AITeamGuide Hub · Skill
Claude for Financial Services
Anthropic's reference agents, skills and data connectors for banking, equity research, private equity and wealth management.
Skill★ 41k starsArchived on GitHubApache-2.0Finance & accounting
Key facts
- Type
- Skill
- Jobs it fits
- Build models and memos; Reconcile ledgers
- Fields
- Finance & accounting
- Works with
- Claude Code, Claude Desktop
- Licence
- Apache-2.0
- Stars
- 40,614 as of October 21, 2026
- Last updated
- September 21, 2026 (last push to GitHub)
- Author
- @anthropics
- Submitted by
- @aiteamguide
- Added to the Hub
- October 21, 2026
The README says outputs are drafts for a qualified professional to review.
Install / Use it
Apache-2.0
Download skill (ZIP) View source
Plugin marketplace (terminal)
claude plugin marketplace add anthropics/financial-services
claude plugin install financial-analysis@claude-for-financial-servicesSafety: Runs code from a third-party repo. Review the source and the permissions before installing.
Commands and configs are taken from the project's README and re-wrapped in each app's documented format. If they differ, the README wins.
More from the Hub
-
Agent
TradingAgents
A research framework where analyst, researcher and trader agents debate a stock before a simulated decision.
Finance & accounting · Research★ 112k
-
Agent
AI Hedge Fund
An educational project where agents modelled on investor styles analyse stocks and propose simulated trades.
Finance & accounting · Research★ 64k
-
Skill
Knowledge Work Plugins
Anthropic's plugins (skills plus connectors) for sales, customer support, marketing, legal, finance, productivity and more.
Sales · Customer support★ 31k
-
Skill
CRE Agent Skills
Skills and prompts for commercial real estate work: underwriting, due diligence, financing, brokerage and closing.
Real estate · Finance & accounting★ 120
Summary written by AITeamGuide in our own words. GitHub numbers come from the public GitHub API and refresh daily. Maintainer and want a correction or removal? Tell us. Got something similar? Submit it to the Hub.