Welcome and set up a new Claude for Financial Advisors user. Gets to know the advisor's RIA, learns their day-to-day pain points and tech stack, walks them through connecting their tools, explains the plugin and how skills work, runs a live pre-meeting demo, shows them how to customize skills, and closes with a personalized recommendation for which skill to try next. Use when the advisor is getting started or says any of: "onboarding," "/onboarding," "get started," "help me get started," "set up claude for financial advisors," "claude for financial advisors setup," "what can this plugin do," "I'm new to this," "show me around," or is in their first session with the plugin.
Run a portfolio review for a client or household — performance pulled from Orion, allocation drift analysis vs. IPS or model portfolio, model-portfolio mapping, rebalance preparation with tax-aware rebalance opportunities to consider, and a rebalance rationale memo for the compliance file. Triggers on "portfolio review", "/portfolio-rebalance-review", "drift analysis", "rebalance [client]", "how is [client]'s portfolio positioned", "rebalance rationale", or "map [client] to a model".
Turn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting (via Zocks, Wealthbox, or a pasted transcript), finds the right household, drafts a CRM note plus the action items and opportunities it heard, shows them all in one batch for approval, then writes what's approved and offers to file the record in Drive. Triggers on "log the meeting", "log my meeting with [client]", "meeting follow-up", "post meeting", "/post-meeting", or "follow up on my meeting with [client]".
Prepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context (Salesforce/Redtail/Wealthbox), portfolio data (Orion/Addepar/Envestnet-Tamarac), estate & tax status (Wealth.com), meeting notes (Zocks or CRM), recent correspondence (Gmail/Outlook), and the household's plan snapshot (MoneyGuide), then assembles a meeting-ready prep doc with agenda, talking points, and action items. Triggers on "pre meeting", "/pre-meeting", "prep for [client]", "quarterly review prep", "get me ready for my meeting with [client]", or "client meeting tomorrow".
Start a new prospect's intake, with or without their files in hand — a request naming a new prospect and attaching no documents is a normal starting point, because Step 1 searches the connected tools or asks the advisor to upload. Cleans and normalizes their account files (statements, exports, screenshots) into a consolidated view, then hands back a plain-English prospect summary, a detailed analyst handoff the full proposal gets built from, and a friendly "what to expect" memo, offered as a Gmail draft on approval. Does not produce the proposal, recommend an allocation, or quote fees. Triggers on "prospect intake", "/prospect-intake", "new prospect intake", "clean up [prospect]'s statements", "process [prospect]'s files", "what to expect note for [prospect]" — and on how an advisor raises a new prospect before any file exists: "I met with a potential client/customer", "[name] is interested in becoming a client", "I have a new prospect", "how should I proceed with [name]".
Read and manage Asana tasks, projects, sections, comments, and workspaces. Use this whenever the user wants to list or search tasks, create or update a task, complete a task, comment on a task, move tasks between projects or sections, look up a project or workspace, or ask "what's on my Asana list" — even if they don't say "API". Also use it for any app.asana.com URL or an Asana task/project gid. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.
Run SQL against Google BigQuery and browse its catalog — submit queries (sync or async), poll job status, page through results, list datasets/tables, and read table schemas. Use this whenever the user wants to query a BigQuery table, ask "what's in this dataset", check a BigQuery job's status, or mentions bigquery.googleapis.com or a `project.dataset.table` path. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.
Compose polished charts (timeseries, bar, line, area, pie, scatter, or anything else the data calls for) from tabular data using the chartkit primitives, producing PNG, SVG, or self-contained interactive HTML. Use when the user asks to chart, graph, plot, or visualize data and wants something better than raw matplotlib defaults.
Automatic init the first time Claude acts in an incident or alerts channel — one named like #inc-…, #incident-…, #sev0-…/#sev1-…, or whose recent messages are pages or alerts from PagerDuty, Opsgenie, incident.io, Datadog, Sentry or Grafana, or relayed by people (talk about being paged is not an alert) — that isn't already a team's oncall / monitoring channel. Run once per channel, on first contact (just invited, first @-mention, channel just created), before doing what was asked: load the oncall memory oncall setup wrote to shared workspace memory, pick the owning team's section, work out which monitoring / paging / code tools Claude can reach and which are missing, post one short zero-context message, note findings in this channel's memory, then hand off to `incident-investigate` if something was asked — or immediately, unasked, when the channel was plainly opened for a live outage. Works with no oncall memory (offers setup once). Also on "load the oncall setup here" / "init this incident".
Investigate an alert, page, or production symptom in an incident channel or a team's oncall / monitoring channel, and report findings a human can verify. Ordinary conversation and chatter are not alerts; leave those alone. Use when an alert or page lands, when error rate, latency or saturation is up, when someone asks "why is X broken", "investigate", "what changed", "root cause this", pastes a monitor, dashboard, trace or error-tracker link, or reports production trouble; also by default when an alert lands in a covered channel unasked. Feed-level asks land here too ("which alerts matter", "triage today's alerts"), plus the scheduled alert-review routine and the ticket path ("customer X can't check out"). Runs a fast first pass posted as a short interim update with a TL;DR, every finding carrying the query or link to verify it, then proposes the fix and — with connector access and confirmation — carries it out, never unattended. Afterwards `incident-postmortem` writes it up.
