Claude Code ✓ vendor
Bundles 3 skills, 1 agent · 288 tokens together
DCF, LBO, 3-statement, comps - live in Excel.
Plugin Claude Code ✓ vendor
Bundles 3 skills, 1 agent · 195 tokens together
Accruals, roll-forwards, variance commentary.
Plugin Claude Code ✓ vendor
Bundles 3 skills, 1 agent · 372 tokens together
Comps, precedents, LBO to a branded pitch deck, end to end.
Plugin Claude Code ✓ vendor
Bundles 1 skill, 1 agent · 89 tokens together
Audits pre-generated LP statements before distribution.
Plugin Claude Code ✓ vendor
Bundles 3 skills, 1 agent · 307 tokens together
Ingests GP packages, runs valuation template, stages LP reporting.
Plugin Claude Code ✓ vendor
Bundles 8 skills, 8 commands, 1 MCP server · 579 tokens together
Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
Plugin Claude Code ✓ vendor
Bundles 3 skills · 325 tokens together
S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries.
Plugin Claude Code ✓ vendor
Bundles 3 skills, 9 commands · 317 tokens together
Equity research tools: earnings analysis, initiating coverage reports, and research workflows.
Plugin Claude Code ✓ vendor
Bundles 3 skills, 7 commands · 250 tokens together
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC.
Plugin Claude Code ✓ vendor
Bundles 8 skills, 7 commands · 678 tokens together
Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management.
Plugin Claude Code ✓ vendor
Bundles 7 skills, 10 commands · 741 tokens together
Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: