financial-services

17 articles 9.6k View on GitHub ↗
17 articles
How to Contribute New Skills to Upstream Vertical-Plugins in Financial Services

Learn how to contribute new skills to upstream vertical-plugins in financial services. Follow our clear workflow for efficient skill definition, configuration, and validation.

how-to-guide
May 7, 2026
How to Test Slash Commands Locally Before Production Deployment in Claude Financial Services

Test slash commands locally for financial services with the Claude CLI. Install plugins, create sessions, and invoke triggers before deploying to production. Avoid costly mistakes.

how-to-guide
May 7, 2026
How to Create Effective steering-examples.json for Better Handoff Rates

Learn to create effective steering-examples.json for financial services. Master routing requests between agents to boost handoff rates and ensure successful agent interactions. Read our guide now.

how-to-guide
May 7, 2026
pptx-author Skill Headless vs Interactive Mode: Architectural Differences

Explore pptx-author skill differences: headless mode uses python-pptx for files, while interactive mode leverages live Office tools. Understand distinct workflows and outputs.

architecture
May 7, 2026
How to Create a New Agent from Scratch Using the Cookbook Structure in Financial Services

Learn to create a new agent from scratch using the cookbook structure in financial services. Scaffold a plugin, mirror it, and sync skills for efficient development.

how-to-guide
May 7, 2026
How to Integrate a New Data Provider Beyond Pre-Configured MCP Connectors in Claude Financial Services

Integrate a custom data provider into Claude Financial Services by updating .mcp.json documentation and running validation scripts. No skill code changes needed for seamless integration.

how-to-guide
May 7, 2026
Security Considerations for Agents with Subagent Delegation (callable_agents)

Secure your agents with subagent delegation limits, strict allow-listing, and JSON Schema validation. Learn how callable agents prevent malicious handoff chains in Claude Financial Services.

best-practices
May 7, 2026
How Skill Synchronization Handles Conflicts Between Plugin Sources and Agent Bundles

Learn how skill synchronization handles conflicts between plugin sources and agent bundles. Discover the overwrite-only strategy and its implications for your agent development.

internals
May 7, 2026
How to Create a Custom Slash Command to Invoke a Skill in Claude Financial Services

Create a custom slash command to invoke a skill in Claude Financial Services. Add a markdown file with YAML frontmatter, no code changes needed. Learn how now.

how-to-guide
May 7, 2026
How to Debug Skills Not Triggering Automatically in Anthropic Financial Services

Fix Anthropic financial services skills not triggering automatically. Learn to debug by checking SKILL.md, agent.yaml, and syncing skills with the provided script.

how-to-guide
May 7, 2026
plugin.json Schema Structure and Skill Discovery in Anthropic's Financial-Services Repository

Explore the plugin.json schema structure in Anthropic's financial-services repo. Learn how Claude automatically discovers skills from SKILL.md files within the skills directory.

api-reference
May 7, 2026
How to Add Firm-Specific Terminology and Formatting to Existing Skills in Claude Financial Services

Learn to add firm-specific terminology and formatting to existing skills in Claude Financial Services. Modify Markdown files and sync agent skills for seamless integration.

how-to-guide
May 7, 2026

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