#152152nd of 324 in Skills, plugins and promptsFor finance and business, trading, stocks and crypto, finance and accounting
financial-services
Claude plugins and managed-agent templates for banking, research, PE and fund admin
- Stars
- 41k
- License
- Apache-2.0
- Last commit
- Oct 2026
- Language
- Python
7,221 on 10 Apr 202640,965 on 30 Oct 2026
From GitHub's daily star counts.
Checked on GitHub.
Anthropic is hiring: 675 open roles
Overview
A set of markdown and YAML reference agents, skills and slash commands (/comps, /dcf, /earnings, /ic-memo) for investment banking, equity research, private equity and fund administration. Each agent installs as a Claude Cowork or Claude Code plugin, or deploys through the Claude Managed Agents API using the same system prompt. Twelve MCP connectors to financial data providers are bundled in the core plugin.
Who it is for: Finance teams and developers building Claude finance agents
Strengths
- Same system prompt and skills run as a plugin or as a Managed Agent template
- Ten named workflow agents plus vertical skill bundles with explicit slash commands
- Connector config for 12 data providers, including FactSet, PitchBook and Daloopa
- File-based, no build step; check.py lints manifests and detects skill drift
Weaknesses
- Requires Claude (Cowork, Claude Code or Managed Agents API); no other model support documented
- Most MCP connectors need a paid subscription or API key from the provider
- Subagent delegation (callable_agents) is a research preview
- Outputs are drafts only; no execution, and human review is required for every result
What it needs
- no GPU
- Needs Claude Cowork or Claude Code, Anthropic API key (Managed Agents), Provider MCP subscriptions (FactSet, PitchBook, S&P Global, etc.)
- Models: Claude
Quick answers
Is financial-services open source?
Yes. Its code is on GitHub under the Apache-2.0 license.
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