Wealthbox

Partner, reviewed

Advisor workflows for Wealthbox CRM: onboarding data orchestration, client service request tracking, recommendation and suitability records, client meeting preparation, and identifying clients affected by external changes.

Plugin · by starburstlabs · runs in Claude Code, Cowork, claude.ai · 5 skills, 1 MCP server · listed 2026-09-04

Claude Code

claude plugin install wealthbox

Source

Skills (5)

Skill document-recommendation-suitability

Combine interaction evidence and current financial data into a complete record of the client context, recommendation, targeted risk, supporting rationale, and resulting work.

Any agent
```
npx skills add starburstlabs/wealthbox-plugin --skill document-recommendation-suitability
```
Skill identify-clients-affected-by-change

Read an external change and determine which Wealthbox clients or prospects are likely to be affected and what follow-up should occur.

Any agent
```
npx skills add starburstlabs/wealthbox-plugin --skill identify-clients-affected-by-change
```
Skill manage-client-service-request

Convert a client request into a tracked, multi-step Wealthbox service process informed by the complete client relationship.

Any agent
```
npx skills add starburstlabs/wealthbox-plugin --skill manage-client-service-request
```
Skill orchestrate-onboarding-data

Build a verified onboarding data set from uploaded materials and connected systems, reconcile conflicting sources, and route the resulting information and work to Wealthbox and the appropriate…

Any agent
```
npx skills add starburstlabs/wealthbox-plugin --skill orchestrate-onboarding-data
```
Skill prepare-client-meeting

Create a concise, decision-ready briefing for an upcoming client or prospect meeting by synthesizing the complete client relationship across connected systems.

Any agent
```
npx skills add starburstlabs/wealthbox-plugin --skill prepare-client-meeting
```

From Anthropic's public plugin directory, read on 2026-10-16. Find a skill by task.