Hysen Labsfinancial-services
financial-services
Claude for Financial Services: reference workflows that stop short of advice
Anthropic's financial services repo ships reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management. The README draws a careful line between drafting work product and giving advice.
What's in the repo
A set of reference agents, skills, and data connectors aimed at the financial services workflows that show up most often: investment banking, equity research, private equity, and wealth management. Everything comes from one source but installs two ways, as a Claude Cowork plugin or as a Claude Managed Agent template deployed through an API behind your own workflow engine. Same system prompt, same skills, the README says, you choose where it runs.
The disclaimer comes first
A clear notice sits up front. Nothing here constitutes investment, legal, tax, or accounting advice. The agents draft analyst work product like models, memos, research notes, and reconciliations for review by a qualified professional. They do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding. Every output is staged for human sign off, and the user stays responsible for verification and compliance.
Agents and verticals
Named agents run whole workflows end to end, things like a Pitch Agent, a Market Researcher, an Earnings Reviewer, or a GL Reconciler, each self contained and bundling the skills it uses. Underneath sit vertical plugins by domain, with a core financial analysis plugin carrying the shared modeling skills and all eleven data connectors, plus verticals for investment banking, equity research, private equity, wealth management, fund admin, and operations.
Data connectors
The connectors are MCP servers that wire Claude to outside data. They are centralized in the financial analysis core plugin and shared across the rest. The provider list runs from Daloopa, Morningstar, S&P Global, FactSet, and Moody's, to MT Newswires, Aiera, LSEG, PitchBook, Chronograph, Egnyte, and Box.
Tuning it to your firm
These are templates, not turnkey products. The README suggests swapping connectors to point at your own data providers, adding firm terminology to skill files, bringing your own PowerPoint templates, and adjusting agent scope to match how the team actually works. A check script lints every manifest and verifies cross file references before anything is pushed.
Editorial conclusion
The design is layered well: agents own workflows, verticals hold skills, connectors bring data, and everything stays behind a human sign off. As a reference, the README gives a firm a concrete starting point rather than a finished product.
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