Black Diamond
Partner, reviewedClient, portfolio, and performance data for advisors
A connector: add it in the Claude app under Settings, Connectors; Claude Code signed in to the same account can use it too. There is nothing to install from a terminal.
Connect Claude to Black Diamond and get answers from your data in plain language, without switching screens or running manual lookups. Look up clients and accounts, pull performance and holdings down to the tax lot, track private fund activity, and review fees and transactions. Find rebalancing and tax loss harvesting opportunities, launch rebalance sessions, and run client reports on demand. Built for advisors and operations teams prepping for client meetings, researching billing questions, or scanning the book for opportunities.
From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.