Anthropic has introduced a new set of AI agents to expand the financial services tasks it offers. According to the company, it has developed ten ready-to-use agent templates for the most demanding tasks in financial services: creating pitchbooks, reviewing KYC files, and closing month-end accounting.
In other words, they are specifically aimed at professionals in banking, insurance, asset management, and financial technology. Each one is offered as a plugin in Claude Cowork and Claude Code, as well as a cookbook for Claude Managed Agents, enabling a team to put Claude to work on real financial tasks in a matter of days rather than months.
Regarding these new agent templates for financial tasks, the company explains that each one is a reference architecture combining three elements: skills (instructions and specialized knowledge for the task), connectors (governed access to the data the task works with), and subagents (additional Claude models called by the main agent for specific subtasks, such as selecting comparables or methodological validation). In this way, firms can adapt any of them to their own modeling conventions, risk policies, and approval workflows.
The company has shared the full list of new agents:
- Pitch Builder: creates target lists, performs comparable analysis, and drafts pitchbooks for client meetings.
- Meeting Preparer: prepares client and counterparty reports before calls and meetings.
- Earnings Reviewer: analyzes transcripts and regulatory filings, updates models, and flags relevant changes to the investment thesis.
- Model Builder: creates and maintains financial models based on filings, data sources, and analyst input.
- Market Researcher: monitors sector and issuer developments, synthesizes news, filings, and broker research, and flags items for credit and risk review.
- Valuation Reviewer: reviews valuations against comparables, methodology, and internal review standards.
- General Ledger Reconciler: reconciles general ledger accounts and performs net asset value (NAV) calculations against accounting records.
- Month-End Closer: executes the month-end closing checklist, prepares accounting entries, and generates closing reports.
- Statement Auditor: reviews financial statements for consistency, completeness, and audit readiness.
- KYC Screener: gathers entity files, reviews source documentation, and prepares escalations for compliance review.
A Broader Ecosystem
The company emphasizes that “AI agents are only as good as the data and context they can access.” Claude connects with dozens of market data providers, research platforms, and internal systems used by financial firms—including FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, Chronograph, LSEG, and Daloopa—as well as firms’ own data warehouses, research repositories, and CRMs, all under governed access controls. “We are now adding new connectors and an MCP application from new partners. The new connectors provide direct, real-time access to market data and research, while the MCP application introduces customized interactive interfaces directly within Claude,” they commented.
In this regard, the new connectors are:
- Dun & Bradstreet, which provides the global standard for verified business identity and helps companies connect systems of record and scale AI-enabled workflows.
- Fiscal AI, which expands real-time fundamentals coverage for publicly traded equities to deepen analysis and benchmarking.
- Financial Modeling Prep, which offers real-time quotes, fundamentals, financial statements, filings, and transcripts for stocks, ETFs, cryptoassets, currencies, and commodities.
- Guidepoint, which enables searches across more than 100,000 compliance-reviewed expert interview transcripts and provides source-linked text excerpts.
- IBISWorld, which monitors industry revenues, financial ratios, risk scores, cost structures, and forecasts across thousands of industries.
- SS&C IntraLinks, which gives Claude access to DealCentre data rooms for document search, due diligence questions, and deal activity tracking.
- Third Bridge, which provides access to expert interviews as a primary source on companies, sectors, and value chains.
- Verisk, which contributes property, casualty, and specialty insurance data for underwriting, claims, and risk analysis.
More Developments
In addition, Moody’s has launched an MCP application incorporating proprietary credit ratings and data on more than 600 million public and private companies for use in compliance, credit analysis, and business development.
The company also noted that Claude now works in Microsoft Excel, PowerPoint, Word, and Outlook (coming soon) through Claude add-ins for Microsoft 365. Once installed, context transfers automatically between applications, so work that begins in the model can end in a presentation without having to re-explain anything during the process.
“Finally, we continue expanding our partner ecosystem with new connectors and an MCP application so that agents can use the same data financial professionals already rely on. Connectors provide Claude with governed, real-time access to a provider’s data, while MCP applications go a step further by directly integrating the provider’s own tools within Claude,” they announced.
