meeting-prep-agent

Skills (4)

• Skill client-report

  Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report"

  Any agent

  npx skills add anthropics/financial-services --skill client-report

• Skill client-review

  Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format.

  Any agent

  npx skills add anthropics/financial-services --skill client-review

• Skill investment-proposal

  Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure.

  Any agent

  npx skills add anthropics/financial-services --skill investment-proposal

• Skill pptx-author

  Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.

  Any agent

  npx skills add anthropics/financial-services --skill pptx-author

Agents (1)

• Agent meeting-prep-agent

  Builds a briefing pack before a client or prospect meeting — relationship history from CRM, holdings and recent activity, market context, and a suggested agenda.

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.