Financial Services Skills for Codex

A Codex-compatible financial services skill marketplace adapted from Anthropic's financial services workflows.

It provides installable Codex plugins and skills for financial modeling, investment banking, equity research, private equity, wealth management, fund operations, KYC, valuation review, and partner-data workflows.

What's Included

• 20 Codex plugins in plugins/*/.codex-plugin/plugin.json
• 138 Codex skills in plugins/*/skills/*/SKILL.md
• A repo-local plugin marketplace at .agents/plugins/marketplace.json
• Example input data under examples/sample-data/
• Archived source references under references/

Core Workflows

• Financial analysis: DCF, comps, LBO, 3-statement models, Excel model audit, deck checks
• Investment banking: CIMs, teasers, buyer lists, deal trackers, merger models, process letters
• Equity research: earnings analysis, initiating coverage, morning notes, catalyst tracking, model updates
• Private equity: deal screening, IC memos, diligence checklists, portfolio monitoring, value creation plans
• Wealth management: client reviews, financial plans, proposals, portfolio rebalance, tax-loss harvesting
• Fund operations: GL reconciliation, NAV tie-out, break tracing, accruals, roll-forwards, variance commentary
• Operations: KYC document parsing and KYC/AML rules evaluation
• Partner data workflows: LSEG fixed income, FX, rates, options, macro, and S&P Global tearsheets/digests

Installation

See INSTALL.md.

Short version after this repository is published:

codex plugin marketplace add <owner>/financial-services-codex

For local development:

git clone https://github.com/<owner>/financial-services-codex.git
cd financial-services-codex
codex plugin marketplace add .

The core financial workflow plugins are installed by default. LSEG and S&P Global are optional because they require licensed data access.

Usage

Use natural-language prompts. Do not use the original Claude slash commands.

Start an interactive Codex session in the repository:

codex -C .

Or run a one-shot task:

codex exec -C . "Build a DCF model for FICT using examples/sample-data/sample_company_financials.csv and examples/sample-data/sample_peer_comps.csv."

Prompt examples:

Build a DCF model for FICT using examples/sample-data/sample_company_financials.csv and examples/sample-data/sample_peer_comps.csv.

Prepare an earnings review using examples/sample-data/sample_earnings.csv.

Generate a KYC screening memo using examples/sample-data/sample_kyc_packet.json.

Review this valuation model using the checks in examples/sample-data/sample_valuation_model_checks.csv.

Run a month-end close checklist using examples/sample-data/sample_month_end_trial_balance.csv.

Analyze bond relative value using examples/sample-data/sample_lseg_bond_export.csv.

External Data

External data connectors are not enabled by default. LSEG, S&P Global, FactSet, Daloopa, Morningstar, PitchBook, and similar sources require your own credentials, subscriptions, and data-use approval.

If a connector is unavailable, provide approved exports or local files. Connector notes are in references/mcp-server-status.md.

Safety

• Outputs are analytical drafts and require qualified human review.
• Do not use outputs as investment, tax, legal, accounting, audit, KYC, valuation, or regulatory advice without professional sign-off.
• Protect MNPI, PII, client confidential information, and regulated records.

License

This repository contains adapted content from Anthropic's Apache-2.0 licensed financial-services repository. Upstream-derived plugin, skill, command, agent, cookbook, hook, and MCP reference content remains subject to Apache-2.0 obligations.

New Codex adaptation docs and fictional sample data may be used under LICENSE-MIT. See THIRD_PARTY_NOTICES.md.