On May 5, Anthropic released 10 agent templates designed for financial services work, added Microsoft 365 integrations, and announced new data partnerships with insurance-specific providers.
The new templates cover research, client coverage, and back-office operations. On the operations side, Anthropic introduced agents for general ledger reconciliation, month-end close, statement auditing, and KYC screening. Research-focused templates include a pitch builder, meeting preparer, earnings reviewer, model builder, and market researcher. A valuation reviewer rounds out the set.
Each template packages skills, connectors, and subagents into a single reference architecture. Firms can deploy the templates as plugins within Claude Cowork or Claude Code, where they run alongside analysts using existing desktop software. Alternatively, firms can deploy them as Claude Managed Agents on the Claude Platform, which supports long-running autonomous sessions with per-tool permissions, managed credential vaults, and audit logs accessible through the Claude Console.
Anthropic said users remain in the review-and-approval loop before any output is sent to a client, filed, or acted on.
Microsoft 365 Integration
Claude can now work directly inside Microsoft Excel, PowerPoint, Word, and Outlook through add-ins. In Excel, the add-in builds financial models from filings and data feeds, audits formulas across linked workbooks, and runs sensitivity analyses. In PowerPoint, it drafts presentations that update when underlying numbers change. In Word, it edits documents against firm templates. In Outlook, which is listed as coming soon, it is designed to triage inboxes, arrange meetings, and draft responses.
Context carries across all four applications, so work that begins in one program does not need to be re-explained when it moves to another. The Excel, PowerPoint, and Word add-ins are generally available now.
Claude Cowork also includes a feature called Dispatch that lets users assign tasks by text or voice, with Claude working on local files while the user is away.
New Data Partnerships
Anthropic added eight new connectors and one MCP app from new partners. The connectors provide real-time access to market and research data. The MCP app, from Moody’s, surfaces the company’s credit ratings and data on more than 600 million public and private companies directly within Claude for use in compliance, credit analysis, and business development.
Among the new connectors, Verisk provides property, casualty, and specialty insurance data for underwriting, claims, and risk analysis. Other new connectors include Dun and Bradstreet for business identity data, Fiscal AI for public equities fundamentals, Financial Modeling Prep for real-time financial data across multiple asset classes, Guidepoint for expert interview transcripts, IBISWorld for industry-level financial data, SS&C IntraLinks for deal data room access, and Third Bridge for expert interviews on companies and sectors.
Anthropic said existing connectors already include FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, Chronograph, LSEG, and Daloopa.
The agent templates are available at Anthropic’s financial services marketplace. They can be used as plugins on all paid plans or as Managed Agents in the Claude Platform, currently in public beta.
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