SourceAgents for financial services \ Anthropic
We're releasing ten new Cowork and Claude Code plugins, integrations with the Microsoft 365 suite, new connectors, and an MCP app for financial services and insurance organizations.
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Anthropic owns Claude Managed Agents
Anthropic provides the Claude Managed Agents platform for autonomous agent execution.
Anthropic built Dispatch as a Claude Cowork task assignment feature.
Anthropic owns Claude for PowerPoint
Anthropic developed the Claude add-in for Microsoft PowerPoint.
Anthropic owns Claude for Word
Anthropic developed the Claude add-in for Microsoft Word.
Anthropic owns Claude for Outlook
Anthropic is developing the Claude add-in for Microsoft Outlook.
Claude for Excel is a partner of Microsoft
Claude for Excel is a Microsoft 365 add-in integrating Claude into Excel.
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Claude for PowerPoint is a partner of Microsoft
Claude for PowerPoint is a Microsoft 365 add-in integrating Claude into PowerPoint.
Claude for Word is a partner of Microsoft
Claude for Word is a Microsoft 365 add-in integrating Claude into Word.
Claude for Outlook is a partner of Microsoft
Claude for Outlook is an upcoming Microsoft 365 add-in integrating Claude into Outlook.
Claude is a partner of FactSet
FactSet provides a data connector integration with Claude for financial professionals.
MSCI provides a data connector integration with Claude.
Claude is a partner of PitchBook
PitchBook provides a data connector integration with Claude.
Claude is a partner of Morningstar
Morningstar provides a data connector integration with Claude.
Claude is a partner of Chronograph
Chronograph provides a data connector integration with Claude.
LSEG provides a data connector integration with Claude.
Claude is a partner of Daloopa
Daloopa provides a data connector integration with Claude.
Claude is a partner of Dun & Bradstreet
Dun & Bradstreet is a new connector partner providing verified business identity data to Claude.
Claude is a partner of Fiscal AI
Fiscal AI is a new connector partner providing real-time fundamentals data to Claude.
Claude is a partner of Financial Modeling Prep
Financial Modeling Prep is a new connector partner providing financial data to Claude.
Claude is a partner of Guidepoint
Guidepoint is a new connector partner providing expert interview transcripts to Claude.
Claude is a partner of IBISWorld
IBISWorld is a new connector partner providing industry-level research data to Claude.
Claude is a partner of SS&C Intralinks
SS&C Intralinks is a new connector partner giving Claude access to DealCenter AI data rooms.
Claude is a partner of Third Bridge
Third Bridge is a new connector partner providing primary-source expert interviews to Claude.
Verisk is a new connector partner providing insurance data to Claude.
Claude is a partner of Moody's
Moody's launched an MCP app bringing proprietary credit ratings data into Claude.
Claude Opus 4.7 is related to Vals AI
Claude Opus 4.7 leads the Vals AI Finance Agent benchmark at 64.37%.
Claude uses MCP to embed partner tools and data directly inside the Claude interface.
Claude is built with AI Agents
Claude's financial services offerings are built around autonomous AI agent architectures.
Anthropic owns Claude for Excel
Anthropic developed Claude for Excel.
Anthropic owns Claude Console
Anthropic maintains the Claude Console.
Anthropic owns Claude Cowork
Anthropic develops and operates Claude Cowork
Anthropic owns Claude Opus 4.7
Anthropic developed and owns the Claude Opus 4.7 AI model
Anthropic develops the Claude foundation models.
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