Claude Finance
Decision note
Claude Finance is LLM Reference's aggregate page for Anthropic's financial-services agent templates. Anthropic publishes ten ready-to-run finance agents for workflows such as pitchbook creation, meeting prep, earnings review, model building, market research, valuation review, general-ledger reconciliation, month-end close, statement audit, and KYC screening. Teams can run them as plugins in Claude Cowork or Claude Code on paid plans, or deploy the same templates as Claude Managed Agents in public beta.
Overview
Anthropic's financial-services agent-template surface with ready-to-run workflows for pitchbooks, research, financial modeling, KYC, close, audit, and finance operations.
Best LLMs for this agent
Anthropic states these financial-services updates pair best with Claude Opus 4.7, citing its Finance Agent benchmark result and stronger financial-analysis behavior. The templates can run as Cowork or Claude Code plugins, or as Managed Agent cookbooks.
Pricing and Provider Comparison
Featured Model Specs
Model Compatibility Matrix
Underlying Models
Capabilities
| Feature | Supported |
|---|---|
| Chat | Yes |
| Agent mode | Yes |
| Multi-file edit | Yes |
| Autocomplete | No |
| Terminal | No |
| Code review | No |
| Git integration | No |
| Deploy integration | No |
| Local models | No |
| Bring your own key | No |
| MCP support | Yes |
| Offline mode | No |
| IP indemnity | No |
| SSO | Yes |
| On-prem | No |