CCM
/Skills
SkillsMCPMarketplacesDigestToolsAdvertise

This week in Claude

Every Monday: Claude Code, Agent SDK, MCP, and the Anthropic platform moves worth your time.

Skills by Category
Frontend DevelopmentBackend & APIsTesting & QASecurityDevOps & CI/CDGit & Pull RequestsDocumentationCode Review & QualityAI & Agent BuildingSkill Development
MCP Servers by Category
Sales & MarketingWeb & Browser AutomationDatabasesAI & LLM ToolsCloud & InfrastructureCommunication & MessagingDeveloper ToolsDesign & CreativeDocuments & KnowledgeSearch & Web Crawling
Marketplaces by Category
AI Agents & OrchestrationLLM IntegrationDevelopment ToolsFrontend & UIBackend & APIsDatabasesTesting & Code QualityDevOps & CloudSecurity & ComplianceGit & Version Control

Claude Code Marketplaces

Discover Claude Code plugins, extensions, and tools. Automatically updated directory of Anthropic Claude AI marketplaces with development tools, productivity plugins, and integrations.

Resources

  • Browse Skills
  • Browse MCP Servers
  • Browse Marketplaces
  • Skill index
  • MCP index
  • Marketplace index
  • Plugins Reference

Community

  • About
  • Tools
  • Feedback
  • Privacy Policy
  • Advertise

Built for the Claude Code community with Claude Code by mertbuilds.com

Independent project, not affiliated with Anthropic
joellewis avatar

Financial Planning Integration

joellewis/finance_skills
460 installs164 stars
Summary

This one walks you through connecting planning engines like eMoney, MoneyGuidePro, or RightCapital to the rest of your advisor stack. It covers the goal-based planning workflow, Monte Carlo simulation for probability of success, and how plan outputs like required return and risk capacity feed back into portfolio construction. The tax planning piece is solid, covering Roth conversion modeling, withdrawal sequencing, and RMD projections under SECURE 2.0. Use it when you're designing data flows between CRM, PMS, and the planning tool, or when you need to think through how plan-to-portfolio linkage actually works in practice. The system architecture section makes clear why aggregation and custodial feeds matter for getting a complete client picture.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill financial-planning-integration --agent claude-code

Installs into .claude/skills of the current project.

CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
inference shell
inference shell
create and run specialised agents in minutes
build now →
MCP-ready Email SendingMCP-ready Email Sending
MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
inference shell
inference shell
create and run specialised agents in minutes
build now →
MCP-ready Email SendingMCP-ready Email Sending
MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
Files
SKILL.md

Select a file.

Featured
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
inference shell
inference shell
create and run specialised agents in minutes
build now →
MCP-ready Email SendingMCP-ready Email Sending
MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
Categories
SecurityProductivity & PlanningAutomation & WorkflowsMarketing & SEOSales & MarketingFinance & Trading
First SeenJun 3, 2026
View on GitHub

More from joellewis/finance_skills

All 84 skills →
  • Financial Planning Workflow459
  • Historical Risk458
  • Advertising Compliance457
  • Volatility Modeling457
  • Liquidity Management455
  • Portfolio Management Systems455
  • Time Value Of Money454
  • Performance Metrics453
  • Performance Reporting453
  • Diversification452
  • Emergency Fund450
  • Bet Sizing449
  • Return Calculations449
  • Anti Money Laundering447
  • Fund Vehicles447
  • Lending447
  • Know Your Customer446
  • Reconciliation446
  • Next Best Action445
  • Tax Efficiency444
  • Digital Assets443
  • Tax Loss Harvesting443
  • Fixed Income Corporate442
  • Forward Risk439

Recommended

More Security →
solanaguide avatar
solana-payments-wallets-trading

solanaguide/solana-cli

Pay people in SOL or USDC, buy and sell tokens, check prices, discover trending and new tokens, create and manage Solana wallets, stake SOL, earn yield through lending and managed vaults, borrow against collateral, set up DCA (dollar-cost averaging) and limit orders, provide liquidity across multiple DEXes, trade prediction markets, pay for APIs via x402, set up security permissions and spending limits, and track portfolio performance — all from the command line. No API keys, no private key env vars. Use when the user wants to send crypto, swap or trade tokens, browse what's trending, check balances, earn yield, borrow, set up recurring buys or limit orders, provide liquidity, bet on predictions, pay for web resources, or see how their holdings are doing.
460
5
joellewis avatar
financial-planning-workflow

joellewis/finance_skills

Orchestrate the advisor workflow for assembling and delivering a comprehensive financial plan — data gathering, cash flow analysis, retirement modeling, Monte Carlo analysis, Roth conversion and withdrawal sequencing, Social Security claiming strategy, education and estate goals, scenario modeling, and prioritized recommendations. Use when the user asks about building a financial plan, structuring a planning engagement, retirement or Social Security modeling, Roth conversion strategy, scenario analysis, prioritizing competing recommendations, preparing a plan presentation, or deciding when a plan needs updating. Also trigger on 'comprehensive financial plan', 'discovery meeting', 'retirement modeling', 'Monte Carlo', 'Roth conversion', 'Social Security claiming', 'savings rate', or 'is my client on track'. For planning-tool data flows, capital market assumption governance, or connecting planning software to CRM/PMS, use financial-planning-integration instead.
459
164
alirezarezvani avatar
ship-gate

alirezarezvani/claude-skills

Pre-production audit that scans a codebase for security, database, deployment, code quality, AI/LLM, dependency, frontend, and observability issues. Intercepts deploy commands and blocks until critical items pass. Stack-agnostic. Use for "run ship gate", "am I ready to ship", "pre-launch audit", "can I deploy", "push to production", "go live checklist", "preflight check". Not for CI/CD setup or infra provisioning.
458
24.6k
aj-geddes avatar
incident-response-plan

aj-geddes/useful-ai-prompts

Create and execute incident response procedures for security breaches, data leaks, and cyber attacks. Use when handling security incidents, creating response playbooks, or conducting forensic analysis.
456
317
akin-ozer avatar
azure-pipelines-validator

akin-ozer/cc-devops-skills

Validate, lint, audit, or review azure-pipelines.yml — syntax, security, best practices.
454
294
davila7 avatar
computer-use-agents

davila7/claude-code-templates

Build AI agents that interact with computers like humans do - viewing screens, moving cursors, clicking buttons, and typing text. Covers Anthropic's Computer Use, OpenAI's Operator/CUA, and open-source alternatives. Critical focus on sandboxing, security, and handling the unique challenges of vision-based control. Use when: computer use, desktop automation agent, screen control AI, vision-based agent, GUI automation.
454
30.2k