Anthropic Releases 10 Finance Agent Templates
Anthropic announced ten agent templates designed for common financial services tasks on May 5, 2026. These templates target time-intensive activities such as preparing pitchbooks, reviewing KYC files, and handling month-end book closes. Teams can deploy them quickly as plugins in Claude Cowork and Claude Code or as cookbooks for Claude Managed Agents, shifting from months to days for implementation.
Claude now integrates with Microsoft Excel, PowerPoint, Word, and Outlook through add-ins for Microsoft 365. Context flows seamlessly between apps after installation, allowing work begun in one tool to continue in another without repeating details.
The company also expanded its partner network with new connectors and an MCP app. These provide Claude with secure, real-time data access from existing financial tools. Connectors offer controlled entry to provider data, while MCP apps integrate provider tools directly into Claude.
These features work best with Claude Opus 4.7, which excels in financial tasks and scores 64.37% on Vals AI's Finance Agent benchmark, leading the field.
Details on New Agent Templates
Each template includes skills with task instructions and domain knowledge, connectors for data access, and subagents for subtasks like selecting comparables or checking methods. Firms can customize them to fit their modeling standards, risk rules, and approval processes.
Activate templates as plugins in Claude Cowork or Claude Code, or as cookbooks for Claude Managed Agents. Access them via the financial services marketplace.
The agents cover these areas:
Research and client coverage:
- Pitch builder generates target lists, performs comparables analysis, and drafts pitchbooks for meetings.
- Meeting preparer compiles briefs on clients and counterparties before calls.
- Earnings reviewer analyzes transcripts and filings, updates models, and highlights changes relevant to investment theses.
- Model builder constructs and updates financial models using filings, data feeds, and analyst inputs.
- Market researcher monitors sector and issuer news, combines filings, news, and broker research, and identifies items for credit and risk checks.
Finance and operations:
- Valuation reviewer verifies valuations against comparables, methods, and firm standards.
- General ledger reconciler matches accounts and computes net asset values against records.
- Month-end closer executes checklists, prepares journal entries, and generates reports.
- Statement auditor examines statements for consistency, completeness, and readiness for audits.
- KYC screener gathers entity files, checks documents, and prepares compliance escalations.
Deploy as plugins in Claude Cowork or Claude Code to assist analysts using desktop tools. For example, give the Pitch agent a target list to produce an Excel comps model, PowerPoint pitchbook, and Outlook cover note.
As Claude Managed Agents on the Claude Platform, they run independently for large-scale tasks like deal books or nightly runs. Cookbooks include long sessions, tool permissions, credential vaults, and audit logs in the Claude Console for compliance reviews.
Users always review, edit, and approve outputs before client use, filing, or action.
Integration Across Microsoft Applications
Claude operates inside Excel, PowerPoint, Word, and Outlook via add-ins. In Outlook, it sorts emails, schedules meetings, and writes responses in the user's style. Excel handles model building from filings and feeds, formula audits across workbooks, and sensitivity tests. PowerPoint creates decks that update with data changes. Word edits memos to firm templates. Context persists across apps, so Excel model details carry to PowerPoint without repetition.
In Claude Cowork, assign tasks via text or voice using Dispatch. Claude processes local files while users are away, delivering results for review.
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Expanded Data Ecosystem
Claude links to platforms like S&P Capital IQ, MSCI, PitchBook, Morningstar, Chronograph, LSEG, and Daloopa, plus internal warehouses, repositories, and CRMs, all with access controls.
New connectors include:
- Dun & Bradstreet for verified business identity to connect records and scale AI workflows.
- Fiscal AI for real-time equity fundamentals research and benchmarking.
- Financial Modeling Prep for quotes, fundamentals, statements, filings, and transcripts on equities, ETFs, crypto, forex, and commodities.
- Guidepoint for searching 100,000+ expert transcripts with linked excerpts.
- IBISWorld for industry revenue, ratios, risks, costs, and forecasts across sectors.
- SS&C IntraLinks for DealCentre data rooms, document search, Q&A, and tracking.
