Anthropic

Helps a teacher prepare to teach an existing K-12 lesson (math / ELA / science / social studies) — a prep partner that thinks through the lesson's key student task with the teacher and leaves a short teacher-only prep note. Triggers on asks to internalize, prepare for, get ready to teach, or understand a lesson, including implicit ones ("help me get ready for tomorrow's lesson"), and right after another skill built a lesson, which it can follow. Not for building or adapting a lesson, grading, rubrics, assessment feedback, or generating quizzes or student-facing material, and not for single-fact lookups a sentence would answer ("what standard is this?", "how long is this lesson?").

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Generate clinical trial protocols for medical devices or drugs. This skill should be used when users say "Create a clinical trial protocol", "Generate protocol for [device/drug]", "Help me design a clinical study", "Research similar trials for [intervention]", or when developing FDA submission documentation for investigational products.

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Extract structured data from clinical notes with span-level provenance and null-safety. Use when users say "extract [variables] from this note", "abstract this chart", "pull structured data from these notes", "what does this note say about [field]", or when building a chart-abstraction, registry, or cohort dataset from unstructured clinical text.

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Assign CPT and HCPCS Level II procedure codes from clinical documentation the way a professional coder builds the claim. Use when users say "code this encounter for procedures", "what CPT codes apply", "assign HCPCS codes", "code this op note", or when turning visit notes or operative reports into claim-ready procedure codes.

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Drive the contracts engine's runtime surface (the stdio MCP server) to verify changes end-to-end. Scoped to public-plugins/plugins/healthcare/skills/contracts/ and ../../servers/documents/.

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Automate payer review of prior authorization (PA) requests. This skill should be used when users say "Review this PA request", "Process prior authorization for [procedure]", "Assess medical necessity", "Generate PA decision", or when processing clinical documentation for coverage policy validation and authorization decisions.

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Extract billable ICD-10-CM diagnosis codes from a clinical note the way a professional coder builds the claim. Use when users say "code this encounter", "assign ICD-10 codes", "what diagnosis codes apply", "code this chart", or when turning clinical documentation into claim-ready diagnosis codes.

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Screen a Medicare/Medicaid claims corpus for fraud, waste, and abuse and produce ranked, fully-cited investigation referrals for an SIU / program-integrity team. Use when asked to run a fraud sweep, screen claims for FWA, find billing anomalies, or generate investigation referrals over a claims dataset.

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Connect to a hospital's FHIR R4 server (Epic, Oracle Health/Cerner, MEDITECH, athenahealth, or any SMART-on-FHIR endpoint), pull a patient's clinical data and notes, and extract structured findings. Use when users say "connect to the EHR", "connect to Epic/Cerner", "pull notes for patient X", "what do the last 6 months of notes say about Y", or any task that starts from a live EHR rather than pasted text.

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FHIR API development guide for building healthcare endpoints. Use when: (1) Creating FHIR REST endpoints (Patient, Observation, Encounter, Condition, MedicationRequest), (2) Validating FHIR resources and returning proper HTTP status codes and error responses, (3) Implementing SMART on FHIR authorization and OAuth scopes, (4) Working with Bundles, transactions, batch operations, or search pagination. Covers FHIR R4 resource structures, required fields, value sets (status codes, gender, intent), coding systems (LOINC, SNOMED, RxNorm, ICD-10), and OperationOutcome error handling.

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Extract plain text from a document file - PDF, DOCX, XLSX, PPTX, RTF, or plain text/markdown/HTML. Use when a binary document needs to be turned into text, for example a contract PDF or an EHR DocumentReference attachment. Other skills (fhir) invoke scripts/extract.ts directly; the contracts MCP server bundles its own copy (servers/documents/src/extract.mjs) so its bundle stays self-contained — port fixes to both.

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Answer a question across a corpus of contract documents with verified citations. Use when the user asks what a contract says, which contracts have a clause, what changed between amendments, or any question that needs reading and citing across a set of contract files. The corpus must be on the local filesystem (see README).

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The optional standing status report ("the weather"): compile open incidents, build health, merge-queue stats, and deploy lag into one always-current report page, and post to the channel only when a defined event fires. Use when the weather routine fires, or when someone asks to run/update the weather report.

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Investigate an alert or incident in this channel: classify the symptom, load the matching triage reference, check lessons.md for known causes, and post a grounded first-pass diagnosis with evidence links and a proposed (never executed) fix. Use when an alert fires, a routine detects a new anomaly, or someone reports something broken ("tests aren't running", "deploys look stuck", "is CI down?").

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Write the weekly on-call handoff: everything the incoming on-call needs, triage-ready, posted to the channel at shift boundary. Use when the weekly routine fires, or when someone asks for a handoff / shift summary / "catch the next on-call up".

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Bootstrap a Claude-assisted on-call for this channel/repo: discover the available connectors, mine incident history into draft triage playbooks, interview the human for policy, validate against held-out incidents, and install the scheduled routines. Use when the user wants to "set up on-call", "bootstrap the on-call kit", "onboard this channel", or has just installed the oncall-kit plugin. Five gated phases — never run more than one phase per turn, and never activate anything before Phase 4 sign-off.

