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Anthropic shipped 10 finance agents. I installed and tested them for CFOs

How to build a 3-statement financial model with Claude Finance Agents in 5 minutes.

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AI CFO Office
Sep 25, 2026
∙ Paid

Anthropic changed how CFOs build financial models.

They shipped 10 ready-to-run agent templates for finance.

  • Pitch builder.

  • Meeting preparer.

  • Model builder.

  • Month-end closer.

  • KYC screener.

  • Five front office agents.

  • Five back office agents.

  • Each one is built from skills, connectors, and subagents.

https://github.com/anthropics/financial-services

I installed the Model Builder Agent to test what it actually does. Most CFOs reading the announcement will think it is a glorified Copilot. It is not.

What you are about to see is Claude trained on how serious finance professionals build models. Formula discipline. Template respect. Cross-statement integrity. Scenario architecture. The visual grammar finance teams expect.

By the end of this newsletter, you will have built a 3-statement financial model for a real company in under 5 minutes.

Let’s dive in.


Step 1: How to install Anthropic's finance agents in Claude

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