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 value-creation-plangit 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/value-creation-plan)<a href="https://agentmods.dev/skills/anthropics/financial-services/value-creation-plan"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/value-creation-plan/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/value-creation-plan"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/value-creation-plan.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 | $0.00097 | $0.01101 |
| Opus 5 | $0.00048 | $0.00550 |
| Sonnet 5 | $0.00019 | $0.00220 |
| Haiku 4.5 | $0.00010 | $0.00110 |
Grade A, and why
value-creation-plan 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:
- value-creation-plan — 100% identical, 0 lines differ
- value-creation-plan — 94% identical, 7 lines differ
- value-creation-plan — 94% identical, 7 lines differ
How it starts
The opening of the file, as written. The whole thing — 124 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Value Creation Plan
Workflow
Step 1: Baseline Assessment
Understand the starting point:
- Current revenue, EBITDA, and margins
- Organizational structure and capabilities
- Key operational metrics by function
- Management team strengths and gaps
- Quick wins already identified during diligence
Step 2: Value Creation Levers
Map all levers to an EBITDA bridge over the hold period:
Revenue Growth Levers
- Organic growth: Price increases, volume growth, market expansion
- Cross-sell / upsell: New products to existing customers
- New market entry: Geographic expansion, new verticals, new channels
- Sales force effectiveness: Hire reps, improve conversion, shorten cycle
- M&A / add-ons: Bolt-on acquisitions to add revenue and capabilities
For each lever:
- Current state → Target state
- Revenue impact ($)
- Timeline to impact
- Investment required
- Confidence level (high/medium/low)
Margin Expansion Levers
- Pricing optimization: Price increases, mix shift, bundling
- COGS reduction: Procurement savings, supplier consolidation, automation
- OpEx optimization: Overhead reduction, shared services, offshoring
- Technology investment: Automation, systems integration, data analytics
- Scale leverage: Fixed cost leverage as revenue grows
Strategic / Multiple Expansion
- Platform building: Add-on acquisitions, tuck-ins
- Recurring revenue shift: Move from project to recurring/subscription
- Market positioning: Category leadership, brand building
- Management upgrades: Key hires to professionalize the business
- ESG / governance: Board formation, reporting improvements
Step 3: EBITDA Bridge
Build the walk from current to target EBITDA:
| Lever | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 |
|---|---|---|---|---|---|
| Base EBITDA | |||||
| Organic revenue growth | |||||
| Pricing | |||||
| Add-on M&A | |||||
| COGS savings | |||||
| OpEx optimization | |||||
| Technology investment | |||||
| Pro Forma EBITDA | |||||
| Margin |
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 · 124 lines · 97 tokens per session scan A 3440bd782102
value-creation-plan is a skill published in the GitHub repository anthropics/financial-services (34,793 stars, last pushed yesterday), licensed Apache-2.0. It adds 97 tokens to every session and 1,101 once invoked, about $0.0005 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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