Herramientas

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.

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.

Locize's official plugin: agents translate and review strings using your project's glossary, style guide and translation memory, and check new copy for banned terms; also bundles the Locize MCP and an i18next skill for developers. Needs a Locize account (free tier); browser auth or a personal token.

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.

Greptile's official AI code review plugin: view and address review comments on GitHub or GitLab PRs, review the current branch before opening a PR, and search your team's knowledge base and coding standards. Needs a Greptile account (OAuth, free tier available) and Node locally.

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.