dretech-agents

Agents from dretech-ai for Claude (Desktop and Claude Code) and ChatGPT/Codex. Each agent comes in two forms:

• Plugin: the skill plus slash commands and hooks. Install it from a plugin marketplace in Claude Desktop, Claude Code, or Codex.
• Standalone skill: just the skill folder, or a .skill file to upload.

Install guide: dretech.ai/agents.html. No GitHub account needed.

Agents

Agent	What it does	Docs
portfolio-advisor	Blunt, US-focused portfolio analysis tool. Reviews your statements for allocation drift, tax moves (TLH, asset location, Roth conversions), concentration risk, and retirement trajectory. Keeps its memory in local markdown and keeps account numbers out of the files it writes. Not a registered investment adviser.	README
vacation-planner	Blunt, points-aware vacation planner. Plans trips by tier (economy/standard/luxury) and your preferred hotel, airline, and car; values points in cents per point; tracks timeshare contracts, prepaid trips, and travel credits; offers flexible dates; can hand searches to Perplexity; and checks each trip against your portfolio-advisor files. Never books anything.	README

Install

Desktop apps first; most people want one of these.

In Claude Desktop

• Plugin: Customize → Plugins → Add → Add marketplace, enter dretech-ai/dretech-agents, then install the agent from Discover.
• Skill: download <agent>.skill from the latest release, then Customize → Skills → + Add → upload it.

In the ChatGPT / Codex desktop app

Open Codex → Plugins → Add → Add marketplace, enter dretech-ai/dretech-agents, then click + next to the agent. Codex asks you to trust a plugin's hooks before they run.

In Claude Code (terminal)

/plugin marketplace add dretech-ai/dretech-agents
/plugin install portfolio-advisor@dretech-ai
/plugin install vacation-planner@dretech-ai

In Codex CLI (terminal)

codex plugin marketplace add dretech-ai/dretech-agents
codex plugin add portfolio-advisor@dretech-ai
codex plugin add vacation-planner@dretech-ai

As standalone skills

git clone https://github.com/dretech-ai/dretech-agents.git
cp -r dretech-agents/skills/portfolio-advisor ~/.claude/skills/    # Claude Code
cp -r dretech-agents/skills/vacation-planner ~/.claude/skills/
mkdir -p ~/.agents/skills && cp -r dretech-agents/skills/portfolio-advisor ~/.agents/skills/    # Codex
cp -r dretech-agents/skills/vacation-planner ~/.agents/skills/

On Windows (PowerShell):

git clone https://github.com/dretech-ai/dretech-agents.git
New-Item -ItemType Directory -Force "$HOME\.claude\skills" | Out-Null
Copy-Item -Recurse dretech-agents\skills\portfolio-advisor "$HOME\.claude\skills\"
Copy-Item -Recurse dretech-agents\skills\vacation-planner "$HOME\.claude\skills\"

See each agent's README for where it runs best.

Windows

On native Windows, install Git for Windows first: Claude Code runs plugin hooks in Git Bash, and without it they don't run. See each agent's README for details.

Repo layout

.claude-plugin/marketplace.json   # marketplace: one entry per plugin (Codex reads this too)
skills/<agent>/                   # standalone skill (source of truth)
plugins/<agent>/                  # plugin: .claude-plugin/plugin.json, .codex-plugin/plugin.json,
                                  #   skills/<agent>/ (synced copy), commands/, hooks/, README.md
scripts/sync-plugins.sh           # copy every skills/<agent> into plugins/<agent>/skills/<agent>
scripts/package-skills.sh         # build dist/<agent>.skill (zip) for upload in the Claude apps

Adding an agent

1. Create skills/<agent>/SKILL.md, plus references/ and templates/ as needed.
2. Create plugins/<agent>/.claude-plugin/plugin.json and plugins/<agent>/.codex-plugin/plugin.json, then add any commands/, hooks/, and a README.md. Codex ignores commands/, and its hook handlers take a single command string (no args), so point the Codex manifest's hooks at a separate file such as hooks/codex-hooks.json.
3. Add an entry to .claude-plugin/marketplace.json with "source": "./plugins/<agent>".
4. Run scripts/sync-plugins.sh, then validate: claude plugin validate . && claude plugin validate plugins/<agent>.
5. Add a row to the Agents table above.

Releasing a change

Installed plugins only update when the version number changes. For any change to an agent:

1. Edit under skills/<agent>/ (never the copy under plugins/), then run scripts/sync-plugins.sh.
2. Bump version in all three: plugins/<agent>/.claude-plugin/plugin.json, plugins/<agent>/.codex-plugin/plugin.json, and the agent's entry in .claude-plugin/marketplace.json.
3. Users get it with /plugin marketplace update dretech-ai (Claude Code) or codex plugin marketplace upgrade dretech-ai (Codex).
4. To publish a release, run scripts/package-skills.sh and attach dist/<agent>.skill and dist/<agent>.zip to the GitHub release under those exact names, so releases/latest/download/<agent>.skill always points at the newest one.

Edit skills only under skills/. The copy under plugins/ is overwritten by the sync script. Before committing, scripts/sync-plugins.sh --check should pass.

License

Apache-2.0. See LICENSE and NOTICE.