FactSet stock declined 4% on May 5, 2026 following Anthropic’s release of ten AI agent templates for financial services.
The agents, offered as Claude plugins and cookbooks, automate tasks like pitchbook creation, credit memo writing, KYC screening, and month‑end closing.
Anthropic added connectors like Dun & Bradstreet, Fiscal AI, Verisk and an MCP app; Moody’s added an MCP app covering 600 million firms.
Anthropic integrated Claude with Microsoft Excel, PowerPoint, Word, and Outlook via add‑ins, enabling automatic context sharing across applications.