Tools

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 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.

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.

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.

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.

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.

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.

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.

Salesforce's official plugin that helps service admins configure Service Cloud web chat, messaging, WhatsApp and Email-to-Case channels, connect Agentforce service agents to them and set up handoff to humans. Needs Salesforce org admin rights, a logged-in Salesforce CLI (sf) and Python.

Salesforce's official skill that sets up Service Cloud Omni-Channel routing from the CLI instead of Setup clicks: agent and supervisor users, queues, presence statuses, permissions and routing flows. Read-only preview; writes only to sandbox, trial or dev orgs. Needs Service Cloud, sf and jq.

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.

Renewal management plugin for customer success and account managers: segment-based renewal forecasts with upside and downside scenarios, save plays and escalation paths for at-risk accounts, and post-renewal retrospectives. Prompt-based; you supply contract values, usage and other data.

Customer success plugin from gtm-agents: three commands with subagents for account health monitoring, adoption plans and escalation playbooks, plus skills for risk scoring, executive business reviews (EBRs) and feedback loops. Prompt-only; bring your own usage, ticket and NPS data.

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.

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.

Community-run local Salesforce MCP: query, summarize and update accounts, opportunities and cases in plain language and search across objects; admins can also create custom objects and fields and edit Apex. Needs Salesforce login and security token (or a Connected App) and Node.js 22+.

Salesforce's official hosted MCP servers: after an admin enables them in Setup with an OAuth external client app, agents can query and update CRM records and run Flows under the user's permissions. Needs Enterprise Edition or higher, or a free Developer Edition org. Repo holds docs and Q&A.

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.

Lets agents create, search, update and reply to Freshdesk tickets, add internal notes, and look up contacts, companies and agents, so support teams can process and summarize tickets in bulk. Needs a Freshdesk API key and account domain; runs locally with uvx.

HubSpot's official skills for running the CRM via the hubspot CLI: look up customers and history, filter audiences, dedupe records, advance deals, build sales reports and route support tickets. Needs the HubSpot Agent CLI (beta) signed in; dry-run bulk edits first; some features need paid plans.

HubSpot's official skill: agents use the HubSpot Agent CLI to create and triage tickets, move them through pipeline stages, queue by priority, bulk-update status and log resolutions. Needs the HubSpot Agent CLI (beta), signed in, plus the repo's bulk-operations skill. Edits live data; try a sandbox.

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.

HubSpot's official CLI for AI agents (beta): find and bulk-update contacts, companies, deals and tickets, log calls and meetings, advance deal stages and route conversations, with an official skill pack. Needs a HubSpot account and browser login; writes hit live data, so try --dry-run first.

Intercom's official support plugin: via a remote MCP, search conversations, analyze support issue trends, look up contacts and companies, build 360-degree customer profiles, and install Messenger. Read-only; needs an Intercom workspace and currently works only in the US region.