Agent teams

Anthropic's Ten Finance Agents for Equity Research and Modelling

Anthropic's own agent templates for equity research, modelling and the back office, what each one does, and the line they do not cross

4min read
13numbered steps
7sections

What this actually is

On 5 May 2026 Anthropic released ten ready to run agent templates for financial services. They are not a product you buy. They are reference architectures published in a public repo, and each one packages three things: skills (the instructions and domain knowledge for the task), connectors (governed access to the data the task runs on), and subagents (extra Claude models the main agent calls for sub tasks like comparables selection or a methodology check).

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Get the full setup steps + the copy-paste setup prompt

The rest of this guide (6 more sections) opens right here. The setup prompt, one paste into Claude that sets it all up, comes by email only. Use your real address.

Unlocks: Read this before you install anything · The three from the video · The other seven · How to install them · Where the data comes from · +1 more

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