Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions.
Install
npx skills add anthropics/financial-services --skill datapack-buildernpx skills add anthropics/financial-services --skill datapack-builder -a claude-code -gnpx skills add anthropics/financial-services --skill datapack-builder -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/vertical-plugins/investment-banking/skills/datapack-buildergh skill install anthropics/financial-services datapack-buildergit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/investment-banking/skills/datapack-builder ~/.claude/skills/datapack-builder # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/investment-banking/skills/datapack-builder ~/.agents/skills/datapack-builder # Codex, Cursor, Gemini CLI, Copilot, OpenCode