Model or dataset
jwangkun/claude-for-financial-services-cn avatar
jwangkun/claude-for-financial-services-cn

Five of the 63 skills in claude-for-financial-services-cn are listed twice

63 个 Claude Skills,为 A 股金融从业者而生 基于 Anthropic 官方 claude-for-financial-services 深度适配国内市场,现已开源。

824 stars132 forksPythonApache-2.0

At a glance

What is it?
An A-share adaptation of Anthropic's finance skills that ships sixty three skills across six plugin listings, four data server tiers from paid Wind down to free AkShare, and five skill identifiers that appear under two different plugins with no stated resolution order.
Who is it for?
Read the skill tables before installing anything: five identifiers appear under both china-finance and fund-admin, the operations plugin has no documented install command, and the paid data tiers decide what your models are actually built on. Anyone using this for live A-share work should confirm which tier answered a given figure, since the free fallbacks cover a different slice of the data than Wind and iFind do.
Can I use it commercially?
Yes. Apache-2.0 is a permissive licence: you can use, modify and sell software built on it, as long as you keep its copyright and licence notices.
Is it still maintained?
Yes. The repository last received commits 21 days ago.
What is it written in?
Mainly Python, according to GitHub's language statistics.

Answers come from the project's GitHub data, last synced on October 5, 2026, and from our analysis. They are not legal advice.

Editorial analysis

Sixty three skills, six plugin listings, five install commands

The headline number adds up across six tables: china-finance carries 31 skills, investment-banking 10, private-equity 9, wealth-management 5, fund-admin 6 and operations 2. The quick start only shows how to install five of those six, one full bundle and then one command per vertical domain:

bash
claude plugin marketplace add jwangkun/claude-for-financial-services-cn
claude plugin install china-finance@claude-for-financial-services-cn

The four per-domain commands cover investment-banking, private-equity, wealth-management and fund-admin. Operations, the plugin holding the two KYC skills for document parsing and a rules engine, is absent from that list, so there is no documented way to reach those two skills. The two authoring skills inside china-finance are the other reason to read the table before installing: one generates .pptx files and one generates .xlsx files, so the bundle expects to write deliverables rather than only answer in chat.

Five skill identifiers sit under two different plugins

Five names in the fund-admin table already appear in the china-finance table, with the same identifiers and near-identical descriptions: china-accrual-schedule for accrual schedules, china-break-trace for variance root causes, china-gl-recon for general ledger reconciliation, china-roll-forward for rolling data forward, and china-variance-commentary for variance commentary. That set is five of the six skills fund-admin lists; the only identifier unique to that plugin is china-nav-tieout for net asset value reconciliation. Every duplicate is reconciliation work, which is the fund administrator's whole job, and none of the identifiers carries a plugin qualifier. The page says nothing about which copy takes precedence when both china-finance and fund-admin are installed in the same session. The counts do not treat them as duplicates either: 31 plus 6 plus the rest comes to the advertised 63, so the repeated five are counted once per plugin rather than recognised as the same skill.

Four data tiers, and the fallback note names only one of them

The data layer is ordered by cost. Tier-0 is wind-mcp, the paid Wind terminal, described as covering A-share, Hong Kong and US equities, funds, indices, bonds, macro, research and analytics. Tier-1 is ifind-mcp from Tonghuashun, also paid, covering the full A-share set of quotes, financials, funds, macro, bonds and sector indices. Tier-2 is akshare-mcp, free and open source, for quotes, financial statements, industry data and indices, and Tier-3 is china-news-mcp, free, pulling financial news and exchange announcements. The stated policy is commercial sources first with automatic degradation to free ones. The row that describes degradation, though, phrases it as AkShare stepping in when iFind is unavailable, so the one place the policy is explained in practice names only the second paid tier.

Two paid credentials with different shapes, two config files

Paid access needs registration, and the two credentials do not look alike. Wind issues an API key beginning with the characters ak_, taken from the AI financial terminal's API management screen and passed as WIND_API_KEY. iFind issues a JWE token from the personal centre of its MCP platform and passes it as IFIND_AUTH_TOKEN. Each is read either from an environment variable or from a JSON file beside its server, at mcp-servers/wind-mcp/mcp_config.json and mcp-servers/ifind-mcp/mcp_config.json, and both files are described as already excluded by .gitignore so they are not committed. The free two, AkShare and the news feed, need no registration at all. The iFind side needs its own dependencies installed first, from inside its own directory:

bash
cd mcp-servers/ifind-mcp
pip install -r requirements.txt

Thirty one iFind tools, and a free plan that reaches about a third of them

The iFind server advertises 31 tools across seven service domains, and the counts sum exactly: stock with 8 covering search, quotes, history, statements, consensus, holders and events, fund with 7, global_stock with 5 for Hong Kong and US names plus cross market comparison, bond with 4, news with 3, edb with 2 and index with 2. Access is tiered by subscription rather than by tool. The free plan handles basic stock, bond and index queries at two requests per second. The personal plan unlocks the fund, news and edb services at five per second. The enterprise plan is the full set at ten per second. Read against the tool table, a free key leaves the fund domain, the macro database and the news domain unreachable, which is roughly a third of the advertised surface, and the concurrency ceiling applies to the tools that do work. On the Wind side there is no equivalent breakdown on the page: that row is described by coverage alone, from equities through bonds and macro to research and analytics.

