Claude Code · Microsoft · Claude · AI Agent · Anthropic
In addition, Moody's has released an MCP app that brings proprietary credit ratings and data on more than 600 million
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Many leading banks, asset managers, and insurers choose Claude.
Key facts
- 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%
- Claude also now works across Microsoft Excel, PowerPoint, Word, and Outlook (coming soon) through the Claude add-ins for Microsoft 365
- Enable these new agent templates either as plugins within Claude Cowork or Claude Code, or as cookbooks for Claude Managed Agents
- As a plugin in Claude Cowork or Claude Code, the template runs alongside the analyst, using the software already on their desktop
Summary
They'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. Claude also now works across Microsoft Excel, PowerPoint, Word, and Outlook (coming soon) through the Claude add-ins for Microsoft 365. Finally, they're continuing to expand their partner ecosystem with new connectors and an MCP app, so the agents draw on the data financial professionals already use. 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%. 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).