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claude-for-financial-advisors

anthropics ★ 105

Claude for Financial Advisors provides ready-to-run workflows that help financial professionals gather, organize, and present client data from their firm's existing tools via third-party connectors, while the advisor retains control over recommendations and any system updates. The plugin includes 8 skills for common advisor tasks—onboarding, meeting prep, compliance review, portfolio rebalancing, and estate planning—that pull live data from 25+ connected systems (BlackRock, Addepar, Envestnet, Orion, Wealthbox, and others) and require explicit approval before writing back to external systems.

Project Management Integrations No API key detected

Install

> /plugin marketplace add anthropics/claude-for-financial-advisors
> /plugin install claude-for-financial-advisors

Source: https://github.com/anthropics/claude-for-financial-advisors

What it's made of

6 agents · 8 skills · 25 MCP servers

Commands
0
Agents
6
Skills
8
MCP servers
25
Hooks
0

What it needs & plugs into

API keys
none
Paid services
BlackRock, Addepar, Envestnet Tamarac, iCapital, MoneyGuide, Orion Advisor Solutions, Vanguard, Wealthbox, Wealth.com, Zocks, FactSet, S&P Global, Morningstar, LSEG, Salesforce, Microsoft 365, Google Workspace, Box, Dropbox, Slack, Zoom
External tools
none
Talks to
ac360-mcp.blackrock.com bd3.bdreporting.com calendarmcp.googleapis.com drivemcp.googleapis.com envestnet.io gateway.oriondenali.ai gmailmcp.googleapis.com kfinance.kensho.com mcp.addepar.com mcp.box.com mcp.crmworkspace.com mcp.daloopa.com mcp.dropbox.com mcp.factset.com mcp.morningstar.com mcp.slack.com mcp.vanguard.com mcp.wealth.com mcp.zocks.io mcp.zoom.us microsoft365.mcp.claude.com s.icapitalnetwork.com www.moneyguidepro.com

Analyzed . Facts extracted from the plugin's files. Prose generated by claude-haiku-4-5-20251001.

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