Claude for Excel

Claude for Financial Services is an Anthropic repository of reference agents, skills, slash commands, and data connectors for investment banking, equity research, private equity, fund administration, wealth management, and related financial-services workflows. Its named agents cover tasks such as pitch-deck preparation, market research, earnings review, financial modeling, valuation review, general-ledger reconciliation, month-end close, statement auditing, and KYC screening. The components can be installed as Claude Cowork or Claude Code plugins, or deployed as Claude Managed Agents through the Anthropic API. Agents bundle workflow-specific skills; vertical plugins provide reusable skills and commands such as comparable-company analysis, DCF and LBO modeling, Excel auditing, earnings analysis, diligence checklists, and investment-committee memo drafting. Centralized MCP connectors link the skills to external financial-data and document providers, subject to each provider's subscription or API-key requirements. The repository also includes managed-agent cookbooks, deployment and validation scripts, partner-authored plugins, and tooling for provisioning the Claude Microsoft 365 add-in. It is file-based, using Markdown, YAML, and JSON without a build step, and is distributed under the Apache License 2.0. The repository states that its agents draft work product for qualified-professional review and do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding.

Claude is a family of large language models and service developed and hosted by Anthropic, an AI safety and research company building reliable, interpretable, and steerable AI systems. Available through Anthropic's web chat products and a commercial API, Claude accepts text prompts and structured inputs or file attachments via the API and returns natural-language and code outputs for tasks such as coding, summarization, document Q&A, and general business and productivity workflows. It is used inside Anthropic products such as Claude Code, by third-party services via Anthropic's API and enterprise agreements, and as an alternative model provider for the model-agnostic Strands Agents framework.

Claude for Google Workspace is an Anthropic add-on that runs in the sidebars of Google Docs, Sheets, and Slides. In Docs, it drafts and revises text with suggested edits; in Sheets, it builds financial models, analyzes data, and imports live numbers from connected sources; and in Slides, it creates slides from an existing layout, edits selected content, and flags overlapping elements. The add-on shows changes for review before they are applied, preserves document and presentation formatting, and lets administrators control installation and access. Connectors can provide context from other tools, while reusable skills, preferences, and reference files such as PDFs, CSVs, and Office documents support repeatable workflows. The page describes it as a beta available on paid Claude plans through Chrome, Edge, and Safari, with installation through the Google Workspace Marketplace or administrator deployment.

Claude in Slack is an AI integration that makes Claude available within Slack.

An SDK for building AI agents that can operate beyond a standard chatbot. The video describes it as providing filesystem access, tool calling, code writing, and debugging capabilities; AssemblyAI used it to build the Joey support agent with local Markdown documentation, embeddings, agentic file search, and a large CLAUDE.md configuration file.