advisory-practice
Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from…
Paquete de plugins · de Joel Lewis
Resumen
advisory-practice es un paquete de plugins para herramientas de programación con IA publicado por Joel Lewis. Marketplaces que leemos y que lo publican: 1 (Community GitHub marketplaces). Lo vimos por primera vez el 2026-10-23 y desde entonces no hemos registrado cambios. Según nuestra pasada por los marketplaces del 2026-10-24.
Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.
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 Community GitHub marketplaces.
/plugin marketplace add joellewis/finance_skills
/plugin install advisory-practice@finance-skillsDónde está publicado
| Marketplace | Estado | Versión | Cifras | Verificado | Visto por primera vez |
|---|---|---|---|---|---|
| Marketplace de la comunidad joellewis/finance_skills (Abrir el código en GitHub) | Publicado | 1.0.0 | Forks (GitHub): 37 Estrellas (GitHub): 218 |
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.
Figura en un marketplace de la comunidad
| Marketplace | Repositorio | Estrellas (GitHub) |
|---|---|---|
| finance-skills | joellewis/finance_skills | 218 |
Qué contiene el paquete
Tal como se publica en Community GitHub marketplaces.
Skills: 12
advisor-dashboardsclient-onboardingclient-reporting-deliveryclient-review-prepcrm-client-lifecyclefee-billingfinancial-planning-integrationfinancial-planning-workflownext-best-actionorder-management-advisorportfolio-management-systemsproposal-generation
Qué cambió
- Pasó a ser un producto que seguimos
- Community GitHub marketplaces: apareció
Plugins similares
Productos cuyos propios nombres, descripciones, herramientas y skills son los más cercanos a este por su significado, en todos los marketplaces que leemos. La cercanía se ordena solo dentro de esta lista.
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…
-
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…
-
Alternative Asset Literacy — Advisor
Client-education toolkit for advisors: deep-dive tracks, calculators, free onboarding tools.
-
AI-powered bookkeeping and tax filing for entrepreneurs at the heart of the European economy.
-
Zero-trust military-grade AI co-founder OS with progressive FULL/PARTIAL/BASIC security, Fortress Bible audit trail, and native hooks
-
Plan your financial future with AI: track net worth, manage budgets, and forecast scenarios.
-
Private, self-hosted family-office workflows for research, quantitative analysis, portfolio strategy, and financial operations.
-
AI-powered board deck generation and governance reporting for private equity firms.
-
A curated collection of skills for Claude Code. Includes a PRD Co-Pilot for Product Managers that works section by section to produce high-quality PRDs, and an Investment Research…
Plugins similares por marketplace
La misma pregunta a cada marketplace por separado: ¿hay allí un equivalente de este plugin?
Publicado en Claude Code: claude-plugins-community (5)
-
AI-powered bookkeeping and tax filing for entrepreneurs at the heart of the European economy.
-
Zero-trust military-grade AI co-founder OS with progressive FULL/PARTIAL/BASIC security, Fortress Bible audit trail, and native hooks
-
A curated collection of skills for Claude Code. Includes a PRD Co-Pilot for Product Managers that works section by section to produce high-quality PRDs, and an Investment Research…
-
Full consulting engagement lifecycle. Strategy, financial modeling, proposals, pricing, due diligence, implementation, change management, governance, deliverables, closeout. Asks…
-
FDEOS makes Claude operate like an experienced Forward Deployed Engineer. It brings the judgment FDEs need that generic AI lacks: when to challenge the brief, how to earn trust…
Publicado en Claude Code: claude-plugins-official (5)
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
-
QuickBooks business insights and actions: financial health briefings across P&L, cash flow, balance sheet and A/R, industry benchmarking, payroll cost analysis, overdue-invoice…
-
Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server.
Publicado en Claude: knowledge-work-plugins (5)
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…
-
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…
-
Pre-built small business workflows to help you run and grow your business. Supports a majority of the tools you already use. You approve every step that touches money or…
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
Publicado en Codex: openai-curated (openai/plugins) (5)
-
Evaluate Codex skills and plugins from chat with a beginner-friendly start command, local-first reports, token budget explanations, and guided benchmarking.
-
CrowdStrike Falcon Foundry development skills for building cybersecurity applications on the Falcon platform. Includes UI development, collections, functions, workflows, API…
-
Answer product and business questions with data
-
Bring operational data and context into the flow of your ChatGPT conversations. You can ask questions, create and update records, and analyze your data—all through conversation…
-
The monday.com AI Connector brings core platform capabilities directly to agents and AI assistants. It supports searching boards, creating and updating items and columns…
Publicado en Community GitHub marketplaces (5)
-
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…
-
Private, self-hosted family-office workflows for research, quantitative analysis, portfolio strategy, and financial operations.
