Anthropic Launches 10 AI Agent Templates for Financial Services

Ten Finance Agent Templates

Anthropic has released ten agent templates for financial services work, available as plugins in Claude Cowork and Claude Code, or as cookbooks for Claude Managed Agents. Teams can deploy them in days rather than months.

Research and Client Coverage

Pitch Builder creates target lists, runs comparables, and drafts pitchbooks. Meeting Preparer assembles client briefs. Earnings Reviewer reads transcripts and flags thesis changes. Model Builder creates financial models from filings. Market Researcher synthesizes sector developments and broker research.

Finance and Operations

Valuation Reviewer checks valuations against comparables. General Ledger Reconciler handles NAV calculations. Month-End Closer runs the close checklist and prepares journal entries. Statement Auditor reviews for audit-readiness. KYC Screener assembles entity files and packages escalations for compliance review.

Microsoft 365 and Ecosystem

Claude add-ins for Excel, PowerPoint, Word, and Outlook let Claude work directly inside existing tools. Context carries automatically between applications. Claude Opus 4.7 leads the Vals AI Finance Agent benchmark at 64.37%. New connectors include Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C IntraLinks, Third Bridge, and Verisk.