🏦 Financial Services Skills for OpenClaw

Turn OpenClaw into a financial services specialist — investment banking, equity research, private equity, and wealth management.

Converted from Anthropic's Claude Financial Services Plugins to the OpenClaw skill format.

✨ What's Included

100 skills covering end-to-end financial workflows:

Module	Auto Skills	Commands	Description
Financial Analysis	9	8	DCF, comps, LBO, 3-statement models, deck QC
Equity Research	9	9	Earnings analysis, initiating coverage, morning notes
Investment Banking	9	7	CIM drafting, buyer lists, merger models, pitch decks
Private Equity	9	9	Deal sourcing, due diligence, IC memos, portfolio monitoring
Wealth Management	6	6	Client reviews, financial plans, rebalancing, tax-loss harvesting
LSEG	8	8	Bonds, FX carry, options vol, macro rates (via LSEG data)
S&P Global	3	—	Tear sheets, earnings previews, funding digests
Total	53	47	100 skills

Plus 12 MCP data source connectors for institutional-grade financial data.

🚀 Installation

# 1. Clone this repo
git clone https://github.com/d-wwei/openclaw-financial-services.git

# 2. Copy skills to OpenClaw
cp -r openclaw-financial-services/skills/ ~/.openclaw/skills/

# 3. Merge MCP config into your openclaw.json
# Open openclaw.json and merge the "skills" and "mcp" sections
# into your existing ~/.openclaw/openclaw.json

# 4. Restart OpenClaw Gateway

💡 Usage

Auto-triggered Skills (🧠)

Just talk naturally — skills activate when the topic matches:

"帮我做一个苹果公司的 DCF 估值模型"     → fsi-fa-dcf-model
"分析特斯拉 Q3 财报"                    → fsi-er-earnings-analysis
"帮我起草一份 CIM"                      → fsi-ib-cim-builder
"筛选一下这份 CIM 是否符合我们的投资策略"  → fsi-pe-deal-screening
"准备一下张总的季度回顾会议"              → fsi-wm-client-review-prep

User-invocable Commands (🔧)

Use as slash commands in supported channels:

/fsi-fa-cmd-comps NVIDIA          # 可比公司分析
/fsi-fa-cmd-dcf Tesla             # DCF 估值
/fsi-er-cmd-earnings AAPL Q4      # 季度财报分析
/fsi-pe-cmd-ic-memo ProjectAlpha  # IC 备忘录
/fsi-wm-cmd-rebalance ClientName  # 投资组合再平衡

🔌 MCP Data Sources

These MCP servers provide institutional-grade financial data. API keys or subscriptions may be required.

Provider	URL	Data
Daloopa	https://mcp.daloopa.com/server/mcp	Standardized financials
Morningstar	https://mcp.morningstar.com/mcp	Fund/stock ratings
S&P Global	https://kfinance.kensho.com/integrations/mcp	Capital IQ data
FactSet	https://mcp.factset.com/mcp	Financial data terminal
Moody's	https://api.moodys.com/genai-ready-data/m1/mcp	Credit ratings
MT Newswires	https://vast-mcp.blueskyapi.com/mtnewswires	Real-time news
Aiera	https://mcp-pub.aiera.com	Earnings transcripts
LSEG	https://api.analytics.lseg.com/lfa/mcp	Bonds/FX/Macro
PitchBook	https://premium.mcp.pitchbook.com/mcp	PE/VC deal data
Chronograph	https://ai.chronograph.pe/mcp	PE portfolio data
Egnyte	https://mcp-server.egnyte.com/mcp	Document management

To configure authentication, add headers to your openclaw.json:

{
  "mcp": {
    "servers": {
      "factset": {
        "type": "http",
        "url": "https://mcp.factset.com/mcp",
        "headers": {
          "Authorization": "Bearer YOUR_API_KEY"
        }
      }
    }
  }
}

📄 License

Apache License 2.0

⚠️ Disclaimer

These skills assist with financial workflows but do not provide financial or investing advice. Always verify conclusions with qualified financial professionals. AI-generated analysis should be reviewed before being relied upon for financial or investment decisions.

🙏 Credits

• Original plugins by Anthropic
• Partner plugins by LSEG and S&P Global
• Converted for OpenClaw