Tools

Writes stakeholder updates by audience and cadence: weekly or monthly reports, launch announcements or risk escalations, and can rewrite the same progress as an executive summary, an engineering deep dive or a customer-facing version. From Anthropic's official product-management plugin.

Answers employee policy questions in plain language, such as PTO, benefits, expenses, travel and remote work, with sources cited. Paste the handbook into the chat, or connect Notion, Confluence or another knowledge base to search automatically, cutting repeat HR questions. 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.

Checks hours before payroll for US small businesses: totals regular time, overtime and PTO from Gusto, QuickBooks Payroll or timesheets, and flags missed punches, overtime anomalies, rate changes and mid-period hires or exits. Prepares only, never runs payroll. Official from 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.

Pre-signature check for final contracts: open redlines, missing exhibits, party names and signature blocks, then sets up sequential or parallel signing. Sends via DocuSign or similar e-signature services when connected, otherwise writes signing instructions. From Anthropic's legal plugin.

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.

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.

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.

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.

Anthropic's official business operations plugin: vendor evaluations, process docs (flowcharts, RACI, SOPs), change requests, capacity planning, status reports and runbooks. Works without external tools and does more with ITSM and project management tools connected.

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.

Builds onboarding plans for new hires: a pre-start checklist (accounts, equipment, buddy), day-one and first-week schedules, and 30/60/90-day goals. Works in plain chat; with an HRIS, knowledge base or calendar connected it pulls in team info and books day-one events. Official from Anthropic.

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.

30/60/90-day cash flow forecasts for small businesses: reads receivables, payables and collections from your accounting system, PayPal or Stripe (or an uploaded CSV), gives a forecast with ranges and risk flags, and exports to Excel. Have an accountant review. 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.

All-in-one plugin for small business owners: 44 skills covering cash flow and bookkeeping, collections and taxes, customer acquisition and marketing, customer feedback, inventory, hiring and contract review. Anything touching money or customers needs your approval. Official from Anthropic.

Anthropic's official knowledge work plugin: manages tasks in TASKS.md, remembers colleagues, projects and internal jargon with two-tier memory, and generates a local dashboard. Can sync to-dos with calendar, email and chat tools.

Anthropic's official plugin that opens PDFs in a local interactive viewer where Claude proposes highlights, comments and approval stamps in batches, walks you through form filling, places signature images and exports an annotated copy. Needs Node.js 18+; signatures are not digital certificates.

Prepares structured briefs for meetings with legal stakes, such as contract negotiations, board meetings, compliance reviews or litigation: attendees and agenda, related agreements and open issues, negotiation points, and post-meeting action items. From Anthropic's legal plugin; verify the brief.

Anthropic's official knowledge work plugin: one question searches your connected chat, email, cloud docs, wiki and project tools at once and returns a sourced answer; can also produce daily or weekly digests. Preset MCP connectors for Slack, Notion, Atlassian, Asana and more, each needing auth.

Generates project or team status reports with an executive summary, overall red/yellow/green status, key metrics, risks and open decisions, turning scattered project tool activity into a report for leadership. From Anthropic's official operations plugin.

Methodology reference for US SOX 404 internal control audits: scoping significant accounts, sampling methods, workpaper and evidence standards, and classifying deficiencies, significant deficiencies and material weaknesses. Not audit or legal advice; needs professional review. By Anthropic.

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.