Herramientas

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.

Support for small merchants: reads customer emails, checks orders and refunds in Stripe, PayPal, Square or Shopify, and drafts replies in the owner's voice per your refund policy; can refund via Stripe or Square after explicit approval. Works with pasted emails too. Official from Anthropic.

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.

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.

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.

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.

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.

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.

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.

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.