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Anthropic Enhances Claude for Financial Services with Excel Plugin and Market Connectors

Anthropic has expanded Claude for Financial Services by adding a native Excel plugin, real-time market connectors, and new Agent Skills for financial tasks.

By Illumora Editorial

Source · Sep 10, 2026, 6:33 PM · On Illumora · Sep 10, 2026, 6:38 PM

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Read the source →Anthropic News (priority) — Advancing Claude for Financial Services
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Anthropic has introduced significant updates to Claude for Financial Services, including a native Excel plugin, additional connectors for real-time market data and portfolio analytics, and new pre-built Agent Skills. These enhancements build upon Sonnet 4.5's performance in financial tasks, which achieved 55.3% accuracy on the Finance Agent benchmark from Vals AI.

The Claude for Excel feature is being released in beta as a research preview for Max, Enterprise, and Teams users. This allows direct interaction with Claude within Microsoft Excel, enabling it to read, analyze, modify, and create new Excel workbooks. Claude provides transparency by tracking and explaining its actions, allowing users to navigate to referenced cells.

Key Points

  • Claude for Financial Services now includes a native Excel plugin, real-time market connectors, and new Agent Skills.
  • Sonnet 4.5 achieved 55.3% accuracy on the Finance Agent benchmark from Vals AI.
  • Claude for Excel is available in beta as a research preview for Max, Enterprise, and Teams users.
  • The Excel plugin allows Claude to read, analyze, modify, and create Excel workbooks while explaining its actions.
  • New connectors provide real-time access to market data and portfolio analytics.
  • Six new Agent Skills have been added for financial services tasks, such as building discounted cash flow models.
  • These new skills are also rolling out in preview for Max, Enterprise, and Teams users.

Context

According to Anthropic, these updates augment Claude's intelligence with solutions for time-consuming financial work, integrated into industry tools. The company plans to collect feedback from 1,000 initial users of Claude for Excel before a broader rollout. Earlier in July, Anthropic added connectors for S&P Capital IQ, Daloopa, Morningstar, and PitchBook, and has now introduced additional real-time data connectors. Separately, OpenAI introduced ChatGPT for Financial Services, which combines built-in financial data with GPT-6 Astra for research, modeling, and client-ready materials.

Why It Matters

These updates from Anthropic aim to enhance the practical application of AI in financial services by integrating advanced models directly into workflows and tools like Microsoft Excel. This could streamline complex financial tasks and improve efficiency for professionals in banking, asset management, insurance, and financial technology companies.

What To Do

  • If you are a Max, Enterprise, or Teams user, check for access to the Claude for Excel beta research preview.
  • Explore the new Agent Skills for financial services tasks within Claude.ai, Claude Code, or the API.
  • Review the documentation for connector setup and prompting guidance to maximize the benefit of new real-time market data connectors.
  • Compare the capabilities of Claude for Financial Services with ChatGPT for Financial Services for specific use cases.

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