Marketplace

Financial Planner Team

A financial planning practice team (advisor, analyst, tax, insurance, ops) coordinated via a shared workspace.

Team Recipev0.1.0

Install / Scaffold

Copy-paste the command below in a terminal where OpenClaw is installed.

$ openclaw recipes scaffold-team financial-planner-team -t my-financial-planner-team --apply-config

Recipe information

Recipe id: financial-planner-team

Version: 0.1.0

Team id: financial-planner-team

A financial planning practice team (advisor, analyst, tax, insurance, ops) coordinated via a shared workspace.

Agents (0)

(No agents listed in frontmatter)

Cron jobs (0)

(No cron jobs listed in frontmatter)

How to install

To install community recipes manually, download the recipe Markdown and place it into your OpenClaw workspace.

Click View raw below to open the recipe Markdown.
Save it locally as financial-planner-team.md.
Move it into your workspace recipes folder:

mkdir -p ~/.openclaw/workspace/recipes
# then move/copy the file into that folder
# e.g. mv ~/Downloads/financial-planner-team.md ~/.openclaw/workspace/recipes/

After that, it should show up in your local OpenClaw recipes list.

Source

This is the recipe’s Markdown source.

View raw Project

Couldn’t load the recipe source right now. Use “View raw” to open it directly.