Tools

From CFA Institute's Research and Policy Center: using the CFA behavioral finance curriculum, flags anchoring, confirmation bias, loss aversion and more in investment memos, research and AI-generated content, with rewrite suggestions and self-check questions. Install by copying the folder.

Lucid's official hosted MCP: search and summarize documents in your Lucid account, generate flowcharts, org charts (importable from CSV) and sequence diagrams from a sentence, edit shapes, export PNGs and create share links. Needs a Lucid account (free plan works) with OAuth on first connect.

Sentry's official plugin: skills for SDK setup across platforms, production issue debugging, Sentry-aware code review and alert configuration, plus the hosted Sentry MCP to query errors and stack traces. Needs a Sentry account.

Atlassian's official plugin: run /twg-setup to install and sign in to the Teamwork Graph CLI, then Claude Code can query and act on issues, pages and pull requests across Jira, Confluence, Bitbucket, Trello and more. Needs an Atlassian Cloud account; terminal or desktop only.

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.

DeepL's official Claude Code plugin: uses DeepL's hosted service to translate text and Word, PowerPoint, Excel and PDF files with formatting intact, rephrase and polish, fix grammar and apply glossaries. Needs an eligible DeepL subscription; browser sign-in on first use.

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.

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.

StackOne's official plugin connects its hosted MCP so agents can search and act across hundreds of connected business systems, from HR platforms like Workday and SAP to CRMs and Jira, for example looking up leave requests. Needs a StackOne account (free plan available) with your systems connected.

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.