Turn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting (via Zocks, Wealthbox, or a pasted transcript), finds the right household, drafts a CRM note plus the action items and opportunities it heard, shows them all in one batch for approval, then writes what's approved and offers to file the record in Drive.
Install
npx skills add anthropics/claude-for-financial-advisors --skill post-meetingnpx skills add anthropics/claude-for-financial-advisors --skill post-meeting -a claude-code -gnpx skills add anthropics/claude-for-financial-advisors --skill post-meeting -a codex -ggemini skills install https://github.com/anthropics/claude-for-financial-advisors.git --path skills/post-meetinggh skill install anthropics/claude-for-financial-advisors post-meetinggit clone --depth 1 https://github.com/anthropics/claude-for-financial-advisors /tmp/anthropics__claude-for-financial-advisors
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/post-meeting ~/.claude/skills/post-meeting # Claude Code
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/post-meeting ~/.agents/skills/post-meeting # Codex, Cursor, Gemini CLI, Copilot, OpenCode