---
title: "Client Review Prep - Air Market"
description: "You have a client meeting coming and the account data is spread across places. This pulls it together into a short meeting-ready pack: how the portfolio performed, how it is allocated, what to talk a…"
canonical: "https://airmarket.ai/app/client-review"
---

[Air Market](/) / [Finance](/category/finance) / Client Review Prep

Skill by [Anthropic](/@anthropics)

# Client Review Prep

Walk into the client meeting knowing what you will say

## What this does

You have a client meeting coming and the account data is spread across places. This pulls it together into a short meeting-ready pack: how the portfolio performed, how it is allocated, what to talk about, and what to follow up on. Reach for it before a quarterly review, an annual checkup, or a meeting called at short notice.

### Top 3 things it does for you

- Prep for a client review meeting
- Pull account data into a meeting-ready summary
- Get talking points ready before a quarterly review

## Information

**Client Review Prep at a glance**

|  |  |
| --- | --- |
| Kind | Skill |
| Publisher | [Anthropic](/@anthropics) |
| Category | [Finance](/category/finance) |
| Works with | Agent Skills - an open standard supported by 40+ agents |
| Size | 3 KB |
| Licence | Apache-2.0 |
| Repository | [anthropics/financial-services](https://github.com/anthropics/financial-services/tree/96bc9615bccdff61c190cc3e29687f5885bc3929/plugins/agent-plugins/meeting-prep-agent/skills/client-review) |
| GitHub stars | 34,484 (as of Nov 2026) |
| Installs | 1,104, counted by skills.sh (Nov 2026) |

## Security report

**Verified.** AIR scanned this exact version of Client Review Prep and flagged nothing. AIR's verdict: **safe**.

**What Client Review Prep's check was run against**

|  |  |
| --- | --- |
| Commit | 96bc9615bccdff61c190cc3e29687f5885bc3929 |
| Content hash | cf6cead8a897afe2bbd33d3fecd37d4c37fbef941d2bb30fbde3993b86039554 |
| Files read | [Browse the files at this exact commit](https://github.com/anthropics/financial-services/blob/96bc9615bccdff61c190cc3e29687f5885bc3929/plugins/agent-plugins/meeting-prep-agent/skills/client-review/SKILL.md) |

A scan is named by the exact content it read, not by a version number. A different version is a different artifact, and nothing here applies to a version AIR has not scanned.

[Read the full security report for Client Review Prep](/security/client-review)

## About Client Review Prep

This prepares you for client review meetings with a portfolio performance summary, allocation analysis, talking points, and action items. It pulls account data together into a concise, meeting-ready format.

Use it before quarterly reviews, annual checkups, or ad-hoc client meetings.

## What's inside

- SKILL.md - instructions

## Questions

### Is Client Review Prep safe to install?

AIR scanned this exact version of Client Review Prep and flagged nothing. AIR's verdict: safe. The verdict is named by the content that was read, at commit 96bc9615bccd, so it cannot drift onto a version nobody scanned. The full report is at https://airmarket.ai/security/client-review.

### How do I install Client Review Prep?

Open https://airmarket.ai/app/client-review on Air Market and use the install action: Air Market hands Claude a prompt naming this exact skill, and Claude sets it up. Source, pinned to the exact commit this listing describes: https://github.com/anthropics/financial-services/tree/96bc9615bccdff61c190cc3e29687f5885bc3929/plugins/agent-plugins/meeting-prep-agent/skills/client-review. Install from that link, not the branch.

## Related on Air Market

- [More Finance listings](/category/finance)
- [Everything by Anthropic](/@anthropics)

---

Canonical URL: <https://airmarket.ai/app/client-review>