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SkillMaxx / Productivity / Blackrock Advisor Center Plugin
Blackrock Advisor Center Plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth projections, and routing to Advisor Center web workflows. Requires the BlackRock Advisor Center connector and an Advisor Ce
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- Tested ✓ in 3 of 5
Install
Tested ✓✓ Verified from docsOfficial docs ↗
/plugin install blackrock-advisor-center-plugin@claude-plugins-officialTested ✓ on 2026-10-16: installed and loaded in a throwaway sandbox with no credentials.
Log excerpt
Installing plugin "blackrock-advisor-center-plugin@claude-plugins-official"...✔ Successfully installed plugin: blackrock-advisor-center-plugin@claude-plugins-official (scope: user)
$ verify:
❯ blackrock-advisor-center-plugin@claude-plugins-official
Status: ✔ enabled1 run, latest 2026-10-16
Not yet tested
No official Codex instructions yet. We haven't found docs saying this works in Codex.
Know it works? Tell us →Tested ✓✓ Verified from docsOfficial docs ↗
Auto-loaded from your Claude Code plugins (no extra setup per xAI docs)Tested ✓ on 2026-10-16: installed and loaded in a throwaway sandbox with no credentials.
Log excerpt
Installed 1 plugin(s) from claude-plugins-official: blackrock-advisor-center-plugin $ verify: advisor-center-agent-skills-eb21da62: blackrock-advisor-center-plugin [git: https://github.com/blackrock/advisor-center-agent-skills.git] (claude-plugins-official)
1 run, latest 2026-10-16
Not yet tested
No official Cursor instructions yet. We haven't found docs saying this works in Cursor.
Know it works? Tell us →Tested ✓
pi install git:github.com/blackrock/advisor-center-agent-skillsTested ✓ on 2026-10-16: installed and loaded in a throwaway sandbox with no credentials.
Pi has no plugin system. This checks that Pi installs the repo as a package and finds its skills. Hooks and MCP servers don't load in Pi.
Log excerpt
talling git:github.com/blackrock/advisor-center-agent-skills... Cloning into '/home/sbx/.pi/agent/git/github.com/blackrock/advisor-center-agent-skills'... Installed git:github.com/blackrock/advisor-center-agent-skills $ verify: /home/sbx/.pi/agent/git/github.com/blackrock/advisor-center-agent-skills/skills/ac360-capability-router/SKILL.md /home/sbx/.pi/agent/git/github.com/blackrock/advisor-center-agent-skills/skills/guided-benchmark-selection/SKILL.md /home/sbx/.pi/agent/git/github.com/blackrock/advisor-center-agent-skills/skills/guided-portfolio-builder/SKILL.md /home/sbx/.pi/agent/git/github.com/blackrock/advisor-center-agent-skills/skills/portfolio-observations-and-opportunities/SKILL.md
1 run, latest 2026-10-16
README
View on GitHub ↗BlackRock Advisor Center Skills
Advisor Center Skills contains skill files for Advisor Center 360° MCP workflows. The skills help AI environments organize returned portfolio data, analytics, links, and routes for advisor-facing review.
Included skills
| Skill | Purpose |
|---|---|
ac360-capability-router |
Routes web-only or unsupported requests to the right Advisor Center 360° path. |
guided-benchmark-selection |
Benchmark selection across BlackRock models, indices, and saved portfolios. |
guided-portfolio-builder |
Portfolio creation, import, clone, variation, and write confirmation flows. |
portfolio-observations-and-opportunities |
Opportunity checks, fund-health detail, Funds to Explore, and approved drilldowns. |
wealth-projections |
Modeled performance, projected wealth, methodology, fees, horizons, and unsupported configurations. |
portfolio-review |
First-pass portfolio review: snapshot, scenarios, opportunities, fund health, Funds to Explore, links, and follow-ups. |
Each skill folder contains a SKILL.md file plus rendering and design-token references.
Rendering posture
- Use rich inline cards, charts, and components first.
- Use markdown tables only when rich cards or charts are unavailable.
- Render opportunities as cards, not primary markdown tables.
- Render fund health as card grids with a Funds to Explore area on every holding.
- Put Advisor Center, comparison, methodology, fund, product, and route links near the block they support.
- Keep output concise, data-grounded, and advisor-facing.
Requirements
- Access to Advisor Center 360°
- Access to the Advisor Center MCP server
- An AI environment that can load skill markdown or plugin packages
Scope and review
This repository contains the Advisor Center skill layer. Output quality and presentation depend on the underlying MCP data and the host AI environment. Users should review generated outputs before use.
License and notices
Licensed under the Apache License, Version 2.0. See LICENSE.
See NOTICE for BlackRock trademark, limitation-of-liability, and no-affiliation terms.
Preview from the source repo. Images are removed.
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