Anthropic releases open-source finance agents for financial services
Anthropic has published Claude for Financial Services, an open-source repository of reference agents, skills and data connectors for investment banking, equity research, private equity and wealth management. Written in Python under the Apache License 2.0, it runs either as a Claude Cowork plugin or via the Claude Managed Agents API.
- Repository ships 10 named agents including Pitch, Meeting Prep, Market Researcher, Earnings Reviewer and Model Builder
- Agents draft analyst work product for human sign-off and do not make investment recommendations
- Project is written in Python and released under the Apache License 2.0
- Anthropic says Claude Opus 4 passed 5 of 7 levels of the Financial Modeling World Cup with 83% accuracy
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