/client-review
Prep for a client review meeting
> /plugin marketplace add anthropics/financial-servicesHow it fires
How this command gets triggered: by you, by Claude, or both.
- Fires itselfClaude auto-loads it when your prompt matches the work.
- You can call itInvoke it directly when you want it.
- Slash command
/client-review
Context preview
What this command does when you run it.
Prep for a client review meeting
Command definition
client-review.mddescription: Prep for a client review meeting argument-hint: "[client name]"
Load the `client-review` skill and prepare a client meeting package with performance, allocation, and talking points.
If a client name is provided, use it. Otherwise ask who the meeting is with.
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Other commands on financial-services.
- /access-policies
Build the access_policies value — the granular, IAM-shaped way to allow or deny add-in features
Open command - /bootstrap
Build the bootstrap endpoint — per-user MCP servers, skills, dynamic config
Open command - /consent
Azure admin consent URLs — one-time tenant approval for Entra SSO and Outlook Graph access
Open command - /debug
Diagnose deployment issues (stale config, connect failures, missing add-in)
Open command - /entra-app
Several manifest configurations require an Entra (Azure AD) app registration in **your** tenant rather than Anthropic's default multi-tenant app — because the token's `aud` must match a resource you control, or because your tenant is in a sovereign cloud where Anthropic's app
Open command - /export-data
Export a copy of a user's add-in chat history, skills, MCP registrations, and settings before a machine is rebuilt
Open command