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A set of open-source plugins extends Cowork with specialized capabilities for financial services workflows: financial modeling, equity research, investment banking, private equity, and wealth management. The plugins also work in Claude Code. The plugins live in a public GitHub repository that you can add as a marketplace in Cowork.

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What’s included

The repository contains a core plugin and several add-on plugins that build on it. The repository also includes partner-built plugins from LSEG and S&P Global, which bring their financial data and analytics directly into Cowork.

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Add the marketplace

1

Open Cowork

Open the Claude Desktop app and select the Cowork tab in the mode selector.
2

Open plugin browser

Select “Customize” on the left sidebar, then “Browse plugins”.
3

Add the marketplace

Select “Personal”, click the ”+” button, then select “Add marketplace from GitHub”. Enter the repository URL: https://github.com/anthropics/financial-services
Once added, you’ll see the available financial services plugins in your marketplace.

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Install plugins

1

Browse the marketplace

From your plugin marketplace, browse the available financial services plugins.
2

Install the core first

Install the financial analysis plugin first. It provides shared tools and data connectors that the other plugins use.
3

Install workflow add-ons

Install any additional plugins that match your workflow needs.
Once installed, plugins activate automatically. Skills are applied when relevant, or you can invoke them manually during your Cowork session by typing / or clicking the ”+” button.

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Available Skills

After installation, you can invoke Skills like the following.
AI-generated financial analysis should always be reviewed by a qualified professional before being used in decision-making.

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MCP connectors

The financial analysis core plugin includes connectors for third-party financial data providers including Daloopa, Morningstar, S&P Global, FactSet, Moody’s, MT Newswires, Aiera, LSEG, PitchBook, Chronograph, and Egnyte.
Access to these connectors may require a separate subscription or API key from the respective provider. Contact your data provider for details.

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Customize plugins for your firm

These plugins are starting points. Plugins are file-based Markdown and JSON, so no code or infrastructure is required to customize them. Edit the plugin files directly to match your firm’s workflows.
  • Add your firm’s terminology, processes, and formatting standards to skill files.
  • Swap or add MCP connectors to point at your specific data providers.
  • Adjust workflow instructions to reflect how your team does analysis.
  • Use /ppt-template to teach Claude your firm’s branded PowerPoint layouts.

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Learn more

See the Cowork and plugins for finance blog post for background on how the plugins were designed.