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.

HubSpot's official sales plugin with the HubSpot remote MCP: skills to import contacts and deals, get daily briefs, prep calls, draft follow-up emails, log call notes back to HubSpot and review the pipeline. Needs a HubSpot account.

Lusha's official prospecting plugin: find decision makers by ideal customer profile, enrich verified emails, direct and mobile numbers and company signals, find lookalikes, generate personalized outreach sequences and export CSV. Needs Lusha API access; lookups use credits. Respect privacy laws.

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.

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.

Intercom's official support plugin: via a remote MCP, search conversations, analyze support issue trends, look up contacts and companies, build 360-degree customer profiles, and install Messenger. Read-only; needs an Intercom workspace and currently works only in the US region.

Shippo's official plugin: compare rates from dozens of carriers (USPS, UPS, FedEx, DHL), validate addresses, buy labels incl. customs, track packages, ship in bulk and analyze costs. Needs a Shippo account (OAuth); rates and validation are free, labels cost. Mainly for North American sellers.

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.

Official plugin for Windmill performance management: write feedback and kudos for colleagues, manage 1:1 agendas and private notes about teammates, create and schedule pulse surveys, and summarize team updates. Needs a Windmill account (free up to 10 users); browser sign-in.

100Hires' official hosted ATS MCP: HR can manage candidates, job postings, pipeline stages, interview scheduling, email templates and scorecards from chat, covering its full API. Sign in via browser OAuth, nothing to install. Needs a paid 100Hires account (14-day free trial).

Leadfeeder's official plugin: identifies companies visiting your site, writes daily high-intent visitor briefs, company research and outreach scripts, suggests contacts by buyer persona and adds companies to lists after you confirm. Needs Leadfeeder tracking on your site; some actions cost credits.

LegalZoom's official plugin: upload a contract (PDF, Word or pasted text) for risk-scored clause analysis and suggested edits, with flags on when to involve a lawyer; connecting to LegalZoom attorneys needs a separate legal plan, US only. Not legal advice; have a lawyer review.

Synthflow's official plugin: connects its AI voice agent platform to create and publish voice agents, place test calls and review call logs, with built-in call QA and pre-launch prompt review skills. Needs a Synthflow account (free trial available) with OAuth sign-in on first use.

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.