面向投资银行、研究、私募等金融场景的 Claude 智能体与技能集

This repository provides reference agents, skills, and data connectors for core financial-services workflows, including investment banking, equity research, private equity, and wealth management. It serves both front-office advisory professionals and back-office operations teams who want to accelerate their work with AI. Every agent and skill can be used either as a Claude Cowork plugin or deployed behind your own system via the Claude Managed Agents API.

Investment banking, research, and asset management rely heavily on repetitive manual work: running comps, updating models, reconciling accounts, and drafting memos. These tasks are time-consuming, error-prone, and often inconsistent. This project encodes these workflows into prompts, skills, and connectors so Claude can autonomously execute the full pipeline—from data retrieval to draft output—freeing analysts for higher-value judgment and client interactions.

The project offers two main types of assets: end-to-end workflow agents—such as Pitch Agent, Market Researcher, and GL Reconciler—each bundling a system prompt, skills, and commands; and vertical skill-command bundles grouped by line of business (investment banking, equity research, private equity, wealth management, fund admin, operations). You can install a full agent, or just add domain-specific skills like /comps, /dcf, /earnings to an existing Claude setup.

Every configuration is just Markdown and JSON—no build step. The core design is “one source, two carriers”: the same agent directory can be installed as a Cowork plugin or deployed as a Managed Agent, where the deployment script resolves agent.yaml, uploads skills, creates leaf-worker subagents, and registers the orchestrator. The layout is clean: plugins/agent-plugins/ holds self-contained agents; plugins/vertical-plugins/ hosts shared skills, commands, and MCP connectors; managed-agent-cookbooks/ supplies wrappers for API deployment.

You can consume this repository in three ways:

• Cowork Plugin: Paste the repo URL https://github.com/anthropics/financial-services in Settings and pick the agents or verticals you want, or upload a zip of any plugin directory.
• Claude Code: Add the marketplace and install what you need.

claude plugin marketplace add anthropics/financial-services
claude plugin install financial-analysis@claude-for-financial-services
claude plugin install pitch-agent@claude-for-financial-services
claude plugin install investment-banking@claude-for-financial-services

• Managed Agents: Set your API key and run the deploy script.

export ANTHROPIC_API_KEY=sk-ant-...
scripts/deploy-managed-agent.sh gl-reconciler

All agents expose the same slash commands like /comps, /dcf, and /earnings.

The financial-analysis core plugin ships with 12 MCP data connectors to terminals and platforms like S&P Global, FactSet, Morningstar, Moody's, LSEG, PitchBook, Chronograph, as well as Egnyte and Box for document sources. Claude can pull financial data, market quotes, and private documents directly through these connectors—no manual CSV exports. Note that providers may require an additional subscription or API key.

For firms that need Claude inside Excel, PowerPoint, Word, and Outlook, the claude-for-msft-365-install/ directory provides IT admin tooling. It is a Claude Code plugin that walks an admin through generating a customized add-in manifest, granting Azure admin consent, and writing per-user routing config via Microsoft Graph, so the agent skills can run against your own cloud (e.g., Vertex AI or Bedrock) rather than Anthropic's API.

claude plugin install claude-for-msft-365-install@claude-for-financial-services
/claude-for-msft-365-install:setup

These agents are reference templates; their real value comes from tuning them to your firm's workflow: swap data providers in .mcp.json, add internal terminology and templates into skill files, and use /ppt-template to teach Claude your own branded layouts.

Key scope notes:

• Every output—models, memos, research notes, reconciliations—is a draft staged for review by a qualified professional. These agents do not provide investment advice, execute transactions, bind risk, post to a ledger, or approve client onboarding.
• You are responsible for verifying outputs and for compliance with your firm's legal and regulatory obligations.