Skip to content
Closed
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
2 changes: 1 addition & 1 deletion README.md
Original file line number Diff line number Diff line change
Expand Up @@ -2,7 +2,7 @@

Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.

Everything here is available **two ways from one source**: install it as a [Claude Cowork](https://claude.com/product/cowork) plugin, or deploy it through the [Claude Managed Agents API](https://docs.claude.com/en/api/managed-agents) behind your own workflow engine. Same system prompt, same skills — you choose where it runs.
Everything here is available **two ways from one source**: install it as a [Claude Cowork](https://claude.com/product/cowork) plugin, or deploy it through the [Claude Managed Agents API](https://platform.claude.com/docs/en/managed-agents/overview) behind your own workflow engine. Same system prompt, same skills — you choose where it runs.

> [!IMPORTANT]
> Nothing in this repository constitutes investment, legal, tax, or accounting advice. These agents draft analyst work product — models, memos, research notes, reconciliations — for review by a qualified professional. They do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding; every output is staged for human sign-off. You are responsible for verifying outputs and for compliance with the laws and regulations that apply to your firm.
Expand Down