Claude for Financial Advisors
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…
Plugin-Paket · von anthropics
Überblick
Claude for Financial Advisors ist ein Plugin-Paket für KI-Coding-Tools von anthropics. Marktplätze, die wir lesen und die es listen: 2 (Claude: knowledge-work-plugins, Community GitHub marketplaces). Die letzte erfasste Änderung war am 2026-10-13. Stand unseres Marktplatz-Durchlaufs vom 2026-10-14.
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.
Was es abfragt
- Wird als Plugin-Paket installiert
Keiner der Marktplätze, die wir lesen, veröffentlicht seine Tools oder die abgefragten Einstellungen.
Was es deklariert, abfragt und ausführt, vollständig
Installieren Sie nur Plugins von Entwicklern, denen Sie vertrauen. Wir zeigen, was die Marktplätze veröffentlichen, und testen keine Plugins.
Funktioniert mit
- Claude Code
Nach den Marktplätzen, die ihn listen, und dem angegebenen MCP-Transport, wie jeder Client sie dokumentiert. Wir testen keine Plugins.
Verbinden
Befehle und Konfigurationen nur aus den Angaben der Marktplätze. Wir führen sie nicht für Sie aus und testen keine Plugins.
Als Claude-Code-Plugin
Erstellt aus den Angaben von Claude: knowledge-work-plugins.
/plugin marketplace add anthropics/knowledge-work-plugins
/plugin install claude-for-financial-advisors@knowledge-work-pluginsWo es veröffentlicht ist
| Marktplatz | Status | Version | Zahlen | Verifiziert | Erstmals gesehen |
|---|---|---|---|---|---|
| Claude: knowledge-work-plugins (Quelle auf GitHub öffnen) | Gelistet | 1.0.0 | Forks (GitHub): 24 Sterne (GitHub): 101 |
Nicht markiert |
Jede Zahl stammt vom jeweiligen Marktplatz und wird nie über Marktplätze hinweg addiert. Ein Marktplatz ohne veröffentlichte Zahl zeigt keine: keine Zahl ist nicht null.
Auch in einem Community-Marktplatz gelistet
| Marktplatz | Repository | Sterne (GitHub) |
|---|---|---|
| claude-for-financial-advisors | anthropics/claude-for-financial-advisors | 101 |
Was das Paket enthält
So veröffentlicht auf Claude: knowledge-work-plugins.
MCP-Server: 25
addeparblack-diamondblackrockboxdaloopadropboxfactsetgmailgoogle-calendargoogle-driveicapitalmicrosoft-365
Weitere anzeigen: 13
moneyguidemorningstarorion-advisor-solutionssalesforceslacksnowflakesp-globaltamaracvanguard-advisor-toolswealth-comwealthboxzockszoom
Skills: 8
alts-briefcomplianceestate-and-tax-briefonboardingportfolio-rebalance-reviewpost-meetingpre-meetingprospect-intake
Agenten: 6
compliance-lookupcompliance-scanholdings-sanitysource-extractstatement-extracttitling-compare
Was sich geändert hat
- Auf einem neuen Marktplatz erschienen: Community GitHub marketplaces
- Community GitHub marketplaces: erschienen
Ähnliche Plugins
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Ähnliche Plugins nach Marktplatz
Dieselbe Frage an jeden Marktplatz einzeln: Gibt es dort ein Gegenstück zu diesem Plugin?
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Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…
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Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
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Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
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Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
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Search company knowledge and draft verified answers.
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Plan your financial future with AI: track net worth, manage budgets, and forecast scenarios.
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AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.
-
Query and manage Copilot Money personal finances — local reads, opt-in GraphQL writes.
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Nach Bedeutung gefunden, nicht über gemeinsamen Code oder ein gemeinsames Repository: Ähnliche Plugins bleiben getrennte Produkte, und dies ist weder eine Bewertung noch eine Empfehlung.
Im direkten Vergleich
Ist das Ihr Plugin?
Fügen Sie es Ihren Projekten hinzu und belegen Sie, dass Sie es pflegen: mit einer Datei im Repository, einer Datei auf Ihrer Domain oder einem DNS-Eintrag. Sie erhalten Hinweise, wenn ein Marktplatz es aufnimmt, entfernt, sein Verified-Zeichen oder seine Anforderungen ändert, und sein Remote-Endpunkt wird wie ein Webdienst überwacht.
Daten von Claude: knowledge-work-plugins. Daten von Community GitHub marketplaces. Die Zahlen stammen aus unseren eigenen regelmäßigen Durchläufen über die Marktplätze, zuletzt abgerufen am . Kontaktdaten von Plugin-Herausgebern veröffentlichen wir nicht.