Anthropic has open-sourced a new framework on GitHub called Claude for Financial Services Plugins, released under the Apache 2.0 license. According to the project page cited in the source material, it has reached 6,500 stars and 745 forks. The framework is built to let Claude Code and Claude Cowork handle common workflows used across financial institutions.
The package is aimed at four business areas: investment banking, equity research, private equity, and wealth management. Its pitch is straightforward. Users do not need to write code or build separate infrastructure before using modeling tools, report workflows, analysis functions, and client-facing preparation tasks.
A core plugin sits underneath four business-focused add-ons
The framework is organized in three layers. At the base is a single core plugin, financial-analysis. It includes modeling tools for comparable company analysis, discounted cash flow models, and leveraged buyout models, while also serving as the shared layer for 11 MCP data connectors. This core package has to be installed first.
Above that are four add-on plugins tailored to specific use cases. The investment-banking module covers CIM drafting, buyer lists, merger models, and deal tracking. The equity-research module supports post-earnings updates, report generation, catalyst tracking, and morning meeting notes. The private-equity module handles deal sourcing automation, due diligence, IC memos, and KPI tracking. The wealth-management module focuses on client meeting prep, financial planning, portfolio rebalancing, and tax-loss harvesting.
On the outer layer, Anthropic lists two partner plugins from established financial data providers. LSEG contributes bond pricing, yield curves, foreign exchange analysis, and options valuation. S&P Global provides company tearsheets and earnings previews.
41 auto-triggered skills and 38 slash commands
The framework includes 41 skills, 38 commands, and connections to 11 external data providers. Skills are designed to trigger automatically during conversations, while commands are called by users through slash prompts.
The MCP connector list named in the source includes Daloopa, Morningstar, FactSet, Moody’s, PitchBook, LSEG, S&P Global, MT Newswires, Aiera, Chronograph, and Egnyte. These are standard data sources in traditional finance. Once connected through the MCP protocol, Claude can query them directly instead of relying on manual copy-and-paste workflows.
The source also notes that subscribing to every data source can be expensive. It adds that lower-cost or free alternatives can still deliver more than 80% of the framework’s capabilities in testing, though some functions lose access to the latest data.
Examples of the available commands include /comps [company] for comparable company analysis, /dcf [company] for DCF valuation, /earnings [company] [quarter] for post-earnings updates, /ic-memo [project name] for investment committee memos, /source [criteria] for automated deal sourcing, and /client-review [client] for client meeting preparation.
Installation supports Claude Cowork and Claude Code CLI
Anthropic outlines two installation routes. One is through Claude Cowork, using direct installation from claude.com/plugins. The other is through Claude Code CLI, where users first add the marketplace, then install the required core plugin, followed by whichever business modules they need: investment-banking, equity-research, private-equity, or wealth-management.
The source says users can also hand the GitHub repository directly to Claude Code and let it complete the installation process automatically.
Anthropic is extending Claude into vertical workflows
This release comes after Anthropic introduced Channels in Claude Code earlier in the week, allowing AI agents to receive real-time message pushes from Telegram and Discord through MCP. The financial services plugin framework points to a broader shift in how Anthropic is positioning Claude: not only as a developer tool, but as software for industry-specific workflows.
For finance professionals, the immediate change is lower operational friction. The source frames it simply: users do not need programming knowledge; if they can use slash commands, Claude can be assigned work spanning from DCF modeling to IC memo production. The repository is listed at github.com/anthropics/financial-services-plugins.