Anthropic has released a set of financial agent templates.


It includes 10 ready-made processes, such as pitchbook, KYC, valuation review, earnings analysis, and month-end closing.
It also comes with instructions for using Claude Cowork, Claude Code, Managed Agents, Microsoft 365 plugins, and MCP.
I think those involved in investment research, risk control, and financial operations automation can give it a try.
The processes are quite detailed, so there's no need to start from scratch.
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