Claude for Financial Advisors
Lot de plugins · anthropics
Claude for Financial Advisors est un lot de plugins pour les outils de code IA publié par anthropics. Places de marché que nous lisons et qui le référencent : 1 (Claude: knowledge-work-plugins). Nous l'avons vu pour la première fois le 2026-10-11 et n'avons enregistré aucun changement depuis. Selon notre passage sur les places de marché du 2026-10-12.
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.
- Places de marché
- 1
- Où il s'exécute
- S'installe comme lot de plugins
- Plus grand chiffre publié
- 99 Étoiles (GitHub) · Claude: knowledge-work-plugins
- Vu pour la première fois
- 2026-10-11
- Dernier changement
- Aucun enregistré
- Marque de vérification
- Non marqué
Où il est publié
| Place de marché | Statut | Version | Chiffres | Vérifié | Vu pour la première fois |
|---|---|---|---|---|---|
| Claude: knowledge-work-plugins (Ouvrir la source sur GitHub) | Référencé | 1.0.0 | Forks (GitHub): 24 Étoiles (GitHub): 99 |
Non marqué |
Chaque chiffre est celui de la place de marché et n'est jamais additionné entre places de marché. Une place de marché qui ne publie pas de chiffre n'en affiche aucun : pas de nombre ne veut pas dire zéro.
Ce qu'il peut faire
S'installe dans l'outil IA comme lot de plugins ; ce qu'il lance est indiqué ci-dessous.
Aucune des places de marché que nous lisons ne publie ses outils ni les réglages qu'il demande.
Ce que contient le lot
Tel que publié sur Claude: knowledge-work-plugins.
Serveurs MCP: 25
addeparblack-diamondblackrockboxdaloopadropboxfactsetgmailgoogle-calendargoogle-driveicapitalmicrosoft-365
Afficher les autres : 13
moneyguidemorningstarorion-advisor-solutionssalesforceslacksnowflakesp-globaltamaracvanguard-advisor-toolswealth-comwealthboxzockszoom
Skills: 8
alts-briefcomplianceestate-and-tax-briefonboardingportfolio-rebalance-reviewpost-meetingpre-meetingprospect-intake
Agents: 6
compliance-lookupcompliance-scanholdings-sanitysource-extractstatement-extracttitling-compare
Ce qui a changé
Rien n'a bougé sur ce plugin depuis que nous le suivons.
L’éditeur
anthropics · Dépôt : github.com/anthropics/claude-for-financial-advisors
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Trouvés par le sens, et non par un code ou un dépôt commun : les plugins similaires restent des produits distincts, et ceci n'est ni un avis ni une recommandation.
Comparée côte à côte
C'est votre plugin ?
Prouvez que vous maintenez ce plugin avec un fichier dans son dépôt, un fichier sur votre domaine ou un enregistrement DNS. Vous recevez des alertes quand une place de marché le publie, le retire, change sa marque vérifiée ou ce qu'il demande, et vous pouvez mettre son endpoint distant sous surveillance comme service web.
Données issues de Claude: knowledge-work-plugins. Les chiffres proviennent de nos propres passages réguliers sur les places de marché, dernière lecture le . Nous ne publions aucune coordonnée des éditeurs de plugins.