financial-services

Overview

A collection of end-to-end workflow agents, vertical skill bundles, and data connectors for investment banking, equity research, private equity, and wealth management. Can be installed as Claude Cowork plugins or deployed via the Managed Agents API.

README Preview

# Claude for Financial Services\n\nReference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.\n\nEverything here is available **two ways from one source**: install it as a [Claude Cowork](https://claude.com/product/cowork) plugin, or deploy it through the [Claude Managed Agents API](https://docs.claude.com/en/api/managed-agents) behind your own workflow engine. Same system prompt, same skills — you choose where it runs.\n\n> [!IMPORTANT]\n> Nothing in this repository constitutes investment, legal, tax, or accounting advice. These agents draft analyst work product — models, memos, research notes, reconciliations — for review by a qualified professional. They do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding; every output is staged for human sign-off. You are responsible for verifying outputs and for compliance with the laws and regulations that apply to your firm.\n\nWhat's in the repo:\n\n- **[Agents](#agents)** — named, end-to-end workflow agents (Pitch Agent, Market Researcher, GL Reconciler, …). Each ships as a Cowork plugin **and** as a [Claude Managed Agent template](./managed-agent-cookbooks) you deploy via `/v1/agents`.\n- **[Vertical plugins](#vertical-plugins)** — the underlying skills, slash commands, and data connectors, bundled by FSI vertical. Install these on their own if you just want `/comps`, `/dcf`, `/earnings` and the connectors without a full agent.\n\n## Agents\n\nEach agent is named for the workflow it runs. They're starting points: install the ones that match your work, then tune the prompts, skills, and connectors to how your firm does it.\n\nEach agent plugin is **self-contained** — it bundles the skills it uses, so installing the agent is all you need.\n\n| Function | Agent | What it does |\n|---|---|---|\n| **Coverage & advisory** | **[Pitch Agent](./plugins/agent-p

FAQ (2)

for f in plugins/vertical-plugins/private-equity/skills/*/SKILL.md; do
  head -1 "$f" | grep -q '^---$' || echo "MISSING FRONTMATTER: $f"
done