Claude CoworkClaude Cowork is seriously becoming an indispensable tool for many professionals, especially the finance guys. Not because it magically replaces analysts, but because it takes the painful parts of financial work and makes them faster, cleaner, and easier to reason through. Claude Finance Agents can help teams dig through messy spreadsheets, summarize reports, compare scenarios, build forecasts, spot inconsistencies, and turn raw financial data into decisions people can actually act on. For finance teams drowning in dashboards, PDFs, Excel files, and endless reporting cycles, this is where AI starts to feel less like a toy and more like a real coworker.
In this guide, we will show you how to install reference agents, skills, and data connectors built for the finance workflows teams actually run every day: investment banking, equity research, private equity, and wealth management from a single GitHub repository.
You can use everything here in two ways, from the same source. Install it as a Claude Cowork plugin or deploy it via the Claude Managed Agents API within your own workflow engine.
This tutorial shows you how to:
Add the reference agent using the CoWork plugin
Connect your data sources
Specify a prompt
Let's get right into it.
