Tools

Circleback's official plugin: agents search meeting notes, timestamped transcripts, action items, calendar events and connected email via its remote MCP, for post-meeting notes and follow-ups. Needs a Circleback account recording your meetings (free tier works); authorize via /mcp.

Bigdata.com's official research plugin (RavenPack): search news, filings and call transcripts; run valuation snapshots, peer comps, earnings previews and recaps, risk and catalyst tracking, sector and macro research; draft investment memos. Needs a Bigdata.com account (free tier: one-time credits).

BlackRock's official advisor plugin: on Advisor Center 360 data, run client portfolio reviews, fund health checks with opportunity flags, benchmark selection, portfolio construction and wealth projections, as visual cards. Needs an Advisor Center account; a licensed advisor must review results.

LogRocket's official plugin: when users report problems, agents pull up their session replays, network requests and errors and analyze the cause, so support doesn't have to keep asking for repro steps. Needs Claude Code and a site or app on paid LogRocket (14-day trial); sign in on first use.

Pendo's official product analytics plugin: summarize account activity and feedback before customer meetings, analyze feature adoption, group user feedback into themes and find session replays. Needs a Pendo subscription; authorize via /mcp after install.

Pendo's official plugin: two short rounds of questions capture your goals and brand style, then it generates ready-to-launch in-app guides such as walkthroughs, announcements, reminders, polls and promotions as HTML/CSS/JS. Needs a Pendo account authorized in Claude Code.

Intuit's official QuickBooks plugin: health checks on profit, cash flow, balance sheet and receivables, peer benchmarking and payroll cost analysis, and drafts payment reminders, estimates and invoices, confirming before writes. Needs QuickBooks Online (official connector); have finance review.

Windsor.ai's official plugin: connects ad accounts on Google, Meta, TikTok and more plus 350+ data sources such as GA4 and CRMs for quick cross-channel performance reports and wasted-spend detection; asks before changing budgets or pausing ads. Needs a Windsor.ai account with data sources connected.

Chronograph's official plugin for private markets LPs: using your Chronograph portfolio data, forecast cash flows, plan commitment pacing, scan look-through exposure and concentration, and prepare questions for GP meetings. Needs a Chronograph LP account and connector; results need expert review.

POEditor's official remote MCP: translators and localization teams can manage projects, terms and translations from chat, run Google, Microsoft or DeepL machine translation, check quality and export language files. Needs a POEditor account (browser sign-in or API token).

SimpleLocalize's official MCP: translators and localization teams can view and edit keys and translations from chat, trigger auto-translation, maintain glossaries, and export or publish translation files. Needs a SimpleLocalize project API key and Node.js.

Smartling's official Dockerized MCP wrapping smartling-cli: agents list projects and target languages, upload source files, pull translations, check progress, run machine translation, and import or export glossaries. Needs Docker plus Smartling user ID, secret, project ID and account ID.

Wingspan's official plugin: ask about your contractor roster, who is missing W-9s or other compliance docs, what is due this month and why a payment is stuck; also invite contractors and log draft bills. Writes are previewed and it never sends money. Needs a Wingspan payer account; US-focused.

Chronograph's official plugin for private equity GPs: from your Chronograph portfolio data, generate portfolio company one-pagers, quarterly fund review packs, valuation memos, TVPI attribution and budget variance analysis. Needs a Chronograph GP account and connector; results need expert review.

Zocks' official advisor plugin: 7 skills on Zocks-recorded client meetings: behavior profiles, attrition risk rankings, held-away asset leads, household profiles and annual review packs, plus next actions and tax opportunity lists. Needs a Zocks account; licensed pros must review advice.