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.
npx skills add anthropics/financial-services --skill deck-refreshgit 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/skills/anthropics/financial-services/deck-refresh)<a href="https://agentmods.dev/skills/anthropics/financial-services/deck-refresh"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/deck-refresh/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/skills/anthropics/financial-services/deck-refresh"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/deck-refresh.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- Socket pass
- Snyk pass
- NVIDIA SkillSpector pass
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 | $0.00083 | $0.01505 |
| Opus 5.5 | $0.00033 | $0.00602 |
| Sonnet 5.5 | $0.00017 | $0.00301 |
| Haiku 4.5 | $0.00008 | $0.00151 |
Grade A, and why
deck-refresh 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 1mo 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.
Copies of this mod
2 near-identical copies found in the catalogue:
- deck-refresh — 100% identical, 0 lines differ
- deck-refresh — 100% identical, 0 lines differ
How it starts
The opening of the file, as written. The whole thing — 112 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Deck Refresh
Update numbers across the deck. The deck is the source of truth for formatting; you're only changing values.
Environment check
This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting — the edit mechanism differs, the intent doesn't:
- Add-in — the deck is open live; edit text runs, table cells, and chart data directly.
- Chat — the deck is an uploaded file; edit it by regenerating the affected slides with the new values and writing the result back.
Either way: smallest possible change, existing formatting stays intact.
This is a four-phase process and the third phase is an approval gate. Don't edit until the user has seen the plan.
Phase 1 — Get the data
Use ask_user_question to find out how the new numbers are arriving:
- Pasted mapping — user types or pastes "revenue $485M → $512M, EBITDA $120M → $135M." The clearest case.
- Uploaded Excel — old/new columns, or a fresh output sheet the user wants pulled from. Read it, confirm which column is which before you trust it.
- Just the new values — "Q4 revenue was $512M, margins were 22%." You figure out what each one replaces. Workable, but confirm the mapping before you touch anything — a "$512M" that you map to revenue but the user meant for gross profit is a quiet disaster.
Also ask about derived numbers: if revenue moves, does the user want growth rates and share percentages recalculated, or left alone? Most decks have "+15% YoY" baked in somewhere that's now stale. Whether to touch those is a judgment call the user should make, not you.
Phase 2 — Read everything, find everything
Read every slide. For each old value, find every instance — including the ones that don't look the same:
| Variant | Example |
|---|---|
| Scale | $485M, $0.485B, $485,000,000 |
| Precision | $485M, $485.0M, ~$485M |
| Unit style | $485M, $485MM, $485 million, 485M |
| Embedded | "revenue grew to $485M", "a $485M business", axis labels |
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.
- 1mo ago First seen · 112 lines · 83 tokens per session scan A de179184d2d0
deck-refresh is a skill published in the GitHub repository anthropics/financial-services (40,732 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 83 tokens to every session and 1,505 once invoked, about $0.0003 per session on Opus 5.5. 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.
Other skills, from other repositories
dcf-model
Build discounted cash flow valuation workbooks in Excel.
gog
Google Workspace CLI for Gmail, Calendar, Drive, Contacts, Sheets, and Docs.
xlsx
Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreadsheet from…
google-drive-sheets
Find, read, export, edit, and manage the user's Google Drive, Docs, Sheets, and Slides through per-user OAuth.
feishu
Work with Feishu or Lark bots, docs, sheets, bitables, approval flows, and OpenAPI/MCP setup without hardcoding credentials.
skill-doc-delivery
Convert markdown to DOCX, PPTX, XLSX, PDF office documents — use when you need exportable deliverables.