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Quick start · No code required

Getting Started in under 5 minutes

How to download a skill and add it to Claude. No API keys. No code. No setup.

What you need

  • A Claude for Work account (Teams or Enterprise)
  • Access to claude.ai/customize/skills (admin or skill-install permission)
  • A ZIP file of the skill you want to install (downloaded from GitHub)

Install a skill — step by step

1

Find the skill you want

Browse the skills directory to find the skill that matches your workflow. Each skill has a description, example prompts, and a link to its GitHub folder.

2

Download the skill ZIP from GitHub

Each skill lives in its own folder inside skills/plugins/vertical-plugins/ on GitHub. To download:

Option A — Download individual skill
  1. Navigate to the skill folder on GitHub
  2. Click the green Code button → Download ZIP
  3. You now have a ZIP containing the single skill
Option B — Download entire vertical
  1. Navigate to the vertical folder (e.g. investment-banking/)
  2. Click CodeDownload ZIP
  3. You get all skills in the vertical in one ZIP
3

Upload to claude.ai/customize/skills

With your ZIP downloaded, go to the Claude Skills Manager and upload it.

    3a

    Open claude.ai/customize/skills in your browser

    3b

    Click Add skill (or the + button)

    3c

    Select your downloaded ZIP file and click Upload

    3d

    The skill appears in your skill library. It is now available as a slash command for everyone in your workspace.

4

Use the skill in Claude

Open Claude, type / to see available skills, select yours, and start your request. Attach any relevant files (Excel models, PDFs, transcripts) directly in the message.

# Example — using the DCF skill

/dcf Build 5-year DCF for Apple — attached 10-K + analyst model

Reading 10-K... Projecting free cash flows 2025-2029...

Calculating WACC... Building sensitivity tables...

✓ DCF model ready. Base case: $198/share. Download Excel.

Recommended install order

Most verticals depend on Financial Analysis for Excel and PowerPoint authoring. Install it first.

FirstFinancial Analysis
ThenInvestment Banking
ThenEquity Research
ThenPrivate Equity
ThenFund Administration
ThenWealth Management
ThenOperations & Compliance

FAQ

Do I need a Claude for Work account?

Yes. Claude Skills (custom skill uploads) require Claude for Work — either Teams or Enterprise. The free Claude plan does not support custom skills.

Do these skills work with the Anthropic API?

Yes. Each SKILL.md file is a system prompt you can pass directly to the Anthropic API. See the managed-agent-cookbooks in the GitHub repo for API deployment examples.

Can I install individual skills or only entire verticals?

Both. Each skill is its own folder and can be downloaded and uploaded independently. You can also install the entire vertical in one upload to get all skills at once.

Can I modify the skills for my firm's workflows?

Absolutely. The skills are Apache-2.0 licensed. Fork the repo, edit the SKILL.md files to match your templates, terminology, or output format, and upload your modified version.

Are the skills visible to everyone in my Claude workspace?

When you upload a skill via claude.ai/customize/skills, it becomes available to your entire workspace by default. Check your Claude admin settings to manage skill visibility.

What data connectors are supported?

The Financial Analysis vertical includes optional MCP connectors for FactSet, Bloomberg/LSEG, PitchBook, Morningstar, S&P Global, Chronograph, Daloopa, Aiera, MT Newswires, and Egnyte. These require separate subscriptions and credentials from each provider.