- Third Bridge for expert interviews on companies, sectors, and chains.
- Verisk for insurance data on underwriting, claims, and risks.
Moody's MCP app provides credit ratings and data on over 600 million companies for compliance, analysis, and development.
Feedback from Financial Leaders
Leading banks, asset managers, and insurers use Claude for front, middle, and back office tasks.
"Our investment professionals live in data and analytical models, and Claude for Excel meets them there. Analysts are using it to build and update coverage models, separate signal from noise, and pressure-test their work, all with a step-change in efficiency.", Atte Lahtiranta, Head of Core Engineering, Citadel.
"FIS sits at the center of how money moves for thousands of financial institutions worldwide. When we began to build AI agents, we knew we needed a provider we could trust. Anthropic was the clear choice. Together we're building an agent that compresses AML investigations from days to minutes, with credit decisioning, fraud prevention, and deposit retention agents to follow. FIS clients won't need to build this infrastructure themselves. It's already here.", Stephanie Ferris, CEO and President, FIS.
"With Eliza and Claude, we're giving processes new digital employees who work the case end to end.", Leigh-Ann Russell, CIO & Global Head of Engineering, BNY.
"Carlyle has adopted Claude as a key part of our AI technology stack because of its strong coding capabilities, agentic reasoning, and continual advances in both the underlying models and key features. Claude is a core tool for delivering value across our firm from investing to operations to portfolio management.", Matt Anderson, Chief Digital Officer, Carlyle.
"Claude compresses and enhances the work before the meeting so each and every meeting is more impactful, prep time has been transformed into idea time, with faster workflows, richer client insights, and new use cases we didn't anticipate.", Patrick Suehnholz, Managing Director & Banking COO, Mizuho.
"Since we started introducing personalized Claude and Claude Code assistants, we have seen significantly elevated levels of engineering excellence and meaningful improvements in productivity. We are pleased to be delivering value by putting AI to work in advancing the company's strategic innovation priorities of extending our advantage in risk expertise; providing great experiences for our customers, distribution partners and employees; and optimizing our productivity and efficiency.", Mojgan Lefebvre, Executive Vice President and Chief Technology & Operations Officer, Travelers.
"100% of employees at Walleye Capital use Claude Code. This level of adoption across our 400-person hedge fund reflects our AI-first mindset: we expect everyone to constantly rethink how they work, always asking 'How can AI help me do this?', whether or not they're in a traditionally technical role.", Will England, CEO, Walleye.
"Claude for Excel powered by Claude Opus 4.6 represents a significant leap forward. From due diligence to financial modeling, it's proving to be a remarkably powerful tool for our team - taking unstructured data and intelligently working with minimal prompting to meaningfully automate complex analysis. It's an excellent example of AI augmenting investment professionals' capabilities in tangible, time-saving ways.", Lloyd Hilton, Head of Hg Catalyst, Hg.
"Agents in risk workflows must understand who they're dealing with. Bringing Dun & Bradstreet's Commercial Graph and D-U-N-S® Number, the global standard for business identity, into Claude ensures AI agents operate on verified data and deliver the deterministic, auditable outcomes financial workflows require.", Gary Koveats, Chief Data and Analytics Officer, Dun & Bradstreet.
"Investors need AI they can trust, and trust starts with the data behind it. Morningstar and PitchBook bring decades of independent, analyst-backed intelligence to Claude, so users aren't just getting faster answers. They're getting better ones. Together, we're building the intelligence layer that powers smarter decisions across public and private markets.", Adam Wheat, Chief Technology Officer and Head of Data & Research Solutions, Morningstar.
"Our clients, institutional investors, asset managers, hedge funds, and banks, increasingly want to run AI-assisted workflows directly against select sets of FactSet data. Partnering with Anthropic lets us bring Claude into a hosted programmatic environment where they can reason over our foundational market data, research, and analytics in the tools they already use. Internally, firm-wide Claude Code adoption across our engineering org is accelerating how quickly we can ship those capabilities.", Kate Stepp, Chief AI Officer, FactSet.
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