Anthropic just put out a free pack of finance agents for Claude, and it's a lot. These are the same kinds of tools an analyst spends years learning to build by hand: valuations, models, pitch decks, research, reconciliations. You install them in a couple of minutes and start asking. Here's the honest rundown, the exact setup, and 10 real ways to use them.

One thing up front so the hype doesn't carry you away. This did not "replace Wall Street." What it did is hand everyone the grunt-work engine that used to take a team. You still bring the judgment and you still check the numbers. With that said, it's genuinely impressive, and it's free.

What you're actually getting

It's an official Anthropic GitHub repo with 10 ready-to-run agents, plus the skills and data connectors behind them. The 10 agents:

  • Pitch Agent: turns comps, precedents, and an LBO into a branded pitch deck.
  • Model Builder: DCF, LBO, and 3-statement models in Excel.
  • Market Researcher: sector overviews and competitive landscapes.
  • Earnings Reviewer: reads an earnings call and updates the model.
  • Meeting Prep Agent: client briefing packs before a meeting.
  • Valuation Reviewer: GP packages and LP reporting.
  • GL Reconciler: finds reconciliation breaks and traces the cause.
  • Month-End Closer: accruals and variance commentary.
  • Statement Auditor: audits LP statements.
  • KYC Screener: parses onboarding docs and runs the rules.

Under those sit skill bundles for investment banking, equity research, private equity, wealth management, and fund admin, plus connectors to 11 data providers like S&P Global, FactSet, Moody's, LSEG, and PitchBook if you want live data.

The full setup guide

This runs in Claude Code. If you've got that and a Claude plan, you're a minute away.

1. Set your API key

Claude Code needs your key. In your terminal:

export ANTHROPIC_API_KEY=sk-ant-...

2. Add the marketplace

This is the GitHub link from the video. Point Claude Code at the repo:

claude plugin marketplace add anthropics/financial-services

3. Install the agents you want

Start with the core analysis plugin, then add any agents on top. You don't need all of them.

claude plugin install financial-analysis@claude-for-financial-services
claude plugin install pitch-agent@claude-for-financial-services
claude plugin install model-builder@claude-for-financial-services
claude plugin install market-researcher@claude-for-financial-services

Swap in any agent name from the list above. Same pattern every time.

4. Use it

Once installed, the skills fire on their own when they fit what you ask, and you also get slash commands like /comps, /dcf, /earnings, and /ic-memo. So you can just type a command, or describe the job in plain English and let the right agent pick it up.

10 ways to actually use them

The video showed a pitch deck and a spreadsheet. Here are 10 more, each one a real task these agents handle:

  1. Value a company with a DCF. Give it a ticker and run /dcf, and it pulls the financials and builds the model with a terminal value and sensitivities.
  2. Build a comps table. /comps spreads a company against its peer group with the trading multiples laid out.
  3. Turn an earnings call into a note. Hand the Earnings Reviewer a transcript and it updates the model and writes the beat or miss in plain language.
  4. Draft an investment committee memo. Feed it a CIM and /ic-memo structures the whole write-up and recommendation.
  5. Build an LBO with returns. Model Builder lays out the buyout and gives you an IRR and MOIC sensitivity table to stress the assumptions.
  6. Map a sector. Market Researcher produces a full competitive landscape and sector overview on whatever industry you name.
  7. Screen for ideas. Ask it to run a stock screen against your criteria and surface names worth a closer look.
  8. Audit a model for mistakes. Point it at a messy spreadsheet and it checks the formulas, finds errors, and tells you what doesn't tie out.
  9. Reconcile the books. GL Reconciler matches the ledger, flags the breaks, and traces each one back to its source.
  10. Run a month-end close. Month-End Closer builds the accruals and writes the variance commentary for the package.

The honest take

If you work in or near finance, this saves you the boring 80% so you can spend your time on the 20% that actually needs a brain. If you don't, it's still the clearest look anyone's had at what these agents can really do. Either way, it's free, it's official, and it installs in a minute, so there's no reason not to try it.

The point isn't that AI does finance now. It's that the busywork part, the modeling, the formatting, the reconciling, just got handed to a machine. Your edge moves to the judgment on top, which is where it should have been the whole time.

Install it once, point it at one real task you'd normally dread, and watch how much it does. That's the fastest way to get why this is a big deal.
Anir