Anthropic · 2026-05-05 · major
Claude for Financial Services — 10 Agent Templates, Microsoft 365 Add-ins, and Moody's MCP App
Anthropic ships 10 ready-to-run finance agent templates covering pitchbook building, KYC screening, and month-end closing, plus Claude for Excel/PowerPoint/Word general availability and a Moody's MCP app.
Anthropic ships 10 finance agent templates plus Excel, PowerPoint, and Word add-ins for banks and asset managers.
Key specs
| Agent templates | 10 |
|---|---|
| New data connectors | 8 |
| Moodys company coverage | 600M+ companies |
What is it?
Pre-built Claude agents for ten common finance workflows — pitch books, earnings reviews, valuation models, month-end close, KYC screening — packaged as plugins for Claude Cowork and Claude Code, with cookbooks for Claude Managed Agents.
How does it work?
Each template bundles three pieces: skills (instructions and domain knowledge for the task), connectors (governed access to data sources like Dun & Bradstreet, Verisk, FactSet, and SS&C IntraLinks), and subagents (specialized Claude calls for sub-steps). A Moody's MCP app exposes credit ratings and data on 600M+ companies. Microsoft 365 add-ins for Excel, PowerPoint, and Word are now generally available, with Outlook coming soon.
Why does it matter?
Banks and asset managers don't have to build agent scaffolding from scratch — the templates that Citadel, BNY, Carlyle, FactSet, and Mizuho already use ship as starter kits. It's a direct response to OpenAI's Deployment Company JV and Microsoft's Copilot finance push.
Who is it for?
investment banks, hedge funds, insurers, accounting teams
Try it
github.com/anthropics/financial-services