Tools

Anthropic's role-based skill collection covering sales, finance, legal, HR, support, marketing, product, design, operations and data analysis: over a hundred skills you can install one at a time. Works best with CRM, data warehouse and other connectors.

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.

Designs multi-email marketing sequences for onboarding, lead nurturing, win-back and launches, with full copy for each email, timing, branches and exit conditions, benchmarks and A/B test ideas. No email tool required. Part of Anthropic's official marketing 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.

For SaaS customer success teams: three standard-library Python scripts turn customer data into health scores, churn-risk tiers and ranked expansion opportunities, with reproducible results. Needs Python and customer data in the sample JSON format. Part of the claude-skills collection.

monday.com's official plugin in OpenAI's Codex marketplace: search boards, create and update items, assign owners, set timelines and post updates, for campaign schedules, approvals, project tracking and client management. Codex only; needs a monday.com account.

Salesforce's official plugin that helps service admins configure Service Cloud web chat, messaging, WhatsApp and Email-to-Case channels, connect Agentforce service agents to them and set up handoff to humans. Needs Salesforce org admin rights, a logged-in Salesforce CLI (sf) and Python.

Salesforce's official skill that sets up Service Cloud Omni-Channel routing from the CLI instead of Setup clicks: agent and supervisor users, queues, presence statuses, permissions and routing flows. Read-only preview; writes only to sandbox, trial or dev orgs. Needs Service Cloud, sf and jq.

monday.com's official CRM plugin: build a sales pipeline from scratch in plain language, get a daily prioritized deal brief, create forecast dashboards, turn meeting notes into deal updates, and bulk-clean duplicate and bad data. Free plan supported; browser authorization on first use.

Customer success plugin from gtm-agents: three commands with subagents for account health monitoring, adoption plans and escalation playbooks, plus skills for risk scoring, executive business reviews (EBRs) and feedback loops. Prompt-only; bring your own usage, ticket and NPS data.

Connects to Odoo ERP so agents can search, create, update and delete customers, products, invoices and other records in natural language, with aggregations and attachment reading. In production, install the companion MCP module in Odoo; for testing, YOLO mode connects directly.

50 skills for founders covering fundraising (pitch materials, investor research, data rooms), sales outreach, PRDs, hiring (JDs, interview questions) and legal docs (privacy policy, terms of service, contract review). Set up startup-context once; have a lawyer check legal output.

200+ single-file skills, mostly for sales, marketing, consulting and operations: deal strategy, forecasts, outreach emails, proposals and SOWs, contract review, resume screening, expense checks and RFP responses, plus personal finance and job search. Contract and tax output needs expert review.

Connects the open-source ERPNext to AI assistants: query invoices, customers and inventory, run reports and handle approvals in plain language, with permissions following ERPNext accounts and every call audit-logged. An admin must install the app first; have finance check the analysis.

Community-run local Salesforce MCP: query, summarize and update accounts, opportunities and cases in plain language and search across objects; admins can also create custom objects and fields and edit Apex. Needs Salesforce login and security token (or a Connected App) and Node.js 22+.

Salesforce's official hosted MCP servers: after an admin enables them in Setup with an OAuth external client app, agents can query and update CRM records and run Flows under the user's permissions. Needs Enterprise Edition or higher, or a free Developer Edition org. Repo holds docs and Q&A.

Official MCP (beta) from payments and POS platform Square: lets agents query and manage transactions, orders, refunds, invoices, inventory and customers for reconciliation and reporting. Hosted, with Square OAuth sign-in, nothing to install; confirm refunds and other writes manually.

Lets agents create, search, update and reply to Freshdesk tickets, add internal notes, and look up contacts, companies and agents, so support teams can process and summarize tickets in bulk. Needs a Freshdesk API key and account domain; runs locally with uvx.

Airtable's official plugin for Claude Code, Codex and Cursor: connects the official Airtable MCP and adds filtering, CLI, and product, marketing and sales ops skills, so agents can create tables, define fields, read and write records, and build shared views. Needs Airtable account authorization.

HubSpot's official skills for running the CRM via the hubspot CLI: look up customers and history, filter audiences, dedupe records, advance deals, build sales reports and route support tickets. Needs the HubSpot Agent CLI (beta) signed in; dry-run bulk edits first; some features need paid plans.

HubSpot's official skill: agents use the HubSpot Agent CLI to create and triage tickets, move them through pipeline stages, queue by priority, bulk-update status and log resolutions. Needs the HubSpot Agent CLI (beta), signed in, plus the repo's bulk-operations skill. Edits live data; try a sandbox.

Salesforce's official sales plugin (beta): daily briefs, meeting prep and follow-up email drafts, team pipeline reviews, forecast and slipped-deal scenarios, and lead triage, confirming before editing records. Needs Salesforce hosted MCP (admin-enabled) and Slack; email and calendar optional.

HubSpot's official CLI for AI agents (beta): find and bulk-update contacts, companies, deals and tickets, log calls and meetings, advance deal stages and route conversations, with an official skill pack. Needs a HubSpot account and browser login; writes hit live data, so try --dry-run first.

HubSpot's official sales plugin with the HubSpot remote MCP: skills to import contacts and deals, get daily briefs, prep calls, draft follow-up emails, log call notes back to HubSpot and review the pipeline. Needs a HubSpot account.