anthropics/financial-services is the official repository of agent skills used for financial analysis and research. It provides reference agents and skills for investment banking, equity research, private equity, and asset management work, together with data connectors. FACTS contains no release notes announcing changes in a specific version. The repository's language is Python and its license is Apache-2.0.
This repository packages financial work processes into a form that agents can use. It includes DCF and LBO analysis, financial modeling, and due diligence work. It presents reference agents and execution procedures for each business area, from investment banking to asset management, along with data connection components. The same system prompts and skills can be installed as the Claude Cowork plugin or deployed through the Claude Managed Agents API. It therefore serves as reference material for teams looking at agent configurations and data connections tailored to financial specialist work.
The role of the agents described in the README is not to make the final judgment in financial analysis, but to draft for expert review and human approval. FACTS presents neither performance benchmarks nor actual deployment cases, and there is no information on the latest release either. So rather than being a product that has demonstrated the effectiveness of work automation or the accuracy of its outputs, it is closer to a reference configuration meant for use in an environment where people review the results.