Tools

Finance and accounting plugin: prepares journal entries, reconciles accounts, generates income statements, runs variance analysis, manages month-end close and supports SOX audit testing. Can pull data from ERPs and data warehouses. Official from Anthropic.

Breaks budget-versus-actual, year-over-year and month-over-month variances into volume, price and mix drivers, filters by materiality thresholds, writes variance commentary and provides waterfall breakdowns for monthly business reviews. From Anthropic's official finance plugin.

Compliance skill from Anthropic's official operations plugin: maps controls, owners and evidence for SOC 2, ISO 27001, GDPR, HIPAA and PCI DSS, schedules audits, runs gap analyses, and outputs audit-readiness checklists and evidence collection plans. Have legal or compliance experts review.

Anthropic's official small-business skill for bills: reads vendor, amount and due date from email, PDFs or photos, dedupes, codes to accounts, matches POs and drafts a payment plan. Posting and paying each need approval; it never auto-pays. Works with QuickBooks, Xero, NetSuite or file export.

Reorder planning for small merchants: reads sales and stock from Shopify, Square, NetSuite or CSV, projects stockout dates from 7- and 28-day velocity, sizes reorders from 60-day usage plus lead time, drafts POs and supplier emails, and flags dead stock. Nothing is sent unapproved. By Anthropic.

Month-end reconciliation for small businesses: matches QuickBooks or Xero line by line against PayPal, Stripe and Shopify payouts, flags likely duplicates and missing receipts, explains the P&L in plain terms and exports a close package (Excel and PDF). CSVs work too. Official from Anthropic.

For internal auditors running SOX tests: lists key controls by area (revenue, procure-to-pay, payroll, close, ITGC) and period, sets sample sizes, samples from your population, and generates test workpaper templates and deficiency assessments. Needs professional review. Official from Anthropic.

Account reconciliation following accounting methodology: GL to subledger, bank reconciliations and intercompany balances, with reconciling items categorized, aged and escalated. Part of Anthropic's official finance plugin; results need professional review.

Helps accountants prepare month-end journal entries: debit/credit treatment for accruals, prepaid amortization, depreciation, payroll and revenue recognition, plus required support and review checklists, following US GAAP. Not financial advice; review before posting. From Anthropic's finance plugin.

Generates people analytics reports from employee data: headcount snapshots, voluntary and involuntary attrition, diversity metrics, spans of control and flight risk, with findings and recommendations for leadership. Needs an uploaded employee CSV or a connected HRIS. Official from Anthropic.

Turns resolved tickets, common questions or workarounds into publish-ready knowledge base articles, structured as how-to guides, troubleshooting, FAQs or known issues, and optimized for search. From Anthropic's official customer-support plugin.

Pulls verbatim customer quotes on a topic from call transcripts, meeting notes and emails, tagging each with speaker, account and date, and summarizes recurring themes into voice-of-customer findings for product and marketing. Connect Gong, email or drive, or upload transcripts. By Anthropic.

Official Slack (Salesforce) plugin in Anthropic's knowledge work marketplace: connects Slack's hosted MCP to search and send messages, read channels and threads, and manage canvases, with commands for channel digests, standup updates and announcements. Needs workspace admin approval.

Packages customer issues that need engineering, product or leadership into an escalation brief with scope, repro steps, business impact, asks and deadline, and decides who to escalate to. Support and CRM connectors add context automatically. Part of Anthropic's official customer-support plugin.

Customer support plugin: triages and prioritizes tickets with routing suggestions, drafts customer replies, packages escalations, researches customer issues across sources and turns resolved issues into knowledge base articles. Official from Anthropic.

Helps finance teams run month-end close: a close checklist sequenced from T+1 to T+5, task dependencies and critical path, a progress tracker and tips to shorten the close, useful for close calendars and status tracking. Needs professional review. Part of Anthropic's official finance plugin.

Produces monthly, quarterly or annual income statements with prior-period, year-over-year and budget comparisons, flagging material variances. Includes balance sheet and cash flow formats plus GAAP presentation and period-end adjustment references. From Anthropic's finance plugin; get it reviewed.

Compensation analysis for HR and managers: market pay percentiles by role, level and location, offer competitiveness checks and equity modeling; upload a pay sheet to find employees outside their band and flight risks. Without a comp data source it uses public web data, so verify. By Anthropic.

Before replying to a customer, verifies answers across the knowledge base, past tickets, CRM and chat history, grades confidence and cites sources; can also find whether an issue was reported before or what a customer was told. From Anthropic's official customer-support plugin.

Helps small business owners collect overdue payments: finds overdue invoices in QuickBooks, Xero, PayPal or Stripe and drafts reminder emails with a tone suited to each customer's payment history, sent only after your approval. Without a connection, upload an AR aging CSV. By Anthropic.

Turns campaign or channel data into weekly, monthly or quarterly marketing reports: executive summary, key metrics and period-over-period trends, wins and misses, and next-period priorities. Connect analytics tools or just paste tables or key numbers. From Anthropic's knowledge-work-plugins.

Data analysis plugin: writes queries in each SQL dialect, explores datasets, runs statistical tests, charts with Python and builds interactive HTML dashboards, then reviews methods and conclusions before sharing. Connects to Snowflake, BigQuery and other warehouses. Official from Anthropic.

Account health checks for customer success managers: pulls CRM, email, calendar and call notes to score relationship, engagement, commercial (renewal and expansion), support and value delivery red/yellow/green, and can prep a QBR agenda. CRM preferred; uploads work. Official from Anthropic.

Tax prep for US small business owners: estimates quarterly taxes from QuickBooks, Xero or an uploaded P&L, and at year end lists contractors paid over $600 for 1099-NEC, flagging missing W-9s, for your accountant. US federal only; books must be closed. Not tax advice. From Anthropic.