This repository is a reference architecture and plugin collection for deploying AI agents in financial services using Anthropic's Claude platform. It defines 10+ named agents (e.g., Pitch Agent, Earnings Reviewer, KYC Screener) and 100+ skills that guide Claude to produce institutional-grade financial documents: Excel valuation models (DCF, LBO, comps), PowerPoint pitch decks, Word research reports, and HTML earnings previews. The architecture follows a dual-delivery model: agents can be installed as Claude Cowork plugins via marketplace registration, or deployed headlessly via the Managed Agents API (agent.yaml manifests in managed-agent-cookbooks). Skills are authored in vertical plugins organized by domain (investment banking, equity research, private equity, wealth management) and synced into agent bundles. The repository also includes a Microsoft 365 add-in installer (claude-for-msft-365-install) for deploying Claude into Excel, Word, PowerPoint, and Outlook. Data flows rely heavily on MCP servers (LSEG, S&P Global, Daloopa, FactSet) and SEC EDGAR for financial data, with strict citation and formula-over-hardcode conventions. The repo is primarily prompt engineering and configuration rather than application runtime code, but it includes several reusable Python scripts for skill scaffolding, document validation, and cross-reference linting.