Anthropic’s official agent and plugin package for financial analysis and operations workflows
Anthropic’s official financial services package: named agents, skills, commands, and MCP connectors for investment banking, equity research, private equity, asset management, fund management, and KYC. It covers concrete workflows such as DCF, LBO, three-statement modeling, comps analysis, earnings season, due diligence, ledger reconciliation, and client onboarding. Human-approval boundaries, prohibitions on providing investment advice, and restrictions on approving transactions or ledgers are appropriate for high-stakes financial contexts.
Enterprise teams looking to standardize recurring analyst work across investment banking, research, PE, and asset management.
Most live data connectors, such as FactSet, PitchBook, Morningstar, and LSEG, require paid accounts and data licenses. Outputs are not investment, tax, or accounting decisions without expert review.
claude plugin marketplace add anthropics/financial-services && claude plugin install financial-analysis@claude-for-financial-services