SkillCommunity★ 33k

Anthropic Financial Services Prompts

Updated Jul 7, 2026

An external GitHub repository maintained by Anthropic containing prompts and examples tailored for financial services use cases — analysis, summarization, and client communication. Demonstrates best practices for using Claude in regulated finance contexts.

View on GitHub

What it does

/comps
Run comparable company analysis with trading multiples (financial-analysis plugin).
/dcf
Build a DCF valuation with WACC and sensitivity analysis (financial-analysis plugin).
/earnings
Generate a post-earnings quarterly update note from an earnings call and filing (equity-research plugin).
/ic-memo
Draft an investment committee memo from deal materials (private-equity plugin).
/client-review
Prep a client review meeting with performance summary and talking points (wealth-management plugin).
claude plugin install pitch-agent@claude-for-financial-services
Install the Pitch Agent — runs comps, precedents, and LBO analysis to produce a branded pitch deck end to end.

Files (1)

OVERVIEW.mdprimary · markdown · 2.0 KB

## What it does

Anthropic's official reference agent and skill library for financial-services workflows. Covers investment banking (pitch decks, CIMs, buyer lists, M&A models), equity research (earnings notes, initiations, model updates), private equity (deal sourcing, IC memos, diligence checklists), wealth management (client reviews, financial plans, TLH), and fund administration (GL reconciliation, month-end close, LP statement auditing). Each named agent — Pitch Agent, Market Researcher, Earnings Reviewer, GL Reconciler, KYC Screener, and more — ships as a self-contained Claude Cowork plugin and as a Claude Managed Agent template deployable via the API.

## Key commands

Slash commands available after installing the relevant vertical plugin:

- /comps — comparable company analysis with trading multiples
- /dcf — DCF valuation with WACC and sensitivity tables
- /earnings — post-earnings quarterly update report
- /ic-memo — investment committee memo drafting
- /source — deal sourcing with CRM check and founder outreach draft
- /client-review — client meeting prep with performance and talking points
- /rebalance — allocation drift and tax-aware rebalancing analysis

## Install

Claude Code CLI:

    claude plugin marketplace add anthropics/financial-services
    claude plugin install financial-analysis@claude-for-financial-services
    claude plugin install pitch-agent@claude-for-financial-services

Claude Cowork: Settings > Plugins > Add plugin, paste the repo URL, then select agents and verticals.

Managed Agent deployment: export ANTHROPIC_API_KEY=sk-ant-... and run scripts/deploy-managed-agent.sh <agent-slug>.

## When to use

Use this when you need structured analyst work product — earnings models, pitch materials, valuation templates, reconciliation workflows, or KYC screening — and want Anthropic-maintained prompts calibrated for regulated finance. All outputs are staged for human review; the agents do not execute transactions, bind risk, or post to a ledger.