Herramientas

Anthropic's financial-services plugin marketplace: skills, commands and agents for valuation models (DCF, LBO, comps), banking materials, sell-side research, private equity and fund ops, with FactSet, Morningstar and other connectors that may need vendor subscriptions or keys.

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.

After giving advice, a draft or a data analysis, adds 2-3 targeted follow-up questions that prompt the user to check key facts, test the reasoning and fill in missing context. Fires at most once per conversation. Official Anthropic skill.

Writes internal communications in familiar company formats: 3P updates, leadership reports, project status updates, company newsletters, FAQs and incident reports. Official Anthropic skill.

When answering questions about using Claude and its products, attaches a matching course, tutorial or case study from the Claude Academy catalog. Recommends only strong matches and never invents courses. Official Anthropic skill.

Creates, reads and edits PowerPoint decks: applies templates and layouts, handles speaker notes and comments, and merges or splits slides. The official Anthropic skill behind Claude's document features; source-available, not open source.

Official Anthropic plugin that builds a shareable status page for big multi-track projects such as migrations, launches or research: goals, workstream order, next steps and risks; say 'refresh' to update the same link. Needs a claude.ai login; Artifacts are a beta for Team and Enterprise plans.

Anthropic's official financial services skills for investment banking, equity research, private equity, fund admin and wealth management: comps, DCF, LBO, three-statement models, CIMs, earnings reviews, IC memos, GL reconciliation and more. Outputs need expert review.

Anthropic's official private equity plugin covering deal sourcing with CRM dedupe, founder outreach, quick CIM screening, diligence checklists, IRR/MOIC returns analysis, IC memos and portfolio monitoring.

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.

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.

Helps with headcount planning and org design: maps reporting lines and spans of control, sequences upcoming hires, estimates people costs, and flags structural issues like single points of failure or top-heavy management. Works in plain chat. Official from Anthropic.

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.

Account research skill from Anthropic's official sales plugin: give a company name or domain (and optionally a contact) to get a company overview, recent news and likely priorities, an ICP fit check and existing CRM records. Without a CRM it uses uploaded lists or web search.

Competitive analysis skill from Anthropic's official marketing plugin: researches competitor websites, pricing, recent news and content strategy, compares positioning and messaging, and lists content gaps, opportunities and threats; can also produce sales battlecards. Needs web search.

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.

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.

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.

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.

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.

Writes competitive briefs on one or more competitors or a feature area: researches websites, pricing and reviews online, then compares features, pricing, positioning and go-to-market for prioritization, sales battlecards or board decks. From Anthropic's product-management plugin.

Performance review season helper: generates self-review and manager review templates and calibration materials, summarizes rating distributions and promotion cases, and rewrites vague feedback into specific behavioral examples. Works in plain chat. Official from Anthropic.

Tracks the hiring funnel through sourcing, screening, interviews, debrief and offer, watching stage time and conversion, source effectiveness, offer acceptance and time to hire. With an ATS connected it pulls candidate data and updates status. A brief skill from Anthropic's human-resources plugin.