Claude Finance Agent Starter Kit

The Claude Finance Agent Starter Kit gives developers, freelancers, and financial enthusiasts everything they need to deploy all 10 pre-built Claude Finance Agents announced at the June 2026 Code with Claude event. Whether you're building a personal finance dashboard or automating monthly budget reviews, this kit gets you from zero to working agent in under 5 minutes.

What You Get

• 10 Complete Agent Files — One Markdown file per agent with a full system prompt, usage instructions, and example starter conversation. Covers Budget Analysis, Tax Planning, Investment Research, Expense Categorization, Cash Flow Forecasting, Debt Payoff Optimizer, Retirement Planner, Portfolio Rebalancer, Financial Report Analyzer, and Bill Negotiation Agent.
• Agent System Prompts Reference — A single consolidated file with all 10 system prompts plus one-liner setup versions for quick copy-paste into Claude Projects or API calls.
• Claude Project Instructions Template — Drop-in project instructions for Claude.ai that enable all 10 agents from a single Project, with jurisdiction detection and appropriate disclaimers.
• Temperature Settings JSON — Recommended Claude API temperature per agent type, with rationale for each setting (0.1 for math-heavy, 0.7 for negotiation scripts).
• 30+ Ready-to-Use Prompts — Organized by category: financial analysis, budgeting, tax planning, and investment analysis. Each prompt has clear placeholders so you just fill in your numbers and paste.
• 4 Integration Guides — Step-by-step setup for Google Sheets (including Apps Script automation), Excel (with Power Query template), QuickBooks (report export method), and Notion (database export pattern).
• 3 Templates — Monthly budget template, annual tax prep checklist (US and India), and investment portfolio review template — all formatted for direct paste into Claude.

How to Use

1. Download and unzip the kit to any folder.
2. Open config/claude-project-instructions.md and copy the instructions into a new Claude.ai Project.
3. Open agents/ and pick the agent for your current task (e.g., 01-budget-analysis-agent.md).
4. Copy the system prompt into your Claude Project or conversation.
5. Grab a starter prompt from prompts/, fill in your data, and paste it to Claude.
6. Optionally set up a Google Sheets or Notion integration for automated monthly analysis.

Who This Is For

• Developers building personal finance tools with Claude API
• Freelancers managing variable income and tax planning
• Investors looking for structured investment analysis workflows
• Business owners analyzing P&L and cash flow with AI
• Anyone who wants a structured system for all 10 Claude Finance Agents

Ready to add MCP server connectivity for live portfolio data and automated expense categorization? Upgrade to the Claude Finance and MCP Server Bundle. Browse all our AI agent tools at wowhow.cloud/browse.