> ## Documentation Index
> Fetch the complete documentation index at: https://claude.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Install financial services plugins for Cowork

> Add the open-source financial services plugin set to Cowork for financial modeling, equity research, investment banking, private equity, and wealth management workflows.

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](https://github.com/anthropics/financial-services)
that you can add as a marketplace in Cowork.

## What's included

The repository contains a core plugin and several add-on plugins that
build on it.

| Plugin                    | What it does                                                                                                                                                                |
| ------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Financial analysis (core) | Build comparable company analyses, DCF models, LBO models, and 3-statement financials. Includes all shared MCP connectors for financial data providers. Install this first. |
| Investment banking        | Draft CIMs, teasers, and process letters. Build buyer lists, run merger models, and create strip profiles.                                                                  |
| Equity research           | Write earnings updates and initiating coverage reports. Track catalysts and screen for new ideas.                                                                           |
| Private equity            | Source and screen deals, run due diligence checklists, draft IC memos, and monitor portfolio company KPIs.                                                                  |
| Wealth management         | Prep for client meetings, build financial plans, rebalance portfolios, and identify tax-loss harvesting opportunities.                                                      |

The repository also includes partner-built plugins from LSEG and S\&P
Global, which bring their financial data and analytics directly into
Cowork.

## Add the marketplace

<Steps>
  <Step title="Open Cowork">
    Open the Claude Desktop app and select the Cowork tab in the mode
    selector.
  </Step>

  <Step title="Open plugin browser">
    Select "Customize" on the left sidebar, then "Browse plugins".
  </Step>

  <Step title="Add the marketplace">
    Select "Personal", click the "+" button, then select "Add
    marketplace from GitHub". Enter the repository URL:
    `https://github.com/anthropics/financial-services`
  </Step>
</Steps>

Once added, you'll see the available financial services plugins in your
marketplace.

## Install plugins

<Steps>
  <Step title="Browse the marketplace">
    From your plugin marketplace, browse the available financial
    services plugins.
  </Step>

  <Step title="Install the core first">
    Install the financial analysis plugin first. It provides shared
    tools and data connectors that the other plugins use.
  </Step>

  <Step title="Install workflow add-ons">
    Install any additional plugins that match your workflow needs.
  </Step>
</Steps>

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.

## Available Skills

After installation, you can invoke Skills like the following.

<Warning>
  AI-generated financial analysis should always be reviewed by a
  qualified professional before being used in decision-making.
</Warning>

| Skill                           | What it does                            |
| ------------------------------- | --------------------------------------- |
| `/comps [company]`              | Run a comparable company analysis.      |
| `/dcf [company]`                | Build a DCF valuation model.            |
| `/earnings [company] [quarter]` | Generate a post-earnings update report. |
| `/one-pager [company]`          | Create a one-page company profile.      |
| `/ic-memo [project name]`       | Draft an investment committee memo.     |
| `/source [criteria]`            | Source deals based on criteria.         |
| `/client-review [client]`       | Prep for a client meeting.              |

## 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.

<Note>
  Access to these connectors may require a separate subscription or API
  key from the respective provider. Contact your data provider for
  details.
</Note>

## 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.

## Learn more

See the [Cowork and plugins for finance](https://claude.com/blog/cowork-plugins-finance)
blog post for background on how the plugins were designed.