Install financial services plugins for Cowork changedoffice-agents/fsi-plugins
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3131## Add the marketplace
3232
33<Steps>
34 <Step title="Open Cowork">
35 Open the Claude Desktop app and select the Cowork tab in the mode
36 selector.
37 </Step>
33**1. Open Cowork**
3834
39 <Step title="Open plugin browser">
40 Select "Customize" on the left sidebar, then "Browse plugins".
41 </Step>
35Open the Claude Desktop app and select the Cowork tab in the mode
36selector.
4237
43 <Step title="Add the marketplace">
44 Select "Personal", click the "+" button, then select "Add
45 marketplace from GitHub". Enter the repository URL:
46 `https://github.com/anthropics/financial-services`
47 </Step>
48</Steps>
38**2. Open plugin browser**
4939
40Select "Customize" on the left sidebar, then "Browse plugins".
41
42**3. Add the marketplace**
43
44Select "Personal", click the "+" button, then select "Add
45marketplace from GitHub". Enter the repository URL:
46`https://github.com/anthropics/financial-services`
47
5048Once added, you'll see the available financial services plugins in your
5149marketplace.
5250
5351## Install plugins
5452
55<Steps>
56 <Step title="Browse the marketplace">
57 From your plugin marketplace, browse the available financial
58 services plugins.
59 </Step>
53**1. Browse the marketplace**
6054
61 <Step title="Install the core first">
62 Install the financial analysis plugin first. It provides shared
63 tools and data connectors that the other plugins use.
64 </Step>
55From your plugin marketplace, browse the available financial
56services plugins.
6557
66 <Step title="Install workflow add-ons">
67 Install any additional plugins that match your workflow needs.
68 </Step>
69</Steps>
58**2. Install the core first**
7059
60Install the financial analysis plugin first. It provides shared
61tools and data connectors that the other plugins use.
62
63**3. Install workflow add-ons**
64
65Install any additional plugins that match your workflow needs.
66
7167Once installed, plugins activate automatically. Skills are applied when
7268relevant, or you can invoke them manually during your Cowork session by
7369typing `/` or clicking the "+" button.
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7672
7773After installation, you can invoke Skills like the following.
7874
79<Warning>
80 AI-generated financial analysis should always be reviewed by a
81 qualified professional before being used in decision-making.
82</Warning>
75> [!WARNING]
76>
77> AI-generated financial analysis should always be reviewed by a
78> qualified professional before being used in decision-making.
8379
8480| Skill | What it does |
8581| - | - |
from line 94
9894FactSet, Moody's, MT Newswires, Aiera, LSEG, PitchBook, Chronograph, and
9995Egnyte.
10096
101<Note>
102 Access to these connectors may require a separate subscription or API
103 key from the respective provider. Contact your data provider for
104 details.
105</Note>
97> [!NOTE]
98>
99> Access to these connectors may require a separate subscription or API
100> key from the respective provider. Contact your data provider for
101> details.
106102
107103## Customize plugins for your firm
108104
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