financial-services
by anthropics
A set of ready-made Claude agents, skills and data connectors for finance work such as pitch decks, equity research, month-end accounting and client onboarding checks. It drafts analyst work for a qualified person to review, and it can be installed as a Claude plugin or deployed through the Claude Managed Agents API.
- Stars
- 40.8k
- Licence
- Apache-2.0
- Runs on
- A cloud service
- Setup
- Moderate
- Language
- Python
- Age
- 245 days
What you can do with it
- Build a branded pitch deck from comps, precedent deals and LBO analysis
- Reconcile ledger accounts, find breaks and draft month-end accruals and variance commentary
- Turn earnings calls and filings into model updates and draft research notes
Make money with it
A freelance finance professional could offer faster research notes, valuation models or reconciliation services, using the agents for first drafts and checking the results themselves.
An idea, not financial advice. Check the licence before charging for anything built on it.
Ways a business could use it
- A small accountancy or bookkeeping firm could speed up reconciliations and month-end close tasks, cutting hours of manual work.
- A freelance analyst or boutique adviser could produce first drafts of comps, models and client briefing packs faster, then review them before delivery.
Can you use it commercially?
Free to use, change and sell, including in paid products. Keep the copyright notice.
Not legal advice. Read the project's licence file before building a product on it.
Getting it running
Add the repository as a plugin marketplace in Claude Cowork or Claude Code, or run the included deploy script with an Anthropic API key to use Managed Agents.
Follow the official instructions in the project README.
Things to check
- Needs a paid Claude subscription or Anthropic API key
- Some data connectors may need paid third-party data subscriptions
- Subagent delegation is a research preview
- Outputs are drafts only and are not financial, legal or tax advice, so they need professional review
Who's talking about it
Checked 27 Oct 2026. Summary drafted by AI from the project's README.
