mcpbeat Sign in

Client Review Skill for Claude

Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".

797 tokens
context cost
the whole folder, loaded on every use
1
files
instructions only
0
copies elsewhere
how many repositories repackaged it
33987
stars on the repo
on the repository, not the skill itself

Install

one command, takes just this skill from the repository
npx skills add https://github.com/anthropics/financial-services --skill client-review

The instruction itself

9 sections, as written by the author

Client Review Prep

Workflow

Step 1: Client Context

Gather or look up:

  • Client name and household members
  • Account types: Taxable, IRA, Roth, 401(k), trust, etc.
  • Total AUM across accounts
  • Investment Policy Statement (IPS): Target allocation, risk tolerance, constraints
  • Life stage: Accumulation, pre-retirement, retirement, legacy
  • Last meeting date and any outstanding action items

Step 2: Portfolio Performance

For each account and the household aggregate:

| Metric | QTD | YTD | 1-Year | 3-Year | Since Inception |

|--------|-----|-----|--------|--------|----------------|

| Portfolio return | | | | | |

| Benchmark return | | | | | |

| Alpha | | | | | |

Performance Attribution:

  • Which asset classes / positions drove returns?
  • Top 3 contributors and top 3 detractors
  • Any outsized single-position impact?

Step 3: Allocation Review

Current vs. target allocation:

| Asset Class | Target | Current | Drift | Action |

|------------|--------|---------|-------|--------|

| US Large Cap | | | | |

| US Mid/Small | | | | |

| International Developed | | | | |

| Emerging Markets | | | | |

| Fixed Income | | | | |

| Alternatives | | | | |

| Cash | | | | |

Flag any drift exceeding the IPS rebalancing threshold (typically 3-5%).

Step 4: Talking Points

Generate a meeting agenda:

  • Market overview (2-3 min): Brief macro context and outlook
  • Portfolio performance (5 min): How did we do? Why?
  • Allocation review (5 min): Any rebalancing needed?
  • Planning updates (5-10 min):
  • Life changes? (job, health, family, home, education)
  • Income needs changing?
  • Tax situation updates
  • Estate planning updates
  • Action items (5 min): What are we doing before next meeting?

Step 5: Proactive Recommendations

Based on the review, suggest:

  • Rebalancing trades (if drift exceeds thresholds)
  • Tax-loss harvesting opportunities
  • Cash deployment or withdrawal planning
  • Roth conversion opportunities (if applicable)
  • Beneficiary updates or estate planning needs
  • Insurance review (life, disability, LTC)

Step 6: Output

  • One-page client review summary (Word or PDF)
  • Performance table with benchmarks
  • Allocation pie chart (current vs. target)
  • Recommended action items
  • Meeting agenda

Important Notes

  • Know your client before the meeting — review notes from last meeting
  • Lead with what the client cares about, not what you want to talk about
  • If performance was bad, address it directly — don't hide or spin
  • Always end with clear action items and next steps with dates
  • Document the meeting notes and any changes to the IPS
  • Compliance: ensure all materials are compliant with firm policies and regulatory requirements

Other skills for the same job

different authors, same section of the catalogue
Okx Growth Competition
by internet-court
×1

List OKX Agentic Wallet exclusive trading competitions, register users for contests, track participation and leaderboard rankings, and claim won rewards. Use when users want to list available trading competitions or trading cups, view competition rules / prize pool / total prizes, register or sign up or enroll or join a contest, check the leaderboard (who is winning) or their own rank (am I in the prize zone, what is my place), ask did I win or query participation / claim status, claim won rewards or prizes from completed competitions, see which wallet account they registered with, or submit Telegram / WeChat / Email / Twitter contact for prize delivery to top-tier winners.

14k tokens
Hunt Race Condition
by elementalsouls

Hunting skill for race condition vulnerabilities. Built from 12 public bug bounty reports including modern HTTP/2 single-packet attack cases (James Kettle DEF CON 2023 "Smashing the State Machine"; RyotaK / Flatt Security 10,000-request first-sequence-sync expansion 2024). Covers coupon double-redemption, gift-card double-spend, MFA-OTP-validate race, account-create race, faucet/crypto token double-mint, email-activation race, vote/upvote inflation, password-reset token race, rate-limit bypass via concurrent requests. Use when hunting race conditions, TOCTOU bugs, MFA-bypass-via-timing.

