sharepoint-client-agreement-organizer

LEA Wealth Plugins

Self-serve wealth management skills for Claude Code and Claude Cowork.

Install

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.

Available Skills

Document Vault — File Inventory

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

Document Vault — Agreement Organizer

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

CRM — Data Completeness Audit

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

CRM — Agreement Compliance

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

Requirements

Each skill connects to your firm's existing platforms. You'll need:

• A LEA account with the relevant platform integrations enabled
• Access credentials for your vault and/or CRM (configured during first run)

Releasing

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).

Support

Contact [email protected] for help with setup or issues.