Cowork Financial Analysis (Core)

Name: Cowork Financial Analysis (Core) Review
Item: Cowork Financial Analysis (Core)
Rating: 3.6
Author: Aaron Matthews

Connector Data & Analytics Solid

Works inClaude Code Claude Cowork Claude Chat

Solid Reviewed

The foundation for all financial services plugins. 11 data connectors cover the full Wall Street data stack. Enterprise plan required.

Core financial analysis plugin with shared modeling tools plus 11 MCP data connectors (Daloopa, Morningstar, S&P Global, FactSet, Moody's, LSEG, PitchBook, etc.). Install first before other financial plugins.

Build financial models pulling data from multiple market sources
Analyze company financials using connected data providers
Generate valuation summaries for investment decision-making

33,440 starsApache-2.0 (commercial OK)FreeNo code needed

Why it matters

The foundation for all financial services plugins. 11 data connectors cover the full Wall Street data stack. Enterprise plan required.

Best for

Financial analysts, investment professionals, corporate finance teams. Requires Claude Enterprise plan + separate data provider subscriptions.

Works in

Claude Code Claude Cowork Claude Chat

Source

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

How to Get It

Option 1: Claude Desktop AppOpen the Customize panel in the sidebar → browse connectors → search and add. Works in Claude Code, Claude Cowork, and Claude Chat.

Option 2: Paste into Claude CodeCopy the command below and paste it into a Claude Code conversation. Claude will run it for you.

Command

claude plugin marketplace add anthropics/financial-services && claude plugin install financial-analysis@claude-for-financial-services

Tip: Paste this into a Claude Code conversation. Verify command matches your Claude Code version.

First thing to try

Once it’s connected, paste this into Claude:

Help me build financial models pulling data from multiple market sources

CostFree

Trust Signals Reviewed

Stars33,440Contributors10Last updated2026-06-26LicenseApache-2.0 (OK for commercial use)Known CVEsNone foundSources: GitHub Advisory Database + OSV.dev · Scanned 2026-07-20 · scanner vattempted-no-data

Data & Access

Data processingPrompts sent to Anthropic API. Enterprise/Team plans exclude training.

Reviewer notes

Reviewed review. These are observations, not a security certification.

Official Anthropic. 41 skills, 38 commands, 11 MCP integrations. Enterprise plan required. Data provider subscriptions separate.

Official Anthropic tool. Highest trust level in the ecosystem.

Things to check

This is a base dependency—it must be installed before other Cowork financial plugins will function. Individual data connectors require valid API credentials and active subscriptions to their respective platforms.

How to evaluate tools before deploying →

Data shown here comes from public APIs and automated scanning. Reviewer notes reflect one person's experience. This is not a security certification or legal recommendation. Always evaluate tools according to your own organization's policies.

Evaluation Scores

Evaluation

Ease of Use

3/5

Versatility

4/5

Reliability

4/5

Security

4/5

Overall score3.65 / 5.00 SolidEvaluatedApr 2026

Official Anthropic. 41 skills, 38 commands, 11 MCP integrations. Enterprise plan required. Data provider subscriptions separate.

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