anthropics / financial-services

Claude for Financial ServicesReference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.Everything here is available two ways from one source: install it as a Claude Cowork plugin, or deploy it through the Claude Managed Agents API behind your own workflow engine. Same system prompt, same skills — you choose where it runs.> [!IMPORTANT] > 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.What's in the repo: • Agents — named, end-to-end work...