Anthropic's reference agents, skills and data connectors for banking, equity research, private equity and fund admin in Claude.
Free tool inAgent skills and plugins
Claude for Financial Services at a glance
Checked 18 Oct 2026Anthropic's reference plugins for financial work: named agents (pitch decks, earnings reviews, GL reconciliation, KYC screening and more) plus vertical skill bundles with commands like /comps and /dcf. They install as Claude Cowork or Claude Code plugins, or deploy through the Claude Managed Agents API. Connectors point at data providers such as FactSet, Morningstar and PitchBook, which may need their own subscriptions. Apache-2.0. Outputs are drafts for human sign-off, not advice. Needs a paid Claude plan or API key; it does not replace a paid product.
RepoQuarry. “Claude for Financial Services.” Checked 18 Oct 2026. https://repoquarry.dev/projects/financial-servicesWhat it replaces
Nothing people pay for: it’s a free tool, listed because people search for it. Find similar projects in Agent skills and plugins.
Facts, with sources
Every answer links to where we found it. We read the documentation; we did not install it.
Same system prompt, same skills — you choose where it runs.github.com · financial-services#readme ↗ 3d ago
each Contributor hereby grants to You a perpetual, worldwide, non-exclusive, no-charge, royalty-free, irrevocable copyright licensegithub.com · LICENSE ↗ 3d ago
MCP access may require a subscription or API key from the provider.github.com · financial-services#readme ↗ 3d ago
claude plugin marketplace add anthropics/financial-servicesgithub.com · financial-services#readme ↗ 3d ago
No licence changes since we started watching. Licence watch: follow Claude for Financial Services and we email you if its licence terms change.
Growth and activity in detail
Is it popular, and is anyone still working on it? From GitHub.
- Actively maintained14 people committing, active 6 of the last 12 weeks.
14 people committing in the last 12 months · 2 pull requests merged in 30 days · 7 issues opened, 0 closed in 30 days
Stars over time
Building history+322 stars since 18 Oct 2026. The 7-day comparison and the trend label start once there is a full week of daily counts.
- Claude for Financial Services
Tracked daily since 18 Oct 2026. Dashed history: estimated from public records of when people starred the repo. Lines connect observations only; gaps contain no measured points.
Commits per week, last 52 weeks
active 6 of the last 12 weeksAbout the same as the 12 weeks before.
Where these numbers come from
- Stars, forks, releases: GitHub's public API, fetched every night (last fetch today).
- Star history: counted every night since 18 Oct 2026.
- Commits and people committing: GitHub's repository statistics, counted weekly. Names are never stored.
- Pull requests and issues: counted from GitHub for the last 30 days.
- Stars show popularity, not quality. The facts below are checked separately, by reading the project's own documentation. How we check.