# financial-services | Anthropic | Knowledge Base | Instagit

GitHub Stars: 9.6k

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

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## Articles

### [How to Contribute New Skills to Upstream Vertical-Plugins in Financial Services](/anthropics/financial-services/workflow-for-contributing-new-skills-to-upstream-vertical-plugins)

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

- Tags: how-to-guide
- Published: 2026-05-07

### [How to Test Slash Commands Locally Before Production Deployment in Claude Financial Services](/anthropics/financial-services/how-to-test-slash-commands-locally-before-production-deployment)

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.

- Tags: how-to-guide
- Published: 2026-05-07

### [How to Create Effective steering-examples.json for Better Handoff Rates](/anthropics/financial-services/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.

- Tags: how-to-guide
- Published: 2026-05-07

### [pptx-author Skill Headless vs Interactive Mode: Architectural Differences](/anthropics/financial-services/how-does-pptx-author-skill-differ-in-headless-vs-interactive-mode)

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

- Tags: architecture
- Published: 2026-05-07

### [How to Create a New Agent from Scratch Using the Cookbook Structure in Financial Services](/anthropics/financial-services/how-to-create-a-new-agent-from-scratch-using-cookbook-structure)

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.

- Tags: how-to-guide
- Published: 2026-05-07

### [How to Integrate a New Data Provider Beyond Pre-Configured MCP Connectors in Claude Financial Services](/anthropics/financial-services/how-to-integrate-a-new-data-provider-beyond-pre-configured-mcp-connectors)

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.

- Tags: how-to-guide
- Published: 2026-05-07

### [Security Considerations for Agents with Subagent Delegation (callable_agents)](/anthropics/financial-services/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.

- Tags: best-practices
- Published: 2026-05-07

### [How Skill Synchronization Handles Conflicts Between Plugin Sources and Agent Bundles](/anthropics/financial-services/how-does-skill-synchronization-handle-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.

- Tags: internals
- Published: 2026-05-07

### [How to Create a Custom Slash Command to Invoke a Skill in Claude Financial Services](/anthropics/financial-services/how-to-create-a-custom-slash-command-to-invoke-a-specific-skill)

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.

- Tags: how-to-guide
- Published: 2026-05-07

### [How to Debug Skills Not Triggering Automatically in Anthropic Financial Services](/anthropics/financial-services/how-to-debug-skills-not-triggering-automatically-despite-matching-conditions)

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

- Tags: how-to-guide
- Published: 2026-05-07

### [plugin.json Schema Structure and Skill Discovery in Anthropic's Financial-Services Repository](/anthropics/financial-services/what-is-the-schema-structure-for-plugin.json-and-how-are-skills-discovered)

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.

- Tags: api-reference
- Published: 2026-05-07

### [How to Add Firm-Specific Terminology and Formatting to Existing Skills in Claude Financial Services](/anthropics/financial-services/how-to-add-firm-specific-terminology-and-formatting-to-existing-skills)

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.

- Tags: how-to-guide
- Published: 2026-05-07

### [How to Configure Handoff Routing Between Agents Using orchestrate.py Events](/anthropics/financial-services/how-to-configure-handoff-routing-between-agents-using-orchestrate.py-events)

Learn to configure handoff routing between agents using orchestrate.py events. Discover how to extract, validate, and route JSON requests efficiently with the Anthropic SDK.

- Tags: how-to-guide
- Published: 2026-05-07

### [callable_agents.manifest vs agent.yaml in Managed-Agent Cookbooks: Understanding the Two-Tier Architecture](/anthropics/financial-services/difference-between-callable_agents.manifest-and-main-agent.yaml-in-managed-agent-cookbooks)

Understand the difference between callable_agents.manifest and main agent.yaml in managed-agent-cookbooks. Learn about the two-tier architecture for agents and delegation.

- Tags: deep-dive
- Published: 2026-05-07

### [How to Create a New Skill in vertical-plugins and Propagate to Agent Bundles](/anthropics/financial-services/how-to-create-a-new-skill-in-vertical-plugins-and-propagate-to-agent-bundles)

Learn how to create a new skill in vertical-plugins and propagate it to agent bundles. Follow our step-by-step guide for efficient skill management.

- Tags: how-to-guide
- Published: 2026-05-07

### [What Causes Skill Drift Errors in check.py and How to Fix Them](/anthropics/financial-services/what-causes-skill-drift-errors-in-check.py-and-how-to-fix-them)

Resolve skill drift errors in check.py by understanding how directory divergence in agent and vertical plugins causes validation failures. Learn to fix content mismatches, missing, or extra files.

- Tags: how-to-guide
- Published: 2026-05-07

### [How to Add a Custom MCP Server Connector to the financial-analysis Plugin](/anthropics/financial-services/how-to-add-custom-mcp-server-connector-to-financial-analysis-plugin)

Add a custom MCP server connector to the financial-analysis plugin by editing the .mcp.json manifest file. Configure authentication and reference the connector key in your skills.

- Tags: how-to-guide
- Published: 2026-05-07