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Anthropic Financial Services Skills

von 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

▶ Demo ansehen 📦 Installieren 💡 Anwendungsfälle

Warum nutzen

Hauptfunktionen

Live-Demo

In der Praxis

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

Installation

Repository des Autors · Offizielle Dokumentation zu Claude Skills

Anwendungsfälle

Praxisnahe Nutzung: Anthropic Financial Services Skills

Use Anthropic Financial Services Skills for its primary workflow

👤 Claude Code users ⏱ ~20 min intermediate

Wann einsetzen: See repo README for canonical use cases.

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

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

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

Werkzeuge

Was dieses MCP bereitstellt

WerkzeugEingabenWann aufrufenKosten
primary see README Primary action free

Kosten & Limits

Was der Betrieb kostet

API-Kontingent
None of its own; bounded by upstream provider quotas if any
Tokens pro Aufruf
Depends on usage
Kosten in €
Open source — check repo LICENSE
Tipp
Review upstream API costs (if any) before automating.

Sicherheit

Rechte, Secrets, Reichweite

Minimale Scopes: Whatever the upstream provider requires
Credential-Speicherung: Env vars or local config — never commit secrets
Datenabfluss: Forwards data per its README
Niemals gewähren: Full admin to untrusted prompts

Fehlerbehebung

Häufige Fehler und Lösungen

Auth fails

Verify credentials and required scopes match README.

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

Ensure MCP client config points to correct command/path.

Prüfen: Restart the client after editing config.

Mehr

Ressourcen

📖 Offizielle README auf GitHub lesen

🐙 Offene Issues ansehen

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