Claude Agents for Financial Services

What it does

Ten pre-built Claude agent templates for investment research, KYC screening, and month-end close. Each ships with connectors and subagents. For analysts and ops teams at banks, funds, and insurers.

We're releasing ten new Cowork and Claude Code plugins, integrations with the Microsoft 365 suite, new connectors, and an MCP app for financial services and insurance organizations.

We’re releasing ten ready-to-run agent templates for the most time-consuming work in financial services: building pitchbooks, screening KYC files, and closing the books at month-end. Each one ships as a plugin in Claude Cowork and Claude Code, and as a cookbook for Claude Managed Agents , so a team can put Claude on real financial work in days rather than months. Claude also now works across Microsoft Excel, PowerPoint, Word, and Outlook (coming soon) through the Claude add-ins for Microsoft 365. Once the add-ins are installed, context carries automatically between applications, so work that starts in a model can end in a deck without re-explaining anything in between. Finally, we’re…from anthropic.com

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