# Claude for Financial Services

> Anthropic'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.

- Repository: https://github.com/anthropics/financial-services
- Official docs: https://github.com/anthropics/financial-services#readme
- Checked: 2026-10-18

## What it replaces
Nothing people pay for: a free tool, listed because people search for it.

## Facts, with sources

| Question | Status | Answer | Source | Checked |
|---|---|---|---|---|
| Runs on my machine? | Partial | Plugins run in Claude Code or Cowork; agents can also run hosted via Managed Agents | https://github.com/anthropics/financial-services#readme | 2026-10-18 |
| Code licence | Confirmed | Apache-2.0 | https://github.com/anthropics/financial-services/blob/main/LICENSE | 2026-10-18 |
| Model weights licence | Confirmed | No separate model weights | https://github.com/anthropics/financial-services#readme | 2026-10-18 |
| Commercial use | Confirmed | Yes, Apache-2.0 | https://github.com/anthropics/financial-services/blob/main/LICENSE | 2026-10-18 |
| Paid services needed? | No | Needs Claude (Cowork, Claude Code or an API key); data connectors may need provider subscriptions | https://github.com/anthropics/financial-services#readme | 2026-10-18 |
| Hardware | Unknown | Not documented | none found | 2026-10-18 |
| Operating systems | Unknown | Not documented (wherever Claude Cowork or Claude Code runs) | none found | 2026-10-18 |
| Setup effort | Confirmed | Easy, add the marketplace and install plugins; Managed Agents need an API key and deploy script | https://github.com/anthropics/financial-services#readme | 2026-10-18 |

GitHub: 40558 stars, 5665 forks, last push 2026-09-21, archived: no.
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Source: RepoQuarry (https://repoquarry.dev/projects/financial-services). Data licence: CC BY 4.0. Quotes are from project documentation and belong to their authors.