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Documentation Index

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Open SourceApplications Layer

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Claude for Financial Services

Anthropic’s official FSI reference implementation — production-ready agents, vertical skill plugins, and 11 data provider connectors for financial services workflows.
Claude for Financial Services GitHub

Type

Open Source (Apache 2.0)

Stack Layer

Applications

Language

Python

Stars

16.2k+

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What it is

This is Anthropic’s official reference repository for deploying Claude in financial services. It contains 11 named workflow agents covering common FSI tasks — Pitch Agent, Market Researcher, GL Reconciler, KYC Screener, and others — alongside vertical skill bundles for investment banking, equity research, private equity, wealth management, and fund administration. Data connectivity is provided through 11 MCP servers for external providers including Morningstar, S&P Global, FactSet, PitchBook, Daloopa, and LSEG. Everything is file-based markdown and YAML with no build step, making it easy for financial firms to customize by swapping data connectors, adding firm-specific context, and tuning prompts for their workflows. Deployment options include Claude Cowork plugins and the Claude Managed Agents API for headless orchestration.
Use this when you’re deploying Claude at a financial services firm and want a tested, production-ready starting point rather than building agent templates from scratch — the pre-built data connectors alone save significant integration work.

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Get started

GitHub ↗

Agent templates, skill bundles, and MCP connector setup.

Dexter

Open-source autonomous financial research agent.

TradingAgents

Multi-agent trading framework for research and strategy development.