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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 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.

Other plugins

Frontend Design

Craft production-grade frontends with distinctive design. Generates polished code that avoids generic AI aesthetics.

Superpowers

Claude learns brainstorming, subagent development with code review, debugging, TDD, and skill authoring through Superpowers.

Code Review

AI code review with specialized agents and confidence-based filtering for pull requests

Context7

Upstash Context7 MCP server for live docs lookup. Pull version-specific docs and code examples from source repos into LLM context.

Code Simplifier

Code clarity agent: simplifies and refines recently modified code while preserving functionality and consistency.

Playwright

Browser automation and end-to-end testing MCP server by Microsoft. Enables Claude to interact with web pages, take screenshots, fill forms, and automate testing workflows.