Agents for financial services
Summary
Anthropic announces ten ready-to-run agent templates for financial services, designed to automate time-consuming tasks such as building pitchbooks, screening KYC files, and month-end close. The templates ship as plugins for Claude Cowork and Claude Code, and as cookbooks for Claude Managed Agents, with cross-app capabilities across Microsoft 365 apps and new data connectors. The announcement positions Claude as a scalable automation platform for financial services, with real-time data access and auditable workflows.