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Anthropic Financial Services Skills

par 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

▶ Voir la démo 📦 Installer 💡 Cas d'usage

Pourquoi l'utiliser

Fonctionnalités clés

Démo en direct

Aperçu en pratique

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

Installation

Dépôt de l’auteur · Documentation officielle des Skills Claude

Cas d'usage

Usages concrets : Anthropic Financial Services Skills

Use Anthropic Financial Services Skills for its primary workflow

👤 Claude Code users ⏱ ~20 min intermediate

Quand l'utiliser : See repo README for canonical use cases.

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

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

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

Outils

Ce que ce MCP expose

OutilEntréesQuand appelerCoût
primary see README Primary action free

Coût et limites

Coût d'exécution

Quota d'API
None of its own; bounded by upstream provider quotas if any
Tokens par appel
Depends on usage
Monétaire
Open source — check repo LICENSE
Astuce
Review upstream API costs (if any) before automating.

Sécurité

Permissions, secrets, portée

Portées minimales : Whatever the upstream provider requires
Stockage des identifiants : Env vars or local config — never commit secrets
Sortie de données : Forwards data per its README
Ne jamais accorder : Full admin to untrusted prompts

Dépannage

Erreurs courantes et correctifs

Auth fails

Verify credentials and required scopes match README.

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

Ensure MCP client config points to correct command/path.

Vérifier : Restart the client after editing config.

Plus

Ressources

📖 Lire le README officiel sur GitHub

🐙 Voir les issues ouvertes

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