Anthropic released ten agent templates as plugins for Claude Cowork and Claude Code, and cookbooks for Claude Managed Agents, targeting financial services tasks like pitchbook building, KYC screening, month-end closing, and model maintenance.

These integrate with Microsoft 365 apps (Excel, PowerPoint, Word, Outlook) for seamless context transfer and support new connectors to data providers such as Dun & Bradstreet, Fiscal AI, and Moody's MCP app. Optimized for Claude Opus 4.7, which scores 64.37% on Vals AI's Finance Agent benchmark.