Tools

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.

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.

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.

Quickly pre-screens incoming NDAs and sorts them green, yellow or red into standard approval, legal review or full review, focusing on non-competes, non-solicitation and missing carve-outs. Part of Anthropic's official legal plugin.

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.

Outreach skill from Anthropic's official sales plugin: uses account research and past emails to write personalized prospecting emails or multi-touch follow-up sequences, saved as drafts for your review. Works best with email and CRM connected; otherwise returns copy-ready text.

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.

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.

Runs compliance checks on planned features, marketing campaigns or business initiatives: identifies applicable regulations such as GDPR and CCPA, required approvals and risks, and concludes go, go with conditions, or needs further review. From Anthropic's legal plugin; not legal advice.

Generates people analytics reports from employee data: headcount snapshots, voluntary and involuntary attrition, diversity metrics, spans of control and flight risk, with findings and recommendations for leadership. Needs an uploaded employee CSV or a connected HRIS. 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.

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.

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.

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.

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 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.

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.

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.

Helps in-house legal score and rank risks in contracts, deals and disputes on a severity-by-likelihood matrix, write risk memos, and know when to escalate to senior or outside counsel. No other tools needed. From Anthropic's legal plugin; not legal advice, have a lawyer review.

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.

Skill from Anthropic's official sales plugin: before a customer meeting, pulls together attendees, account history, past call notes and deal status into a one-page brief with suggested discovery questions. Works best with calendar, CRM and email connectors; uploaded files also work.

Sales plugin with 36 skills for call prep and follow-ups, account research, lead qualification, deal reviews, pipeline management and forecasting. Can read and write your CRM, email and calendar. Official from Anthropic.

Creates, updates or reprioritizes a product roadmap: decides what moves when new work comes in, shifts timelines after dependency slips, or builds a Now/Next/Later view from scratch. Reads existing items from your project management tool when connected. From Anthropic's product-management plugin.

Turns campaign or channel data into weekly, monthly or quarterly marketing reports: executive summary, key metrics and period-over-period trends, wins and misses, and next-period priorities. Connect analytics tools or just paste tables or key numbers. From Anthropic's knowledge-work-plugins.