Инструменты

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.

Anthropic's official finance agent plugin for wealth managers and advisors: before client meetings it pulls relationship history, holdings and open items from the CRM, adds CapIQ market news and builds a briefing pack, agenda and talking points. Needs your CRM connector and a CapIQ subscription.

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.

Lets agents work with Salesforce orgs authorized on your machine: SOQL queries, metadata deploy and retrieve, Apex test runs and permission set assignment, plus toolsets for LWC development. Maintained by Salesforce; authorize your org with the Salesforce CLI first.

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.

Apideck's official MCP: one unified API to read and write invoices, ledgers and reports in QuickBooks, Xero, NetSuite and other accounting systems, plus HR, CRM and ATS data. Needs a paid Apideck account (30-day trial), API key and App ID, with your systems connected. An accountant should review.

StackOne's official plugin connects its hosted MCP so agents can search and act across hundreds of connected business systems, from HR platforms like Workday and SAP to CRMs and Jira, for example looking up leave requests. Needs a StackOne account (free plan available) with your systems connected.

Zocks' official advisor plugin: 7 skills on Zocks-recorded client meetings: behavior profiles, attrition risk rankings, held-away asset leads, household profiles and annual review packs, plus next actions and tax opportunity lists. Needs a Zocks account; licensed pros must review advice.