Skip to content
Sam Despo

Free AI newsletter

The best new AI tools and how to actually use them. Free, straight to your inbox.

No spam. Unsubscribe any time.

Business & Operations

Claude for Financial Services

Anthropic's finance agents: pitch decks, models, KYC checks and month-end close.

Open sourceBy Anthropic
View source

What is it?

Anthropic's reference kit for finance professionals. It ships named agents for whole workflows (Pitch Agent, Market Researcher, Earnings Reviewer, Model Builder, GL Reconciler, Month-End Closer, KYC Screener and more) plus skill bundles for investment banking, equity research, private equity, fund admin and operations.

Once installed, commands such as /comps, /dcf, /earnings and /ic-memo become available, and the models are built live in Excel. Each agent is a starting point you can tune to your firm's templates and approval steps.

It drafts analyst work for a qualified person to review. It isn't investment, tax or accounting advice.

Install in Claude Code

In Claude Cowork, go to Settings, then Plugins, then Add plugin, paste https://github.com/anthropics/financial-services and pick the agents you want. In Claude Code run /plugin marketplace add anthropics/financial-services, then /plugin install financial-analysis@claude-for-financial-services for the core skills, and add agents such as /plugin install pitch-agent@claude-for-financial-services or gl-reconciler@claude-for-financial-services.

Try this prompt

Paste into Claude Code
/comps Build a trading comps table for the five largest listed Australian accounting software companies.

Who it's for

Analysts, advisers and finance teams at banks, funds, wealth firms and accounting practices.

Best for

  • Comps and DCF models
  • Pitch books
  • Earnings updates
  • KYC onboarding checks
  • Fund and GL reconciliations

Why it made the list

It's Anthropic's most complete industry kit, and the agents cover whole jobs rather than single steps.

More skills like this

  • Knowledge Work: Finance

    Business & Operations

    Journal entries, reconciliations, variance analysis and month-end close, done properly.

    Open source

  • PowerPoint decks (pptx)

    Documents & Files

    Build, edit or read slide decks as proper PowerPoint files, templates included.

    Free