Anthropic financial-services agents
Anthropic's agent and plugin set for finance work: pitch books, client screening, month-end close.
Analyst-style deliverables for small firms: models, memos, month-end support.
Real demand, but the output must be checked by someone who knows finance. Needs paid Claude access and data connectors.
Apache-2.0 (LICENSE file is the standard Apache License 2.0 text; README confirms).
Yes, Apache-2.0 allows installing and customising it for a paying client; it is only prompts/skills/connectors, so the client still needs paid Claude access (Cowork, Claude Code or the Managed Agents API) and, per the README, MCP data connectors 'may require a subscription or API key from the provider'.
Active (pushed 2026-09-21). No dedicated website in the repo metadata. README disclaimer: nothing in it is investment, legal, tax or accounting advice; outputs are drafts for review by a qualified professional. Regulated-industry use: the firm is responsible for compliance. Partner-built plugins (LSEG, S&P Global) depend on those vendors' paid data. Repository now lives at anthropics/financial-services.
Boutique advisory, accounting and wealth firms
Analyst-style deliverables for small firms: models, memos, month-end support.
The repo itself is free; it runs on Anthropic's paid Claude products. claude.com/pricing today: Free $0; Pro $23 per month with annual subscription ($280 billed up front), $28 if billed monthly; Max from $140 per month. Team/Enterprise and API prices for Managed Agents: not found (not on the part of the page I read).
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