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Financial Services Plugins

Cowork plugins and Claude Managed Agent templates for financial services. Each named agent ships two ways from one source.

Repository Structure

├── plugins/
│   ├── agent-plugins/               #   named agents — one self-contained plugin each
│   │   └── <slug>/
│   │       ├── .claude-plugin/plugin.json
│   │       ├── agents/<slug>.md     #   ← canonical system prompt (one source, two wrappers)
│   │       └── skills/              #   ← bundled copies, synced from vertical-plugins/
│   ├── vertical-plugins/            #   FSI verticals — skill sources, commands, MCPs
│   │   └── <vertical>/
│   │       ├── .claude-plugin/plugin.json
│   │       ├── commands/
│   │       ├── skills/
│   │       └── .mcp.json
│   └── partner-built/               #   partner plugins (LSEG, S&P Global)
├── managed-agent-cookbooks/         # CMA cookbooks (one dir per named agent)
│   └── <slug>/
│       ├── agent.yaml               #   system + skills → ../../plugins/agent-plugins/<slug>/...
│       ├── subagents/*.yaml         #   depth-1 leaf workers
│       ├── steering-examples.json
│       └── README.md                #   security tier + handoff notes
├── claude-for-msft-365-install/     # admin tooling for the Microsoft 365 add-in (separate from FSI plugins)
└── scripts/                         # deploy-managed-agent.sh, check.py, validate.py, orchestrate.py, sync-agent-skills.py

Run python3 scripts/check.py before committing — it lints every manifest, verifies all system.file / skills.path / callable_agents.manifest references resolve, and fails if any agent-plugins/<slug>/skills/ copy has drifted from its vertical-plugins/ source. Edit skills in vertical-plugins/, then run python3 scripts/sync-agent-skills.py to propagate into the agent bundles.

check.py also self-installs a pre-commit hook (git config core.hooksPath .githooks — no Husky/Node). The hook patch-bumps any plugin's .claude-plugin/plugin.json version so a branch ends up exactly one patch ahead of main (bumped once, not per commit — a plugin's version gates update delivery to already-installed users). The version-bump GitHub Action enforces the same rule on PRs as a backstop. Bypass a single commit with git commit --no-verify; bump logic lives in scripts/version_bump.py.

Key Files

  • marketplace.json: Marketplace manifest - registers all plugins with source paths
  • plugin.json: Plugin metadata - name, description, version, and component discovery settings
  • commands/*.md: Slash commands invoked as /plugin:command-name
  • skills/*/SKILL.md: Detailed knowledge and workflows for specific tasks
  • *.local.md: User-specific configuration (gitignored)
  • mcp-categories.json: Canonical MCP category definitions shared across plugins

Development Workflow

  1. Edit markdown files directly - changes take effect immediately
  2. Test commands with /plugin:command-name syntax
  3. Skills are invoked automatically when their trigger conditions match