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Start a new prospect's intake, with or without their files in hand — a request naming a new prospect and attaching no documents is a normal starting point, because Step 1 searches the connected tools or asks the advisor to upload. Cleans and normalizes their account files (statements, exports, screenshots) into a consolidated view, then hands back a plain-English prospect summary, a detailed analyst handoff the full proposal gets built from, and a friendly "what to expect" memo, offered as a Gmail draft on approval. Does not produce the proposal, recommend an allocation, or quote fees. Triggers on "prospect intake", "/prospect-intake", "new prospect intake", "clean up [prospect]'s statements", "process [prospect]'s files", "what to expect note for [prospect]" — and on how an advisor raises a new prospect before any file exists: "I met with a potential client/customer", "[name] is interested in becoming a client", "I have a new prospect", "how should I proceed with [name]".

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Run a portfolio review for a client or household — performance pulled from Orion, allocation drift analysis vs. IPS or model portfolio, model-portfolio mapping, rebalance preparation with tax-aware rebalance opportunities to consider, and a rebalance rationale memo for the compliance file. Triggers on "portfolio review", "/portfolio-rebalance-review", "drift analysis", "rebalance [client]", "how is [client]'s portfolio positioned", "rebalance rationale", or "map [client] to a model".

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Turn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting (via Zocks, Wealthbox, or a pasted transcript), finds the right household, drafts a CRM note plus the action items and opportunities it heard, shows them all in one batch for approval, then writes what's approved and offers to file the record in Drive. Triggers on "log the meeting", "log my meeting with [client]", "meeting follow-up", "post meeting", "/post-meeting", or "follow up on my meeting with [client]".

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Prepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks it against how accounts are titled and beneficiaried at the custodian and portfolio platforms (Schwab, Orion/Addepar, iCapital) — surfacing unfunded trusts, titling mismatches, and beneficiary gaps as a prioritized flags list. The only write is creating advisor-approved follow-up tasks in the CRM (optional, approved first). Never drafts trust language, gives legal advice, retitles an account, or changes a beneficiary. Triggers on "estate brief", "estate meeting brief", "estate and tax brief", "estate plan review for [client]", "check [client]'s trust funding", "are [client]'s beneficiaries up to date", or "does [client]'s estate plan match their accounts".

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Prepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context (Salesforce/Redtail/Wealthbox), portfolio data (Orion/Addepar/Envestnet-Tamarac), estate & tax status (Wealth.com), meeting notes (Zocks or CRM), recent correspondence (Gmail/Outlook), and the household's plan snapshot (MoneyGuide), then assembles a meeting-ready prep doc with agenda, talking points, and action items. Triggers on "pre meeting", "/pre-meeting", "prep for [client]", "quarterly review prep", "get me ready for my meeting with [client]", or "client meeting tomorrow".

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Prepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review — pulls the alts book from iCapital or Addepar (positions, NAV vs. commitment, called and unfunded amounts, contributions/distributions/subscriptions/redemptions, lockups, and the platform's own IRR/TVPI/DPI/RVPI) and sits it beside the liquid book and IPS target from the connected portfolio system (Orion Connect, Addepar, or Envestnet), then flags cash needed for capital calls, alts % vs. target, concentration, unfunded concentration, and stale as-of data. Cites the source platform on every figure and keeps disclosures on the page. Does not recommend funds, forecast NAVs/IRRs, or simulate allocation changes. Triggers on "alts brief", "/alts-brief", "prep the [client]'s alts review", "what's going on with [client]'s PE/private investments", "how's [client] doing on their alts", or any request to review a household's alternative investment positions before a meeting.

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Review any client-facing message or material (emails, letters, newsletters, social posts, website copy, presentations, performance reports, proposals) for compliance with SEC rules that govern investment advisers — the Marketing Rule (206(4)-1), fiduciary duty / antifraud provisions (206), Books and Records (204-2), and Reg BI where broker-dealer activity applies. Produces a pass/flag/fail markup, required disclosures, a books-and-records scratch-pad entry, and an archiving handoff reminder. Triggers on "compliance check", "/compliance", "is this compliant", "review this before I send it", "can I say this to a client", "check this email/post/deck". Use it whenever an advisor asks to check, review, or look over anything before it goes to a client or prospect — "check this before I send it", "look this over before it goes out" — even a routine note, because deciding that a message needs no changes is part of the review, not a reason to skip it.

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Welcome and set up a new Claude for Financial Advisors user. Gets to know the advisor's RIA, learns their day-to-day pain points and tech stack, walks them through connecting their tools, explains the plugin and how skills work, runs a live pre-meeting demo, shows them how to customize skills, and closes with a personalized recommendation for which skill to try next. Use when the advisor is getting started or says any of: "onboarding," "/onboarding," "get started," "help me get started," "set up claude for financial advisors," "claude for financial advisors setup," "what can this plugin do," "I'm new to this," "show me around," or is in their first session with the plugin.

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