9k tokens
Discord Reader
by himself65

> Read Discord for financial research using opencli (read-only). Use this skill whenever the user wants to read Discord channels, search for messages in trading servers, view guild/channel info, monitor crypto or market discussion groups, or gather financial sentiment from Discord. "what's happening in the trading Discord", "show Discord channels", "list my servers", "Discord sentiment on BTC", "what are people saying in Discord about AAPL", "monitor crypto Discord", any mention of Discord in context of reading financial news, market research, or trading community discussions. This skill is READ-ONLY — it does NOT support sending messages, reacting, or any write operations.

4k tokens
Swift Csp
by Sushegaad

> Expert SWIFT Customer Security Programme (CSP) advisor covering the Customer Security Controls Framework (CSCF v2026). Use this skill whenever a user asks about SWIFT CSP, CSCF controls, SWIFT security attestation, KYC-SA portal, SWIFT architecture types (A1/A2/A3/A4/B), mandatory vs advisory controls, independent assessment, SWIFT secure zone, secure flow zone, MFA for operators, SWIFT messaging security, payment fraud prevention on SWIFT, gap analysis for CSCF, or compliance with SWIFT's 32 controls Environment, Know and Limit Access, Detect and Respond. Control 2.4 (Back-Office Data Flow Security) is now mandatory in v2026. v2026 attestation window is July 1– December 31, 2026. Trigger for any SWIFT CSP or CSCF compliance question.

12k tokens
Churn Prevention
by AvdLee

When the user wants to reduce churn, build cancellation flows, set up save offers, recover failed payments, or implement retention strategies. Also use when the user mentions 'churn,' 'cancel flow,' 'offboarding,' 'save offer,' 'dunning,' 'failed payment recovery,' 'win-back,' 'retention,' 'exit survey,' 'pause subscription,' or 'involuntary churn.' This skill covers voluntary churn (cancel flows, save offers, exit surveys) and involuntary churn (dunning, payment recovery). For post-cancel win-back email sequences, see email-sequence. For in-app upgrade paywalls, see paywall-upgrade-cro.

10k tokens
Swift Csp
by lawve-ai

Expert SWIFT Customer Security Programme (CSP) advisor covering the Customer Security Controls Framework (CSCF v2026). Use this skill whenever a user asks about SWIFT CSP, CSCF controls, SWIFT security attestation, KYC-SA portal, SWIFT architecture types (A1/A2/A3/A4/B), mandatory vs advisory controls, independent assessment, SWIFT secure zone, secure flow zone, MFA for operators, SWIFT messaging security, payment fraud prevention on SWIFT, gap analysis for CSCF, or compliance with SWIFT's 32 controls (25 mandatory, 7 advisory in v2026) across the three objectives: Secure Your Environment, Know and Limit Access, Detect and Respond. Control 2.4 (Back-Office Data Flow Security) is now mandatory in v2026. v2026 attestation window is July 1– December 31, 2026. Trigger for any SWIFT CSP or CSCF compliance question.

17k tokens
Fin Earnings Summary
by asgard-ai-platform

Summarize and analyze earnings calls (法說會) including financial highlights, management commentary, guidance, and analyst Q&A key takeaways. Use this skill when the user needs to digest an earnings call transcript, extract key financial data and forward guidance, compare actual results vs consensus estimates, or prepare for an investor meeting — even if they say 'summarize this earnings call', 'what did management say about next quarter', 'did they beat estimates', or 'key takeaways from the 法說會'.

3k tokens
Ops Pitch Deck
by asgard-ai-platform

Structure and write investor pitch decks covering problem, solution, market, business model, traction, team, and financials. Use this skill when the user needs to create a fundraising presentation, prepare for investor meetings, or structure a startup pitch — even if they say 'build a pitch deck', 'present to investors', 'prepare for fundraising', or 'how should I structure my pitch'.

3k tokens

How to use it

Copy the folder

Take anthropics/client-review from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.