-
Full consulting engagement lifecycle. Strategy, financial modeling, proposals, pricing, due diligence, implementation, change management, governance, deliverables, closeout. Asks…
-
US securities regulatory guidance for broker-dealers and investment advisers. Covers FINRA, SEC, ERISA, FinCEN, and CFA Institute GIPS requirements. Guidance-only — no Python…
-
7 vertical advisors skills: strategic advisors for fintech, healthtech, edtech, ecommerce, proptech, climate-tech, and marketplace businesses
Publicado en Copilot CLI: github/awesome-copilot (5)
-
Comprehensive collection for building declarative agents with Model Context Protocol integration for Microsoft 365 Copilot
-
Comprehensive collection of prompts, instructions, and resources for building declarative agents and API plugins using TypeSpec for Microsoft 365 Copilot extensibility.
-
MCP server and 12 skills for product analysis, specification writing, strategy, narrative, and stakeholder alignment. Run competitive analyses, write zero-question specs, design…
-
Plain-English translation layer for non-technical Copilot CLI users. Translates every approval prompt, error message, and technical output into clear, jargon-free English with…
-
Developer toolkit for building, validating, provisioning, and publishing Microsoft 365 Copilot plugins, including extensibility capabilities such as declarative agents, skills…
Publicado en Copilot CLI: github/copilot-plugins (5)
-
Toolkit for building Microsoft 365 Copilot declarative agents — scaffolding, JSON manifest development, and capability configuration.
-
workiq
Query Microsoft 365 data with natural language — emails, meetings, documents, Teams messages, and more.
-
workiq-productivity
WorkIQ productivity skills powered by the local WorkIQ CLI — read-only insights across email, meetings, calendar, Teams, SharePoint, projects, and people.
-
model-apps
Build and deploy Power Apps generative pages for model-driven apps with specialist agents for planning, entity creation, and parallel code generation. Requires PAC CLI >= 2.7.0…
-
Microsoft Dataverse plugin for coding agents, covering record CRUD, bulk data operations, advanced queries, schema and metadata, administration, security, environment management…
Publicado en Cursor: cursor/plugins (5)
-
Search company knowledge and draft verified answers.
-
Pull account summaries, deal insights, and call briefs.
-
Consult a stronger model before major decisions, when stuck, and before declaring done.
-
Work with clients, requests, quotes, jobs, visits, and invoices.
-
Search candidates, prep interviews, and manage pipeline tasks.
Publicado en Docker MCP Catalog (5)
-
Unite marketing, sales, and customer service with AI-powered automation, lead management, and comprehensive analytics.
-
Streamline sales processes with integrated calling, email, SMS, and automated workflows for small and scaling businesses.
-
Bridges n8n's workflow automation platform with AI models, providing access to 543 n8n nodes, workflow templates, and AI-capable automation tools.
-
Wayfound’s MCP server allows business users to govern, supervise, and improve AI Agents.
-
A Model Context Protocol (MCP) server that empowers LLMs to use some of Open Srategy Partners' core writing and product marketing techniques.
Publicado en Official MCP Registry (5)
-
Alternative Asset Literacy — Advisor
Client-education toolkit for advisors: deep-dive tracks, calculators, free onboarding tools.
-
AI-powered bookkeeping and tax filing for entrepreneurs at the heart of the European economy.
-
Plan your financial future with AI: track net worth, manage budgets, and forecast scenarios.
-
AI-powered board deck generation and governance reporting for private equity firms.
-
Chat-first business management. 40+ tools, 26 templates. Describe your business, done.
Publicado en PyPI (MCP servers) (5)
-
ramp com.mcparmory/ramp
Manage expenses, corporate cards, accounts payable, and accounting integrations
-
avenir-mcp io.github.mathbeal/avenir-mcp
Unofficial MCP server for YNAB: read-only by default, every change previewed and undoable.
-
Connect AI assistants to Outline for document search, reading, and management
-
Read, build, fit, and run Monte Carlo risk models in Excel through Vose Software's ModelRisk.
-
okama-mcp io.github.mbk-dev/okama-mcp
Portfolio analytics via the okama library: backtests, Monte Carlo, efficient frontier, PNG charts
Publicado en npm registry (MCP servers) (5)
-
Revenue intelligence for complex B2B growth.
-
Mac & Windows: let ChatGPT, Claude & Cursor use your email, calendar, iMessage, Teams, files.
-
dossier ai.imboard/dossier
MCP server for dossier automation standard - enables LLMs to discover, verify, and execute dossiers
-
ServiceNow MCP Server (NowAIKit)
ServiceNow MCP server: 450+ tools for Claude, ChatGPT, Copilot & any AI. Read-only by default.
-
dealflowpro io.github.jbechtel-97/dealflowpro
Multifamily real estate deal analysis — cap rate, DSCR, IRR, DFP Score, max offer price
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.
¿Quieres esta marca para tu plugin en nuestro catálogo?
Demuestra que lo mantienes con un archivo en su repositorio, un archivo en tu dominio o un registro DNS, y podrás mostrar esta marca en la ficha, con banners en vivo para tu web y tu README. Cómo funciona la verificación
Además 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 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.