README

Claude for Financial Services

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.

 [!IMPORTANT]
 Nothing in this repository constitutes investment, legal, tax, or accounting advice. These agents draft analyst work product — models, memos, research notes, reconciliations — for review by a qualified professional. They do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding; every output is staged for human sign-off. You are responsible for verifying outputs and for compliance with the laws and regulations that apply to your firm.

What's in the repo:

- Agents — named, end-to-end workflow agents (Pitch Agent, Market Researcher, GL Reconciler, …). Each ships as a Cowork plugin and as a Claude Managed Agent template you deploy via /v1/agents.
- Vertical plugins — the underlying skills, slash commands, and data connectors, bundled by FSI vertical. Install these on their own if you just want /comps, /dcf, /earnings and the connectors without a full agent.

 Agents

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.

| Function | Agent | What it does |
|---|---|---|
| Coverage & advisory | Pitch Agent | Comps, precedents, LBO → branded pitch deck, end to end |
| | Meeting Prep Agent | Briefing pack before every client meeting |
| Research & modeling | Market Researcher | Sector or theme → industry overview, competitive landscape, peer comps, ideas shortlist |
| | Earnings Reviewer | Earnings call + filings → model update → note draft |
| | Model Builder | DCF, LBO, 3-statement, comps — live in Excel |
| Fund admin & finance ops | Valuation Reviewer | Ingests GP packages, runs valuation template, stages LP reporting |
| | GL Reconciler | Finds breaks, traces root cause, routes for sign-off |
| | Month-End Closer | Accruals, roll-forwards, variance commentary |
| | Statement Auditor | Audits LP statements before distribution |
| Operations & onboarding | KYC Screener | Parses onboarding docs, runs the rules engine, flags gaps |

For Managed Agent deployment — agent.yaml, leaf-worker subagents, steering-event examples, and per-agent security notes — see managed-agent-cookbooks/.

 Repository Layout


plugins/
  agent-plugins/                Named agents — one self-contained plugin each
  vertical-plugins/             Skill + command bundles by FSI vertical, plus MCP connectors
  partner-built/                

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