Tools

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.

Apollo.io's official plugin: describe your ideal customer profile in plain language to find prospects, enrich contacts with emails, phone numbers and company data, and bulk-add them to outreach sequences. Connects to Apollo's remote MCP; needs an Apollo account, and enrichment uses credits.

Common Room's official plugin: researches accounts and contacts using product usage, community and buying-intent signals, builds pre-meeting briefs and weekly call prep, drafts email, LinkedIn and phone outreach, and creates account plans. Needs a Common Room account.

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.

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.

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.

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.

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.

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.

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.

For SaaS customer success teams: three standard-library Python scripts turn customer data into health scores, churn-risk tiers and ranked expansion opportunities, with reproducible results. Needs Python and customer data in the sample JSON format. Part of the claude-skills collection.

Marketing and sales workflows open-sourced by Single Brain: expert-panel content scoring, cold email optimization, turning podcasts and long videos into shorts and social posts, YouTube competitor analysis, decks and financial scenarios, mostly with Python scripts. Some need Gemini or YouTube keys.

Sales prep in Claude Code via /sales: researches prospects from their websites and public pages, scores leads with BANT and MEDDIC, maps buying committees, and drafts outreach, follow-ups, meeting prep and objection handling. Install via the README script; PDF export needs Python.

OpenAI's official sales plugin for Codex: meeting prep, call notes into follow-up emails and CRM updates, weekly account priorities, forecast reviews, deal strategy and competitor briefs. Works on pasted material; a template, so swap in connector IDs before using Salesforce or HubSpot.

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.

monday.com's official CRM plugin: build a sales pipeline from scratch in plain language, get a daily prioritized deal brief, create forecast dashboards, turn meeting notes into deal updates, and bulk-clean duplicate and bad data. Free plan supported; browser authorization on first use.

Connects to Odoo ERP so agents can search, create, update and delete customers, products, invoices and other records in natural language, with aggregations and attachment reading. In production, install the companion MCP module in Odoo; for testing, YOLO mode connects directly.

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.

Connects the open-source ERPNext to AI assistants: query invoices, customers and inventory, run reports and handle approvals in plain language, with permissions following ERPNext accounts and every call audit-logged. An admin must install the app first; have finance check the analysis.

B2B prospecting plugin from Explorium: filter companies and contacts by industry, size and tech stack, enrich CRM leads, look up business events such as hiring and funding, and export CSV lists. Needs a Vibe Prospecting account and, in Claude Code, the vpai CLI (Node.js). Respect privacy laws.

16 official Firecrawl skills that turn web scraping into deliverables: competitor pricing and feature tracking, market and industry reports, pre-meeting account research, lead lists, SEO audits and literature reviews. Needs a Firecrawl API key plus its CLI or MCP.

Official plugin for Clay, the GTM data platform: search target companies and contacts, find work emails and other details in bulk, query and analyze Clay tables, and draft sales outreach sequences. Needs a Clay account; run the bundled setup skill to install the clay CLI and sign in.

Official MCP (beta) from payments and POS platform Square: lets agents query and manage transactions, orders, refunds, invoices, inventory and customers for reconciliation and reporting. Hosted, with Square OAuth sign-in, nothing to install; confirm refunds and other writes manually.