pitch-agent, "Meeting preparer" as meeting-prep-agent, and "General ledger reconciler" as gl-reconciler. If you go looking for the announcement names in the marketplace you will not find three of them. The table below maps both.Ten ready-to-run agent templates for financial services. Each ships as a plugin for Claude Cowork and Claude Code, and as a cookbook for Claude Managed Agents if you want to run them programmatically. They are available on all paid plans, so this is not an enterprise-only release.
They are not chatbots with a finance prompt. Each one is a small team: a reader, a builder or critic, and a writer that produces the deliverable. The earnings-reviewer, for example, runs a transcript-reader, then a model-updater, then a note-writer, and hands you back a research note plus an updated model.
Research and client coverage
Pitch builder → pitch-agent
Comps, precedents and an LBO into a branded pitch deck, end to end.
Build pitch book: / , thesis:
Market researcher → market-researcher
A sector or theme into an overview, competitive landscape, peer comps and an ideas shortlist.
Primer: , angle:
Earnings reviewer → earnings-reviewer
An earnings call plus filings into a model update and a note draft.
Process earnings:
Model builder → model-builder
DCF, LBO, 3-statement and comps, built as a real file.
Build for , assumptions: {...}
Meeting preparer → meeting-prep-agent
A briefing pack before every client meeting.
Briefing pack for , meeting Finance and operations
Valuation reviewer → valuation-reviewer
Ingests GP packages, runs the valuation template, stages LP reporting.
Review portco valuations for fund as of
General ledger reconciler → gl-reconciler
Finds breaks, traces root cause, routes for sign-off.
Reconcile GL vs subledger, trade date , classes:
Month-end closer → month-end-closer
Accruals, roll-forwards and variance commentary.
Close for period
Statement auditor → statement-auditor
Audits LP statements before they go out.
Tie out statement batch against NAV pack
KYC screener → kyc-screener
Parses onboarding docs, runs the rules engine, flags gaps.
Screen onboarding packet
earnings-reviewer and model-builder do. The rest want an entity, a fund, a client id, a packet id or a sector. If you hand a ticker to the month-end closer, nothing useful happens. Use the commands above verbatim and swap what is in the angle brackets.In Claude Code, it is two commands. Add the marketplace once, then install whichever agents you actually want.
claude plugin marketplace add anthropics/financial-services
claude plugin install pitch-agent@claude-for-financial-services
claude plugin install earnings-reviewer@claude-for-financial-services
claude plugin install model-builder@claude-for-financial-servicesIn Claude Cowork, it is a menu. Open Customize in the left sidebar, then Browse plugins, choose Personal, hit the + button and pick Add marketplace from GitHub. Point it at anthropics/financial-services.
📰 The announcement, with all ten and the plan wording: anthropic.com/news/finance-agents
📦 The marketplace repo: github.com/anthropics/financial-services
📋 The cookbook with every command above: managed-agent-cookbooks