This project provides specialized plugins for Claude, transforming it into an AI assistant for financial services professionals in investment banking, equity research, private equity, and wealth management. It enables end-to-end workflows, from data sourcing to report generation, offering enhanced consistency and firm-specific customization for improved outcomes.

How It Works

The system employs a modular plugin architecture for Claude, comprising skills, connectors, and slash commands. Plugins are file-based (Markdown/JSON), requiring no code or infrastructure for deployment. Core plugins offer shared modeling tools and data connectors, while add-on plugins provide specialized domain expertise. Connectors integrate with external financial data sources via MCP servers, enabling seamless data flow from research to deliverable outputs like Excel and PowerPoint.

Quick Start & Requirements

• Primary install / run command:
  • Cowork: Install directly from claude.com/plugins.
  • Claude Code:

    claude plugin marketplace add anthropics/financial-services-plugins
    claude plugin install financial-analysis@financial-services-plugins
    # Add function-specific plugins as needed (e.g., investment-banking, equity-research)
    

• Non-default prerequisites and dependencies: MCP data access often requires separate subscriptions or API keys from providers such as Daloopa, Morningstar, S&P Global, FactSet, Moody's, MT Newswires, Aiera, LSEG, PitchBook, Chronograph, and Egnyte.
• Links: Official install page: claude.com/plugins.

Highlighted Details

• End-to-End Workflows: Supports comprehensive workflows including Research-to-Report, Spreadsheet Analysis (Comps, DCF, LBO), Financial Modeling (3-statement), Deal Materials (CIMs, Teasers), and Portfolio Management.
• Core Plugin: financial-analysis provides foundational modeling tools and integrates all MCP data connectors.
• Specialized Plugins: Add-on plugins cater to specific roles: investment-banking, equity-research, private-equity, and wealth-management.
• MCP Integrations: Centralized connectors for 11 major financial data providers.
• Customization: Facilitates swapping data connectors, injecting firm-specific terminology and templates, and modifying analytical workflows.

Maintenance & Community

LSEG and S&P Global contribute partner-built plugins, directly integrating their data and analytics. The README does not specify community channels (e.g., Discord, Slack) or provide a roadmap link.

Licensing & Compatibility

• License type: Apache License 2.0.
• Compatibility notes: The Apache 2.0 license generally permits commercial use and integration with closed-source projects.

Limitations & Caveats

These plugins are assistive tools and do not provide financial or investment advice. All AI-generated analysis must be reviewed by qualified financial professionals before reliance for decision-making. Functionality is contingent on users possessing necessary subscriptions and API access to the specified MCP data providers.