Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client data, and the advisor approves any write back to an external system. Claude gathers, organizes, summarizes, compares and presents information, while the advisor exercises judgment, makes the recommendation and gives the advice. For financial professional use only; not investment, legal, or tax advice.
Plugin claude-for-financial-advisors from marketplace knowledge-work-plugins in Prasanth595/knowledge-work-plugins. Commands read from the repo's manifest — 19 days ago.
alts-briefPrepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review — pulls the alts book from iCapital or Addepar (positions, NAV vs. commitment, called and unfunded amounts, contributions/distributions/subscriptions/redemptions, lockups, and
complianceReview any client-facing message or material (emails, letters, newsletters, social posts, website copy, presentations, performance reports, proposals) for compliance with SEC rules that govern investment advisers — the Marketing Rule (206(4)-1), fiduciary duty / antifraud provisions (206), Books and
estate-and-tax-briefPrepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-bac
onboardingWelcome and set up a new Claude for Financial Advisors user. Gets to know the advisor's RIA, learns their day-to-day pain points and tech stack, walks them through connecting their tools, explains the plugin and how skills work, runs a live pre-meeting demo, shows them how to customize skills, and c
portfolio-rebalance-reviewRun a portfolio review for a client or household — performance pulled from Orion, allocation drift analysis vs. IPS or model portfolio, model-portfolio mapping, rebalance preparation with tax-aware rebalance opportunities to consider, and a rebalance rationale memo for the compliance file. Triggers
post-meetingTurn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting (via Zocks, Wealthbox, or a pasted transcript), finds the right household, drafts a CRM note plus the action items and opportunities it heard, shows them all in one batch for approva
pre-meetingPrepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context (Salesforce/Redtail/Wealthbox), portfolio data (Orion/Addepar/Envestnet-Tamarac), e
prospect-intakeStart a new prospect's intake, with or without their files in hand — a request naming a new prospect and attaching no documents is a normal starting point, because Step 1 searches the connected tools or asks the advisor to upload. Cleans and normalizes their account files (statements, exports, scree
compliance-lookupCheck one thing against one connected system on behalf of the compliance skill — who a testimonial's author is to the firm (client status, relationships, conflicts), or whether a specific factual claim holds up against connected portfolio data. Dispatched once per lookup so multiple authors or multi
compliance-scanScan one piece of client-facing content against the Marketing Rule's seven general prohibitions and the specific content rules (performance, testimonials, third-party ratings, promissory language, fiduciary/antifraud, Reg BI), and return the flagged passages with rule, severity, and reasoning. Finds
holdings-sanityRun the seven data-sanity checks over one household's holdings and performance data before any drift or tax figure is computed from it — temporal, magnitude, aggregation, reconciliation, completeness, staleness, duplication. Returns a flag list naming which downstream figure each problem contaminate
source-extractPull one system's data for one already-identified household and return it as a filled field schema. Dispatched once per source by a skill that needs several systems read at once — email, CRM, portfolio platform, planning platform — so the reads happen concurrently instead of one after another. Never
statement-extractRead one account statement, export, or screenshot and return its accounts and holdings as a normalized record, with every unreadable field marked rather than guessed and every computed figure marked as inferred. Dispatched once per file by prospect-intake so a pile of statements is read concurrently
titling-compareCompare what a household's estate plan intends against how its accounts are actually titled and beneficiaried, row by row, and return a comparison table plus categorized mismatches. Reports unmatched items on both sides rather than dropping them. Dispatched by estate-and-tax-brief once the plan and
orion-advisor-solutionsconnects to: https://gateway.oriondenali.ai/mcp
wealth-comconnects to: https://mcp.wealth.com/mcp
wealthboxconnects to: https://mcp.crmworkspace.com/mcp
addeparconnects to: https://mcp.addepar.com
tamaracconnects to: https://envestnet.io/mcp/tamarac
zocksconnects to: https://mcp.zocks.io/v1/mcp
icapitalconnects to: https://s.icapitalnetwork.com/icapital/api/v1/icapital-mcp/mcp
moneyguideconnects to: https://www.moneyguidepro.com/ifa/mcp
salesforcegmailconnects to: https://gmailmcp.googleapis.com/mcp/v1
google-calendarconnects to: https://calendarmcp.googleapis.com/mcp/v1
google-driveconnects to: https://drivemcp.googleapis.com/mcp/v1
microsoft-365connects to: https://microsoft365.mcp.claude.com/mcp
boxconnects to: https://mcp.box.com
dropboxconnects to: https://mcp.dropbox.com/mcp
slackconnects to: https://mcp.slack.com/mcp
snowflakedaloopaconnects to: https://mcp.daloopa.com/server/mcp
factsetconnects to: https://mcp.factset.com/content/v1
sp-globalconnects to: https://kfinance.kensho.com/integrations/mcp
morningstarconnects to: https://mcp.morningstar.com/mcp
blackrockconnects to: https://ac360-mcp.blackrock.com/mcp
zoomconnects to: https://mcp.zoom.us/mcp/zoom/streamable
black-diamondconnects to: https://bd3.bdreporting.com/mcp
vanguard-advisor-toolsconnects to: https://mcp.vanguard.com/advisors
Pre-built small business workflows to help you run and grow your business. Supports a majority of the tools you already use. You approve every step that touches money or customers. Install and then ask Claude to help you get onboarded.
