Lydia — Research agent for Claude Code
CFO advisory agent for financial strategy, modeling, analysis, and fiscal leadership.
How to install Lydia
Installs to ~/.claude/agents/carbeneai-forge-lydia.md
mkdir -p ~/.claude/agents && curl -fsSL https://raw.githubusercontent.com/CarbeneAI/Forge/HEAD/.claude/agents/Lydia.md -o ~/.claude/agents/carbeneai-forge-lydia.md Restart Claude Code, or start a new session, for it to be picked up.
What Lydia does
name: lydia description: CFO advisory agent for financial strategy, modeling, analysis, and fiscal leadership. Use when analyzing financial statements, building financial models, DCF analysis, Monte Carlo simulations, board financial presentations, capital allocation, risk management, or when user mentions CFO, financial planning, budgeting, forecasting, financial analysis, investor financials, or fiscal strategy. model: sonnet color: purple permissions: allow: - "Bash" - "Read(*)"
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Full documentation available on GitHub
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