anthropics/financial-services
🏪Marketplaceanthropics/financial-services
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claude-for-msft-365-install
Provision direct cloud access (Vertex AI, Bedrock, or LLM gateway) for the Claude Microsoft 365 add-in. Generates the customized manifest, walks through Azure admin consent, and writes per-user config via Graph extension attributes.
earnings-reviewer
Earnings call and filings to model update to note draft
equity-research
Equity research tools: earnings analysis, initiating coverage reports, and research workflows
financial-analysis
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
fund-admin
Fund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out
gl-reconciler
Finds breaks, traces root cause, routes for sign-off
investment-banking
Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management
kyc-screener
Parses onboarding docs, runs the rules engine, flags gaps
lseg
Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
market-researcher
Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist
meeting-prep-agent
Briefing pack before every client meeting
model-builder
DCF, LBO, 3-statement, comps - live in Excel
month-end-closer
Accruals, roll-forwards, variance commentary
operations
Operational workflows: KYC document parsing and rules-grid evaluation
pitch-agent
Comps, precedents, LBO to a branded pitch deck, end to end
private-equity
Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach
sp-global
S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries
statement-auditor
Audits pre-generated LP statements before distribution
valuation-reviewer
Ingests GP packages, runs valuation template, stages LP reporting
wealth-management
Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting
More from this repository10
An agent skill from Anthropic's financial services collection providing earnings analysis capabilities for equity research, part of a reference library of agents, skills, and data connectors for investment banking and wealth management workflows.
An agent skill from Anthropic's financial services collection providing DCF valuation model capabilities for equity research and investment banking, part of a reference library of agents, skills, and data connectors for financial workflows.
An agent skill from Anthropic's financial services collection providing comparable company analysis capabilities for equity research and investment banking, part of a reference library for financial workflows.
An Anthropic-maintained skill for equity research workflows that drafts analyst work product including models, memos, and research notes, deployable as a Claude Cowork plugin or via Managed Agents API.
Populates 3-statement financial model templates (income statement, balance sheet, cash flow) in Excel, part of Anthropic's financial services toolkit for investment banking and equity research.
Audits Excel financial models by tracing formulas, detecting hardcoded values, and running balance checks to identify errors before review or distribution.
Produces Excel (.xlsx) files headlessly in Claude Managed Agent mode, part of the Claude for Financial Services financial-analysis skill set. Enables automated spreadsheet generation for financial models, data exports, and reporting workflows.
An agent skill from Anthropic's financial services collection providing competitive analysis capabilities for equity research, part of a reference library covering investment banking, private equity, and wealth management workflows.
A financial services skill that produces PowerPoint (.pptx) files headlessly in Managed Agent mode, part of the Claude for Financial Services ecosystem. Works alongside deck QC, template creation, and chart refresh skills to automate pitch book and presentation workflows.
Normalizes and cleans tabular data in Excel spreadsheets for financial services workflows, part of Anthropic's Claude for Financial Services toolkit.