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…
Pacote de plugins · de anthropics
Resumo
Claude for Financial Advisors é um pacote de plugins para ferramentas de programação com IA publicado por anthropics. Marketplaces que lemos e que o listam: 2 (Claude: knowledge-work-plugins, Community GitHub marketplaces). A última mudança que registramos foi em 2026-10-25. Conforme nossa passagem pelos marketplaces em 2026-10-25.
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.
O que pede
- Instala-se como pacote de plugins
Nenhum dos marketplaces que lemos publica as ferramentas ou as configurações que ele pede.
O que declara, pede e executa, por completo
Instale apenas plugins de desenvolvedores em quem você confia. Mostramos o que os marketplaces publicam e não testamos plugins.
Funciona com
- Claude Code
Pelos marketplaces que o listam e pelo transporte MCP que declara, conforme cada cliente documenta. Não testamos plugins.
Conectar
Comandos e configurações gerados apenas a partir do que os marketplaces declaram. Não os executamos por você e não testamos plugins.
Como plugin do Claude Code
Gerado a partir do que Claude: knowledge-work-plugins declara.
/plugin marketplace add anthropics/knowledge-work-plugins
/plugin install claude-for-financial-advisors@knowledge-work-pluginsOnde está publicado
| Marketplace | Status | Versão | Números | Verificado | Visto pela primeira vez |
|---|---|---|---|---|---|
| Claude: knowledge-work-plugins (Abrir o código no GitHub) | Listado | 1.0.0 | Forks (GitHub): 30 Estrelas (GitHub): 114 |
Sem marcação |
Cada número é do próprio marketplace e nunca é somado entre marketplaces. Um marketplace que não publica números não mostra nenhum: sem número não é zero.
Também listado em um marketplace da comunidade
| Marketplace | Repositório | Estrelas (GitHub) |
|---|---|---|
| claude-for-financial-advisors | anthropics/claude-for-financial-advisors | 114 |
Como os números mudaram
- 2026-10-1425
- 2026-10-1826
- 2026-10-1928
- 2026-10-2229
- 2026-10-2530
- 2026-10-13101
- 2026-10-14102
- 2026-10-15103
- 2026-10-18105
- 2026-10-19109
- 2026-10-21111
- 2026-10-24112
- 2026-10-25114
- 2026-10-1826
- 2026-10-1928
- 2026-10-2229
- 2026-10-2530
- 2026-10-15103
- 2026-10-18105
- 2026-10-19109
- 2026-10-21111
- 2026-10-24112
- 2026-10-25114
Cada ponto é um dia em que lemos um número diferente; os trechos planos são dias em que o número não mudou. Números de marketplaces diferentes nunca são somados.
O que o pacote contém
Conforme publicado em Claude: knowledge-work-plugins.
Servidores MCP: 25
addeparblack-diamondblackrockboxdaloopadropboxfactsetgmailgoogle-calendargoogle-driveicapitalmicrosoft-365
Mostrar mais 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
O que mudou
- Apareceu em um novo marketplace: Community GitHub marketplaces
- Community GitHub marketplaces: apareceu
Plugins semelhantes
Produtos cujos próprios nomes, descrições, ferramentas e skills são os mais próximos deste pelo significado, em todos os marketplaces que lemos. A proximidade é ordenada apenas dentro desta lista.
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AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.
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A mesma pergunta feita a cada marketplace separadamente: existe lá um equivalente deste 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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blackrock-advisor-center-plugin
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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 and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
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Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…
Listado em Claude: knowledge-work-plugins (5)
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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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blackrock-advisor-center-plugin
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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 and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
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Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…
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Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and…
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Develop your payments integration faster with the ability to create products, prices, and payment links directly in ChatGPT. Run your business from ChatGPT with the ability to…
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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…
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Connect Google Calendar for scheduling, availability, daily briefs, and event management.
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2 AI agents that manage your personal wealth — net worth tracking, investment performance, cash flow analysis, and estate planning oversight.
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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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Use Alva Agent for investing workflows: ask market questions with live financial context, set alerts, build or remix Playbooks, connect accounts, and backtest strategies on Alva…
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2 AI agents that manage your tax life — federal and state deadlines, quarterly estimates, deductions, retirement contribution limits, year-end planning, and CPA packet preparation.
Listado em Copilot CLI: github/awesome-copilot (5)
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Three-layer verification pipeline for AI output. Extracts claims, finds sources, and flags hallucination risks so humans can verify before acting.
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Self-configuring status briefing generator. Learns your communication style from examples, discovers your data sources, and produces draft updates for any audience on demand.
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A runtime-portable 5-agent quality gate that adjudicates text artifacts before they ship. Five role-conditioned LLM deliberators run a 2-round async protocol with cross-read…
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Query Anarlog meetings locally, or connect through OAuth to read opted-in Cloud snapshots.
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workiq-productivity
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Read your net worth, accounts, holdings, spending, and budgets.
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Link your bank, card, and investment accounts through Plaid so Grok can answer questions about balances, spending, subscriptions, and investments. You'll share contact details…
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Pull account summaries, deal insights, and call briefs.
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Pull source-linked fundamentals, KPIs, filings, and prices.
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Enrich people and companies, run AI research agents.
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The QuantConnect MCP Server is a bridge for AIs (such as Claude and OpenAI o3 Pro) to interact with our cloud platform. When equipped with our MCP, the AI can perform tasks on…
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Tools for cross-border payments, taxes, and compliance.
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A Model Context Protocol (MCP) server for querying deals and evaluations from the Opine CRM API.
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Production-ready RAG service to search and retrieve data from your documents.
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Thrivee — Personal Finance Intelligence
Personal-finance intelligence engine: net worth, goals, asset allocation. Invite-only beta.
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x402 pay-per-call tools for AI agents: code review, data clean, briefs, regex, diff, URL meta.
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Plan your financial future with AI: track net worth, manage budgets, and forecast scenarios.
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Read-only, sourced access facts for wealth tech products, vendor MCP servers and Form ADV columns.
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AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.
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Encontrados pelo significado, não por código ou repositório em comum: plugins semelhantes continuam sendo produtos distintos, e isto não é uma avaliação nem uma recomendação.
Comparada lado a lado
Quer esta marca no seu plugin em nosso catálogo?
Prove que o mantém com um arquivo no repositório, um arquivo no seu domínio ou um registro DNS, e você poderá mostrar esta marca na ficha, com banners ao vivo para o seu site e o README. Como funciona a verificação
Você também recebe alertas quando um marketplace o publica, o remove, muda a marca de verificado ou o que ele pede, e o endpoint remoto passa a ser monitorado como um serviço web.
Dados de Claude: knowledge-work-plugins. Dados de Community GitHub marketplaces. Os números vêm das nossas próprias passagens regulares pelos marketplaces, última leitura em . Não publicamos dados de contato dos editores de plugins.