Hermes Financial Services Profile

Installable Hermes Agent profile distribution for financial-services workflows: investment banking, equity research, private equity, wealth management, fund administration, accounting operations, KYC, GL reconciliation, institutional modeling, and partner-data workflows.

One-command install

hermes profile install https://github.com/Changhochien/financial-services-hermes --name financial-services --yes

Start Hermes with the profile:

hermes -p financial-services

Or make it your default profile:

hermes profile use financial-services

What is included

• 66 domain and partner skills converted from pi-financial-services
• 47 command-style Hermes skills converted from Cowork slash commands (/skill fsi-command-dcf, /skill fsi-command-comps, etc.)
• 10 named-agent workflow skills (pitch-agent, market-researcher, earnings-reviewer, etc.)
• Financial-services SOUL.md with data-source priority, compliance guardrails, and output quality standards
• mcp.json plus config.yaml entries for institutional data MCP servers
• Validation scripts and reference docs

Common invocations

/skill pitch-agent
/skill market-researcher
/skill earnings-reviewer
/skill model-builder
/skill gl-reconciler
/skill fsi-command-dcf
/skill fsi-command-comps
/skill fsi-command-earnings
/skill fsi-command-ic-memo

Natural language works too:

Build a DCF for AAPL using the financial-services profile.
Prepare a market-research briefing for GLP-1 supply chain beneficiaries.
Use the pitch-agent workflow to draft a sponsor sell-side pitch outline.
Run a GL reconciliation workflow on this workbook and stage breaks for review.

MCP / institutional data setup

The profile installs with MCP servers listed but disabled by default so it works on machines without paid data subscriptions. To enable data connectors:

1. Copy the generated profile env example:

   cp ~/.hermes/profiles/financial-services/.env.EXAMPLE ~/.hermes/profiles/financial-services/.env

2. Fill in the API keys you have.
3. Edit ~/.hermes/profiles/financial-services/config.yaml and set enabled: true for the MCP servers you want.
4. Restart Hermes or run /reload-mcp in a fresh session.

Update

hermes profile update financial-services --yes

Hermes preserves user-owned profile data on update: .env, memories, sessions, logs, plans, workspace, auth, and local customizations.

Validate this repo

python3 scripts/check.py

Safety note

This profile drafts financial-services work product for human review. It does not provide investment, legal, tax, accounting, fiduciary, or compliance advice and must not be used to execute trades, move money, post ledgers, approve onboarding, or contact clients without qualified human authorization.