How to Install Claude's Finance Plugins (Step by Step)
The full step-by-step on installing Claude's free finance plugins. Setup to first command in under five minutes.
How to Install Claude's Finance Plugins (Step by Step)
Anthropic just released a suite of free finance plugins that turn Claude into a retail investor's research desk. This guide walks you through every step of getting them set up: account, marketplace, plugins, and a couple of first commands you can run today. Built for everyday investors who want the analysis tools institutional funds use.
Watch the walkthrough on YouTube
Prefer to follow along visually? The full walkthrough is on the channel.
Watch on YouTubeFirst, three quick definitions
Cowork is Claude's working mode for longer projects. It's where the plugins live. A marketplace is just a directory of plugins. You add it once. A plugin is a bundle of capabilities (modelling, screening, earnings notes) that gets added to Claude. None of this involves writing code.
Set up your Claude account
Three quick things before you can install anything.
- Create an account at claude.com. Sign up with the email you want to use.
- Pick a paid Claude plan. Pro starts at $20/month. The plugins live in a feature called Cowork, and Cowork is paid-only. The free Claude plan won't have access.
- Download the desktop app. Cowork only runs in the desktop app, not the browser version. Once installed, open it and click Cowork at the top. That's the working mode where plugins live.