Claude for Financial Advisors
Advisors spend a lot of time pulling client data out of separate systems before they can think about the client. This plugin bundles 8 skills that gather, organize, summarize, and compare that information inside Claude, drawing live data from the tools a firm already uses. The plugin holds no client data. The advisor approves any write back to an external system, makes the recommendation, and gives the advice. It works with 36 tools in total, and this site has connector pages for 4 of them. For financial professional use only; not investment, legal, or tax advice.
Third-party, by Anthropic
November 3, 2026
Install the plugin
Plugins install through Claude Code’s plugin marketplace. Two commands, no files to place by hand.
Install the claude-for-financial-advisors plugin. It installs through Claude Code only. If you're not Claude Code, stop and tell me.
/plugin marketplace add anthropics/claude-for-financial-advisors
/plugin install claude-for-financial-advisors@claude-for-financial-advisors
If you can't run slash lines, run these two lines in a shell instead:
claude plugin marketplace add anthropics/claude-for-financial-advisors
claude plugin install claude-for-financial-advisors@claude-for-financial-advisors
When both commands finish, confirm the claude-for-financial-advisors plugin is installed. Use /plugin, or run claude plugin list in a shell.
Then tell me to restart Claude Code so it picks up the new skills.- 1
Add the marketplace
Run this once in Claude Code. It registers the marketplace this plugin installs from (claude-for-financial-advisors), so every plugin in it becomes installable.
/plugin marketplace add anthropics/claude-for-financial-advisors - 2
Install the plugin
Installs this plugin and everything it bundles. Restart Claude Code afterwards so it picks the new skills up.
/plugin install claude-for-financial-advisors@claude-for-financial-advisors
Anthropic publishes this plugin itself, in its own
claude-for-financial-advisors marketplace. We list it here for registered
investment advisors (RIAs) and wealth managers. It is for financial
professional use only. We did not write it and have not reviewed it.
Upstream calls the repo a reference implementation. It is not actively maintained, so check the repo before you rely on it.
The plugin bundles 8 skills: onboarding, pre-meeting, post-meeting, compliance, prospect-intake, portfolio-rebalance-review, alts-brief, and estate-and-tax-brief. It also includes 6 agents that the skills use for narrower jobs: compliance-lookup, compliance-scan, holdings-sanity, source-extract, statement-extract, and titling-compare.
The plugin connects to 36 tools in total. This site has connector pages for 4 of them: Gmail, Google Calendar, Google Drive, and Slack. The other 32 are Orion Advisor Solutions, Wealth.com, Wealthbox, Addepar, Envestnet Tamarac, Zocks, iCapital, CAIS, MoneyGuide, Salesforce, Microsoft 365, Box, Dropbox, Snowflake, Daloopa, FactSet, S&P Global, Morningstar, BlackRock, Zoom, Black Diamond, Vanguard, Invesco, Conquest Planning, FINNY, Flourish Financial, Franklin Templeton, Jump, MSCI, Schwab, Nevis, and 55ip. We don’t have pages for those yet.
Upstream’s disclaimer, quoted: “For financial professional use only; not investment, legal, or tax advice.”
The skills it ships
- alts-brief
- compliance
- estate-and-tax-brief
- onboarding
- portfolio-rebalance-review
- post-meeting
- pre-meeting
- prospect-intake
MCP connectors it declares
Used to find client email threads for meeting prep and to save follow-up drafts for the advisor to review.
Used to see upcoming client meetings so prep and follow-up line up with the advisor's schedule.
Used to read client documents, meeting artifacts, and statements the skills work from.
Used to read firm channels for context and to draft messages the advisor reviews before sending.