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$ show anthropics/financial-services

[account ↗] [repo ↗] APPLICATION ★ 38970 5567 ● active (last update 3 weeks ago)
reviewed by: deepseek/deepseek-v4-flash

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.

RATING7.5/10
QUALITY7.2/10
MAINTENANCEactive
DRIFTmedium
CONTRIBUTORS10
VELOCITY0.43
OPEN ISSUES230
CLOSED ISSUES9
LAST COMMIT3 weeks ago
Files by Type (count)
Markdown
241
YAML
43
JSON
39
Python
17
Other (no ext)
6
Text
5
Shell
5
PowerShell
3
Git Ignore
2
Other (.mjs)
1
Other (.example)
1
Files by Type (size)
Markdown
1MB
Python
101KB
Other (no ext)
56KB
YAML
39KB
Shell
22KB
PowerShell
21KB
Other (.mjs)
15KB
JSON
14KB
Text
11KB
Other (.example)
1KB
Git Ignore
463B

The LLM identified 6 files worth highlighting for reuse:

Validates DCF model Excel files for formula integrity, cross-statement ties, and sensitivity table correctness. Uses openpyxl to inspect cell formulas and checks that key constraints (e.g., center cell equals base case, WACC range) are met. Extracted and reused in any DCF model generation pipeline.

file: plugins/vertical-plugins/financial-analysis/skills/dcf-model/scripts/validate_dcf.py ↗ | tags: #financial-validation #excel-formula-checking

Parses PowerPoint files using python-pptx to extract all numbers, dates, and financial figures, then cross-references them against expected values from a model. Useful for any automated pitch deck audit or consistency check across presentations.

file: plugins/vertical-plugins/pitch-agent/skills/ib-check-deck/scripts/extract_numbers.py ↗ | tags: #number-extraction #deck-quality-control

Generates a new skill directory with standardized YAML frontmatter, SKILL.md, references folder, and placeholder scripts. Provides a consistent starting point for skill development. Could be extracted for any agent skill authoring workflow.

file: plugins/vertical-plugins/financial-analysis/skills/skill-creator/scripts/init_skill.py ↗ | tags: #skill-scaffolding #template-generation

Bundles a skill directory into a deployable .skill archive with all references, scripts, and assets. Handles file exclusion, manifest generation, and checksum verification. Reusable in any plugin or skill distribution pipeline.

Validates skill frontmatter, checks that referenced files exist, verifies YAML structure, and runs basic lints on SKILL.md content. Independent of this repo's skill schema – could be adapted for any YAML-based content validation.

Comprehensive linter that validates the entire repository structure: checks that all skill references resolve, that agent manifests reference existing skills, that bundled skills match vertical sources, that PowerShell scripts are ASCII-clean, and that version bumps are consistent. Could be extracted for any multi-module configuration repository that needs cross-reference integrity checks.

file: scripts/check.py ↗ | tags: #linting #cross-reference-validation #drift-detection
Last analyzed: 2026-08-20 15:03:42.768139
Next check: 2026-10-08 05:22:29.317554
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