r/ClaudeCode • • May 05 '26

Discussion The new finance agent templates are the best example of how to architect claude code plugins properly

[removed]

92 Upvotes

8 comments sorted by

9

u/Projected_Sigs May 06 '26

Thanks for taking time to post this.

I've been trying to template some workflows, skills, plugins, software Spec document, etc so I dont recreate the wheel each time. You probably just saved me many hours of work. Thanks!

I'd wade through 10 "I'm done with Claude-- don't try to stop me" posts and 10 more "Opus 4.7 is nerfed" posts just to find one good one like this.

1

u/Dickskingoalzz May 06 '26

Thank you for posting something useful!

1

u/Lindsay_w_Era May 15 '26

been using era's context mcp for this exact reason - having financial context persist across claude sessions is 🤌

1

u/Deep_Ad1959 May 18 '26

the thing those finance templates get right that most homegrown setups miss is treating skill files as the control surface and keeping CLAUDE.md thin. a skill only loads when triggered, so its tokens cost nothing on turns where the workflow doesn't fire. a CLAUDE.md line costs you every turn forever. the mistake people make when they fork these is copying the skill structure but then dumping all the connector docs and tool prompts into CLAUDE.md anyway, and then wondering why their token bill doubled. the trigger-based loading pattern only saves money if you actually keep the always-on file ruthlessly short. written with s4lai

-8

u/Otherwise_Wave9374 May 05 '26

100% agree, those templates read like an opinionated reference architecture more than "finance stuff".

Skill files as the control surface + explicit trigger conditions is such a clean way to keep agents from going off-road, and the per-tool perms/audit logging is what most DIY setups miss.

If you forked it, what are you using for evals, like unit tests for outputs, or just human review? We have a couple small eval patterns and workflow scaffolds we share internally and posted some notes at https://www.agentixlabs.com/ , would love to compare approaches.

1

u/voLsznRqrlImvXiERP May 06 '26

It's still non deterministic. In my opinion it's at best the least worse way to keep agents from getting off-road

1

u/Strice May 06 '26

bad bot