Scan your Practifi CRM for missing and incomplete contact data. Generates an interactive report with completeness scores, field coverage, and CSV export.
Self-serve wealth management skills for Claude Code and Claude Cowork.
Claude Code — 2 commands, 30 seconds:
claude plugin marketplace add LEA-Sales-Marketing/lea-wealth-plugins
claude plugin install box-client-file-inventory@lea-wealth-plugins
Replace box-client-file-inventory with whichever skill you want.
Cowork — Mirror LEA-Sales-Marketing/lea-wealth-plugins to a private repo in your org, then connect it in Organization Settings → Plugins → GitHub. Reach out and we'll walk you through it.
Scan your entire vault and generate an interactive HTML report of every file across all client folders, organized by document type.
| Plugin | Vault |
|---|---|
box-client-file-inventory | Box |
sharepoint-client-file-inventory | SharePoint |
egnyte-client-file-inventory | Egnyte |
Find client agreements (CAs, IMAs, IPSs, CEAs) across your vault. Coverage report with optional organize to a central folder.
| Plugin | Vault |
|---|---|
box-client-agreement-organizer | Box |
sharepoint-client-agreement-organizer | SharePoint |
egnyte-client-agreement-organizer | Egnyte |
Scan your CRM for missing and incomplete contact data. Interactive report with completeness scores, field coverage, and CSV export.
| Plugin | CRM |
|---|---|
wealthbox-data-completeness-audit | Wealthbox |
practifi-data-completeness-audit | Practifi |
Cross-reference CRM households with your document vault to find which clients are missing required agreements. Compliance gap report with CSV export.
| Plugin | CRM |
|---|---|
wealthbox-agreement-compliance | Wealthbox |
practifi-agreement-compliance | Practifi |
Each skill connects to your firm's existing platforms. You'll need:
Releases are created with bin/release, which bumps the version in all plugin files, commits, tags, pushes, and creates a GitHub Release.
bin/release patch # 1.1.0 → 1.1.1
bin/release minor # 1.1.0 → 1.2.0
bin/release major # 1.1.0 → 2.0.0
bin/release patch --dry-run # preview without changes
The script requires a clean working directory on the main branch and the GitHub CLI (gh).
Contact [email protected] for help with setup or issues.
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Verify ownership to unlock analytics, metadata editing, and a verified badge. GitHub access is read-only (username + org membership).
Sign in to claimBased on adoption, maintenance, documentation, and repository signals. Not a security audit or endorsement.
Finds client agreements (CAs, IMAs, IPSs, CEAs) across your SharePoint vault. Coverage report + optional organize to a central folder.
Takes inventory of your Egnyte vault — every file across all client and household folders, organized by document type (agreements, tax docs, statements, and more). Generates an HTML report you can open in your browser with one click.
Pull households from Wealthbox, scan your document vault (Box, SharePoint, or Egnyte) for client agreements, and generate a compliance gap report showing which households are missing required agreements.
Finds client agreements (CAs, IMAs, IPSs, CEAs) across your Egnyte vault. Coverage report + optional organize to a central folder.
LEA test plugin — verifies marketplace install flow
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