---
title: "Advancing Claude for Financial Services"
description: "Anthropic is expanding Claude for Financial Services with a beta Excel add-in, real-time data connectors, and six pre-built Agent Skills for finance workflows. Claude for Excel operates in a Microsoft Excel sidebar, where it can read, analyze, modify, debug, and create workbooks while tracking changes, explaining actions, and linking explanations to referenced cells. New connectors provide live or governed access to earnings events, portfolio data, internal data rooms, market data, credit research, and financial news through Aiera, Chronograph, Egnyte, LSEG, Moody’s, and MT Newswires. The six skills cover comparable company analysis, discounted cash flow models with WACC, scenarios, and sensitivity tables, due-diligence data packs, earnings analysis, and initiating coverage reports. Sonnet 4.5 scored 55.3% on Vals AI’s Finance Agent benchmark; these previews are available to Max, Enterprise, and Teams users, while Claude for Excel will gather feedback from 1,000 initial users."
---

# Advancing Claude for Financial Services

[Anthropic](https://yomu.fyi/company/anthropic) · Sep 10, 2026

**Type:** Announcement

## Summary

Anthropic is expanding Claude for Financial Services with a beta Excel add-in, real-time data connectors, and six pre-built Agent Skills for finance workflows. Claude for Excel operates in a Microsoft Excel sidebar, where it can read, analyze, modify, debug, and create workbooks while tracking changes, explaining actions, and linking explanations to referenced cells. New connectors provide live or governed access to earnings events, portfolio data, internal data rooms, market data, credit research, and financial news through Aiera, Chronograph, Egnyte, LSEG, Moody’s, and MT Newswires. The six skills cover comparable company analysis, discounted cash flow models with WACC, scenarios, and sensitivity tables, due-diligence data packs, earnings analysis, and initiating coverage reports. Sonnet 4.5 scored 55.3% on Vals AI’s Finance Agent benchmark; these previews are available to Max, Enterprise, and Teams users, while Claude for Excel will gather feedback from 1,000 initial users.

## Context

The updates target time-consuming but critical financial work and extend Claude with capabilities embedded in preferred industry tools, including spreadsheet modeling, live information access, and repeatable finance workflows.

## Approach / What changed

The release combines Claude for Excel, connectors to external financial and internal data services through MCP, and six Agent Skills covering valuation, due diligence, earnings, company analysis, and coverage-report tasks. The features are being introduced as previews for Max, Enterprise, and Teams users.

## Takeaways

- Claude for Excel can preserve spreadsheet structure and formula dependencies while modifying workbooks, fixing formulas, populating templates, and explaining changes with direct navigation to referenced cells.
- New connectors include live earnings and market information, private-equity portfolio metrics, governed internal data-room search, credit research, company data, and financial news.
- The six new Agent Skills include discounted cash flow modeling with free-cash-flow projections, WACC calculations, scenario toggles, and sensitivity tables.

**Tags:** [AI](https://yomu.fyi/topic/ai), [MCP](https://yomu.fyi/topic/mcp)

- Source: [Anthropic](https://www.anthropic.com/news/advancing-claude-for-financial-services)
- Source URL: https://www.anthropic.com/news/advancing-claude-for-financial-services
- Ingested by Yomu: 2026-09-10T20:04:07.904Z

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