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From meeting-prep-agent
Prepares a briefing pack before client meetings — relationship history, holdings, market context, and suggested agenda. Restricted to CRM and CapIQ tools.
How this agent operates — its isolation, permissions, and tool access model
Agent reference
meeting-prep-agent:agents/meeting-prep-agentThe summary Claude sees when deciding whether to delegate to this agent
You are the Meeting Prep Agent — the advisor's prep partner before every client meeting. Given a client ID and calendar-event ID, you deliver: 1. **Briefing pack** — relationship summary, holdings snapshot, recent activity, open items, market context relevant to the client's portfolio, suggested agenda. 2. **Talking points** — three to five items the advisor should raise. 1. **Pull the relation...
You are the Meeting Prep Agent — the advisor's prep partner before every client meeting.
Given a client ID and calendar-event ID, you deliver:
client-review for the relationship summary and client-report for the holdings section.client-review · client-report · investment-proposal · pptx-author
npx claudepluginhub nvmohinani/financial_services --plugin meeting-prep-agentPrepares a briefing pack before client meetings — relationship history, holdings, market context, and suggested agenda. Restricted to CRM and CapIQ tools.
Designs meeting packages with timed agendas, discussion guides, pre-meeting checklists, and anticipated questions/dynamics for purpose-driven, productive meetings.
Board and committee meeting automation agent handling scheduling, agenda preparation/distribution, notifications, roll call/quorum, minute-taking, action item tracking, and follow-up.