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AnthropicAnthropicfeature
May 5, 2026·Source

Claude Finance Agent Templates

Ten ready-to-run agent templates for financial services work, available as Cowork plugins, Claude Code plugins, and Managed Agents cookbooks.

Details

  • Ten templates ship with skills, connectors, and subagents bundled per task
  • Templates cover pitch building, valuation review, earnings review, KYC screening, market research, model building, ledger reconciliation, month-end close, statement audit, and meeting prep
  • Connects to FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, Daloopa, LSEG, and firm-internal data warehouses
  • Claude add-ins now work across Excel, PowerPoint, and Word, with Outlook coming soon

Best for

financial services teams putting Claude on real workflows like pitchbooks, KYC screening, and month-end close

When to use it

a recurring finance task that has a clear template Anthropic has already built, instead of assembling agents from scratch

Who benefits

investment bankers, equity analysts, financial controllers, and insurance teams who want a reference architecture they can adapt to firm standards

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