Write the postmortem for an incident, in its incident channel, once it is mitigated or resolved. Use on "write up this incident", "postmortem", "incident summary", "what happened here for people who weren't around", "draft the retro", or when the oncall memory says incidents of this severity get one. Reads the incident channel (and the alert thread it came from), the investigation findings and the data behind them, and writes a one-screen, zero-context write-up: what happened, impact with numbers, detection, timeline with durations, why it happened, what fixed it, follow-ups with proposed owners, and one before/during/after chart. Posted and pinned in the incident channel as its final pinned post, with edit requests updating that one pinned post in place — unless the person or the team's conventions say write-ups live elsewhere, in which case it is written there and only a link is posted, nothing pinned. A person edits and publishes it; never assigns blame.
Post a sitrep (situation report) for a live incident, in its incident channel: a short fixed-layout update for people who haven't read the whole channel — the current picture and what moved since the previous update. Use on "sitrep", "status update", "where are we", "what's the latest", "catch me up", "summarize the incident so far", when asked to keep posting on a schedule ("post a sitrep every hour until resolved"), or when the oncall memory sets an update cadence for this severity and the incident owner asks Claude to keep it. Reads the channel, alert thread and findings posted, re-reads the one key signal, and writes: status line, TL;DR, impact, what changed since the last sitrep, what's in progress and who has it, what's needed, when the next update comes, one chart. Facts come only from what people said or Claude read first-hand; cause and recovery time are never guessed. Fits one phone screen. Not investigation (`incident-investigate`) or the write-up afterwards (`incident-postmortem`).
Run the oncall handoff for a rotation window — the whole handoff, not just a document: build the summary (what the incoming oncall needs first, what's still open, incidents with impact numbers, alert and page counts, hygiene suggestions, every number traceable to a source), post it for the outgoing oncall to correct, walk the incoming oncall through the open items in the thread, update the list as they respond, and note when they acknowledge. Runs mainly in the team's standing oncall / monitoring channel, normally as a scheduled routine firing at rotation change so the report is waiting when the shift turns over; can also be run by hand and works from an incident channel. Use when a handoff routine fires, or on "handoff", "hand over", "oncall summary", "weekly oncall report", "what happened this shift / this week". Re-running for the same window updates the report rather than duplicating it. Unattended runs carry a run-summary block and at least one chart.
Set up Claude Tag for oncall for a team, from that team's standing (public) oncall / monitoring channel. Two things: it sets the channel up for monitoring, so alerts and incident posts here (from a person or another Slack bot) get triaged and acted on automatically, and it finds and sets up the connectors, plugins and skills Claude uses for oncall. A workspace can have several such channels; run once in each, by anyone, and every run adds or updates that team's section in the one oncall memory in shared workspace memory. Use on "set up oncall", "init oncall", "configure Claude for on-call". Surveys the agent connectors an admin configured for Claude, proves one with a read-only pull so access is verified, explores tools, Slack, repos and docs to learn how oncall works here, then recommends what's missing and walks the team through setup. The result goes into the indexed oncall memory every channel reuses; the other skills (incident init, investigation, handoff) pick it up automatically.
Reference guide for configuring @Claude agents — agents, agent scopes, identity profiles, presets, connections, rules, GitHub repositories, and custom instructions. Explains the inheritance model and configuration best practices.
Diagnose why a plugin or skill configured in @Claude admin settings isn't loading. Checks mount directories, the Claude Code launch command, and startup logs from inside the running container, then explains what failed and how to fix it.
Read, search, and manage Confluence Cloud pages, spaces, blog posts, comments, attachments, and labels. Use this whenever the user wants to find a page, read a doc, search the wiki with CQL, create or update a page, add a comment, list pages in a space, pull an attachment, or ask "what does the wiki say about X" — even if they don't say "API". Also use it for any *.atlassian.net/wiki URL, or a CQL string when the context is wiki content rather than tickets. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.
Query and manage Datadog monitoring data — logs, metrics, monitors, dashboards, events, SLOs, traces, and incidents. Use this whenever the user wants to search logs, look at a metric, check which monitors are alerting, investigate a trace, pull SLO status, mute an alert, or ask "what's happening in Datadog" — even if they don't say "API". Also use it for any URL under *.datadoghq.com. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.
Search the company's enterprise knowledge index. Use this FIRST when starting any task that touches company-specific context - projects, people, policies, internal docs, prior decisions - before searching individual sources like Drive, Slack, or Jira directly. Also use it when the user asks "do we have a doc about X", "what's our policy on Y", or references internal initiatives by name. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.
Search, read, create, update, export, and share files in Google Drive. Use this whenever the user wants to find a file in Drive, read a Google Doc or Sheet, upload a file, move something into a folder, change sharing permissions, or asks "what's in my Drive" — even if they don't say "API". Also use it for any URL under drive.google.com or docs.google.com, or a mention of a Drive file ID. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.
A folder with a SKILL.md file: a name, a description of when to use it, and instructions. Claude loads a skill only when the task matches its description.
How do I use one I find here?
Copy the folder into your project's .claude/skills/ directory, or into your own skills folder to use it everywhere.
What do the warnings mean?
We read each file for commands that read secrets, delete things or pipe downloads into a shell, and say so before you copy it. No warning is not a promise that a file is safe.
Which skills worked for people?
Open a skill to see its discussion. Reports from people and their agents are coming.
AnthropicSkill