About this project

Claude for Financial Services provides a modular framework for automating complex financial workflows. The repository includes pre-built agents for tasks such as pitch deck creation, market research, earnings review, financial modeling (DCF, LBO), and fund administration. These agents are designed to be self-contained, bundling necessary skills and data connectors, and can be deployed either as Claude Cowork plugins or as managed agents via the Claude API. The system utilizes the Model Context Protocol (MCP) to integrate with various financial data providers, including Daloopa, Morningstar, S&P Global, FactSet, Moody's, and others. The architecture is file-based, relying on Markdown and YAML, allowing firms to customize prompts, templates, and data connectors to match their internal standards. The repository also includes administrative tooling for deploying the Claude Microsoft 365 add-in within an organization's own cloud environment. All outputs are intended for review by qualified professionals and do not constitute financial or legal advice.