Omar Mihilmy
eb0c1ea962
* Add read-only add-in data export; harden cache-clear scripts
Chat history, skills, MCP registrations and memory live only in browser
storage on the user's machine. Add export-addin-data.{sh,ps1} to copy them
before a rebuild, and fix the cache-clear scripts that sit next to them.
clear-addin-cache.sh matched the add-in ID case-sensitively, but Office names
the wef file with whatever casing the manifest <Id> carried. A lowercase GUID
reported "already clear" and exited 0, sending admins to the folder-wide wipe
that destroys chat history on Windows. Match case-insensitively, and make a
miss print NOT cleared and exit non-zero on both platforms.
clear-addin-cache.ps1 never parsed on Windows PowerShell 5.1: em dashes in a
BOM-less .ps1 are decoded as ANSI into mojibake containing a quote, which
terminates a string mid-file. All .ps1 files are now pure ASCII, and check.py
rejects non-ASCII bytes in a .ps1 without a UTF-8 BOM.
Also:
- export: parse the port out of WebKit's binary origin file. Dropping it made
two origins on the same host collide in one export folder, silently
overwriting the first.
- export: include localStorage, which holds settings, the inference config,
and the onboarding/terms flags.
- export: exporting nothing while --out was given now exits non-zero, so
"export then wipe" cannot treat an empty backup as success.
- export: a failed database copy no longer aborts the run; paths containing
an apostrophe work.
- export.ps1: clear the destination before Copy-Item -Recurse, which nested
instead of refreshing on a re-run; add -IncludeAll for stores whose names
compaction has hidden; scan uncompressed LevelDB files first.
- clear.ps1: require a GUID for -Id, since Remove-Item -Path expands wildcards;
escape value names for Remove-ItemProperty.
- clear.sh: scan Outlook too, and guard flags that take a value.
- Document why replacing or reinstalling a manifest never moves the data.
Verified on macOS against live add-in data, and on a Windows host against
Windows PowerShell 5.1.
* Export Windows localStorage as the whole per-profile store
localStorage holds the settings, the inference/customer config, and the
onboarding + terms-accepted flags -- none of it in IndexedDB -- so an export
without it left a rebuilt machine re-doing onboarding.
Chromium keeps one LevelDB per profile shared by every origin, so it cannot be
filtered down to one add-in. Copy it whole rather than drop it, once per Office
account, beside that account's origin folders. It therefore also contains other
origins' settings: the size is printed on every run including the argument-less
preview, the help text says so plainly, and the folder can simply be deleted
from the export if a data policy forbids it.
- Copy to a scratch name and swap only on success. Deleting the destination
first meant a locked LOCK file (Office still running) left the export with
neither the new copy nor the previous good one. A failure is now counted and
reported as INCOMPLETE with a non-zero exit, matching the macOS script.
- Drive the copy off the unique profile list instead of the per-store loop, so
a profile whose only store fails the origin-name parse keeps its settings.
- Report in list mode too, matching macOS -- the argument-less run is
advertised as printing what it found.
- .SYNOPSIS/.DESCRIPTION no longer claim only Claude's data is copied.
- Correct the export-data doc: the export tree is relabelled for readability,
not a path mirror, so it cannot be copied back verbatim.
Verified on a Windows host against Windows PowerShell 5.1: copied once per
profile, flat on re-run, real LevelDB contents present, disclosed in list mode
without writing anything.
Claude for Financial Services
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Everything here is available two ways from one source: install it as a Claude Cowork plugin, or deploy it through the Claude Managed Agents API behind your own workflow engine. Same system prompt, same skills — you choose where it runs.
Important
Nothing in this repository constitutes investment, legal, tax, or accounting advice. These agents draft analyst work product — models, memos, research notes, 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. You are responsible for verifying outputs and for compliance with the laws and regulations that apply to your firm.
What's in the repo:
- Agents — named, end-to-end workflow agents (Pitch Agent, Market Researcher, GL Reconciler, …). Each ships as a Cowork plugin and as a Claude Managed Agent template you deploy via
/v1/agents. - Vertical plugins — the underlying skills, slash commands, and data connectors, bundled by FSI vertical. Install these on their own if you just want
/comps,/dcf,/earningsand the connectors without a full agent.
