Claude for Financial Services

What it actually does

Claude for Financial Services is Anthropic’s own open-source collection of agents, skills, and data connectors for the finance work people actually do: comps and DCFs, pitch decks, earnings notes, GL reconciliations, KYC screening. Each named agent is self-contained and tuned to one workflow, built on skills your firm can customize with its own terminology, templates, and data providers. It installs as a Claude Cowork plugin or deploys headlessly through the Managed Agents API, same system prompt either way.

Why it's worth your time

• Ten named agents, each built around one real finance workflow: the Pitch Agent turns comps, precedents, and an LBO into a finished pitch deck, the GL Reconciler finds breaks and traces their root cause, the KYC Screener runs onboarding docs through your rules engine.
• Every agent ships two ways from the same source: install it as a Claude Cowork plugin, or deploy it through the Claude Managed Agents API behind your own workflow engine.
• Slash commands land straight in your session once a vertical is installed: /comps, /dcf, /lbo, /cim, /ic-memo, and more, no separate tool to open.
• Twelve MCP connectors ship in the core plugin, wired straight to Daloopa, Morningstar, FactSet, Moody’s, PitchBook, LSEG, and more, so agents pull real data instead of whatever you remember to paste in.
• Covers the actual verticals: investment banking, equity research, private equity, fund administration, operations, and financial advisory, not one generic finance bot trying to do everything.
• Every output is staged for a human to review and sign off. It drafts the model, the memo, the reconciliation; it never executes a trade or posts to a ledger on its own.