Agents for financial services

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Agents for financial services

金融服务智能体 (Agents)

May 5, 2026 2026年5月5日

We’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. Each one ships as a plugin in Claude Cowork and Claude Code, and as a cookbook for Claude Managed Agents, so a team can put Claude on real financial work in days rather than months. 我们发布了十个即用型智能体模板，旨在处理金融服务中最耗时的工作：制作推介手册 (pitchbooks)、筛选 KYC 文件以及月末结账。每个模板都以 Claude Cowork 和 Claude Code 插件的形式提供，并作为 Claude Managed Agents 的开发指南 (cookbook) 发布，使团队能够在几天而非几个月内让 Claude 投入实际的金融业务中。

Claude also now works across Microsoft Excel, PowerPoint, Word, and Outlook (coming soon) through the Claude add-ins for Microsoft 365. Once the add-ins are installed, context carries automatically between applications, so work that starts in a model can end in a deck without re-explaining anything in between. 通过适用于 Microsoft 365 的 Claude 加载项，Claude 现在可以跨 Microsoft Excel、PowerPoint、Word 和 Outlook（即将推出）协同工作。安装加载项后，上下文会在应用程序之间自动同步，因此在模型中开始的工作可以直接在演示文稿中完成，无需在中间环节进行任何重复说明。

Finally, we’re continuing to expand our partner ecosystem with new connectors and an MCP app, so the agents draw on the data financial professionals already use. Connectors give Claude governed, real-time access to a provider’s data, and MCP apps go a step further by embedding the provider’s own tools directly inside Claude. 最后，我们通过新的连接器和 MCP 应用程序持续扩展合作伙伴生态系统，使智能体能够利用金融专业人士现有的数据。连接器为 Claude 提供受控的实时数据访问权限，而 MCP 应用程序则更进一步，将提供商的自有工具直接嵌入到 Claude 中。

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%. 这些更新与 Claude Opus 4.7 配合使用效果最佳，该模型在金融任务方面处于行业领先地位，并在 Vals AI 的金融智能体基准测试中以 64.37% 的成绩位居榜首。

New agent templates for finance work

用于金融工作的新智能体模板

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). Firms can adapt any of them to their own modeling conventions, risk policies, and approval flows. 每个智能体模板都是一种参考架构，封装了三项内容：技能（任务的指令和领域知识）、连接器（对任务运行所需数据的受控访问）以及子智能体（由主智能体调用的额外 Claude 模型，用于处理特定子任务，如可比公司选择或方法论检查）。企业可以根据自身的建模惯例、风险政策和审批流程对这些模板进行调整。

Enable these new agent templates either as plugins within Claude Cowork or Claude Code, or as cookbooks for Claude Managed Agents. Find all the plugins and cookbooks at the financial services marketplace. 您可以通过 Claude Cowork 或 Claude Code 中的插件，或者作为 Claude Managed Agents 的开发指南来启用这些新智能体模板。请在金融服务市场中查找所有插件和开发指南。

The full list of new agents is as follows: 新智能体的完整列表如下：

Research and client coverage 研究与客户覆盖

  • Pitch builder: creates target lists, runs comparables, and drafts pitchbooks for client meetings;
    • 推介手册构建器： 创建目标列表，运行可比分析，并为客户会议起草推介手册；
  • Meeting preparer: assembles client and counterparty briefs ahead of calls;
    • 会议准备器： 在通话前汇总客户和交易对手的简报；
  • Earnings reviewer: reads transcripts and filings, updates models, and flags thesis-relevant changes;
    • 财报审查员： 阅读会议记录和申报文件，更新模型，并标记与投资逻辑相关的变化；
  • Model builder: creates and maintains financial models from filings, data feeds, and analyst inputs;
    • 模型构建器： 根据申报文件、数据源和分析师输入创建并维护财务模型；
  • Market researcher: tracks sector and issuer developments, synthesizes news, filings, and broker research, and flags items for credit and risk review.
    • 市场研究员： 跟踪行业和发行人动态，综合新闻、申报文件和券商研究报告，并标记需要进行信贷和风险审查的项目。

Finance and operations 财务与运营

  • Valuation reviewer: checks valuations against comparables, methodology, and the firm’s review standards;
    • 估值审查员： 根据可比公司、方法论和公司审查标准检查估值；
  • General ledger reconciler: reconciles general ledger accounts and runs net asset value calculations against the books of record;
    • 总账对账员： 核对总账账户，并根据记录账簿运行净资产价值计算；
  • Month-end closer: runs the close checklist, prepares journal entries, and produces close reports;
    • 月末结账员： 执行结账清单，准备会计分录，并生成结账报告；
  • Statement auditor: reviews financial statements for consistency, completeness, and audit-readiness;
    • 报表审计员： 审查财务报表的一致性、完整性和审计就绪状态；
  • KYC screener: assembles entity files, reviews source documents, and packages escalations for compliance review.
    • KYC 筛选员： 汇总实体文件，审查原始凭证，并将升级事项打包以供合规审查。

