Vibe Coding Discoverfinancial-services
View on GitHubAnthropic's reference Claude agents, skills, and MCP data connectors for financial-services workflows: banking, research, PE, fund admin, and wealth management. Ships as Cowork/Claude Code plugins or deployable Managed Agent cookbooks, all file-based markdown and JSON.
Use Cases
Generate pitch decks with comps, precedents, and LBO analysisBuild DCF, LBO, 3-statement, and comps models in ExcelDraft earnings notes from calls and filingsReconcile general ledger breaks and trace root causesRun month-end close accruals and variance commentaryAudit LP statements before distributionScreen KYC onboarding documents with a rules enginePrepare client meeting briefing packsEquity research initiations and thesis trackingPrivate equity sourcing, diligence, and IC memosAdvisor meeting prep, rebalance review, and compliance pre-checkDeploy headless agents via the Managed Agents APIProvision Claude in Excel, PowerPoint, Word, and Outlook
Built With
- Language
- Python
- Frameworks
- Claude Cowork plugins · Claude Code plugin marketplace · Claude Managed Agents API · Model Context Protocol (MCP) · Microsoft 365 add-in
Tags
claude · agents · skills · plugins · financial-services · mcp · managed-agents · investment-banking · equity-research · private-equity · wealth-management · excel-modeling · fund-admin · kyc · claude-code · slash-commands