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blackrock-advisor-center-plugin Claude Code Plugin

Author
BlackRock Advisor Center
Category
Productivity
Topics
Sales, Marketing & Business Ops · Payments & Fintech · Enterprise Business Platforms
First cataloged
2026-09-13 (UTC)
Explanation last updated
2026-09-13 (UTC)
Source (GitHub) last updated
2026-09-13 (UTC) (32 days ago)

The explanation below is AI-generated. Please verify it against the sources.

This plugin packages six skill files that organize AI-generated output for BlackRock Advisor Center 360° workflows aimed at financial advisors. It requires the BlackRock Advisor Center connector, an active Advisor Center account, and access to the Advisor Center MCP server. Because output quality depends on the data returned by that MCP server and the hosting AI environment, the README recommends reviewing generated results before relying on them. The package is distributed under the Apache License 2. 0, with a separate notice covering BlackRock trademark and liability terms.

About the service

BlackRock Advisor Center 360° is a web-based platform for financial advisors offering portfolio analytics, fund research, and related tools; this plugin serves as a skill layer that formats and presents data pulled from that platform through its MCP server inside an AI environment.

What you can do with blackrock-advisor-center-plugin

  • Route web-only or skill-unsupported requests to the correct Advisor Center 360° path
  • Create, import, clone, or vary portfolios with a write-confirmation step
  • Check portfolio opportunities and fund health, including a Funds to Explore section per holding
  • Generate wealth projection views covering modeled performance, fees, horizons, and methodology notes
  • Run a first-pass portfolio review combining snapshots, scenarios, opportunities, fund health, and related links

Sources

History of blackrock-advisor-center-plugin

  • Claude Code Plugin Added blackrock-advisor-center-plugin

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