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. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
Install
npx skills add anthropics/financial-services --skill client-reviewnpx skills add anthropics/financial-services --skill client-review -a claude-code -gnpx skills add anthropics/financial-services --skill client-review -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/agent-plugins/meeting-prep-agent/skills/client-reviewgh skill install anthropics/financial-services client-reviewgit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/agent-plugins/meeting-prep-agent/skills/client-review ~/.claude/skills/client-review # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/agent-plugins/meeting-prep-agent/skills/client-review ~/.agents/skills/client-review # Codex, Cursor, Gemini CLI, Copilot, OpenCode