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Intuit and Anthropic to Launch Customizable AI Agents | PYMNTS.com
The companies will begin rolling out these experiences to users in the spring, they said in a Tuesday (Feb. 24) press release. The capability to build and deploy AI agents will be enabled by the integration of Anthropic's Claude Agent SDK into the Intuit platform. This integration will allow mid-market businesses to create agents customized with skills specific to the user's industry. No technical expertise will be required to build these agents, according to the release. "Millions of consumers and businesses trust Intuit with their most important financial decisions," Anthropic Chief Commercial Officer Paul Smith said in the release. "The combination of Intuit's platform with Claude will enable Intuit customers to build and use AI agents that understand their specific industry, workflows and compliance requirements." The availability of financial tools within Anthropic's AI products will be enabled by Model Context Protocol (MCP) integrations with Intuit's TurboTax, Credit Karma, QuickBooks and Mailchimp applications. These integrations will allow Claude users to access these money, tax and accounting tools within Anthropic's Cowork, Claude for Enterprise and Claude.ai, per the release. "With Anthropic, we're bringing the power of Intuit's platform to unlock unrivaled benefits that are customized to the specific needs of every consumer and business, wherever they choose to get work done," Intuit Chief Technology Officer Alex Balazs said in the release. Intuit announced in November that it launched a partnership with another AI startup, OpenAI, that would let the users of OpenAI's ChatGPT take "trusted, secure and accurate financial actions" through Intuit's apps, which can be accessed within the chatbot.
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Intuit and Anthropic Partner to Empower Businesses with Tailored AI Agents and Deep Domain Expertise
By integrating Anthropic's Claude Agent SDK directly into the Intuit platform, the companies are unlocking a first-of-its-kind capability for the mid-market. Businesses in any sector will be able to build and deploy secure AI agents engineered for compliant workflows and their unique operational DNA. Going far beyond simple automation tools, these are specialized agents customized with industry-specific skills. For example, a regional restaurant group with 15 locations will be able to simply prompt Intuit Intelligence to orchestrate and deploy Claude within Intuit Enterprise Suite. The custom agent will be able to combine third party data from their sales and inventory apps with their Intuit data such as expenses like food costs, payroll and workforce hours across every location to automatically highlight margin variances and identify underperforming locations, providing a customized way to get work done and make decisions to run and grow their businesses in less time. Or, a regional construction subcontractor managing $50M in annual project volume will be able to create and deploy an agent that connects project timelines, lien waivers, customer communications and subcontractor payments to their cash flow forecast, automatically flagging billing gaps, ensuring compliance deadlines are met, and helping businesses make informed, faster decisions that are right for them.
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Intuit and Anthropic announced a partnership to deliver tailored AI agents for mid-market businesses, integrating Claude Agent SDK into Intuit's platform. The collaboration enables businesses to build industry-specific agents without technical expertise while bringing financial tools from QuickBooks, TurboTax, Credit Karma, and Mailchimp into Claude's AI products through Model Context Protocol integrations.
Intuit and Anthropic revealed a strategic collaboration that will enable mid-market businesses to build and deploy customizable AI agents tailored to their specific industry needs
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. The companies plan to begin rolling out these experiences to users in spring, marking a significant shift in how businesses can leverage artificial intelligence for operational efficiency1
. By integrating Anthropic's Claude Agent SDK directly into the Intuit platform, the partnership unlocks capabilities that go far beyond simple automation tools, offering specialized agents engineered for compliant workflows and unique operational requirements2
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Source: PYMNTS
The integration enables businesses in any sector to create AI agents customized with skills specific to their industry, and crucially, no technical expertise will be required to build these agents
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. "Millions of consumers and businesses trust Intuit with their most important financial decisions," said Anthropic Chief Commercial Officer Paul Smith. "The combination of Intuit's platform with Claude will enable Intuit customers to build and use AI agents that understand their specific industry, workflows and compliance requirements"1
.Consider a regional restaurant group with 15 locations that can simply prompt Intuit Intelligence to orchestrate and deploy Claude within Intuit Enterprise Suite
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. The custom agent can combine third-party data from sales and inventory apps with Intuit data such as expenses like food costs, payroll, and workforce hours across every location to automatically highlight margin variances and identify underperforming locations2
. Similarly, a regional construction subcontractor managing $50M in annual project volume can create and deploy an agent that connects project timelines, lien waivers, customer communications, and subcontractor payments to their cash flow forecast, automatically flagging billing gaps and ensuring compliance deadlines are met2
.The partnership also enables Claude users to access financial tools within Anthropic's AI products through Model Context Protocol (MCP) integrations
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. Users of Claude.ai, Claude for Enterprise, and Anthropic's Cowork can now integrate financial tools from Intuit's TurboTax, Credit Karma, QuickBooks, and Mailchimp applications1
. This bidirectional integration means that while Intuit customers gain access to powerful AI agents, Claude users simultaneously gain access to money, tax, and accounting tools directly within their AI workflow."With Anthropic, we're bringing the power of Intuit's platform to unlock unrivaled benefits that are customized to the specific needs of every consumer and business, wherever they choose to get work done," said Intuit Chief Technology Officer Alex Balazs
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This collaboration with Anthropic follows Intuit's November announcement of a partnership with OpenAI, which allows ChatGPT users to take "trusted, secure and accurate financial actions" through Intuit's apps accessible within the chatbot
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. The dual partnerships signal Intuit's strategic approach to embedding its financial services across multiple AI platforms, positioning itself as the financial infrastructure layer for AI-driven data-driven decision-making. For mid-market businesses, these developments suggest a future where industry-specific intelligence becomes accessible without requiring dedicated data science teams, potentially leveling the competitive playing field between smaller enterprises and larger corporations with extensive technical resources.Summarized by
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