Claude for Financial Advisors
Anthropic · Claude Code
What this plugin does
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.
Catalog observations
- Sources
- Knowledge Work
- Works with
- Claude Code
- Category
- Finance
- Reported installs
- Not provided
- First observed
- 2026-10-03 22:13 UTC
- Last observed
- 2026-10-07 18:02 UTC
Installation counts are reported by Claude Marketplace, not independently verified active users. Observation dates are not release dates. Pricing and account requirements must be checked with the publisher.
Install in Claude Code
Choose a source and review what the plugin adds before installing.
Knowledge Work
/plugin marketplace add anthropics/knowledge-work-plugins
/plugin install claude-for-financial-advisors@knowledge-work-pluginsSource evidence
Descriptions and compatibility labels come from the linked sources. Where both sources match, the GitHub description is used because web summaries may be shortened. We have not independently tested the declared capabilities.