From 394f38ebb93208d2e32ebff6d6ad3d6ae43a1876 Mon Sep 17 00:00:00 2001 From: wehub-resource-sync Date: Mon, 13 Jul 2026 09:55:20 +0000 Subject: [PATCH] docs: preserve upstream English README --- README.en.md | 260 +++++++++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 260 insertions(+) create mode 100644 README.en.md diff --git a/README.en.md b/README.en.md new file mode 100644 index 0000000..a48f5be --- /dev/null +++ b/README.en.md @@ -0,0 +1,260 @@ +# Claude for Financial Services + +Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management. + +Everything here is available **two ways from one source**: install it as a [Claude Cowork](https://claude.com/product/cowork) plugin, or deploy it through the [Claude Managed Agents API](https://docs.claude.com/en/api/managed-agents) behind your own workflow engine. Same system prompt, same skills — you choose where it runs. + +> [!IMPORTANT] +> Nothing in this repository constitutes investment, legal, tax, or accounting advice. These agents draft analyst work product — models, memos, research notes, reconciliations — for review by a qualified professional. They do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding; every output is staged for human sign-off. You are responsible for verifying outputs and for compliance with the laws and regulations that apply to your firm. + +What's in the repo: + +- **[Agents](#agents)** — named, end-to-end workflow agents (Pitch Agent, Market Researcher, GL Reconciler, …). Each ships as a Cowork plugin **and** as a [Claude Managed Agent template](./managed-agent-cookbooks) you deploy via `/v1/agents`. +- **[Vertical plugins](#vertical-plugins)** — the underlying skills, slash commands, and data connectors, bundled by FSI vertical. Install these on their own if you just want `/comps`, `/dcf`, `/earnings` and the connectors without a full agent. + +## Agents + +Each agent is named for the workflow it runs. They're starting points: install the ones that match your work, then tune the prompts, skills, and connectors to how your firm does it. + +Each agent plugin is **self-contained** — it bundles the skills it uses, so installing the agent is all you need. + +| Function | Agent | What it does | +|---|---|---| +| **Coverage & advisory** | **[Pitch Agent](./plugins/agent-plugins/pitch-agent)** | Comps, precedents, LBO → branded pitch deck, end to end | +| | **[Meeting Prep Agent](./plugins/agent-plugins/meeting-prep-agent)** | Briefing pack before every client meeting | +| **Research & modeling** | **[Market Researcher](./plugins/agent-plugins/market-researcher)** | Sector or theme → industry overview, competitive landscape, peer comps, ideas shortlist | +| | **[Earnings Reviewer](./plugins/agent-plugins/earnings-reviewer)** | Earnings call + filings → model update → note draft | +| | **[Model Builder](./plugins/agent-plugins/model-builder)** | DCF, LBO, 3-statement, comps — live in Excel | +| **Fund admin & finance ops** | **[Valuation Reviewer](./plugins/agent-plugins/valuation-reviewer)** | Ingests GP packages, runs valuation template, stages LP reporting | +| | **[GL Reconciler](./plugins/agent-plugins/gl-reconciler)** | Finds breaks, traces root cause, routes for sign-off | +| | **[Month-End Closer](./plugins/agent-plugins/month-end-closer)** | Accruals, roll-forwards, variance commentary | +| | **[Statement Auditor](./plugins/agent-plugins/statement-auditor)** | Audits LP statements before distribution | +| **Operations & onboarding** | **[KYC Screener](./plugins/agent-plugins/kyc-screener)** | Parses onboarding docs, runs the rules engine, flags gaps | + +For Managed Agent deployment — `agent.yaml`, leaf-worker subagents, steering-event examples, and per-agent security notes — see **[managed-agent-cookbooks/](./managed-agent-cookbooks)**. + +## Repository Layout + +``` +plugins/ + agent-plugins/ # Named agents — one self-contained plugin each + vertical-plugins/ # Skill + command bundles by FSI vertical, plus MCP connectors + partner-built/ # Partner-authored plugins (LSEG, S&P Global) +managed-agent-cookbooks/ # Claude Managed Agent cookbooks — one dir per agent +claude-for-msft-365-install/ # Admin tooling to provision the Claude Microsoft 365 add-in +scripts/ # deploy-managed-agent.sh · check.py · validate.py · orchestrate.py · sync-agent-skills.py +``` + +## Getting Started + +### Cowork + +In Cowork, open **Settings → Plugins → Add plugin** and either: + +- **Paste this repo URL** — `https://github.com/anthropics/financial-services` — then pick the agents and verticals you want from the marketplace list, or +- **Upload a zip** — zip any directory under `plugins/` (e.g. `plugins/agent-plugins/pitch-agent/`) and drop it in. + +### Claude Code + +```bash +# Add the marketplace +claude plugin marketplace add anthropics/financial-services + +# Core skills + connectors (install first) +claude plugin install financial-analysis@claude-for-financial-services + +# Named agents — pick the ones you want +claude plugin install pitch-agent@claude-for-financial-services +claude plugin install gl-reconciler@claude-for-financial-services +claude plugin install market-researcher@claude-for-financial-services + +# Vertical skill bundles +claude plugin install investment-banking@claude-for-financial-services +claude plugin install equity-research@claude-for-financial-services +``` + +Once installed, agents appear in Cowork dispatch, skills fire automatically when relevant, and slash commands are available in your session (`/comps`, `/dcf`, `/earnings`, `/ic-memo`, …). + +### Claude Managed Agents + +```bash +export ANTHROPIC_API_KEY=sk-ant-... +scripts/deploy-managed-agent.sh gl-reconciler +``` + +Each template under [`managed-agent-cookbooks/`](./managed-agent-cookbooks) references the same system prompt and skills as its plugin counterpart. The deploy script resolves file references, uploads skills, creates leaf-worker subagents, and POSTs the orchestrator to `/v1/agents`. See [`scripts/orchestrate.py`](./scripts/orchestrate.py) for a reference event loop that routes `handoff_request` events between agents via your own orchestration layer. + +> **Research Preview:** subagent delegation (`callable_agents`) is a preview capability. See per-agent READMEs for security and handoff guidance. + +## How It Fits Together + +| | What it is | Where it lives | +|---|---|---| +| **Agents** | Self-contained plugins that own a workflow end to end — system prompt plus the skills it uses. Cowork and the Managed Agent wrapper both reference the same directory. | `plugins/agent-plugins//` | +| **Skills** | Domain expertise, conventions, and step-by-step methods Claude draws on automatically when relevant. Authored once in the verticals; each agent bundles a synced copy of the ones it needs. | `plugins/vertical-plugins//skills/` (source) · `plugins/agent-plugins//skills/` (bundled) | +| **Commands** | Slash actions you trigger explicitly (`/comps`, `/earnings`, `/ic-memo`). | `plugins/vertical-plugins//commands/` | +| **Connectors** | [MCP servers](https://modelcontextprotocol.io/) that wire Claude to your data — terminals, research platforms, document stores. | `plugins/vertical-plugins/financial-analysis/.mcp.json` | +| **Managed-agent wrappers** | `agent.yaml` + depth-1 subagents + steering examples for headless deployment. | `managed-agent-cookbooks//` | + +Everything is file-based — markdown and JSON, no build step. + +## Vertical Plugins + +Start with **financial-analysis** — it carries the shared modeling skills and all data connectors. Add verticals for the workflows you need. + +| Plugin | What it adds | +|---|---| +| **[financial-analysis](./plugins/vertical-plugins/financial-analysis)** *(core)* | Comps, DCF, LBO, 3-statement, deck QC, Excel audit. All 11 data connectors. | +| **[investment-banking](./plugins/vertical-plugins/investment-banking)** | CIMs, teasers, process letters, buyer lists, merger models, deal tracking. | +| **[equity-research](./plugins/vertical-plugins/equity-research)** | Earnings notes, initiations, model updates, thesis and catalyst tracking. | +| **[private-equity](./plugins/vertical-plugins/private-equity)** | Sourcing, screening, diligence checklists, IC memos, portfolio