Anthropic released ten AI agent templates for financial services tasks such as pitchbook creation, credit memos, KYC screening, and month‑end closing.
Templates are offered as plugins for Claude Cowork, Claude Code, and as cookbooks for Claude Managed Agents, integrating with Microsoft 365 apps.
New connectors and an MCP app provide data from Dun & Bradstreet, Fiscal AI, and Moody’s ratings on 600 million firms.
Claude Opus 4.7 achieved 64.37% on Vals AI’s Finance Agent benchmark, underscoring its performance in financial tasks.