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License: Apache-2.0 Stars: 0 Forks: 1 Open issues: 0 Created: 2026-09-14T23:08:08Z Pushed: 2026-09-14T23:12:30Z Default branch: main Fork: no Archived: no README: Claude for Financial Advisors A plugin from Anthropic that gives financial advisors a set of ready-to-run workflows for Claude Cowork that draw live data from the tools their firm already uses, by way of third-party connectors. The plugin is a set of skills written as plain instructions (Markdown and JSON). It holds no client data: when an advisor runs a skill, Claude pulls what it needs from the connected third-party systems. The advisor must explicitly approve any action that writes back to an external system (e.g. CRM updates, client drafts). Claude gathers, organizes, summarizes, compares and presents information, while the advisor exercises judgment, makes the recommendation and gives the advice. 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