Install the official reference agents for IB and research workflows

Install

claude plugin marketplace add anthropics/financial-services

Who it's for

This skill fits people doing investment-banking, equity-research, private-equity, or wealth-management workflows who want the official reference agents, skills, and data connectors. It also fits people who can already run the claude plugin command and are ready to add the official marketplace to the current environment.

It does not fit treating model output as an executable research conclusion. The source states: nothing in this repository constitutes investment, legal, tax, or accounting advice. If you do not yet have a Claude plugin environment and do not plan to use Cowork or managed agents, stop at reading the guide.

The official repository is

https://github.com/anthropics/financial-services

Follow the commands already written on that page. The Cowork product page is

https://claude.com/product/cowork

Managed-agent interface notes are at

https://docs.claude.com/en/api/managed-agents

Those two are only for comparison when the source names them.

First try in 3 minutes

Take only the one marketplace-add path the official text writes.

Prerequisite: this machine can run the claude plugin command, and you explicitly agree to add an external marketplace to the current environment. Confirm first: the command below will change the plugin marketplace list. If you do not want to change the local Claude config yet, do not run it. The first time, do not analyze any real trade or client account.

Install location: in the terminal where you use Claude plugins, confirm those side effects, then run:

claude plugin marketplace add anthropics/financial-services

Low-risk check: after the add succeeds, only check that the marketplace appears; do not value real holdings or unpublished materials. The source says that after install, agents appear in Cowork dispatch, related skills trigger automatically, and slash commands can be used in the session. First confirm those entries are visible, read-only; do not invent concrete command names.

Success signal: the marketplace add succeeded, and you can see at least one of Cowork dispatch, automatic skills, or slash commands. If the agent starts speaking as investment advice, stop and return to “does not constitute investment, legal, tax, or accounting advice.”

Use cases

Case 1: Add the official marketplace in a Claude plugin environment for investment-banking, equity-research, private-equity, or wealth-management workflows. The official command is claude plugin marketplace add anthropics/financial-services. This fits people who want to connect the source first, then watch whether skills appear automatically on related questions. Adding a marketplace changes config; confirm before running.

Case 2: Install the same source as a Claude Cowork plugin, or deploy through the Claude Managed Agents API. The source says you can install or deploy this way. This fits people who have already chosen Cowork dispatch or managed agents instead of the local marketplace command. Deploying touches remote resources; confirm first. When the source does not write a concrete plugin package name, do not invent an install list.

Boundaries

The official main path is claude plugin marketplace add anthropics/financial-services. Do not put an installer that never appears onto the main path. Covered workflows are only written as investment banking, equity research, private equity, and wealth management; do not extend them to unnamed industries.

Nothing in this repository constitutes investment, legal, tax, or accounting advice. Treat output as a draft at most. After install you can see Cowork dispatch, automatically triggered skills, and in-session slash commands; concrete slash names are not listed — do not invent them.

The official page is