# Claude for Financial Services

> Apache-2.0 finance reference agents/skills (Anthropic)

**Category:** AI Agents  
**Pricing:** open-source  
**URL:** https://github.com/anthropics/financial-services  
**GitHub:** https://github.com/anthropics/financial-services  
**Added:** 2026-09-28

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## The Hook

Anthropic’s financial-services repo ships reference agents, skills, and data connectors for IB, equity research, PE, and wealth workflows — same pack for Claude Cowork plugins or Managed Agents API.

## What's Good

Apache-2.0 (anthropics/financial-services). Free to read/fork: system prompts, skills, and connectors shaped for analyst work product (models, memos, research notes) under human review. Install as Cowork plugins or deploy via Managed Agents. ★37,903 on GitHub 2026-09-28.

## The Catch

Vs Knowledge Work Plugins: that pack is general knowledge-work/Cowork; this tree is finance-domain only. Not investment/legal/tax advice — drafts for qualified humans. Intended hosts are Claude Cowork / Managed Agents (paid Anthropic surfaces); the repo is free, the runtime usually is not.

## Verdict

Apache-2.0 Anthropic finance agent pack when IB/ER/PE workflows need first-party skills — not general knowledge-work plugins; paid host likely.