/proposal
Create an investment proposal for a prospect
> /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
/proposal
Context preview
What this command does when you run it.
Create an investment proposal for a prospect
Command definition
proposal.mddescription: Create an investment proposal for a prospect argument-hint: "[prospect name]"
Load the `investment-proposal` skill to create a personalized investment proposal for a prospective client.
If a prospect name is provided, use it. Otherwise ask for prospect details.
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.
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Open command