Featured starting point
Claude Financial Services: what the public plugins actually provide
Separate financial workflow files, paid host services and human approval before choosing an agent.
Browse all 9 articles in this open-source series. Separate financial workflow files, paid host services and human approval before choosing an agent.
Featured starting point
Separate financial workflow files, paid host services and human approval before choosing an agent.
Suggested learning path
01 → 09
Separate financial workflow files, paid host services and human approval before choosing an agent.
Install one documented plugin and define a checkable draft without connecting real financial records.
Choose a host, preserve configuration and keep preview orchestration outside production approval paths.
Trace a work product through domain skills, connector reads, harness validation and human authorization.
An offline test of extract_handoff shows why the reference regex cannot parse an ordinary nested payload.
Build a per-accepted-work-product budget that separates model use, data access and human correction.
Protect customer data and prevent document content from becoming an authorized instruction.
Compare reusable domain material, general knowledge-work plugins and an application-owned workflow.
A proposed learning project turns validated requests into reviewable records without giving documents control of routing.