S&P Capital IQ

Anthropic Launches Ten Finance Agent Templates with Microsoft 365 Integration and Expanded Data Connectors

Anthropic is releasing ten ready-to-run agent templates targeting high-value financial services workflows including pitchbook creation, KYC screening, and month-end close, deployable as plugins in Claude Cowork/Claude Code or as autonomous Claude Managed Agents. The release includes native add-ins for Microsoft Excel, PowerPoint, Word, and Outlook with cross-application context persistence. Claude Opus 4.7 underpins the offering and leads the Vals AI Finance Agent benchmark at 64.37%, with new data connectors from partners including Dun & Bradstreet, Fiscal AI, FactSet, S&P Capital IQ, and others providing governed real-time data access.