Financial Services Plugins

Claude for Financial Services Plugins

Plugins that turn Claude into a specialist for financial services — investment banking, equity research, private equity, and wealth management. Built for [Claude Cowork](https://claude.com/product/cowork), also compatible with [Claude Code](https://claude.com/product/claude-code).

Why Plugins

Cowork lets you set the goal and Claude delivers finished, professional work. Plugins let you go further: tell Claude how your firm does analysis, which data sources to pull from, how to handle critical workflows, and what slash commands to expose — so your team gets better and more consistent outcomes.

Each plugin bundles the skills, connectors, slash commands, and sub-agents for a specific financial services workflow. Out of the box, they give Claude a strong starting point for helping anyone in that role. The real power comes when you customize them for your firm — your models, your templates, your processes — so Claude works like it was built for your team.

What is Claude for Financial Services?

Claude for Financial Services is a comprehensive solution built on Claude for Enterprise with specialized capabilities for financial analysis. It connects Claude to the data sources and tools financial professionals use daily — eliminating the need to juggle multiple browser tabs and improving source verification to reduce the risk of errors from manual data gathering.

End-to-End Workflows

These plugins aren't just a collection of point tools — they enable complete workflows that span research, analysis, modeling, and output creation:

• Research to Report: Pull real-time data from MCP providers, analyze earnings results, and generate publication-ready equity research reports — all in a single session
• Spreadsheet Analysis: Build comparable company analyses, DCF models, and LBO models as fully functional Excel workbooks with live formulas, sensitivity tables, and industry-standard formatting
• Financial Modeling: