# Claude gets agent templates for financial services work

By Steven Van · 2026-05-06

Anthropic's new templates cover pitches, valuations, and month-end close tasks for finance teams using Claude.

Claude has released a set of [Claude](<https://creatorstoolbox.com/tools/claude>) [agent templates](<https://claude.com/solutions/financial-services#finance-agents>) built for financial services, covering tasks including pitches, valuations, and month-end close.

[![](<https://cdn.prod.website-files.com/6889473510b50328dbb70ae6/68c469d23594abeb9ab6ee48_70ed020ecf8fa028b9bc95fa819720b6_og_claude-generic.jpg>)](<https://claude.com/solutions/financial-services#finance-agents>)

![Claude](<https://claude.com/images/icon-512x512.png>)

Claude

AI assistant by Anthropic — write, analyze, code, and create with one of the most capable large language models available.

[View Claude →](<https://creatorstoolbox.com/tools/claude>)

[Original source](<https://claude.com/solutions/financial-services#finance-agents>)

[Read Claude gets agent templates for financial services work on Creators Toolbox](<https://creatorstoolbox.com/blog/claude-agent-templates-for-financial-services>)

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