What are the 10 agents?

Research and client coverage: pitch builder, meeting preparer, earnings reviewer, model builder, market researcher. Finance and operations: valuation reviewer, general ledger reconciler, month-end closer, statement auditor, KYC screener.

Do I need separate data-provider subscriptions to fetch live data?

Yes. Using the MCP connectors for the 17 data partners (FactSet, S&P Capital IQ, Moody's, PitchBook, etc.) requires an active account and API key with each provider. The README states: "MCP access may require a subscription or API key from the provider."

What does the Moody's MCP app provide?

Moody's proprietary credit ratings and data on more than 600 million public and private companies, exposed to Claude through MCP.

Which data partners are included?

Moody's, FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, Chronograph, LSEG, Daloopa, Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C Intralinks, Third Bridge, and Verisk — 17 partners total.

How do I install them?

Add the marketplace (`anthropics/claude-for-financial-services`) and run `claude plugin install pitch-agent@claude-for-financial-services` per agent. The README recommends installing the shared `financial-analysis` plugin (skills and connectors) first.

Claude Financial Services Agents — 10 templates, Moody's MCP, and 17 data connectors

Q: What's the headline of this announcement?

Anthropic released 10 ready-to-run agent templates for financial services, distributed as plugins in Claude Cowork and Claude Code, and as cookbooks for Claude Managed Agents. The release also includes a Moody's MCP app and integrations with 17 data partners.

Overview

On May 5, 2026, Anthropic released a financial services agent package. Ten ready-to-run agent templates ship as plugins in Claude Cowork and Claude Code and as cookbooks for Claude Managed Agents, alongside a Moody’s MCP app and integrations with 17 data partners. Where the same-day Microsoft 365 add-in GA widened Claude’s surfaces, this release delivers a workflow package targeted at a specific work domain.

Key features

Five research and client coverage agents

Pitch builder produces full pitchbooks, meeting preparer assembles meeting materials, and earnings reviewer analyzes earnings releases. Model builder constructs financial models from filings and data feeds, and market researcher synthesizes industry and market reports.
Five finance and operations agents

Valuation reviewer reviews valuations and general ledger reconciler reconciles ledgers. Month-end closer drives the month-end close, statement auditor audits financial statements, and KYC screener performs KYC screening.
Each agent template is self-contained

Every agent template ships as a self-contained plugin that bundles three things — skills (instructions and domain knowledge for the task), connectors (governed access to the data the task runs on), and subagents (additional Claude models that the main agent calls). Installing a single agent plugin pulls in the skills and connectors it needs.
Moody’s MCP app

A Moody’s-built MCP app brings Moody’s proprietary credit ratings and data on more than 600 million public and private companies directly into Claude.
17 data-partner integrations

FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, Chronograph, LSEG, Daloopa, Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C Intralinks, Third Bridge, Verisk, and Moody’s ship as data connectors with this release.
Combines with the Microsoft 365 add-ins

Combined with the Claude for Microsoft 365 add-ins that went GA on the same day, the model builder can run inside Excel and pitch builder inside PowerPoint, inline with the surface where the work happens.

Installation

The 10 agents are distributed as individual plugins, not a single bundle. The official marketplace lives in the anthropics/claude-for-financial-services GitHub repository. The README documents the installation flow:

# Add the marketplace
claude plugin marketplace add anthropics/claude-for-financial-services

# Core skills + connectors (install first)
claude plugin install financial-analysis@claude-for-financial-services

# Named agents — pick the ones you want
claude plugin install pitch-agent@claude-for-financial-services
claude plugin install kyc-screener@claude-for-financial-services
claude plugin install gl-reconciler@claude-for-financial-services
# ...

The 10 agent slugs are pitch-agent, meeting-prep-agent, market-researcher, earnings-reviewer, model-builder, valuation-reviewer, gl-reconciler, month-end-closer, statement-auditor, and kyc-screener. Vertical skill bundles — investment-banking and equity-research — are also available from the same marketplace.

For Claude Managed Agents, the same repository hosts cookbooks that teams use as reference implementations for self-hosted deployments.

After install — wire up data-provider credentials

Installing the plugins alone does not bring in any data. The README states “MCP access may require a subscription or API key from the provider,” and each data provider needs an active account plus an API key. Credentials are wired through the .mcp.json file inside the financial-analysis plugin via environment variables.

Provider	MCP endpoint
FactSet	`mcp.factset.com/mcp`
S&P Global	`kfinance.kensho.com/integrations/mcp`
Moody’s	`api.moodys.com/genai-ready-data/m1/mcp`
Morningstar	`mcp.morningstar.com/mcp`
LSEG	`api.analytics.lseg.com/lfa/mcp`
Daloopa	`mcp.daloopa.com/server/mcp`
PitchBook	`premium.mcp.pitchbook.com/mcp` (Premium tier)

Firms with their own data infrastructure can swap connectors — point .mcp.json at internal endpoints — per the README’s “Making It Yours” guidance.

Notes

Templates are ready-to-run — All 10 are packaged for immediate execution. Customizing them to your firm’s context is expected.
Data-provider subscriptions and API keys are required separately — Installing the plugins is not enough. To use the MCP connectors for FactSet, S&P Capital IQ, Moody’s, etc., you need an active account and API key with each provider, wired into .mcp.json. The agents themselves (analysis and drafting workflows) can run without these, but live data calls will fail.
Per-agent install, not a bundle — Pick only the agents you need. The README’s recommended flow is to install the shared financial-analysis plugin first, then layer on individual agents.
Same plugins in Claude Code and Cowork — Plugins installed via claude plugin install work identically in both environments.
Pairs with the Microsoft 365 add-ins — The add-ins released the same day make it possible to call agents from within the side panel of the relevant Office app.