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 bundle · by anthropics
About
Claude for Financial Advisors is a plugin bundle for AI coding tools published by anthropics. Marketplaces we read that list it: 1 (Claude: knowledge-work-plugins). We first saw it on 2026-10-11 and have recorded no change since. As of our marketplace pass on 2026-10-13.
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.
What it asks for
- Installs as a plugin bundle
None of the marketplaces we read publishes its tools or the settings it asks for.
What it declares, asks for and runs, in full
Only install plugins from developers you trust. We list what marketplaces publish and do not test plugins.
Works with
- Claude Code
From the marketplaces that list it and the MCP transport it declares, as each client documents them. We do not test plugins.
Connect
Commands and configs built only from what its marketplaces declare. We do not run them for you and do not test plugins.
As a Claude Code plugin
Built from what Claude: knowledge-work-plugins declares.
/plugin marketplace add anthropics/knowledge-work-plugins
/plugin install claude-for-financial-advisors@knowledge-work-pluginsWhere it is published
| Marketplace | Status | Version | Figures | Verified | First seen |
|---|---|---|---|---|---|
| Claude: knowledge-work-plugins (Open the source on GitHub) | Listed | 1.0.0 | Forks (GitHub): 24 Stars (GitHub): 99 |
Not marked |
Each figure is the marketplace's own and is never added up across marketplaces. A marketplace that publishes no figure shows none: no number is not zero.
What the bundle contains
As published on Claude: knowledge-work-plugins.
MCP servers: 25
addeparblack-diamondblackrockboxdaloopadropboxfactsetgmailgoogle-calendargoogle-driveicapitalmicrosoft-365
Show the remaining 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
What changed
Nothing has moved on this plugin since we started watching it.
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Found by meaning, not by shared code or a shared repository: similar plugins stay separate products, and this is not a review or a recommendation.
Compared side by side
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Data comes from the public marketplace file https://github.com/anthropics/knowledge-work-plugins/blob/HEAD/.claude-plugin/marketplace.json. Figures come from our own regular passes over the marketplaces, last read on . We publish no contact details for plugin publishers.