Install financial services plugins (original) (raw)

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We offer a set of open-source plugins that extend Claude with specialized capabilities for financial services workflows, including financial modeling, equity research, investment banking, private equity, and wealth management.

You can add them as an Anthropic-built marketplace, called Financial Services, or from a public GitHub repository.

What's included

The repository contains a core plugin and several add-on plugins that build on it:

The repository also includes partner-built plugins from LSEG and S&P Global, which bring their financial data and analytics directly into Claude.

Add the Financial Services marketplace

Add it for your organization

If you're an organization owner, add the marketplace once for everyone:

The marketplace then appears for everyone in your organization. To control which plugins are available and to which groups, see Manage plugins for your organization.

Add it yourself

To add the Financial Services marketplace to your personal plugins:

To add the public GitHub repository instead, for example to customize the plugins yourself:

Install plugins

Once installed, plugins activate automatically. Skills are applied when relevant, or you can invoke them by typing "/" or clicking the "+" button.

Available skills

After installation, you can use skills like:

Connectors

The financial analysis core plugin includes connectors for third-party financial data providers such as Daloopa, Morningstar, S&P Global, FactSet, Moody's, MT Newswires, Aiera, LSEG, PitchBook, Chronograph, and Egnyte.

Access to these connectors may require a separate subscription or API key from the respective provider. Contact your data provider for details.

Customize plugins for your firm

These plugins are designed as starting points. You can customize them to match your firm's workflows by editing the plugin files directly:

Good to know

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