monitoring. | +| **[wealth-management](./plugins/vertical-plugins/wealth-management)** | Client reviews, financial plans, rebalancing, reporting, TLH. | +| **[fund-admin](./plugins/vertical-plugins/fund-admin)** | GL recon, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out. | +| **[operations](./plugins/vertical-plugins/operations)** | KYC document parsing and rules-grid evaluation. | +| **[lseg](./plugins/partner-built/lseg)** *(partner)* | Bond RV, swap curves, FX carry, options vol, macro-rates monitoring on LSEG data. | +| **[sp-global](./plugins/partner-built/spglobal)** *(partner)* | Tear sheets, earnings previews, funding digests on S&P Capital IQ. | + +## MCP Integrations + +All connectors are centralized in the **financial-analysis** core plugin and shared across the rest. + +| Provider | URL | +|---|---| +| [Daloopa](https://www.daloopa.com/) | `https://mcp.daloopa.com/server/mcp` | +| [Morningstar](https://www.morningstar.com/) | `https://mcp.morningstar.com/mcp` | +| [S&P Global](https://www.spglobal.com/) | `https://kfinance.kensho.com/integrations/mcp` | +| [FactSet](https://www.factset.com/) | `https://mcp.factset.com/mcp` | +| [Moody's](https://www.moodys.com/) | `https://api.moodys.com/genai-ready-data/m1/mcp` | +| [MT Newswires](https://www.mtnewswires.com/) | `https://vast-mcp.blueskyapi.com/mtnewswires` | +| [Aiera](https://www.aiera.com/) | `https://mcp-pub.aiera.com` | +| [LSEG](https://www.lseg.com/) | `https://api.analytics.lseg.com/lfa/mcp` | +| [PitchBook](https://pitchbook.com/) | `https://premium.mcp.pitchbook.com/mcp` | +| [Chronograph](https://www.chronograph.pe/) | `https://ai.chronograph.pe/mcp` | +| [Egnyte](https://www.egnyte.com/) | `https://mcp-server.egnyte.com/mcp` | +| [Box](https://www.box.com/home) | `https://mcp.box.com` | + +> MCP access may require a subscription or API key from the provider. + +## Claude for Microsoft 365 — Install Tooling + +If your firm runs Claude inside Excel, PowerPoint, Word, and Outlook via the Microsoft 365 add-in, [`claude-for-msft-365-install/`](./claude-for-msft-365-install) is the admin tooling to provision it against **your own cloud** — Vertex AI, Bedrock, or an internal LLM gateway — instead of Anthropic's API. + +It's a Claude Code plugin (not a Cowork plugin) that walks an IT admin through generating the customized add-in manifest, granting Azure admin consent, and writing per-user routing config via Microsoft Graph. Install with: + +```bash +claude plugin install claude-for-msft-365-install@claude-for-financial-services +/claude-for-msft-365-install:setup +``` + +This is separate from the agents and vertical plugins above — it's the on-ramp that gets the add-in deployed in a tenant, after which the agents and skills here are what runs inside it. + +## Making It Yours + +These are reference templates — they get better when you tune them to how your firm works. + +- **Swap connectors** — point `.mcp.json` at your data providers and internal systems. +- **Add firm context** — drop your terminology, processes, and formatting standards into skill files. +- **Bring your templates** — `/ppt-template` teaches Claude your branded PowerPoint layouts. +- **Adjust agent scope** — edit `agents/.md` to match how your team actually runs the workflow. +- **Add your own** — copy the structure for workflows we haven't covered. + +## Skill & Command Reference + +
+financial-analysis — core modeling, Excel, deck QC + +| Skill | Command | Description | +|---|---|---| +| comps-analysis | `/comps` | Comparable company analysis with trading multiples | +| dcf-model | `/dcf` | DCF valuation with WACC and sensitivity analysis | +| lbo-model | `/lbo` | Leveraged buyout model | +| 3-statement-model | `/3-statement-model` | Populate 3-statement financial model templates | +| audit-xls | `/debug-model` | Excel model audit — formula tracing, hardcode detection, balance checks | +| clean-data-xls | — | Normalize and clean tabular data in Excel | +| deck-refresh | — | Re-link and refresh embedded charts/tables across a deck | +| competitive-analysis | `/competitive-analysis` | Competitive landscape and market positioning | +| ib-check-deck | — | QC presentations for errors and consistency | +| pptx-author | — | Produce a `.pptx` file headlessly (Managed Agent mode) | +| xlsx-author | — | Produce a `.xlsx` file headlessly (Managed Agent mode) | +| ppt-template-creator | `/ppt-template` | Create reusable PPT template skills | +| skill-creator | — | Guide for creating new skills | + +
