> ## Documentation Index
> Fetch the complete documentation index at: https://kindling.birklid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Claude for Financial Services

> Anthropic's official reference repo — pre-built agents, skills, and MCP connectors for investment banking, equity research, wealth management, and more.

<div style={{display: "flex", gap: "8px", marginBottom: "1.5rem", flexWrap: "wrap"}}>
  <Badge>Open Source</Badge>
  <Badge color="#F97316">Applications Layer</Badge>
</div>

# 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.**

<Frame>
  <img src="https://mintcdn.com/tumbleweedlabs/QT0SlrwbzlJBSMcS/images/og-claude-financial-services.png?fit=max&auto=format&n=QT0SlrwbzlJBSMcS&q=85&s=1da4a5521e1e520801fa15e670e7ab55" alt="Claude for Financial Services GitHub" width="1200" height="600" data-path="images/og-claude-financial-services.png" />
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  <Card title="Type" icon="code-branch">Open Source (Apache 2.0)</Card>
  <Card title="Stack Layer" icon="browsers">Applications</Card>
  <Card title="Language" icon="code">Python</Card>
  <Card title="Stars" icon="star">16.2k+</Card>
</CardGroup>

## 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.

<Tip>
  **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.
</Tip>

## Get started

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  <Card title="GitHub ↗" icon="github" href="https://github.com/anthropics/financial-services">
    Agent templates, skill bundles, and MCP connector setup.
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<CardGroup cols={2}>
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</CardGroup>