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.
These files are anthropics/financial-services's own configuration. They tell Claude Code how to work on this repository, so they are not mods to install elsewhere. Copy one as a starting point and replace the parts that are about this project.
CLAUDE.md A 891 tok