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/plugins/anthropics/financial-services/private-equity)<a href="https://agentmods.dev/plugins/anthropics/financial-services/private-equity"><img src="https://agentmods.dev/badge/plugins/anthropics/financial-services/private-equity/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/plugins/anthropics/financial-services/private-equity"><img src="https://agentmods.dev/badge/plugins/anthropics/financial-services/private-equity.svg" alt="Reviewed on agentmods" width="80" height="20"></a>Grade A, and why
private-equity 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:
- private-equity — 100% identical, 2 lines differ
What it actually says
{
"name": "private-equity",
"version": "0.1.2",
"description": "Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach",
"author": {
"name": "Anthropic FSI"
}
}
What it installs
The manifest is a name and a version. 7 skills, 10 commands travel with it, and installing the plugin installs all of them — 741 tokens a session between them. Each is measured on its own page, and each can be installed alone.
- Skill ai-readiness A 112 tokens
- Skill dd-checklist A 91 tokens
- Skill dd-meeting-prep A 84 tokens
- Skill unit-economics A 99 tokens
- Skill value-creation-plan A 97 tokens
- Skill deal-sourcing A 76 tokens
- Skill deal-screening A 101 tokens
- Command ai-readiness A 10 tokens
- Command source A 9 tokens
- Command dd-checklist A 5 tokens
- Command dd-prep A 8 tokens
- Command ic-memo A 5 tokens
- Command portfolio A 4 tokens
- Command returns A 8 tokens
- Command screen-deal A 10 tokens
- Command unit-economics A 14 tokens
- Command value-creation A 8 tokens
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 scan A bcf0c7d30a7e
private-equity is a plugin published in the GitHub repository anthropics/financial-services (34,793 stars, last pushed today), licensed Apache-2.0. Its token cost is not measured: this kind of file is read by the harness, not the model. 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.
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