Anthropic on Tuesday rolled out ten agent templates built for common financial services tasks including pitchbook generation, credit memo drafting, KYC file screening, and month-end closing.
The templates are distributed as plugins for Claude Cowork and Claude Code, and are also provided as cookbooks for deployment as Claude Managed Agents. Each template packages specific skills, connectors for data access, and subagents that handle discrete parts of a process. Firms can adapt these assets to reflect their own modeling conventions, risk controls, and approval workflows.
To facilitate use across standard office applications, Anthropic has integrated Claude with Microsoft 365 via add-ins for Excel, PowerPoint, Word, and Outlook. Once these add-ins are installed, context transfers automatically between the applications, enabling continuity when moving from model building in Excel to deck updates in PowerPoint or memo edits in Word.
The company also expanded the Claude partner ecosystem with new data connectors and the launch of MCP apps that embed provider tools directly inside Claude. Connectors provide real-time access to provider data, while MCP apps allow provider functionality to be surfaced within the Claude environment.
The rollout is compatible with Claude Opus 4.7, which posted a score of 64.37% on Vals AI's Finance Agent benchmark. The templates are designed to operate in either collaborative or autonomous modes: as plugins running alongside analysts in Claude Cowork or Claude Code, or as autonomous Claude Managed Agents on the Claude Platform. In all cases, users retain the ability to review and approve Claude's outputs prior to client submission or regulatory filing.
Anthropic grouped the new templates into research and client coverage, credit/risk/compliance, and finance/operations categories. Research and client coverage templates comprise:
- Pitch builder - for target lists and pitchbook creation
- Meeting preparer - for client brief generation
- Earnings reviewer - for transcript analysis
- Model builder - for creating financial models
Credit, risk, and compliance templates include Market researcher for sector tracking and KYC screener for entity file review. Finance and operations templates cover Valuation reviewer, General ledger reconciler, Month-end closer, and Statement auditor.
Within Outlook, Claude can manage inbox triage and meeting logistics. In Excel, the agent builds models and audits formulas. In PowerPoint, it generates decks that refresh as underlying data changes. In Word, Claude edits credit memos. Claude Cowork also includes a feature called Dispatch for assigning voice or text work to agents.
Claude connects to a wide set of market data platforms and company data systems. Named integrations include S&P Capital IQ, MSCI, PitchBook, Morningstar, Chronograph, LSEG, and Daloopa. Anthropic also added several new connectors such as Dun & Bradstreet for business identity verification; Fiscal AI for equity fundamentals; Financial Modeling Prep for real-time quotes; Guidepoint and Third Bridge for expert interview transcripts; IBISWorld for industry data; SS&C IntraLinks for deal data rooms; and Verisk for insurance data.
Moody's launched an MCP app that provides credit ratings and access to data on more than 600 million companies to support compliance, credit analysis, and business development workflows.
These templates and integrations aim to place Claude into standard financial workflows across advisory, credit, compliance, and finance operations while preserving human review for material outputs.