# anthropics/financial-services

Repository: https://github.com/anthropics/financial-services
Canonical: https://ross.abutalabs.com/products/financial-services
Language: Python
License: Apache-2.0
License Family: permissive
Last push: 2026-08-25T18:23:23+00:00

## Health v2 (maintenance only)
Score: 59/100 (v2, computed 2026-09-03T02:20:16.233290+00:00)
- activity 99, release rhythm 35, longevity 13
- inputs: {"age_days": 191, "days_push": 8, "days_rel": null, "gap_med": null, "n_releases_24m": 0}
- flags: no_releases
- formula: round(0.45*activity + 0.35*rhythm + 0.20*longevity); archived -> min(score, 10)

## Adoption (not part of the score)
Stars 34533, forks 5153 (observed 2026-08-28T04:12:00.629561+00:00)

## What it is
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
- artifact type: plugin
- maturity: active
- function: agent-framework, llm-inference, prompt-engineering, mcp, data-science, workflow-automation
- domain: fintech, artificial-intelligence, large-language-models, developer-tools
- platform: python, cloud, self-hosted, cross-platform
- tags: financial-services, claude-plugins, investment-banking, equity-research, wealth-management, reference-agents, skills, data-connectors, anthropic, ai-agents, automation

## Member repositories
- anthropics/financial-services (main) score 59

## Provenance
- Observed fields: from GitHub, fetched 2026-08-28T04:12:00.629561+00:00.
- Health v2: computed from the inputs above; adoption is never an input.
- Inferred fields (summary, facets, guidance): AI-extracted, prompt v1, taxonomy v1, on 2026-08-29T16:27:28.776439+00:00, confidence not recorded.
  - readme: https://github.com/anthropics/financial-services (fetched 2026-08-28T04:12:00.629561+00:00, sha ad2c611a32bb)
- Data as of 2026-08-30T08:39:29.467469+00:00.