client-operations

client-operations is a plugin for Claude Code from JoelLewis/finance_skills. Its manifest loads nothing; the 8 skills it bundles cost 961 tokens per session together, scanned A, original, MIT.

A set of back-office workflows for managing customer accounts from opening through ongoing maintenance, transfers, reconciliation, and corporate actions.

In plain words
What is it for?
Use it for account management, moving assets or money between accounts, matching records, and processing corporate actions such as dividends or mergers.
Why use it?
It covers routine account servicing work across the account lifecycle, helping teams handle related operations in one place.

Plugin for Claude Code

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/client-operations
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 client-operations

README.md
[![agentmods](https://agentmods.dev/badge/plugins/joellewis/finance_skills/client-operations.svg)](https://agentmods.dev/plugins/joellewis/finance_skills/client-operations)
Your own site
<a href="https://agentmods.dev/plugins/joellewis/finance_skills/client-operations"><img src="https://agentmods.dev/badge/plugins/joellewis/finance_skills/client-operations.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 8 skills cost 961 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

client-operations 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 3d 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/client-operations/.claude-plugin/plugin.json · 21 lines

What it actually says

{
  "name": "client-operations",
  "description": "Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.",
  "version": "1.0.0",
  "author": {
    "name": "Joel Lewis",
    "email": "[email protected]"
  },
  "keywords": [
    "back-office",
    "account-management",
    "transfers",
    "reconciliation",
    "corporate-actions"
  ],
  "dependencies": [
    "core"
  ],
  "scripts": false
}
Contents

What it installs

The manifest is a name and a version. 8 skills travel with it, and installing the plugin installs all of them — 961 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. 3d ago First seen · 21 lines scan A 5ff37f034a17

Subscribe to this mod's changes

client-operations 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.