44 skills · 35 MCP servers
Prep calls, summarize and follow up, research accounts, review deals and pipeline, and write the forecast, using the CRM, email, calendar and chat tools your team already uses, or uploaded files. Updates records, drafts or sends email, posts to chat and books meetings when you ask.
36 skills · 23 MCP servers
Twilio Skills provide procedural knowledge for AI coding agents — which APIs to use, in what order, and what to avoid. Covers SMS, Voice, WhatsApp, Verify, SendGrid, Compliance, and 30+ products.
57 skills · 1 MCP server
Plan, build, and debug Zoom integrations across REST APIs, Meeting SDK, Video SDK, webhooks, bots, and MCP workflows. Search meetings, retrieve recordings, access transcripts, and design AI-powered Zoom experiences.
44 skills · 3 MCP servers
CockroachDB plugin for Claude Code — explore schemas, write optimized SQL, debug queries, and manage distributed database clusters directly from your AI coding agent.
34 skills · 3 agents · 3 MCP servers · hooks
Build, manage, and deploy Wix sites and apps. Includes CLI development skills and Wix MCP server for site management, eCommerce, CMS, dashboard extensions, and more.
37 skills · 1 MCP server
Official Bigdata.com plugin providing financial research, analytics, and intelligence tools powered by Bigdata MCP.
24 skills · 1 MCP server
The official CCXT MCP server plus the ccxt-mcp usage skill — market data, balances and opt-in trading across 100+ crypto exchanges and prediction markets, with keys kept local.
1 MCP server
Quantitative analysis, algorithmic trading strategies, financial modeling, portfolio risk management, and backtesting
2 skills · 2 agents
Fund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out
6 skills
Pre-built small business workflows to help you run and grow your business. Supports a majority of the tools you already use. You approve every step that touches money or customers. Install and then ask Claude to help you get onboarded.
44 skills · 35 MCP servers
Per-deal-and-packaging Commercial domain. v2.8.0 ships 8 skills: orchestrator + pricing-strategist (model picker + Van Westendorp WTP + packaging) + deal-desk (deal scorer + discount approval routing + redline) + partnerships-architect (5-tier classifier + joint GTM + revshare modeler) + channel-economics (cost-to-serve + ROI + mix optimizer) + commercial-policy (data-backed discount matrix + exception flow + linter) + rfp-responder (Shipley structured RFP/RFI/RFQ + win-theme + winrate predictor, context: fork) + commercial-forecaster (4Q-weighted bookings + cohort NRR/GRR + funnel-confidence with mandatory assumption disclosure). Hard rules: pricing outputs model+range (never a single number), deal outputs route to named human approver (never auto-approve), forecast outputs surface conversion assumption, RFP never invents claims for GAP requirements. 21 stdlib Python tools, 28+ reference docs. Distinct from business-growth (sales execution), c-level-advisor/cro-advisor (strategic), finance (close+report).
8 skills · 9 commands · 1 agent
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