OpenAI, Anthropic, and Microsoft deploy AI agents into finance, legal, and sales workflows

OpenAI launched a personal finance experience inside ChatGPT that connects to 12,000+ financial institutions via Plaid, showing spending, bills, subscriptions, and net worth in one place. Users can ask budgeting, savings, and debt-payoff questions grounded in their own account data.

Anthropic added 20+ legal connectors and 12 practice-area plugins for Claude, covering contract review, research, e-discovery, diligence, document management, and Microsoft 365 legal workflows. Microsoft also added a Legal Agent to Word that can review contracts against playbooks, flag provisions, and draft tracked-change redlines.

Moody's and Anthropic integrated credit analyst workflows directly inside Claude, including memo generation, peer comparisons, scorecards, and compliance screening. Separately, Salesforce launched Agentforce Sales, which targets prospecting, research, lead nurturing, meeting booking, CRM updates, and quote generation.