Build draft workflows for financial experts to review
This repository provides a starting point for automating the pitch deck drafts, financial model updates, and ledger reconciliations that investment banking or private equity teams handle daily. It bundles Claude-based agents, skills, and data connectors into a reference template. Once installed, agents tailored to specific tasks pull the necessary data, create drafts, and finish in a state awaiting expert review.
Two deployment methods, one source
All agents and skills share the same system prompts and skill sets, and can be deployed in two ways depending on the environment. The first is installing them as a Claude Cowork plugin, and the second is placing them behind a custom workflow engine via the Claude Managed Agents API. The file-based structure requires only editing Markdown and JSON files, with no separate build process needed. This allows teams to adopt the tools flexibly according to their preferred tooling environment.
Agents by business area
The repository categorizes and provides agents according to the key business areas of the financial services industry.
- Coverage and Advisory The Pitch Agent generates branded pitch decks through comparable company analysis, precedents, and LBO models. The Meeting Prep Agent creates briefing packs before client meetings.
- Research and Modeling The Market Researcher analyzes sector overviews and competitive landscapes, while the Earnings Reviewer updates models based on earnings releases and public disclosures. The Model Builder generates DCF, LBO, and three-statement models in real-time in Excel.
- Fund Management and Financial Operations The Valuation Reviewer receives GP packages and runs valuation templates, and the GL Reconciler identifies discrepancies and traces their causes. The Month-End Closer writes annotations for accruals and changes.
- Operations and Onboarding The KYC Screener parses onboarding documents and runs rule engines to flag missing items.
Data connectors and external service integration
Access to financial data is centralized in the financial-analysis core plugin, which all other plugins share. It includes MCP connectors for 11 major data providers, including Daloopa, Morningstar, S&P Global, FactSet, Moody's, LSEG, and PitchBook. Since each connector may require a subscription or API key from the respective provider, you must verify that your company has access rights to these services before use. Through these connectors, agents can directly query the latest market data and company information.
Pre-adoption considerations
This repository does not provide investment, legal, tax, or accounting advice, and all outputs are intended to be reviewed by qualified experts. Agents do not perform investment recommendations, trade execution, risk finalization, bookkeeping, or onboarding approvals. Therefore, before adoption, you must check how your company's compliance policies and internal approval processes align with this tool. Additionally, because the agents are reference templates, customization is essential, such as reflecting your company's terminology, processes, and format standards in skill files and reassigning data connectors to internal systems. It is distributed under the Apache License 2.0, allowing commercial use, but the accuracy of final results and legal liability remain with the user.