Agents
Each agent is named for the workflow it runs. They're starting points: install the ones that match your work, then tune the prompts, skills, and connectors to how your firm does it.
Each agent plugin is self-contained — it bundles the skills it uses, so installing the agent is all you need.
| Function | Agent | What it does |
|---|---|---|
| Coverage & advisory | Pitch Agent | Comps, precedents, LBO → branded pitch deck, end to end |
| Meeting Prep Agent | Briefing pack before every client meeting | |
| Research & modeling | Market Researcher | Sector or theme → industry overview, competitive landscape, peer comps, ideas shortlist |
| Earnings Reviewer | Earnings call + filings → model update → note draft | |
| Model Builder | DCF, LBO, 3-statement, comps — live in Excel | |
| Fund admin & finance ops | Valuation Reviewer | Ingests GP packages, runs valuation template, stages LP reporting |
| GL Reconciler | Finds breaks, traces root cause, routes for sign-off | |
| Month-End Closer | Accruals, roll-forwards, variance commentary | |
| Statement Auditor | Audits LP statements before distribution | |
| Operations & onboarding | KYC Screener | Parses onboarding docs, runs the rules engine, flags gaps |
For Managed Agent deployment — agent.yaml, leaf-worker subagents, steering-event examples, and per-agent security notes — see managed-agent-cookbooks/.
Repository Layout
plugins/
agent-plugins/ # Named agents — one self-contained plugin each
vertical-plugins/ # Skill + command bundles by FSI vertical, plus MCP connectors
partner-built/ # Partner-authored plugins (LSEG, S&P Global)
managed-agent-cookbooks/ # Claude Managed Agent cookbooks — one dir per agent
claude-for-msft-365-install/ # Admin tooling to provision the Claude Microsoft 365 add-in
scripts/ # deploy-managed-agent.sh · check.py · validate.py · orchestrate.py · sync-agent-skills.py
Getting Started
Cowork
In Cowork, open Settings → Plugins → Add plugin and either:
- Paste this repo URL —
https://github.com/anthropics/financial-services— then pick the agents and verticals you want from the marketplace list, or - Upload a zip — zip any directory under
plugins/(e.g.plugins/agent-plugins/pitch-agent/) and drop it in.
Claude Code
# Add the marketplace
claude plugin marketplace add anthropics/financial-services
# Core skills + connectors (install first)
claude plugin install financial-analysis@claude-for-financial-services
# Named agents — pick the ones you want
claude plugin install pitch-agent@claude-for-financial-services
claude plugin install gl-reconciler@claude-for-financial-services
claude plugin install market-researcher@claude-for-financial-services
# Vertical skill bundles
claude plugin install investment-banking@claude-for-financial-services
claude plugin install equity-research@claude-for-financial-services
Once installed, agents appear in Cowork dispatch, skills fire automatically when relevant, and slash commands are available in your session (/comps, /dcf, /earnings, /ic-memo, …).
Claude Managed Agents
export ANTHROPIC_API_KEY=sk-ant-...
scripts/deploy-managed-agent.sh gl-reconciler
Each template under managed-agent-cookbooks/ references the same system prompt and skills as its plugin counterpart. The deploy script resolves file references, uploads skills, creates leaf-worker subagents, and POSTs the orchestrator to /v1/agents. See scripts/orchestrate.py for a reference event loop that routes handoff_request events between agents via your own orchestration layer.
Research Preview: subagent delegation (
callable_agents) is a preview capability. See per-agent READMEs for security and handoff guidance.
How It Fits Together
| What it is | Where it lives | |
|---|---|---|
| Agents | Self-contained plugins that own a workflow end to end — system prompt plus the skills it uses. Cowork and the Managed Agent wrapper both reference the same directory. | plugins/agent-plugins/<slug>/ |
| Skills | Domain expertise, conventions, and step-by-step methods Claude draws on automatically when relevant. Authored once in the verticals; each agent bundles a synced copy of the ones it needs. | plugins/vertical-plugins/<vertical>/skills/ (source) · plugins/agent-plugins/<slug>/skills/ (bundled) |
| Commands | Slash actions you trigger explicitly (/comps, /earnings, /ic-memo). |
plugins/vertical-plugins/<vertical>/commands/ |
| Connectors | MCP servers that wire Claude to your data — terminals, research platforms, document stores. | plugins/vertical-plugins/financial-analysis/.mcp.json |
| Managed-agent wrappers | agent.yaml + depth-1 subagents + steering examples for headless deployment. |
managed-agent-cookbooks/<slug>/ |
Everything is file-based — markdown and JSON, no build step.
