financial-services
Pre-built financial agents and MCP data connectors for Claude, covering investment banking, equity research, and wealth management workflows. Ships vertical skill bundles (pitch decks, DCF models, KYC screening, earnings review) and adapters to financial data providers including Morningstar, S&P Global, FactSet, and PitchBook.
Connects to: Morningstar, S&P Global, FactSet, PitchBook, LSEG, Daloopa, Claude · · Apache-2.0 33,157★
Use it with an AI agent
Loadbay is an MCP server, so an agent can search the catalog and find this harness:
claude mcp add --transport http loadbay https://loadbay.xyz/api/mcp
- Source: https://github.com/anthropics/financial-services
- This harness as JSON: /api/harnesses/financial-services
- Agent setup: /setup.md
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