# Meeting Prep Agent

> Anthropic's official finance agent plugin for wealth managers and advisors: before client meetings it pulls relationship history, holdings and open items from the CRM, adds CapIQ market news and builds a briefing pack, agenda and talking points. Needs your CRM connector and a CapIQ subscription.

- Type: Plugin
- Repository: https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/meeting-prep-agent
- Page: https://hebbmind.com/es/plugin/meeting-prep-agent
- Stars: 40060
- Professions: [Investing / Analysis](https://hebbmind.com/es/tools.md?profession=investment)
- Tags: crm, financial-analysis, presentations, anthropic
- Listed on: 2026-10-01

## Install

### Claude Code

```bash
claude plugin marketplace add anthropics/financial-services && claude plugin install meeting-prep-agent@claude-for-financial-services
```

## README

The README of this resource is not cached here yet. See the repository: https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/meeting-prep-agent