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…
Paquete de plugins · de anthropics
Resumen
Claude for Financial Advisors es un paquete de plugins para herramientas de programación con IA publicado por anthropics. Marketplaces que leemos y que lo publican: 2 (Claude: knowledge-work-plugins, Community GitHub marketplaces). El último cambio que registramos fue el 2026-10-13. Según nuestra pasada por los marketplaces del 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.
Qué pide
- Se instala como paquete de plugins
Ninguno de los marketplaces que leemos publica sus herramientas ni los ajustes que pide.
Lo que declara, pide y ejecuta, completo
Instala solo plugins de desarrolladores en los que confíes. Mostramos lo que publican los marketplaces y no probamos plugins.
Funciona con
- Claude Code
Según los marketplaces que lo listan y el transporte MCP que declara, tal como lo documenta cada cliente. No probamos plugins.
Conectar
Comandos y configuraciones generados solo a partir de lo que declaran sus marketplaces. No los ejecutamos por ti ni probamos plugins.
Como plugin de Claude Code
Generado a partir de lo que declara Claude: knowledge-work-plugins.
/plugin marketplace add anthropics/knowledge-work-plugins
/plugin install claude-for-financial-advisors@knowledge-work-pluginsDónde está publicado
| Marketplace | Estado | Versión | Cifras | Verificado | Visto por primera vez |
|---|---|---|---|---|---|
| Claude: knowledge-work-plugins (Abrir el código en GitHub) | Publicado | 1.0.0 | Forks (GitHub): 24 Estrellas (GitHub): 101 |
Sin marca |
Cada cifra es del propio marketplace y nunca se suma entre marketplaces. Un marketplace que no publica cifras no muestra ninguna: sin número no es cero.
También figura en un marketplace de la comunidad
| Marketplace | Repositorio | Estrellas (GitHub) |
|---|---|---|
| claude-for-financial-advisors | anthropics/claude-for-financial-advisors | 101 |
Qué contiene el paquete
Tal como se publica en Claude: knowledge-work-plugins.
Servidores MCP: 25
addeparblack-diamondblackrockboxdaloopadropboxfactsetgmailgoogle-calendargoogle-driveicapitalmicrosoft-365
Mostrar los otros 13
moneyguidemorningstarorion-advisor-solutionssalesforceslacksnowflakesp-globaltamaracvanguard-advisor-toolswealth-comwealthboxzockszoom
Skills: 8
alts-briefcomplianceestate-and-tax-briefonboardingportfolio-rebalance-reviewpost-meetingpre-meetingprospect-intake
Agentes: 6
compliance-lookupcompliance-scanholdings-sanitysource-extractstatement-extracttitling-compare
Qué cambió
- Apareció en un nuevo marketplace: Community GitHub marketplaces
- Community GitHub marketplaces: apareció
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Encontrados por significado, no por código ni repositorio compartidos: los plugins similares siguen siendo productos distintos, y esto no es una reseña ni una recomendación.
Comparada lado a lado
¿Es tu plugin?
Añádelo a tus proyectos y demuestra que lo mantienes con un archivo en su repositorio, un archivo en tu dominio o un registro DNS. Recibirás avisos cuando un marketplace lo publique, lo retire, cambie su marca verificada o lo que pide, y su endpoint remoto quedará monitorizado como un servicio web.
Datos de Claude: knowledge-work-plugins. Datos de Community GitHub marketplaces. Las cifras proceden de nuestros propios recorridos periódicos por los marketplaces, leída por última vez el . No publicamos datos de contacto de los editores de plugins.