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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.

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.

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.

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.

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 data skill that guides agents to write, translate and optimize SQL across Snowflake, BigQuery, Databricks, PostgreSQL and other warehouse dialects, including CTEs, window functions and analytical aggregations.

Everyday software engineering plugin: standup summaries, code review, structured debugging, architecture decision records, incident response and pre-deploy checks. Official from Anthropic, built mainly for Cowork but also usable in Claude Code.

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.

Tax prep for US small business owners: estimates quarterly taxes from QuickBooks, Xero or an uploaded P&L, and at year end lists contractors paid over $600 for 1099-NEC, flagging missing W-9s, for your accountant. US federal only; books must be closed. Not tax advice. From Anthropic.

Breaks budget-versus-actual, year-over-year and month-over-month variances into volume, price and mix drivers, filters by materiality thresholds, writes variance commentary and provides waterfall breakdowns for monthly business reviews. From Anthropic's official finance plugin.

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.

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.

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.

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.

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.

Triages support tickets: extracts the issue and urgency signals, categorizes and assigns P1 to P4 priority, checks for duplicates or known issues, suggests the team to route to and drafts the first response. Part of Anthropic's official customer-support plugin.

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.

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.

Turns resolved tickets, common questions or workarounds into publish-ready knowledge base articles, structured as how-to guides, troubleshooting, FAQs or known issues, and optimized for search. From Anthropic's official customer-support 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.

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.

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.

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.

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.