Migrating a Finance Workflow to a Claude Agent Safely
A staged playbook for moving a finance workflow onto a Claude agent — shadow mode, human-in-the-loop, phased cutover, and rollback without breaking the close.
8 min read
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Latest articles
Evals for Claude Agents: Gating Finance Narrative Quality
Measure Claude agent quality and gate releases with an eval loop — build a finance dataset, grade prose and tool use, and catch regressions before production.
8 min read
Hardening Claude Agents: Sandboxing & Prompt Injection (Claude Finance Narrative)
Security hardening for Claude finance agents — sandboxing, least privilege, secrets handling, and layered defense against prompt injection in tool results.
8 min read
Cutting Claude Token Cost: Caching, Batching, Fast Runs
Keep Claude finance agents cheap and fast with prompt caching, batching, context budgeting, and smart model tiering across Opus, Sonnet, and Haiku.
8 min read
Debugging Claude Finance Agents: Loops, Bad Tool Calls
Diagnose and fix the real failure modes of Claude finance agents — infinite loops, wrong tool calls, and hallucinated arguments — with a replay-first workflow.
9 min read
Context Design for a Claude Finance Narrative Agent
What to put in a Claude finance agent's context and what to leave out — the prompt and context design choices that make financial narratives sharp, not sloppy.
7 min read
Wiring MCP Tools Into a Claude Finance Agent Safely
Connect MCP servers to a Claude finance agent safely — scoped auth, typed schemas, honest error handling, and idempotent reads that never corrupt the numbers.
7 min read
Claude Agent Patterns for Finance Commentary at Scale
Reusable code-level patterns for prompts, tools, and context in a Claude finance narrative agent — facts contracts, tight tools, and a deterministic envelope.
7 min read
Build a Claude Finance Narrative Agent: A Walkthrough
A step-by-step engineer's walkthrough to build a Claude agent that drafts grounded month-end financial commentary, from ledger ingestion to verified sign-off.
7 min read
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