Anthropic's Ten Finance Agents for Equity Research and Modelling
Anthropic's own agent templates for equity research, modelling and the back office, what each one does, and the line they do not cross
What this actually is
On 5 May 2026 Anthropic released ten ready to run agent templates for financial services. They are not a product you buy. They are reference architectures published in a public repo, and each one packages three things: skills (the instructions and domain knowledge for the task), connectors (governed access to the data the task runs on), and subagents (extra Claude models the main agent calls for sub tasks like comparables selection or a methodology check).
- Repo: github.com/anthropics/financial-services
- 34,211 stars, Apache 2.0 licence, Python
- Ten named agents, nine vertical plugin bundles, eleven data connectors
- Announcement: anthropic.com/news/finance-agents
- Pairs with Claude Opus 4.7, which leads Vals AI's Finance Agent benchmark at 64.37%
Keep reading
Free, for an email.
Unlocks 6 more sections, the document version, and every other guide on the site, for free. Enter your email once to keep reading.
19,000+ follow where these guides come from.No spam. Unsubscribe in one click.