Claude Agents & Skills for Investment Banking, Research, PE, and Wealth Management
Anthropic's official reference implementation of Claude agents for financial services, offering 9 end-to-end workflow agents for investment banking, research, PE, and wealth management, along with 8 vertical skill packs and 12+ MCP data connectors. Everything is file-based (Markdown/YAML), installable as Cowork plugins or deployable via Managed Agents API. Designed for technical teams who need ready-made finance AI workflows while retaining full customization.