Module 01 · Finance AI Assistant
Setup Guide — Windows & macOS
Step-by-step installation of VS Code + Claude Code + DeepSeek for finance team members. Written for non-developers — follow the section for your machine, in order.
What you are building
Claude Code is an AI assistant that runs inside VS Code's terminal. You type requests in plain English (for example: "summarise this P&L and flag anything unusual"). Claude Code reads and writes files on your machine, and talks to the DeepSeek model over the internet.
All your files stay on your laptop — only the text you send travels to DeepSeek over the internet.
The 5-step plan at a glance
Both platforms follow the same five steps: install VS Code and Node.js, install Claude Code, connect DeepSeek, then test your first run.
Install (steps 1-3) → configure DeepSeek (step 4) → verify (step 5).
Part 1 — Windows 11
Install VS Code
- Go to https://code.visualstudio.com in your browser.
- Click the big blue Download for Windows button.
- Open the downloaded file (
VSCodeUserSetup-*.exe) and click through the installer.- Accept the licence agreement.
- On the "Select Additional Tasks" screen, tick "Add to PATH" (important).
- Click Finish. VS Code opens.
Install Node.js (required for Claude Code)
- Go to https://nodejs.org.
- Download the LTS version (the left button — "LTS", not "Current").
- Open the installer and click Next through all defaults.
- When done, open a new terminal and check it worked:
- Press
Win + R, typepowershell, press Enter. - Type
node --versionand press Enter.
- Press
node --version
You should see something like v20.18.0. If you see an error, restart your laptop and try again (PATH needs a restart to take effect).
Install Claude Code
In the same PowerShell window, type:
npm install -g @anthropic-ai/claude-code
Wait for it to finish (1–3 minutes). Then check:
claude --version
You should see a version number. If it says "claude is not recognized", see Troubleshooting at the end of this guide.
Connect DeepSeek (3 environment settings)
Claude Code needs three settings so it talks to DeepSeek instead of the default service. The fastest way — in the same PowerShell window, run these three commands one by one (replace PASTE-YOUR-KEY-HERE with your actual API key from the next step):
setx ANTHROPIC_BASE_URL "https://api.deepseek.com/anthropic" setx ANTHROPIC_MODEL "deepseek-v4-flash" setx ANTHROPIC_AUTH_TOKEN "PASTE-YOUR-KEY-HERE"
sk-.... Store it somewhere safe (a password manager).
First run
- Open VS Code.
- Open the folder where you want to work (menu: File → Open Folder — e.g. create
C:\Finance\2026-08 consolidated FS\). - Open the built-in terminal: menu Terminal → New Terminal.
- Type
claudeand press Enter. - First time, Claude Code asks a couple of setup questions — accept the defaults (choose the "default" permission mode when asked).
- Test it with:
Which files are in this folder?
You should get a list of files. You're done — your AI assistant is live.
Part 2 — MacBook (macOS)
Install VS Code
- Go to https://code.visualstudio.com → Download for macOS (Apple Silicon or Intel, whichever your Mac is).
- Open the downloaded
.zip; drag Visual Studio Code.app into the Applications folder. - Open VS Code once. Then enable the
codecommand:- Press
Cmd + Shift + P→ typeshell command→ select "Shell Command: Install 'code' command in PATH".
- Press
- (First time you open it, macOS may ask about the developer tool — follow the prompt to install Command Line Developer Tools if requested.)
Install Node.js
Option A (recommended for non-developers):
- Go to https://nodejs.org → download the LTS version (
.pkgfor macOS). - Open the
.pkgand click through the installer.
Option B (if you use Homebrew): open Terminal and run brew install node.
Check it worked — open Terminal (press Cmd + Space, type Terminal):
node --version
You should see something like v20.18.0.
