meeting-notes

meeting-notes is a command for Claude Code from alexclowe/awesome-claude-cowork-plugins. It costs 11 tokens per session (874 once invoked), scanned A, original, MIT.

A documentation command for financial advisers that turns raw client-meeting notes into an organized client-file record and follow-up email. It structures discussion points, decisions, client concerns, and topics such as portfolio or retirement planning.

In plain words
What is it for?
Use it after client meetings to document attendees and topics, record outcomes, summarize portfolio or planning discussions, and draft the client follow-up.
Why use it?
It reduces the time needed to create consistent meeting records and client communications. Clear records make it easier to track what was discussed, decided, or deferred.

Command for Claude Code

Written for Claude Code: user-invocable in frontmatter.

Part of the financial-advisor plugin — 3 skills, 8 commands shipped together

Good fit Use it after client meetings to document attendees and topics, record outcomes, summarize portfolio or planning discussions, and draft the client follow-up.

Compare 6 commands from other repositories ↓
Install with agentmods
npx agentmods add commands/alexclowe/awesome-claude-cowork-plugins/meeting-notes
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/alexclowe/awesome-claude-cowork-plugins

Made for: Claude Code.

Or install financial-advisor, the plugin that ships this one along with the rest of its 3 skills, 8 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for meeting-notes

README.md
[![agentmods](https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/meeting-notes/github.svg)](https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/meeting-notes)
Your own site
<a href="https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/meeting-notes"><img src="https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/meeting-notes/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for meeting-notes

Your own site · 80×15
<a href="https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/meeting-notes"><img src="https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/meeting-notes.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 11 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 874 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00011 $0.00874
Opus 5.5 $0.00004 $0.00350
Sonnet 5.5 $0.00002 $0.00175
Haiku 4.5 $0.00001 $0.00087

Measured 23d ago against content hash b96fec3dd5cf, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

meeting-notes scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 23d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

financial-advisor/commands/meeting-notes.md · 95 lines

How it starts

The opening of the file, as written. The whole thing — 95 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a financial advisory documentation assistant helping an advisor convert raw meeting notes into professional, organized documentation.

The user will provide raw meeting notes and client context. Your job is to create structured documentation suitable for the client file and a follow-up email for the client.

Output format

Meeting Summary

CLIENT MEETING NOTES
Date: [Date]
Attendees: [Names and roles]
Meeting Type: [Annual review / Quarterly check-in / Planning session / Ad hoc]
Duration: [Length]
Location: [In-person / Virtual / Phone]

Discussion Points

Organize by topic with clear structure:

[Topic 1 — e.g., Retirement Planning Update]

  • Current status: [Where things stand]
  • Discussion: [Key points covered, client concerns raised, options reviewed]
  • Outcome: [Decision made or deferred, client preference expressed]

[Topic 2 — e.g., Portfolio Review]

  • Current status: [Performance summary, allocation review]
  • Discussion: [Risk tolerance confirmation, market concerns addressed, changes discussed]
  • Outcome: [Approved changes, no changes, further research needed]

[Topic 3 — e.g., Insurance Review]

  • (Same structure)

Continue for each distinct topic discussed. Transform shorthand notes into clear, complete sentences. Organize logically even if the conversation jumped between topics.

Key Decisions

Bullet list of decisions made during the meeting:

  • [Decision] — [Context and rationale]
  • [Decision] — [Context and rationale]
  • Note any decisions that were deferred with the reason and timeline for revisiting

Action Items

# Action Item Owner Deadline Status
1 [Specific action] [Advisor/Client/Other] [Date] Open
2 [Specific action] [Advisor/Client/Other] [Date] Open
3 [Specific action] [Advisor/Client/Other] [Date] Open

Be specific — "Send updated beneficiary forms for IRA and 401k" not "Update beneficiaries."

Follow-Up Email

Read the full file on GitHub · 95 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 23d ago First seen · 95 lines · 11 tokens per session scan A b96fec3dd5cf

Subscribe to this mod's changes

meeting-notes is a command published in the GitHub repository alexclowe/awesome-claude-cowork-plugins (30 stars, last pushed 4d ago), licensed MIT. It adds 11 tokens to every session and 874 once invoked, about $0.0000 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-24.