TL;DR
An open-source repository offering Claude AI agents and skills specialized for financial services tasks (investment banking, research, private equity, asset management).
Key features
9 agents: Pitch Agent (investment proposal writing), Market Researcher (industry analysis), Earnings Reviewer (earnings call analysis), Model Builder (DCF/LBO modeling), GL Adjuster (journal entry adjustments), Month-End Closer, Statement Auditor, KYC Reviewer, Meeting Prep Agent
Dual deployment: Deployable via Claude Cowork plugin or Managed Agents API
Vertical plugins: Skills and data connectors for comps, DCF, earnings, etc., installable individually
Partner plugins: Integration with financial data providers like LSEG, S&P Global
When to use it
When introducing Claude-based automation in financial services companies
When aiming to replace repetitive analysis/reporting tasks in investment banking, research, private equity, and asset management with AI
When integrating AI agents into existing workflows or using them immediately via Claude Cowork