Vertical Plugins
Start with financial-analysis — it carries the shared modeling skills and all data connectors. Add verticals for the workflows you need.
| Plugin | What it adds |
|---|---|
| financial-analysis (core) | Comps, DCF, LBO, 3-statement, deck QC, Excel audit. All 11 data connectors. |
| investment-banking | CIMs, teasers, process letters, buyer lists, merger models, deal tracking. |
| equity-research | Earnings notes, initiations, model updates, thesis and catalyst tracking. |
| private-equity | Sourcing, screening, diligence checklists, IC memos, portfolio monitoring. |
| wealth-management | Client reviews, financial plans, rebalancing, reporting, TLH. |
| fund-admin | GL recon, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out. |
| operations | KYC document parsing and rules-grid evaluation. |
| lseg (partner) | Bond RV, swap curves, FX carry, options vol, macro-rates monitoring on LSEG data. |
| sp-global (partner) | Tear sheets, earnings previews, funding digests on S&P Capital IQ. |
MCP Integrations
All connectors are centralized in the financial-analysis core plugin and shared across the rest.
| Provider | URL |
|---|---|
| Daloopa | https://mcp.daloopa.com/server/mcp |
| Morningstar | https://mcp.morningstar.com/mcp |
| S&P Global | https://kfinance.kensho.com/integrations/mcp |
| FactSet | https://mcp.factset.com/mcp |
| Moody's | https://api.moodys.com/genai-ready-data/m1/mcp |
| MT Newswires | https://vast-mcp.blueskyapi.com/mtnewswires |
| Aiera | https://mcp-pub.aiera.com |
| LSEG | https://api.analytics.lseg.com/lfa/mcp |
| PitchBook | https://premium.mcp.pitchbook.com/mcp |
| Chronograph | https://ai.chronograph.pe/mcp |
| Egnyte | https://mcp-server.egnyte.com/mcp |
| Box | https://mcp.box.com |
MCP access may require a subscription or API key from the provider.
Claude for Microsoft 365 — Install Tooling
If your firm runs Claude inside Excel, PowerPoint, Word, and Outlook via the Microsoft 365 add-in, claude-for-msft-365-install/ is the admin tooling to provision it against your own cloud — Vertex AI, Bedrock, or an internal LLM gateway — instead of Anthropic's API.
It's a Claude Code plugin (not a Cowork plugin) that walks an IT admin through generating the customized add-in manifest, granting Azure admin consent, and writing per-user routing config via Microsoft Graph. Install with:
claude plugin install claude-for-msft-365-install@claude-for-financial-services
/claude-for-msft-365-install:setup
This is separate from the agents and vertical plugins above — it's the on-ramp that gets the add-in deployed in a tenant, after which the agents and skills here are what runs inside it.
Making It Yours
These are reference templates — they get better when you tune them to how your firm works.
- Swap connectors — point
.mcp.jsonat your data providers and internal systems. - Add firm context — drop your terminology, processes, and formatting standards into skill files.
- Bring your templates —
/ppt-templateteaches Claude your branded PowerPoint layouts. - Adjust agent scope — edit
agents/<slug>.mdto match how your team actually runs the workflow. - Add your own — copy the structure for workflows we haven't covered.
