Alternatives
Products that do what Claude Agents for Financial Services does
Finance agent templates for pitches, KYC, and closing books
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Get your trading card based on your CC & codex usage
May 2026
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I’ve spent the past 10 years working on AI in finance, with much of that time focused on building evaluation systems for production environments. As agents become more widely adopted, more software engineering and product people have start building them. But I’ve noticed that many teams are not yet fluent in systematic evaluation, or in the processes needed to keep agent quality high over time. For large organizations, that gap is rarely the bottleneck due to dedicated teams. But after speaking with a number of startups, it became clear that building strong, up-to-date evals is much harder…
May 2026 · github.com
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Hi, my name is Kam, and today my cofounder Josh and I are shipping Finterm, a CLI that gives coding agents direct access to financial data: stock prices, options data, SEC filings, and Ticker Deep Research, a filtered ticker news search. I’m a developer and have been a full-time trader for the past few years.Recently I have been using LLMs more and more in my trading and strategy. I always found it frustrating that Claude Code or GPT did not have direct access to actual financial information and had to rely on web search, so it couldn’t get me more granular numbers for specific options…
Jul 2026 · finterm.ai
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Hey HN, I noticed there are 1,000+ MCP skills on GitHub with zero way for creators to charge for them. So I built Agent37. Selling Claude skills today means asking customers to download your skill, set up Claude Code on their laptops, configure MCP servers, and pray it works. No trial, no updates, often you're just handing over the source. Agent37 lets creators upload a skill, share a link, and anyone can try it instantly (no Claude account needed). Built-in Stripe, creators keep 80%. Looking for feedback on the approach. Would you use something like this?
Dec 2025 · agent37.com
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A friend and I built this as a side project to help us collaborate on files with our agents. Claude / Codex kept outputting .md and .html files which are great until we needed to share them, so we built this small website to help with that. Agent can either use an HTTP + Skill or an MCP which also uses MCP Apps to add widgets to Claude Desktop / Mobile chat. Would love any feedback and hopefully this helps someone else as it did us!
Jun 2026 · workplane.co
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We built an open-source library of 125 GTM (go-to-market) skills that plug into AI coding agents like Claude Code, Codex, and Cursor. With these skills an AI agent can automatically: - Find ICP leads from conference speakers, LinkedIn activity, or job boards - Generate personalized cold email sequences - Monitor competitor blogs, pricing pages, and hiring signals - Generate programmatic SEO pages from keyword lists - Track where your brand appears in ChatGPT, Perplexity, and Claude answers --- How skills work Each skill is a structured markdown file containing instructions, scripts, and tool…
Mar 2026 · github.com
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I built Hermes, an open-source Python framework for multi-agent financial research. Most AI “equity research” demos stop at generating text. In practice, real workflows require pulling structured XBRL financials from SEC filings, extracting labeled sections like MD&A and Risk Factors, merging macro and market data, building actual Excel models with formulas, and generating investment memos in Word or PDF. Hermes is designed to handle that full pipeline end to end. It includes 35 financial data tools covering SEC EDGAR (via edgartools), FRED, Yahoo Finance market data, and RSS-based financial…
Feb 2026 · github.com
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