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Claude for Financial Services: ten AI analyst agents

The free repo from the reel is Anthropic's own: anthropics/financial-services. It gives Claude ten named agents for finance work (Pitch Agent, Model Builder, Earnings Reviewer, Month-End Closer, GL Reconciler, KYC Screener and more), plus slash commands like /comps, /dcf and /earnings. Every output is a draft for a qualified person to check.

CostThe repo is free and open source (Apache-2.0). Claude Cowork and Claude Code need a paid Claude plan. The premium data connectors need the provider's own subscription or API key.
DoesTen agents: Pitch Agent, Meeting Prep Agent, Market Researcher, Earnings Reviewer, Model Builder (DCF, LBO, 3-statement, comps live in Excel), Valuation Reviewer, GL Reconciler, Month-End Closer, Statement Auditor, KYC Screener. Plus vertical skill bundles for investment banking, equity research, private equity, fund admin and operations.
NeedsClaude Cowork (easiest) or Claude Code. Data connectors for Daloopa, Morningstar, S&P Global, FactSet, Moody's, PitchBook, LSEG and others are optional and paid by the provider.
ProofAbout 40,000 stars and 5,700 forks on GitHub (checked 19 Oct 2026). Published by Anthropic in February 2026.

Checked on 19 Oct 2026. Tools change fast, so the official page always wins if it says something different.

What you need first

1A paid Claude planFor Claude Cowork or Claude Code.
2Your own dataYour spreadsheets, filings and documents. The data feeds (FactSet, PitchBook and so on) are optional and need your own account with that provider.
3Someone to check the workThe README says it plainly: these agents draft analyst work for review by a qualified professional. They don't make investment recommendations or post anything for you.

Step by step

Open the plugin settings

In Claude Cowork open Settings → Plugins → Add plugin.

Paste the repo link

Paste https://github.com/anthropics/financial-services. You'll see the agents and vertical plugins as a marketplace list.

Tip: Prefer a zip? Zip any folder under plugins/ (for example plugins/agent-plugins/pitch-agent/) and upload that instead.

Pick what you need

Start with financial-analysis (the core: comps, DCF, LBO, 3-statement, deck QC, Excel audit and all the connectors), then add only the agents you'll use. A small business will get the most out of Model Builder and Month-End Closer.

Run a command

Type /comps, /dcf, /earnings or /ic-memo, or just describe the task. Skills fire automatically when they're relevant.

Using Claude Code instead?

claude plugin marketplace add anthropics/financial-services, then claude plugin install financial-analysis@claude-for-financial-services and any agent, e.g. claude plugin install pitch-agent@claude-for-financial-services.

Check everything

Treat every model, memo and reconciliation as a first draft. Check the numbers and the sources before anyone relies on them.

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