Vanguard Advisor Tools plugin for Claude

Name: Vanguard Advisor Tools
Author: Vanguard

By Vanguard

What it does

Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations…

What you can type in Claude after adding this plugin.

/vanguard-advisor-tools:model-prep
Help a financial advisor find Vanguard model portfolios that match a client need, understand how those models are built, and produce a meeting-ready advisor one-pager — as text and as a styled PDF — with optional clie…

We have not verified this plugin on Anthropic’s official pages. Check the details before you add it.

Sales
Gets you ready for calls, drafts your follow-ups and keeps track of your deals.
Verified1.6M installs
Apollo.io
Prospect, enrich leads, and load outreach sequences with Apollo.io — one-click MCP server integration for Claude Code and Cowork.
Verified311.8K installs
Common Room
Turn Common Room into your GTM copilot.
Verified255.6K installs
Vibe Prospecting
Vibe Prospecting connects Claude to live B2B company and contact data so users can search, match, enrich, filter, and export prospects at scale.
Verified153.6K installs
ZoomInfo
Search companies and contacts, enrich leads, find lookalikes, and get AI-ranked contact recommendations.
Verified147.3K installs
Claude for Financial Advisors
Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors.
Verified110.5K installs