Herramientas

Avalara's official hosted MCP servers: US sales tax calculation, returns filing, e-invoicing, exemption certificates, cross-border duties and HS code classification. Needs an Avalara account (AvaTax has a 90-day trial) and browser OAuth; the command adds AvaTax. Have a tax professional review.

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.

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.

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.

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.

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.