Install Claude Code
In Terminal:
sudo npm install -g @anthropic-ai/claude-code
Then check:
claude --version
Connect DeepSeek (3 environment settings)
Open your shell profile so the settings survive restarts:
nano ~/.zshrc
(If nano shows an empty file, that's fine.) Add these three lines at the end — replace PASTE-YOUR-KEY-HERE with your API key (see the key instructions in the Windows section — same DeepSeek platform, same process):
export ANTHROPIC_BASE_URL="https://api.deepseek.com/anthropic" export ANTHROPIC_MODEL="deepseek-v4-flash" export ANTHROPIC_AUTH_TOKEN="PASTE-YOUR-KEY-HERE"
Save and exit: press Ctrl + X, then Y, then Enter.
Apply the changes to the current window:
source ~/.zshrc
First run
- Open VS Code → File → Open Folder (e.g.
~/Finance/2026-08 consolidated FS/). - Terminal → New Terminal → type
claude→ Enter. - Accept the default settings on first launch.
- Test with:
Which files are in this folder?
Part 3 — How to work with it (both platforms)
Basic habits
- One folder per task. Create a folder for each task (e.g.
2026-08 consolidated FS), copy the relevant files into it, then startclaudefrom that folder. Claude Code can only see files inside (and below) the folder it was started in. - Plain English is fine. Write requests as you would to a colleague:
Read subsidiary-A.xlsx and summarise total assets, liabilities and equity in a table.
- Let it do the boring work. Copying numbers into a template, re-formatting a table, drafting a standard note, finding differences between two files — all faster than manual.
- Always review before publishing. The AI drafts; you approve. Check every figure against the source file before anything goes into an official statement.
- Iterate. If the first answer is not quite right, say so:
Use figures in thousands add a column for last year explain in simpler words
Useful file formats
- Claude Code reads text files best:
.txt,.csv,.md,.json. - For Excel files (
.xlsx), let Claude do the reading — ask it to write a Python script:
Write a Python script to read this workbook and print every sheet as a table, then run it.
It will install the needed helper library (openpyxl) itself and you just approve. (Python needs to be installed — if it isn't, see Troubleshooting.)
- PDF statements: you can open the PDF and read it, or export the PDF pages as text/CSV. Simplest is often to copy the PDF into the folder and ask Claude to summarise it — it will read the PDF directly.
Cost & privacy
Troubleshooting
If something goes wrong, find your problem below — the fix is usually quick. The strip gives you the at-a-glance version; the table has the full detail.
Problem → fix, at a glance. Full details in the table below.
| Problem | Fix |
|---|---|
claude is not recognized (Windows) |
Node.js PATH not picked up — restart the terminal / laptop. Or re-run the Node installer and tick "Add to PATH". |
claude: command not found (Mac) |
You skipped sudo in Step 3, or PATH. Re-run sudo npm install -g @anthropic-ai/claude-code, restart Terminal. |
Error 401 / authentication failed |
The API key in ANTHROPIC_AUTH_TOKEN is wrong or expired. Recreate the key on platform.deepseek.com, set it again, open a NEW terminal. |
Error model not found / 404 |
ANTHROPIC_MODEL is not exactly deepseek-v4-flash (or the URL is missing). Re-check the two setx/export lines. |
| Requests hang / time out | Check internet connection; DeepSeek service status at status.deepseek.com; retry. |
Claude can't open a .xlsx |
Ask it to write a Python script to read the workbook (see Part 3). If Python is not installed, install from python.org (tick "Add to PATH"). |
| Claude asks for permission on every action | Accept "yes" for that file/folder, or switch to a more permissive permission mode (type /permissions inside Claude Code). |
Quick reference card
Keep these handy once you're up and running:
START: VS Code → Terminal → claude NEW TASK: create folder → copy files → start claude there READ FILE: "Read <filename> and ..." COMPARE: "Compare <file A> with <file B> and list differences" WRITE OUT: "Save the result as <filename>" ITERATE: "Change the table to ...", "Use thousands", "Add last year column" QUIT: Ctrl+C (or type exit)