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AI agent skills for Financial Services and Banking
Vertical-specific AI agent skills for financial services and banking teams — 7 indexed and scored. Every listing carries our Skill Score, computed identically across Claude Skills, MCP servers, n8n templates, Custom GPTs, and the rest.
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LlamaIndex
Leading document agent and OCR platform for building LLM applications over private data with retrieval, agents, and workflows.
LlamaParse
GenAI-native document parser that extracts tables, figures, and structured data from complex PDFs for downstream RAG.
Company Policy Chatbot with RAG + Pinecone + OpenAI
Self-updating policy chatbot that ingests Google Drive docs into Pinecone and answers employee policy questions with citations.
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7 totalCompany Policy Chatbot with RAG + Pinecone + OpenAI
Self-updating policy chatbot that ingests Google Drive docs into Pinecone and answers employee policy questions with citations.
LlamaIndex
Leading document agent and OCR platform for building LLM applications over private data with retrieval, agents, and workflows.
PDF Skill
Anthropic's official Claude Skill for reading, extracting, merging, splitting, watermarking, OCRing, encrypting, and form-filling PDF files.
XLSX Skill
Anthropic's official Claude Skill for opening, editing, and creating .xlsx, .xlsm, .csv, and .tsv spreadsheets with proper formula recalculation.
LlamaParse
GenAI-native document parser that extracts tables, figures, and structured data from complex PDFs for downstream RAG.
Data Analyst
Drop in any file and get charts, cleaning, and analysis from an OpenAI-built data analysis GPT.
LangChain Extract
Reference LangChain app for extracting structured data from unstructured text and PDFs using LLMs and JSON schemas.