Financial Services Plugins

Last reviewed: 2026-04-28

by Anthropic (official)

Official Investment Banking 7k Stars Open Source

Best for: Investment banking, private equity, and wealth management workflows — CIMs, pitch books, merger models, and equity research with live financial data

Not ideal for: General business presentations or teams without access to FactSet, PitchBook, or S&P Global subscriptions

By the Numbers

Specialized skills

GitHub stars

Data integrations

Integrated financial data sources:

FactSet PitchBook S&P Global

IB Workflow Coverage

CIM Production

Confidential Information Memoranda — structured narrative, financial highlights, and management Q&A sections auto-populated from live data.

Pitch Books

Full deal pitches with comps, transaction overview, credentials, and league tables — formatted to IB standards.

Merger Models

Pro forma financials, accretion/dilution analysis, and synergy modeling with embedded Excel-linked tables.

Equity Research

Initiation-of-coverage reports, earnings previews, and sector overviews with formatted charts and valuation pages.

M&A Roadshows

IPO and M&A roadshow materials with investor-ready formatting, transaction timeline slides, and deal rationale.

Wealth Management

Client portfolio reviews, asset allocation decks, and market commentary presentations tailored to HNW client standards.

Core Features

📊

Live Financial Data Integration

Pulls real-time market data, company financials, and comparable transactions directly from FactSet, PitchBook, and S&P Global — no manual copy-paste from terminals.

🏦

56 Specialized IB Skills

Each skill is purpose-built for a specific deliverable — not a generic template. CIM skill knows CIM conventions; pitch book skill follows IB pitch book standards.

✅

Anthropic-Maintained Quality

Official Anthropic skills are tested against real IB output standards. The 7k star count reflects adoption across major financial institutions.

🔗

Works with Polished Documents

Can be combined with the Polished Documents skill to apply McKinsey or Deloitte brand aesthetics on top of the IB content structure.

Signals

Publisher

Anthropic (official)

GitHub Stars

7k ⭐

License

Open Source

Maintenance

Actively maintained

Skill Count

56 skills

Data Sources

FactSet, PitchBook, S&P

Quality Assessment

IB Output Quality

4.6

Data Accuracy

4.4

Coverage Breadth

4.8

Ease of Use

3.9

Code inspection confirmed: pitch-deck, deck-refresh, and ib-check-deck have IB-grade detail — CAGR/consensus formula validation, number format normalization ($485M/$485MM/$0.485B all handled), four-dimension QC with honest LibreOffice rendering caveat. Actual skill count is 56 across 7 plugins (README says 41). Installation is a single claude plugin install command per plugin — simpler than the page previously indicated. Real-time data (FactSet, PitchBook, S&P Global, LSEG) requires enterprise subscriptions; template population, deck refresh, and QC work without data credentials.

Install & Use

# Install plugins via Claude Code (pick the ones you need)
claude plugin install financial-analysis@financial-services-plugins
claude plugin install investment-banking@financial-services-plugins
claude plugin install equity-research@financial-services-plugins
claude plugin install private-equity@financial-services-plugins
claude plugin install wealth-management@financial-services-plugins

# Data sources (optional — requires enterprise subscription):
# Configure FactSet, PitchBook, S&P Global, LSEG via Claude Code MCP settings
# Template population, deck refresh, and QC work without data credentials

# Use in Claude Code:
# "Create a CIM for Acme Corp with FactSet financials"
# "Build a merger model pitch for the TechCo / StartupInc deal"
# "Generate an equity research initiation for NVDA"
# "Refresh the numbers in my pitch deck with latest figures"
        