- 10 new finance-specific AI agents have been launched by Anthropic
- You can also use Claude directly within Excel and other Office apps
- Claude Opus 4.7 performs better than GPT-5.5 and Gemini 3.1 Pro
Anthropic has launched 10 prebuilt AI agents designed for banks, insurers and other financial institutions to help speed up some of the most time-consuming tasks within the industry.
Available through a number of the company's offerings, including Claude Cowork, Claude Code and Claude Managed Agents, these purpose-built agents are designed to be deployed in "days rather than months."
The Claude maker also used the announcement to remind finance workers that Claude is now available directly within Microsoft Excel and other Office apps.
Anthropic launches purpose-built finance agents
Each of the 10 agents is made up of three separate elements: skills (a set of instructions), connectors and subagents, which Anthropic describes as "additional Claude models that are called upon by the main agent, for specific sub-tasks such as comparables selection or methodology checks."
However, with the finance industry being as regulated as it is, companies can also choose to tweak and refine these agents to suit their own needs.
Available through the marketplace, five are destined to work across research and client coverage, and the other five are for finance and operations. Some highlights include a pitch builder agent, a market researcher agent and a valuation reviewer agent.
Anthropic also described Claude Opus 4.7, the model that powers the new agents and Excel connectors, as "state-of-the-art on financial tasks." It scored 64.37% on Vals AI's Finance Agent benchmark, far ahead of GPT-5.5 (59.96%) and Gemini 3.1 Pro (59.72%).
As for the data Anthropic's new finance agents can access, FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, Chronograph, LSEG and Daloopa are just some of the "dozens of market data, research platforms, and financial companies’ internal systems" that are accessed via connectors for real-time data.
The new Claude agents are available across all paid plans for Claude Cowork and Claude Code – but they're still in public beta as Managed Agents for programmatic use.
