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 process-lettergit 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/process-letter)<a href="https://agentmods.dev/skills/anthropics/financial-services/process-letter"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/process-letter/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/process-letter"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/process-letter.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- Socket pass
- Snyk 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 | $0.00067 | $0.00787 |
| Opus 5 | $0.00034 | $0.00394 |
| Sonnet 5 | $0.00013 | $0.00157 |
| Haiku 4.5 | $0.00007 | $0.00079 |
Grade A, and why
process-letter 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
3 near-identical copies found in the catalogue:
- process-letter — 100% identical, 0 lines differ
- process-letter — 95% identical, 7 lines differ
- process-letter — 95% identical, 7 lines differ
How it starts
The opening of the file, as written. The whole thing — 76 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Process Letter
Workflow
Step 1: Determine Letter Type
- Initial process letter: Sent with teaser/CIM to outline the process and IOI requirements
- IOI instructions: Specific requirements for first-round indications of interest
- Second round / final bid letter: Instructions for submitting binding offers after diligence
- Management meeting invitation: Logistics for in-person management presentations
Step 2: Initial Process Letter / IOI Instructions
Header:
- Date, deal code name
- "Confidential"
- Addressed to prospective buyer
Sections:
- Introduction: Brief overview of the opportunity and the seller's objectives
- Process Overview: Timeline, key dates, expected number of rounds
- IOI Requirements: What to include in the initial indication:
- Proposed valuation range (enterprise value)
- Consideration form (cash, stock, earnout, rollover)
- Financing sources and certainty
- Key due diligence requirements
- Indicative timeline to close
- Any conditions or contingencies
- Brief description of the buyer and strategic rationale
- Submission Details: Where to send, deadline (date and time), format
- Confidentiality Reminder: Reference to NDA, data room access
- Contact Information: Banker contacts for questions
Step 3: Final Bid / Second Round Letter
Additional requirements beyond IOI:
- Markup of purchase agreement: Provide the draft SPA/APA and request markup
- Detailed financing commitments: Committed financing letters required
- Remaining diligence items: Specify what confirmatory diligence is expected
- Exclusivity terms: Duration and conditions of any exclusivity period
- Regulatory analysis: Antitrust filing requirements and timeline
- Key personnel terms: Employment agreements, compensation, rollover equity
- Binding vs. non-binding: Clarify what is binding at this stage
- Evaluation criteria: How bids will be evaluated (price, certainty, speed, fit)
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 · 76 lines · 67 tokens per session scan A 348771f577d9
process-letter is a skill published in the GitHub repository anthropics/financial-services (34,793 stars, last pushed today), licensed Apache-2.0. It adds 67 tokens to every session and 787 once invoked, about $0.0003 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 2026-09-12.
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