Claude for Financial Services
Reference Claude agents and data connectors for finance analysts
What it is
A collection of reference agents, skill bundles, slash commands, and MCP data connectors built for investment banking, private equity, equity research, wealth management, and fund operations. Agents cover jobs such as building pitch decks, updating models after earnings, reconciling general ledgers, and screening KYC documents, and each one can be installed as a Claude Cowork or Claude Code plugin or deployed through the Managed Agents API. Finance teams treat these as starting points and tune the prompts and skills to their own firm's methods, and every output is held so a qualified professional can check it before use.