Claude for Financial Advisors plugin
Anthropic plugin for Claude Cowork: ready financial advisor workflows, connected-system data and writes only after approval
- 149 ★ on the repository
- Last commit
Broad access
Why this level
- Through connectors the agent reads client data, accounts, positions and CRM notes
- Writes to CRM and client systems are possible after approval, but protection relies on the model following instructions
- Skills read untrusted content: client emails, statements, notes
Install
In your terminal, with SkillFoxx CLI
npx skillfoxx add plugins/claude-for-financial-advisorsDetects the agents on your machine, shows the access level and pins the version.
Other ways to install
Access and checks
How we reviewBroad accessThe tool can change data, run commands or handle secrets.
- Through connectors the agent reads client data, accounts, positions and CRM notes
- Writes to CRM and client systems are possible after approval, but protection relies on the model following instructions
- Skills read untrusted content: client emails, statements, notes
This is third-party code. Review the repository files before installing.
What it does
Claude for Financial Advisors is a set of skills written as plain instructions (Markdown and JSON) for Claude Cowork. The plugin holds no client data: when a skill runs, Claude pulls what it needs from connected third-party systems through connectors. A write to an external system, such as a CRM update or a client draft, happens only after the advisor explicitly approves it. Claude gathers, organizes, summarizes and compares information, while the advisor makes the recommendation and gives the advice. Eight skills: /onboarding walks through first-run setup and connects tools, /pre-meeting builds a client review prep document, /post-meeting turns a meeting artifact or transcript into a CRM note, /compliance pre-checks client-facing material against the SEC Marketing Rule, antifraud, books-and-records and Reg BI, /prospect-intake normalizes a prospect's statements, /portfolio-rebalance-review drafts a tax-aware rebalance plan for the advisor to evaluate, /alts-brief shows a household's alternative investments, and /estate-and-tax-brief cross-checks the estate plan against account titling and the tax history. The connector list is long: from 55ip, Addepar, BlackRock, Black Diamond and CAIS to Schwab, Vanguard, Wealthbox, Wealth.com and Zocks. When a system is not connected, paste or upload takes its place.
Who it is for. US financial advisors who prepare meetings, check client-facing material and keep CRM records with Claude.
Good fit when
- A client review prep document with a portfolio snapshot and agenda is needed before a meeting
- A meeting transcript has to become a CRM note
- Client-facing material should be pre-checked against SEC rules and Reg BI
- An estate plan must be cross-checked against actual account titling
Not a fit when
- You need investment, legal or tax advice: the plugin gives educational and operational support only
- You need an actively maintained project: the author calls the repository a reference implementation with no maintenance or contributions
- You work outside the US: the compliance checks follow SEC rules
Example request
Run /pre-meeting for the Miller family on Friday and prepare a document with a portfolio review, open items and an agendaLimitations
The repository is declared a reference implementation: it is not maintained or open to contributions, so do not expect replies to issues and pull requests. Full operation needs connections to third-party systems, chosen during setup, and some of them are paid. Guardrails such as advisor approval before writes are followed by the model on instructions and are not guaranteed by the runtime. Third-party material, client emails and CRM notes must be treated as untrusted.
How to disable. Remove the plugin with claude plugin uninstall claude-for-financial-advisors and disconnect unneeded connectors in Claude settings.
FAQ
Which skills are included?
Eight: /onboarding, /pre-meeting, /post-meeting, /compliance, /prospect-intake, /portfolio-rebalance-review, /alts-brief and /estate-and-tax-brief. Each pulls data from connected connectors and falls back to pasted or uploaded material.
Does the plugin store client data?
No. The plugin is instructions, and Claude pulls data from connected systems while working. Any write to a client system pauses for advisor approval.
Which connectors were tested?
The author names BlackRock, Charles Schwab, Addepar, Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks. The advisor picks the ones needed during guided setup.
Does the plugin give investment advice?
No. The description says the plugin offers educational and operational support and is not investment, legal or tax advice. The advisor makes recommendations and decisions.
How do I install the plugin?
Run claude plugin marketplace add anthropics/claude-for-financial-advisors, then claude plugin install claude-for-financial-advisors and start /onboarding for first-run setup.
Discussion
No questions or reviews yet.
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Comparison with similar tools
Cards that share the main search query, and how they differ.
| Tool | Official | Repository stars | Main difference |
|---|---|---|---|
| Claude for Financial Advisors (this card) | yes | 149 | |
| Claude for Financial Services | no | 41,246 | a financial services skill set broader than advisor work |
| Claude for Financial Services CN | no | 890 | a variant for the Chinese market |
README in short
The README presents the Anthropic plugin with ready advisor workflows, lists eight skills and a table of partner connectors, gives install commands, a maintenance status and a security section explaining which guardrails are structural and which the model follows. It closes with a legal disclosure for financial professionals.