SkillGild
Finance

Claude for Financial Services

Anthropic's financial-services marketplace: a core financial-analysis plugin (comps, DCF, LBO, three-statement models in Excel, deck QC) plus vertical bundles for investment banking, equity research, private equity, fund administration, operations and financial advisors, 11 named agents and connectors to Daloopa, Morningstar, S&P Global, FactSet, PitchBook and more.

skillgild install financial-analysis
Works with
  • Claude Code
  • Codex
  • Cursor
  • Gemini CLI
and any agent that reads SKILL.md

License: Apache-2.0 · Created by Anthropic · The project lists support for Claude Code, Cowork, Claude Managed Agents API

Free

What you get

  • Anthropic's financial-services marketplace: a core financial-analysis plugin (comps, DCF, LBO, three-statement models in Excel, deck QC) plus vertical bundles for investment banking, equity research, private equity, fund administration, operations and financial advisors, 11 named agents and connectors to Daloopa, Morningstar, S&P Global, FactSet, PitchBook and more.
  • Drafts for professional review.

Requirements

  • Data-provider subscriptions for the MCP connectors (optional)

Install the Claude for Financial Services skill

A community skill: it installs from its own repository and your agent runs the project's instructions locally with your own model. SkillGild lists it and credits the author; nothing runs on SkillGild.

  1. With the SkillGild CLI (needs git). It clones anthropics/financial-services and copies the skill folder into the right place for your agent; use --agent codex, cursor or gemini-cli for other clients.

    Terminal
    skillgild install financial-analysis --agent claude-code
  2. Claude Code plugin marketplace.

    Terminal
    claude plugin marketplace add anthropics/financial-services
    claude plugin install financial-analysis@claude-for-financial-services
  3. Manual copy.

    Terminal
    Install as plugins; vertical bundles such as investment-banking@claude-for-financial-services add more
  4. Or copy the folder yourself from anthropics/financial-services into ~/.claude/skills/financial-analysis/ for Claude Code, ~/.agents/skills/ for Codex, ~/.cursor/skills/ for Cursor or ~/.gemini/skills/ for Gemini CLI, then start a new session.

Try asking

Requests that trigger this skill once it is installed in your agent.

  • /dcf for the attached model with a WACC sensitivity
  • /comps for the peer set in this sheet
  • Draft an IC memo from these diligence notes

Questions

How do I install the Claude for Financial Services skill in Claude Code?

Run skillgild install financial-analysis --agent claude-code: the SkillGild CLI clones anthropics/financial-services and copies the skill folder into ~/.claude/skills/financial-analysis. You can also use the project's own commands shown above, or copy the folder yourself. Use --agent codex, cursor or gemini-cli for other clients.

Is Claude for Financial Services free and open source?

Yes. The upstream repository is published under the Apache-2.0 license by Anthropic. SkillGild lists and credits it and installs it from source; it does not host or run it.

Which agents does Claude for Financial Services work with?

The project lists Claude Code, Cowork, Claude Managed Agents API. It is distributed as a plugin, so follow the plugin commands above for Claude Code and the project's README for other clients.

Does Claude for Financial Services run on SkillGild?

No. Claude for Financial Services is a community skill: your agent runs its instructions locally with your own model, and SkillGild lists, credits and installs it. Hosted SkillGild skills are marked differently and run through the SkillGild MCP server.

What does Claude for Financial Services need to work?

Data-provider subscriptions for the MCP connectors (optional). Everything else is the usual: a coding agent that loads skills and the folder installed where that agent looks for it.

Related guides

Setup steps and worked examples for this kind of skill.