Anthropic has launched 10 ready-to-use AI agent templates for financial services, designed to help banks, asset managers and insurers handle research, KYC reviews and back-office finance tasks.
The company said the agents can support financial services operations, with the templates available as plugins for Claude Cowork and Claude Code and as cookbooks for Claude Managed Agents, allowing firms to adapt them to internal workflows, risk controls and approval processes.
Agents target core finance workflows
The new agents are structured around common financial services tasks that often require analysts, compliance teams and finance staff to gather information across multiple systems before producing client-ready or audit-ready materials.
For research and client coverage, Anthropic is offering agents that can prepare pitch materials, compile meeting briefs, review earnings transcripts and filings, build financial models and monitor market developments.
These tools are intended to support work such as creating target lists, identifying comparable companies, updating assumptions and flagging developments that may affect credit or investment views.
On the operations side, the templates cover valuation reviews, general ledger reconciliation, month-end close, financial statement checks and KYC screening. Anthropic said these agents combine task instructions, data connectors and subagents that can handle narrower jobs, including methodology checks or comparables selection.
The company said the templates can be used alongside employees in Claude Cowork or Claude Code, where an analyst could ask an agent to produce an Excel comparables model, draft a PowerPoint deck and prepare an Outlook note.
For broader or scheduled work, the same templates can run as Claude Managed Agents on Anthropic’s platform, with features such as longer-running sessions, tool permissions, credential controls and audit logs.
Anthropic stressed that users remain responsible for reviewing and approving the agents’ work before materials are sent to clients, filed or used for decision-making.
Microsoft 365 add-ins expand Claude’s reach
Anthropic also said Claude now works across Microsoft Excel, PowerPoint and Word through Microsoft 365 add-ins, with Outlook support expected to follow.
The integration is designed to allow Claude to carry context between applications, reducing the need for users to repeat instructions when moving from a spreadsheet to a presentation or memo.
In Excel, Anthropic said Claude can help build models from filings and data feeds, check formulas across workbooks and run sensitivity analysis.
In PowerPoint, it can draft decks that reflect changes in underlying numbers, while in Word it can assist with editing credit memos against firm templates.
In Outlook, Claude is expected to help manage messages, arrange meetings and draft responses once the add-in becomes available.
Claude gains wider access to finance platforms
The launch also expands Anthropic’s financial services ecosystem through new connectors and a Moody’s MCP app. The company said Claude can already connect with providers such as FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, LSEG and Daloopa, as well as internal systems used by financial firms.
New connectors include Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C IntraLinks, Third Bridge and Verisk. Moody’s has also launched an MCP app that brings its credit ratings and company data into Claude for use in credit analysis, compliance and business development.
The rollout reflects a broader push by AI companies to move beyond general-purpose chatbots and into industry-specific workflows where data access, governance and auditability are central.
For financial firms, the agents could help reduce repetitive tasks and give employees more room to focus on decision-focused areas, from client strategy and risk assessment to compliance reviews and final approvals.