Tools

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.

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.

Makes social media routine for small business owners: keeps a rolling content calendar, learns the owner's voice before writing captions, adapts one image per platform, and waits for approval on each post. Image creation needs Canva; Shopify, HubSpot and Mailchimp are optional. By Anthropic.

Generates a full campaign plan from a marketing goal: objectives, audience, key messages, channel strategy, a week-by-week content calendar and success metrics, plus budget allocation if you give a budget. Suited to launches, acquisition and brand campaigns. From Anthropic's marketing plugin.

Turns processes that live in people's heads into SOPs: flowcharts, a RACI matrix (responsible, accountable, consulted, informed), detailed steps and exceptions, ready for handoffs, audits and onboarding. Describe the process or paste existing notes. Official from Anthropic.

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.

Collects reviews and complaints from Google, Yelp, Facebook and more, groups them by theme with quotes, and drafts replies in the owner's voice that post only after approval; also finds lapsed customers and drafts win-back messages. Official Anthropic small-business plugin.

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.

Drafts customer-facing replies tuned to the situation and relationship: product questions, outage notices, bad news like delays or won't-fix, declined feature requests and billing disputes, with adjustable tone. From Anthropic's official customer-support plugin; review before sending.

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.

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.

Lists renewals coming up in the next few months, flags churn risk and expansion opportunities from signals like usage, key contact changes and open complaints, and checks for missing or wrong renewal opportunities in the CRM. Needs a CRM or uploaded contract exports. Official from Anthropic.

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.

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.

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.

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.

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.

Adds a searchable, copyable text layer to scanned PDFs, with automatic deskew, rotation and size optimization, outputting PDF/A by default. Built on Tesseract, supports 100+ languages and runs fully locally.

Runs the cognee memory engine as an MCP server whose remember, recall and forget tools write documents and conversations into a knowledge graph and vector store for cross-session retrieval. Start it with Docker or uv first; needs an LLM API key by default, or connect to Cognee Cloud.

Office command-line tool built for AI agents: a single binary that creates, reads and edits Word, Excel and PowerPoint files without Office installed, and renders them to HTML or PNG so agents can check the layout.

Writes conversations and business data into Graphiti's temporal knowledge graph so agents can retrieve long-term memory by entity, fact and time. Open source from Zep; start FalkorDB or Neo4j and the server with Docker first, and configure an LLM API key.