There are two ways to put these to work. 有两种方式可以应用这些智能体：

As a plugin in Claude Cowork or Claude Code, the template runs alongside the analyst, using the software already on their desktop. Hand the Pitch agent a target list, and you can get back a comps model in Excel, a pitchbook drafted in PowerPoint, and a cover note ready in Outlook. 作为 Claude Cowork 或 Claude Code 中的插件，该模板与分析师协同工作，使用其桌面上的现有软件。将目标列表交给“推介智能体”，你就能获得 Excel 中的可比模型、PowerPoint 中起草的推介手册以及 Outlook 中准备好的封面说明。

As a Claude Managed Agent, the same template runs autonomously on the Claude Platform, for work that spans a whole book of deals or a nightly schedule. The cookbooks stand it up with the building blocks a firm would otherwise engineer themselves: long-running sessions that can work throughout a multi-hour deal close, per-tool permissions, managed credential vaults, and a full audit log in the Claude Console where compliance and engineering teams can inspect every tool call and decision. 作为 Claude Managed Agent，同一模板在 Claude 平台上自主运行，适用于跨越整个交易账簿或夜间计划的工作。开发指南提供了企业原本需要自行构建的模块：支持数小时交易结账过程的长时间会话、基于工具的权限管理、托管凭证库，以及 Claude 控制台中的完整审计日志，合规和工程团队可以在此检查每一次工具调用和决策。

In both scenarios, users stay firmly in the loop—reviewing, iterating on, and approving Claude’s work before it goes to a client, gets filed, or is acted on. 在这两种场景下，用户始终处于核心地位——在 Claude 的工作交付给客户、归档或执行之前，用户会对结果进行审查、迭代和批准。

Claude across Excel, PowerPoint, Word, and Outlook

Claude 在 Excel、PowerPoint、Word 和 Outlook 中的应用

Claude can work directly in Microsoft Excel, PowerPoint, Word, and Outlook via add-ins. Claude 可以通过加载项直接在 Microsoft Excel、PowerPoint、Word 和 Outlook 中工作。

In Outlook, it can act as a chief of staff that triages your inbox, arranges meetings, and drafts responses in your voice. In Excel, it builds financial models from filings and data feeds, audits formulas across linked workbooks, and runs sensitivity analyses. In PowerPoint, it drafts decks that update automatically when the underlying numbers change. In Word, it edits credit memos against a firm’s own templates. Claude carries its knowledge and context across all four platforms: an analyst who’s started a model in Excel doesn’t need to re-explain it when that work moves to PowerPoint. 在 Outlook 中，它可以充当幕僚长，整理收件箱、安排会议并以你的口吻起草回复。在 Excel 中，它根据申报文件和数据源构建财务模型，审计跨工作簿的公式，并运行敏感性分析。在 PowerPoint 中，它起草的演示文稿会在底层数据更改时自动更新。在 Word 中，它根据公司的自有模板编辑信贷备忘录。Claude 在这四个平台之间传递知识和上下文：分析师在 Excel 中开始的模型，在转移到 PowerPoint 时无需重新解释。

In Claude Cowork, users can also assign Claude work tasks from anywhere—by text or by voice—using Dispatch. Claude can keep working on analysts’ local files while they’re away from their desk, with finished work ready for review by the time they’re back. 在 Claude Cowork 中，用户还可以使用 Dispatch 从任何地方通过文本或语音为 Claude 分配工作任务。当分析师离开办公桌时，Claude 可以继续处理他们的本地文件，并在他们回来时准备好成品供审查。

The broadest ecosystem for financial services

最广泛的金融服务生态系统

AI agents are only as good as the data and context they can access. Claude connects to dozens of market data, research platforms, and financial companies’ internal systems—including FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, Chronograph, LSEG, and Daloopa—along with firms’ own data warehouses, research repositories, and CRMs, all under governed access controls. AI 智能体的能力取决于它们所能访问的数据和上下文。Claude 连接了数十个市场数据、研究平台和金融公司的内部系统——包括 FactSet、S&P Capital IQ、MSCI、PitchBook、Morningstar、Chronograph、LSEG 和 Daloopa——以及公司自己的数据仓库、研究存储库和 CRM，所有这些都在受控的访问权限下进行。

We’re now adding connectors and an MCP app from new partners. The new connectors give direct, real-time access to market and research data, while the MCP app surfaces custom, interactive UI directly within Claude. 我们现在正在添加来自新合作伙伴的连接器和 MCP 应用程序。新的连接器提供对市场和研究数据的直接、实时访问，而 MCP 应用程序则直接在 Claude 内呈现自定义的交互式 UI。

The new connectors are: 新的连接器包括：

  • Dun & Bradstreet: which provides the global standard for verified business identity and helps enterprises connect systems of record and scale AI-enabled workflows;
    • Dun & Bradstreet (邓白氏)： 提供经过验证的商业身份全球标准，帮助企业连接记录系统并扩展 AI 驱动的工作流程；
  • Fiscal AI: which extends real-time fundamentals coverage across public equities for deeper research and benchmarking;
    • Fiscal AI： 扩展了对上市股票的实时基本面覆盖，以进行更深入的研究和基准测试；
  • Financial Modeling Prep: which provides real-time quotes, fundamental…
    • Financial Modeling Prep： 提供实时报价、基本面……
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