Four agents assume the skills already produce files

Skills can be used one at a time, and the page also offers four end-to-end agents composed from them: china-pitch-agent carries an investment bank pitch from valuation modelling through to the roadshow deck, china-market-researcher runs sector overview, competitive landscape and target pool in order, china-earnings-reviewer goes from results interpretation to model update to report output, and china-model-builder produces DCF, LBO and three statement work directly as Excel. Each of those chains assumes the file producing skills exist, which is why china-deck-refresh, china-audit-xls and china-clean-data-xls sit inside china-finance alongside china-skill-creator, the skill that writes new skills. The verticals differ in kind rather than in depth: investment-banking holds merger models with an accretion and dilution test, an information memorandum builder, a teaser, a buyer list and a process letter, private-equity holds a returns analysis on IRR and MOIC plus a portfolio KPI tracker and a value creation plan, and wealth-management holds rebalancing and tax loss harvesting. The sample prompts are pitched at the same level: an annual results commentary in a domestic broker's format, a DCF with a domestic risk free rate, a sector strategy, and a roadshow deck.

The adaptation swaps a risk free rate, which changes model output

A five row table sets this project against the Wall Street original it adapts: data providers become Wind, iFind and AkShare instead of Bloomberg, FactSet and PitchBook, research output moves to domestic broker formats instead of English language bulge bracket notes, the accounting basis becomes Chinese standards rather than US GAAP, the risk free rate becomes the China government bond curve instead of US Treasuries, and industry classification moves from GICS to the domestic schemes. Four of those five change presentation or vocabulary. The risk free rate row changes numbers, and the sample conversation shows it directly, asking for a DCF with the ten year government bond yield as the WACC input. Note also that the upstream project is linked rather than vendored: nothing in the tree carries a copy of it, so the adaptation is a set of skills, not a fork of the original.

A second assistant platform sits in the tree with no instructions

The repository root holds twelve entries, and only some of them are explained by the page. .claude-plugin/ is the marketplace the add command registers, vertical-plugins/ and agent-plugins/ are named for the two halves of the bundle, and mcp-servers/ holds the four data servers. Three others have no documented entry point anywhere in the text: .codebuddy/, which points at a second assistant platform, managed-agent-cookbooks/, and IFIND-INTEGRATION-PLAN.md, a plan document kept beside the integration it describes. scripts/ and CLAUDE.md are also never mentioned. The data layer has its own naming split as well: inside china-finance a single skill, china-market-data, is the query entry point for Wind, iFind and AkShare together, while the two KYC skills in operations have no counterpart anywhere else in the tables. The text stops mid command in the iFind launch section, at the opening of a python3 invocation, and the repository file list ends at the same place.

Editorial conclusion

Read the skill tables before installing anything: five identifiers appear under both china-finance and fund-admin, the operations plugin has no documented install command, and the paid data tiers decide what your models are actually built on. Anyone using this for live A-share work should confirm which tier answered a given figure, since the free fallbacks cover a different slice of the data than Wind and iFind do.

Frequently asked questions

How do I install the skills in claude-for-financial-services-cn?

Add the repository as a plugin marketplace, then install one plugin by name: china-finance for the full set, or investment-banking, private-equity, wealth-management or fund-admin individually. The operations plugin, which holds the two KYC skills, does not appear in the quick start's install list.

Which data sources does claude-for-financial-services-cn use?

Four MCP servers in priority order: Wind and iFind as paid tiers, then AkShare and a financial news feed as free tiers, with automatic fallback when a paid key is absent. Wind uses WIND_API_KEY beginning with ak_ and iFind uses IFIND_AUTH_TOKEN holding a JWE token.

Do the claude-for-financial-services-cn skills need paid data subscriptions?

No. The page states that the free sources need no registration or key and work out of the box. The iFind free plan is narrower, covering basic stock, bond and index queries at two requests per second, with fund, news and macro database services unlocked only on the paid plans.

Which accounting standard and risk free rate do the models use?

Chinese accounting standards rather than US GAAP, the China government bond yield rather than US Treasuries, and domestic industry classification rather than GICS. The sample prompts show a DCF built with the ten year government bond yield as the WACC input.

How many skills does claude-for-financial-services-cn contain?

Sixty three, split across six plugin listings: 31 in china-finance, 10 in investment-banking, 9 in private-equity, 5 in wealth-management, 6 in fund-admin and 2 in operations. Five of those identifiers are listed under both china-finance and fund-admin.

Official sources

  1. Issues
  2. jwangkun/claude-for-financial-services-cn on GitHub
  3. License: Apache-2.0
  4. README
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