+ +
+investment-banking — deal materials and execution + +| Skill | Command | Description | +|---|---|---| +| strip-profile | `/one-pager` | One-page company profiles for pitch books | +| pitch-deck | — | Populate pitch deck templates with data | +| datapack-builder | — | Build data packs from CIMs and filings | +| cim-builder | `/cim` | Draft Confidential Information Memorandums | +| teaser | `/teaser` | Anonymous one-page company teasers | +| buyer-list | `/buyer-list` | Strategic and financial buyer universe | +| merger-model | `/merger-model` | Accretion/dilution M&A analysis | +| process-letter | `/process-letter` | Bid instructions and process correspondence | +| deal-tracker | `/deal-tracker` | Track live deals, milestones, and action items | + +
+ +
+equity-research — coverage and publishing + +| Skill | Command | Description | +|---|---|---| +| earnings-analysis | `/earnings` | Post-earnings quarterly update reports | +| earnings-preview | `/earnings-preview` | Pre-earnings scenario analysis and key metrics | +| initiating-coverage | `/initiate` | Institutional-quality initiation reports | +| model-update | `/model-update` | Update financial models with new data | +| morning-note | `/morning-note` | Morning meeting notes and trade ideas | +| sector-overview | `/sector` | Industry landscape and thematic reports | +| thesis-tracker | `/thesis` | Maintain and update investment theses | +| catalyst-calendar | `/catalysts` | Track upcoming catalysts across coverage | +| idea-generation | `/screen` | Stock screening and idea sourcing | + +
+ +
+private-equity — sourcing through portfolio ops + +| Skill | Command | Description | +|---|---|---| +| deal-sourcing | `/source` | Discover companies, check CRM, draft founder outreach | +| deal-screening | `/screen-deal` | Quick pass/fail on inbound CIMs and teasers | +| dd-checklist | `/dd-checklist` | Diligence checklists by workstream | +| dd-meeting-prep | `/dd-prep` | Prep for management presentations and expert calls | +| unit-economics | `/unit-economics` | ARR cohorts, LTV/CAC, net retention, revenue quality | +| returns-analysis | `/returns` | IRR/MOIC sensitivity tables | +| ic-memo | `/ic-memo` | Investment committee memo drafting | +| portfolio-monitoring | `/portfolio` | Track portfolio company KPIs and variances | +| value-creation-plan | `/value-creation` | Post-close 100-day plans and EBITDA bridges | +| ai-readiness | `/ai-readiness` | Assess a portfolio company's AI readiness | + +
+ +
+wealth-management — advisor workflows + +| Skill | Command | Description | +|---|---|---| +| client-review | `/client-review` | Prep for client meetings with performance and talking points | +| financial-plan | `/financial-plan` | Retirement, education, estate, and cash-flow projections | +| portfolio-rebalance | `/rebalance` | Allocation drift analysis and tax-aware rebalancing | +| client-report | `/client-report` | Client-facing performance reports | +| investment-proposal | `/proposal` | Proposals for prospective clients | +| tax-loss-harvesting | `/tlh` | Identify TLH opportunities and manage wash sales | + +
+ +## Contributing + +Everything here is markdown and YAML. Fork, edit, PR. For new content: + +- New skill → add it under `plugins/vertical-plugins//skills/`, then run `python3 scripts/sync-agent-skills.py` to propagate to any agent that bundles it. +- New agent → `plugins/agent-plugins//` (with `agents/.md` + `skills/`) and a matching `managed-agent-cookbooks//`. +- Run `python3 scripts/check.py` before pushing — it lints every manifest, verifies all cross-file references resolve, and fails if any bundled skill has drifted from its vertical source. + +## License + +[Apache License 2.0](./LICENSE)