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Anthropic Financial Services Skills

por anthropics · anthropics/financial-services

Official Anthropic reference agents, skills, and data connectors for investment banking, equity research, PE, and wealth mgmt.

Anthropic Financial Services Skills is a Claude skill / skill pack maintained by anthropics. Official Anthropic reference agents, skills, and data connectors for investment banking, equity research, PE, and wealth mgmt. See README for installation and configuration: https://github.com/anthropics/financial-services

Por qué usarlo

Características clave

Demo en vivo

Cómo se ve en la práctica

anthropics-financial-services.replay ▶ listo
0/0

Instalación

Repositorio del autor · Documentación oficial de Skills de Claude

Casos de uso

Usos del mundo real: Anthropic Financial Services Skills

Use Anthropic Financial Services Skills for its primary workflow

👤 Claude Code users ⏱ ~20 min intermediate

Cuándo usarlo: See repo README for canonical use cases.

Requisitos previos
  • Repo cloned or installed — See https://github.com/anthropics/financial-services
Flujo
  1. Install
    Install Anthropic Financial Services Skills per README.✓ Copiado
    → Skill registered with client
  2. Configure
    Provide credentials/config as instructed.✓ Copiado
    → Successful auth/init
  3. Use
    Run a sample task with Anthropic Financial Services Skills.✓ Copiado
    → Expected output

Resultado: You can drive the documented workflow end-to-end.

Errores comunes
  • Skipping README — Read the repo README and CHANGELOG before shipping to prod.

Herramientas

Lo que expone este MCP

HerramientaEntradasCuándo llamarCoste
primary see README Primary action free

Coste y límites

Lo que cuesta ejecutarlo

Cuota de API
None of its own; bounded by upstream provider quotas if any
Tokens por llamada
Depends on usage
Monetario
Open source — check repo LICENSE
Consejo
Review upstream API costs (if any) before automating.

Seguridad

Permisos, secretos, alcance

Ámbitos mínimos: Whatever the upstream provider requires
Almacenamiento de credenciales: Env vars or local config — never commit secrets
Salida de datos: Forwards data per its README
No conceder nunca: Full admin to untrusted prompts

Resolución de problemas

Errores comunes y soluciones

Auth fails

Verify credentials and required scopes match README.

Verificar: Re-read repo README auth section.
Tool not found by client

Ensure MCP client config points to correct command/path.

Verificar: Restart the client after editing config.

Más

Recursos

📖 Lee el README oficial en GitHub

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