anthropics/financial-services
None observed · 2026-08-28
Health v2 · maintenance only
59/100
- Activity 99
- Release rhythm 35
- Longevity 13
Flags: no_releases
How is this computed?
round(0.45*activity + 0.35*rhythm + 0.20*longevity); archived -> min(score, 10) — computed 2026-09-03. Adoption (stars, forks) is never an input.
- gap_med: n/a
- age_days: 191
- days_rel: n/a
- days_push: 8
- n_releases_24m: 0
Adoption not part of the score
34533 stars · 5153 forks observed · 2026-08-28
What it is AI-extracted, prompt v1, taxonomy v1, 2026-08-29, confidence not recorded
A collection of reference AI agents, skills, and data connectors for financial-services workflows like investment banking, equity research, private equity, and wealth management. Each agent ships both as a Claude Cowork plugin and as a Claude Managed Agents API template, with outputs staged for human review.
Use cases
- build financial pitch decks with comps and LBO analysis
- automate earnings call review and model updates
- reconcile general ledger breaks automatically
- build DCF and 3-statement models in Excel
- prepare briefing packs for client meetings
- run month-end close workflows
- draft equity research notes from filings
When to choose
- you work in investment banking, equity research, PE, or wealth management and want Claude-based workflow agents
- you want ready-made agent templates deployable via the Claude Managed Agents API
- you want vertical skills like /comps, /dcf, /earnings as installable plugins
When to avoid
- you need agents that execute transactions or make investment recommendations autonomously
- you don't use Claude or the Anthropic ecosystem
- you need certified compliance-approved financial software rather than draft-generating assistants
Facets
plugin · maturity active
agent-framework llm-inference prompt-engineering mcp data-science workflow-automation fintech artificial-intelligence large-language-models developer-tools python cloud self-hosted cross-platform financial-services claude-plugins investment-banking equity-research wealth-management reference-agents skills data-connectors anthropic ai-agents automation
1 source
- readme: https://github.com/anthropics/financial-services · fetched 2026-08-28 · ad2c611a32bb
Member repositories
| Repository | Role | Health v2 |
|---|---|---|
| anthropics/financial-services | main | 59 |
For agents
markdown · JSON · MCP: product_card(name="anthropics/financial-services")
Data as of 2026-08-30T08:39:29.467469+00:00 · Report a problem