financial-services
AI agents for banking, research, fund admin, and wealth workflows
All Skills in This Repository (53)
Pure Emerald Level Indicators
anthropicsearnings-preview-beta
Aggregate financial data and transcripts into an HTML earnings preview report.
anthropicsAI Readiness
Analyze portfolio data to rank AI opportunities by value and implementation speed.
anthropicsdd-meeting-prep
Generate due diligence meeting question lists, benchmarks, and red flags.
anthropicsdd-checklist
Create sector-specific due diligence checklists for private equity deals.
anthropicsxlsx-author
Create Excel workbooks with openpyxl for automated report generation.
anthropicspptx-author
Generate PowerPoint .pptx files with python-pptx scripts.
anthropicskyc-doc-parse
Extract client onboarding data from documents into structured JSON records.
anthropicskyc-rules
Evaluate onboarding records against compliance rules to generate risk scores and verify documents.
anthropicsnav-tieout
Recompute LP capital accounts and compare statement line items against fund NAV data.
anthropicsaccrual-schedule
Automate month-end accrual journal entries with invoice references.
anthropicsgl-recon
Reconcile general ledger and subledger data to detect differences and classify causes.
anthropicsvariance-commentary
Analyze financial actuals, prior periods, and budgets to generate variance explanations.
Frequently Asked Questions
FAQPage SchemaHow to install financial-services?▼
Run `npx skills add anthropics/financial-services --all -g -y` in your terminal to install the full suite of agents and skills globally.
What financial workflows does this suite cover?▼
It covers investment banking (pitch decks, CIMs, merger models), equity research (earnings notes, initiations), private equity (IC memos, deal screening, returns analysis), fund admin (GL recon, month-end close, NAV tie-out), wealth management (client reviews, rebalancing, tax-loss harvesting), and KYC onboarding.
Can AI build DCF and LBO models in Excel?▼
Yes. The model-builder and financial-analysis skills generate complete DCF, LBO, 3-statement, and comps models in Excel with live formulas, sensitivity tables, and audit checks.
Does it connect to market data providers?▼
Yes. It includes MCP connectors for S&P Global, LSEG, FactSet, Morningstar, Moody's, PitchBook, Daloopa, and others, so analysis runs on live institutional data.
Do these agents make investment decisions automatically?▼
No. Every output is a draft staged for human review — the agents prepare models, memos, and reconciliations but never execute trades, post to ledgers, or approve onboarding.
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