AnthropicfeatureClaude 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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