개요
提供端到端工作流代理、垂直技能包及数据连接器，覆盖投资银行、股权研究、私募股权与财富管理场景。支持作为 Claude Cowork 插件安装或通过托管代理 API 部署。
README 미리보기
# 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)
문제 해결내 Claude Code 스킬이 시스템 리마인더에서 설명 없이 이름만 표시되는 이유는 무엇인가요?
문제 해결
내 Claude Code 스킬이 시스템 리마인더에서 설명 없이 이름만 표시되는 이유는 무엇인가요?SKILL.md 파일에 YAML frontmatter가 누락되었습니다. 영향을 받는 각 파일에 대해 맨 위에 name과 description 필드가 있는 블록을 추가하세요. 예시:
---
name: dd-checklist
description: Generate and track due diligence checklists...
---
frontmatter를 추가한 후, 다음 명령을 실행하여 모든 파일에 frontmatter가 있는지 확인하세요:
for f in plugins/vertical-plugins/private-equity/skills/*/SKILL.md; do
head -1 "$f" | grep -q '^---$' || echo "MISSING FRONTMATTER: $f"
done출력이 없으면 모든 파일이 올바르게 포맷된 것입니다. 이렇게 하면 /doctor에서 설명 표시가 복원되고 시맨틱 스킬 검색이 가능해집니다.
문제 해결Claude Code에서 마켓플레이스를 추가할 때 'Repository not found' 오류가 발생하는 이유는 무엇인가요?
문제 해결
Claude Code에서 마켓플레이스를 추가할 때 'Repository not found' 오류가 발생하는 이유는 무엇인가요?README에 오래되었거나 잘못된 마켓플레이스 저장소 URL이 나열되어 있을 수 있습니다. 추가하려는 마켓플레이스의 올바른 URL을 사용하세요. 예를 들어, 'https://github.com/anthropics/claude-for-financial-services' 대신 'https://github.com/anthropics/financial-services'를 사용하세요. 다음 명령을 실행하세요: claude plugin marketplace add anthropics/financial-services