Claude for Financial Advisers

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 Managed Agents is Anthropic's managed agent infrastructure: a configurable agent harness for running Claude on long-running and asynchronous tasks. An agent combines a model, system prompt, tools, MCP servers, and skills; an environment specifies an Anthropic-managed cloud sandbox or a self-hosted sandbox; and a session runs the agent and produces persisted events. Applications send user messages as events, while Claude runs tools and streams responses through server-sent events; sessions can be steered or interrupted, and their event history can be retrieved. The service provides managed tool execution and sandbox infrastructure, including shell commands, file operations, web search and fetch, and MCP connections. It includes prompt caching, compaction, persistent filesystems, conversation history, and server-side storage, so users do not need to build their own agent loop, sandbox, or tool-execution layer. The documentation also describes a design that separates the agent's harness and model from its sandboxes and tools, with credentials handled outside the sandbox through an egress proxy. Claude Managed Agents is in beta and requires the managed-agents-2026-04-01 beta header. Stateful sessions are not currently eligible for Zero Data Retention or HIPAA Business Associate Agreement coverage.

Claude Desktop is Anthropic's desktop application for interacting with Claude, its AI assistant. It can host extensions such as Token-Saver, which sends selected passages from a PDF instead of the full document.