anthropicsOfficial·58 Agent Skills Included

financial-services-plugins

AI agents for banking, research, fund admin, and wealth workflows

Automates core financial-services workflows: pitch decks, DCF/LBO/3-statement models, earnings notes, GL reconciliations, month-end close, KYC screening, and client reporting. Eliminates manual spreadsheet modeling, data gathering, and reconciliation work across investment banking, equity research, private equity, and wealth management. Connects to live market data via MCP integrations (S&P, LSEG, FactSet, PitchBook) so agents draft analyst-ready work product for human review.

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npx skills add anthropics/financial-services-plugins --all -g -y

All Skills in This Repository (58)

Pure Emerald Level Indicators

📦 In Repo

anthropics

Portfolio AI Readiness

Scan portfolio companies to rank AI opportunities by financial impact and implementation probability.

Portfolio Monitoring

Extract and analyze portfolio company financial KPIs from Excel, PDF, and CSV documents.

Diligence Meeting Prep

Generate targeted questions, benchmarks, and red flags for due diligence meetings.

Due Diligence Checklist

Generate and track due diligence checklists across financial, commercial, legal, and operational workstreams.

Deal Screening

Screen deal documents against predefined investment criteria and generate assessment memos.

Unit Economics Analysis

Analyze SaaS unit economics and benchmark ARR cohorts, LTV/CAC, and retention metrics.

Investment Committee Memo

Generate structured Investment Committee memos for private equity deal approval.

Deal Sourcing

Automates private equity deal sourcing by discovering target companies, checking CRM and Slack for prior relationships, and drafting outreach emails to founders.

Value Creation Plan

Map revenue, cost, and operational levers to an EBITDA bridge with 100-day priorities.

Returns Analysis

Calculate IRR and MOIC across entry and exit multiples for private equity deals.

3-statement-model

Populate integrated 3-statement financial model templates with formula-driven projections.

comps-analysis

Generate comparable company analyses in Excel with valuation multiples and operating metrics.

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Advanced

Frequently Asked Questions

FAQPage Schema

How to install financial-services-plugins?▼

Run `npx skills add anthropics/financial-services-plugins --all -g -y` in your terminal to install the full suite of financial 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), fund admin (GL recon, NAV tie-out), and wealth management (client reviews, rebalancing).

Can AI build DCF and LBO models in Excel?▼

Yes. The model-builder and financial-analysis skills generate complete DCF, LBO, and 3-statement Excel models with live formulas, sensitivity tables, and audit checks.

Does it connect to market data providers?▼

Yes. It ships MCP connectors for S&P Global, LSEG, FactSet, Moody's, PitchBook, Morningstar, and more, so agents pull live financial data instead of guessing.

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 entries, or approve onboarding.