This repository provides an official Claude Code and Cowork plugin that bundles:
- Six Skills for financial advisors working estate planning, balance sheet, and tax cases
- The Wealth.com MCP Server, which gives Claude secure access to a household's live client data — estate documents, balance sheet, and filed tax returns
This plugin allows Claude Code and Cowork users to install everything — Skills + MCP server — with one click.
Six Skills for advisors working a household's file:
Estate
| Skill | Description |
|---|---|
wealth-estate-client-brief |
Orient on a household: who the client is, and what's on file for them |
wealth-estate-document-deep-dive |
Go deep on one estate document: its executive summary, disposition diagram, flagged observations, and follow-up questions about its own terms |
wealth-estate-document-intake |
File a new document to a client's record and have it read |
Balance sheet
| Skill | Description |
|---|---|
wealth-balance-sheet-review |
What a household owns, who owns it as recorded, where it's concentrated, and what the beneficiary designations say |
Tax
| Skill | Description |
|---|---|
wealth-tax-executive-summary |
A descriptive overview of a client's filed tax return: household and filing, income, deductions, tax and rates, capital-gains and IRMAA positioning, payments and safe harbor, and what's in the return |
wealth-tax-scenarios |
Build and model a tax position for a year that hasn't been filed, either from the advisor's own assumptions or by rolling a filed return forward with changes |
Each skill ships its own reference/ (domain rules and edge cases), examples/ (an end-to-end transcript), and evaluations/ (triggering, functional, and should-not-trigger test cases).
Claude automatically connects to Wealth's hosted MCP server at:
https://mcp.wealth.com/mcp
This provides Claude with tools to:
- Look up a client and their household
- Read a client's document inventory and estate documents
- Read a household's balance sheet and beneficiary designations
- Read a client's filed federal and state tax returns
- Model a tax scenario for a year that hasn't been filed
- Upload and extract a new estate document
1. Add this plugin's marketplace
/plugin marketplace add wealthcom/claude-code-wealth-com-plugin2. Install the plugin
/plugin install wealth-com-claude-code-plugin@wealth-com-claude-code-plugin-marketplace3. Restart Claude Code
This ensures the MCP server starts correctly.
Add this repository as a marketplace, then install wealth-com-claude-code-plugin from it.
You'll need the wealthcom-mcp connector authorized for your account — the skills do nothing without it.
- Skills by Wealth.com
- MCP Server by Wealth.com
- Plugin Specification by Anthropic