anthropics/financial-services
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README & documentation
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Reference 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. What's in the repo: Each agent is named for the workflow it runs. They're starting points: install the ones that match your work, then tune the prompts, skills, and connectors to how your firm does it. Each agent plugin is self-contained — it bundles the skills it uses, so installing the agent is all you need. For Managed Agent deployment — agent.yaml, leaf-worker subagents, steering-event examples, and per-agent security notes — see managed-agent-cookbooks/. In Cowork, open Settings → Plugins → Add plugin and either: Once installed,…
Read the full README ↗ · Preview checked 2026-09-21T06:37:39.894Z
Inside the original README — Document outline
- Claude for Financial Services
- Agents
- Repository Layout
- Getting Started
- Cowork
- Claude Code
- Claude Managed Agents
- How It Fits Together
- Vertical Plugins
- MCP Integrations
- Claude for Microsoft 365 — Install Tooling
- Making It Yours
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Documentation belongs to its respective authors. Reported project/model license: Apache-2.0. A listing is not a grant of reuse or training rights. Confirm the document’s own terms at the source.
What this repository does
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Repository facts
- Owner
- anthropics
- Primary language
- Python
- Stars
- 35,501
- Forks
- 5,257
- Open issues + pull requests
- 210
- License
- Apache-2.0
- Archived
- No
- Default branch
- main
- Created
- 2026-02-23T19:24:50.000Z
- Last push
- 2026-09-18T23:48:56.000Z
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