Skill & Command Reference
financial-analysis — core modeling, Excel, deck QC
| Skill | Command | Description |
|---|---|---|
| comps-analysis | /comps |
Comparable company analysis with trading multiples |
| dcf-model | /dcf |
DCF valuation with WACC and sensitivity analysis |
| lbo-model | /lbo |
Leveraged buyout model |
| 3-statement-model | /3-statement-model |
Populate 3-statement financial model templates |
| audit-xls | /debug-model |
Excel model audit — formula tracing, hardcode detection, balance checks |
| clean-data-xls | — | Normalize and clean tabular data in Excel |
| deck-refresh | — | Re-link and refresh embedded charts/tables across a deck |
| competitive-analysis | /competitive-analysis |
Competitive landscape and market positioning |
| ib-check-deck | — | QC presentations for errors and consistency |
| pptx-author | — | Produce a .pptx file headlessly (Managed Agent mode) |
| xlsx-author | — | Produce a .xlsx file headlessly (Managed Agent mode) |
| ppt-template-creator | /ppt-template |
Create reusable PPT template skills |
| skill-creator | — | Guide for creating new skills |
investment-banking — deal materials and execution
| Skill | Command | Description |
|---|---|---|
| strip-profile | /one-pager |
One-page company profiles for pitch books |
| pitch-deck | — | Populate pitch deck templates with data |
| datapack-builder | — | Build data packs from CIMs and filings |
| cim-builder | /cim |
Draft Confidential Information Memorandums |
| teaser | /teaser |
Anonymous one-page company teasers |
| buyer-list | /buyer-list |
Strategic and financial buyer universe |
| merger-model | /merger-model |
Accretion/dilution M&A analysis |
| process-letter | /process-letter |
Bid instructions and process correspondence |
| deal-tracker | /deal-tracker |
Track live deals, milestones, and action items |
equity-research — coverage and publishing
| Skill | Command | Description |
|---|---|---|
| earnings-analysis | /earnings |
Post-earnings quarterly update reports |
| earnings-preview | /earnings-preview |
Pre-earnings scenario analysis and key metrics |
| initiating-coverage | /initiate |
Institutional-quality initiation reports |
| model-update | /model-update |
Update financial models with new data |
| morning-note | /morning-note |
Morning meeting notes and trade ideas |
| sector-overview | /sector |
Industry landscape and thematic reports |
| thesis-tracker | /thesis |
Maintain and update investment theses |
| catalyst-calendar | /catalysts |
Track upcoming catalysts across coverage |
| idea-generation | /screen |
Stock screening and idea sourcing |
private-equity — sourcing through portfolio ops
| Skill | Command | Description |
|---|---|---|
| deal-sourcing | /source |
Discover companies, check CRM, draft founder outreach |
| deal-screening | /screen-deal |
Quick pass/fail on inbound CIMs and teasers |
| dd-checklist | /dd-checklist |
Diligence checklists by workstream |
| dd-meeting-prep | /dd-prep |
Prep for management presentations and expert calls |
| unit-economics | /unit-economics |
ARR cohorts, LTV/CAC, net retention, revenue quality |
| returns-analysis | /returns |
IRR/MOIC sensitivity tables |
| ic-memo | /ic-memo |
Investment committee memo drafting |
| portfolio-monitoring | /portfolio |
Track portfolio company KPIs and variances |
| value-creation-plan | /value-creation |
Post-close 100-day plans and EBITDA bridges |
| ai-readiness | /ai-readiness |
Assess a portfolio company's AI readiness |
wealth-management — advisor workflows
| Skill | Command | Description |
|---|---|---|
| client-review | /client-review |
Prep for client meetings with performance and talking points |
| financial-plan | /financial-plan |
Retirement, education, estate, and cash-flow projections |
| portfolio-rebalance | /rebalance |
Allocation drift analysis and tax-aware rebalancing |
| client-report | /client-report |
Client-facing performance reports |
| investment-proposal | /proposal |
Proposals for prospective clients |
| tax-loss-harvesting | /tlh |
Identify TLH opportunities and manage wash sales |
Contributing
Everything here is markdown and YAML. Fork, edit, PR. For new content:
- New skill → add it under
plugins/vertical-plugins/<vertical>/skills/, then runpython3 scripts/sync-agent-skills.pyto propagate to any agent that bundles it. - New agent →
plugins/agent-plugins/<slug>/(withagents/<slug>.md+skills/) and a matchingmanaged-agent-cookbooks/<slug>/. - Run
python3 scripts/check.pybefore pushing — it lints every manifest, verifies all cross-file references resolve, and fails if any bundled skill has drifted from its vertical source.