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Add finance-industry agents and skills to your Claude workspace

This is a collection of reference agents, skills and data connectors built for financial-services work — investment banking, equity research, private equity and wealth management — that plug into Claude as Cowork plugins or run through Anthropic's Managed Agents API.

Named agents like a "Pitch Agent" or a "GL Reconciler" bundle the skills, slash commands and connectors a specific workflow needs, so installing one agent is meant to be enough to get started. The project states plainly that the agents draft analyst work product for a qualified professional to review, and do not execute trades or approve anything on their own.

You could use it to…

  • Install a ready-made pitch or research agent for your desk
  • Get a first-draft investment memo from your own data
  • Add slash commands for comps, DCF models and reconciliations

Can I use this?

Add-on for Claude

You'll need A Claude account (Cowork or the Managed Agents API) · Setup needed

Worth knowing Anthropic states outright that nothing here is investment, legal, tax or accounting advice, and every output is meant to be staged for human sign-off rather than acted on directly. Coverage is limited to the workflows Anthropic chose to document, and using it means trusting your firm's data to whatever connectors you enable. Apache-2.0 licence. BuildTube has not run or verified this software.

Why it's here

Rising fast on GitHub this week

  • 1,637 people starred it on GitHub this week — 38,448 in total.

Numbers from the snapshot taken 1 October 2026; not refreshed since.

Behind it

See the code on GitHub

BuildTube has not run or verified this project. Everything above is written from what the creator published.

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