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 tear-sheetgit 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/tear-sheet)<a href="https://agentmods.dev/skills/anthropics/financial-services/tear-sheet"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/tear-sheet/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/tear-sheet"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/tear-sheet.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 | $0.00143 | $0.07108 |
| Opus 5 | $0.00072 | $0.03554 |
| Sonnet 5 | $0.00029 | $0.01422 |
| Haiku 4.5 | $0.00014 | $0.00711 |
Grade A, and why
tear-sheet 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
4 near-identical copies found in the catalogue:
- tear-sheet — 100% identical, 0 lines differ
- tear-sheet — 100% identical, 0 lines differ
- tear-sheet — 100% identical, 0 lines differ
- tear-sheet — 100% identical, 0 lines differ
How it starts
The opening of the file, as written. The whole thing — 522 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Financial Tear Sheet Generator
Generate audience-specific company tear sheets by pulling live data from S&P Capital IQ via the S&P Global MCP tools and formatting the result as a professional Word document.
Style Configuration
These are sensible defaults. To customize for your firm's brand, modify this section — common changes include swapping the color palette, changing the font (Calibri is standard at many banks), and updating the disclaimer text.
Colors:
- Primary (header banner background, section header text): #1F3864
- Accent (signature section highlights): #2E75B6
- Table header row fill: #D6E4F0
- Table alternating row fill: #F2F2F2
- Table borders: #CCCCCC
- Header banner text: #FFFFFF
Typography (sizes in half-points for docx-js):
- Font family: Arial
- Company name: 18pt bold (size: 36)
- Section headers: 11pt bold (size: 22), Primary color
- Body text: 9pt (size: 18)
- Table text: 8.5pt (size: 17)
- Footer/disclaimer: 7pt italic (size: 14)
- Per-template overrides are specified in each reference file's Formatting Notes.
Company Header Banner:
- The header is a navy (#1F3864) banner spanning the full page width with company name in white.
- Below the banner, key-value pairs MUST be rendered in a two-column borderless table spanning the full page width. Left column: company identifiers (ticker, HQ, founded, employees, sector). Right column: financial identifiers (market cap, EV, stock price, shares outstanding). Each cell contains a bold label and regular-weight value on the same line (e.g., "Market Cap $124.7B"). Do not left-justify all fields in a single column — this wastes horizontal space and looks unprofessional. The two-column spread is the single most important visual signal that distinguishes a professional tear sheet from a default document.
- Implementation: Create a 2-column table with
borders: noneandshading: noneon all cells. Set column widths to 50% each. Place left-column fields (ticker, HQ, founded, employees) as separate paragraphs in the left cell. Place right-column fields (market cap, EV, stock price, shares outstanding) in the right cell. Each field is a single paragraph: bold run for the label, regular run for the value. - The specific fields in each column vary by audience — see the reference file's header spec. The principle is always: spread across the page, not clumped left.
- Implementation: Create a 2-column table with
- Do not use a bordered table for the header key-value block. Bordered tables are reserved for financial data only.
- Key metrics in the header (market cap, EV, stock price) should be displayed as inline key-value pairs, not in a separate bordered table.
What ships with it
5 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
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 · 522 lines · 143 tokens per session scan A e7401e14f0c4
tear-sheet is a skill published in the GitHub repository anthropics/financial-services (34,793 stars, last pushed today), licensed Apache-2.0. It adds 143 tokens to every session and 7,108 once invoked, about $0.0007 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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A printable invoice layout containing seller and customer details, billed items, tax, totals, and payment instructions.
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