Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor connector in Claude.
Plugin vanguard-advisor-tools from marketplace knowledge-work-plugins in Prasanth595/knowledge-work-plugins. Commands read from the repo's manifest — 19 days ago.
model-prepHelp a financial advisor find Vanguard model portfolios that match a client need, understand how those models are built, and produce a meeting-ready advisor one-pager — as text and as a styled PDF — with optional client-facing material. Use when an advisor asks about model portfolios, model series,
vanguard-advisorsconnects 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
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.
8 skills · 6 agents · 25 MCP servers
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
Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management
9 skills · 7 commands
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
This page updates itself from your repo. Add the badge to your README, or get it Featured to pin it above the organic results with a followed link to your site.