agentmods.dev

advisory-practice

advisory-practice is a plugin for Claude Code from JoelLewis/finance_skills. Its manifest loads nothing; the 12 skills it bundles cost 1,766 tokens per session together, scanned A, original, MIT.

A collection of advisor-facing systems and workflow guidance for financial advisory platforms, covering work from client onboarding through reporting.

In plain words
What is it for?
Use it to design, evaluate, or integrate advisor tools involving onboarding, customer relationship management, portfolio management, proposals, and billing.
Why use it?
It gives software and workflow work the context of how advisory firms handle clients, portfolios, customer records, and billing.

Plugin for Claude Code

not rated 178 +2 1mo ago A scan tokens not measured original MIT
View the source file JoelLewis/finance_skills
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.

Claude Code
/plugin marketplace add JoelLewis/finance_skills
agentmods
npx agentmods add plugins/joellewis/finance_skills/advisory-practice
Clone the repo
git clone --depth 1 https://github.com/JoelLewis/finance_skills

Made for: Claude Code.

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 advisory-practice

README.md
[![agentmods](https://agentmods.dev/badge/plugins/joellewis/finance_skills/advisory-practice.svg)](https://agentmods.dev/plugins/joellewis/finance_skills/advisory-practice)
Your own site
<a href="https://agentmods.dev/plugins/joellewis/finance_skills/advisory-practice"><img src="https://agentmods.dev/badge/plugins/joellewis/finance_skills/advisory-practice.svg" alt="Measured on agentmods" height="20"></a>
Per session not measured What this adds to a session before it is invoked.
When invoked not measured The manifest loads nothing itself; its 12 skills cost 1,766 tokens a session between them.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Security

Grade A, and why

advisory-practice 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 4d 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.

plugins/advisory-practice/.claude-plugin/plugin.json · 22 lines

What it actually says

{
  "name": "advisory-practice",
  "description": "Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.",
  "version": "1.0.0",
  "author": {
    "name": "Joel Lewis",
    "email": "[email protected]"
  },
  "keywords": [
    "advisor",
    "wealth-management",
    "front-office",
    "crm",
    "billing"
  ],
  "dependencies": [
    "core",
    "wealth-management"
  ],
  "scripts": false
}
Contents

What it installs

The manifest is a name and a version. 12 skills travel with it, and installing the plugin installs all of them — 1,766 tokens a session between them. Each is measured on its own page, and each can be installed alone.

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. 4d ago First seen · 22 lines scan A b278b48d4cb5

Subscribe to this mod's changes

advisory-practice is a plugin published in the GitHub repository JoelLewis/finance_skills (178 stars, last pushed 1mo ago), licensed MIT. Its token cost is not measured: this kind of file is read by the harness, not the model. 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 2026-08-30.

Finance and fintechclaudeclaude-codecompliancefinancial-servicesskills
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