vanguard-advisor-tools
Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor connector in Claude.
/plugin install vanguard-advisor-tools@claude-plugins-officialHow to start
- Paste the command into Claude Code and press Enter.
- Restart Claude Code so the plugin loads.
- Just ask Claude. Its skills step in when your request fits.
What it adds
1 skill
Skills Claude loads these when the task fits
model-prepHelp a financial advisor find Vanguard model portfolios that match a client need, understand how those models are built, and produce a meeting-ready advisor on…
Read from the plugin's own files in Vanguard-oss/vanguard-advisor-tools, 26 Oct 2026.
What it needs
No keys or settings: its files ask for none.
More in Productivity
See all →desktop-commander
MCP server for terminal commands, process management, and file operations across text, code, PDF, DOCX, Excel, images…
exa
Exa AI web search, deep research, and content extraction. Provides MCP tools and research skills for comprehensive web…
atlassian
Connect to Atlassian products including Jira and Confluence. Search and create issues, access documentation, manage…
notion
Notion workspace integration. Search pages, create and update documents, manage databases, and access your team's…
zapier
Connect 8,000+ apps to your AI workflow. Discover, enable, and execute Zapier actions directly from your client.
monday-crm
Run your monday CRM in plain language. Build a pipeline from scratch, start the day with a ranked deal briefing, spin…