May 5, 2026 Announcements Agents for financial services

Agents for financial services We’re releasing ten ready-to-run agent templates for the most time-consuming work in financial services: building pitchbooks, screening KYC files, and closing the books at month-end. Each one ships as a plugin in Claude Cowork and Claude Code, and as a cookbook for Claude Managed Agents, so a team can put Claude on real financial work in days rather than months. Claude also now works across Microsoft Excel, PowerPoint, Word, and Outlook (coming soon) through the Claude add-ins for Microsoft 365. Once the add-ins are installed, context carries automatically between applications, so work that starts in a model can end in a deck without re-explaining anything in between. Finally, we’re continuing to expand our partner ecosystem with new connectors and an MCP app, so the agents draw on the data financial professionals already use. Connectors give Claude governed, real-time access to a provider’s data, and MCP apps go a step further by embedding the provider’s own tools directly inside Claude. These updates pair best with Claude Opus 4.7, which is state-of-the-art on financial tasks and leads the industry on Vals AI's Finance Agent benchmark, at 64.37%. New agent templates for finance work Each agent template is a reference architecture that packages three things: skills (instructions and domain knowledge for the task), connectors (governed access to the data the task runs on), and subagents (additional Claude models that are called upon by the main agent, for specific sub-tasks such as comparables selection or methodology checks). Firms can adapt any of them to their own modeling conventions, risk policies, and approval flows. Enable these new agent templates either as plugins within Claude Cowork or Claude Code, or as cookbooks for Claude Managed Agents. Find all the plugins and cookbooks at the financial services marketplace. The full list of new agents is as follows: Research and client coverage - Pitch builder creates target lists, runs comparables, and drafts pitchbooks for client meetings; - Meeting preparer assembles client and counterparty briefs ahead of calls; - Earnings reviewer reads transcripts and filings, updates models, and flags thesis-relevant changes; - Model builder creates and maintains financial models from filings, data feeds, and analyst inputs; - Market researcher tracks sector and issuer developments, synthesizes news, filings, and broker research, and flags items for credit and risk review. Finance and operations - Valuation reviewer checks valuations against comparables, methodology, and the firm's review standards; - General ledger reconciler reconciles general ledger accounts and runs net asset value calculations against the books of record; - Month-end closer runs the close checklist, prepares journal entries, and produces close reports; - Statement auditor reviews financial statements for consistency, completeness, and audit-readiness; - KYC screener assembles entity files, reviews source documents, and packages escalations for compliance review. There are two ways to put these to work. As a plugin in Claude Cowork or Claude Code, the template runs alongside the analyst, using the software already on their desktop. Hand the Pitch agent a target list, and you can get…