Sales

Sales Plugin

A sales plugin primarily designed for Cowork, Anthropic's agentic desktop application, though it also works in Claude Code. It helps with the whole sales day: prepping calls, summarizing and following up, researching accounts, working deals, reviewing pipeline and writing the forecast. It works with the tools your team already uses (your CRM, email, calendar, chat and call recorder) or with files you upload when nothing is connected.

Installation

claude plugin marketplace add anthropics/knowledge-work-plugins
claude plugin install sales@knowledge-work-plugins

What's new in 2.0

• From 9 to 36 skills. New skills cover deal reviews, close plans, stakeholder maps, renewals, customer health, lead routing, CRM updates, meeting booking, inbox sweeps and team pipeline views.
• Works across CRMs and email providers. Skills read your CRM's own stages and fields instead of assuming one vendor's setup, and work the same on Gmail or Outlook, Slack or Teams. No settings file is needed; a skill asks once for anything it cannot find.
• Uses uploaded files when nothing is connected. Upload a pipeline export, a transcript or a list of accounts, and the skill works from that.
• Acts when you ask. Skills can update CRM records, create email drafts or send email, post to chat and book meetings, within each connector's permissions. Changes a skill suggests on its own are shown to you first, with the evidence behind them.
• Treats outside content as information. Emails, call transcripts, chat messages and documents are read as information, never as instructions. If an email or transcript asks for an action, the skill shows you the action before anything happens.
• Existing skill names still work. account-research, call-summary, forecast, call-prep, daily-briefing, draft-outreach, pipeline-review, competitive-intelligence and create-an-asset keep their names, rebuilt on the new skills. Two behave differently: create-an-asset now builds decks, one-pagers and leave-behinds from your account data rather than landing pages or interactive demos, and forecast writes a commit, best-case and pipeline narrative instead of best, likely and worst scenarios.

Skills

Skills run when your request matches, or directly by name (for example /sales:call-summary).

Your day

Skill	Description
setup	First-run setup: shows what's connected and what each tool unlocks, learns how you write, and renders a starter dashboard
daily-briefing	Morning rundown: today's meetings with account context, deals closing soon, customer emails waiting, top actions
call-prep	Pre-call brief: attendees, account history, prior call context, open opportunity status, discovery questions
call-summary	Turn a transcript or call notes into a follow-up email draft, a team summary and proposed CRM updates
inbox-sweep	Sort unread customer emails by priority and draft replies
schedule-meeting	Find a time, draft the invite, book it on your calendar and log it to the CRM
log-activity	Log a call, meeting or email to the right account, opportunity and contact in the CRM
end-of-day	Close out the day: calls processed, CRM current, commitments captured, tomorrow's top three
weekly-wrap	End-of-week summary of what closed, moved and slipped, and what's on deck Monday

Accounts and prospecting

Skill	Description
account-research	Research a company or contact: overview, recent news, likely priorities and fit against your ICP
account-context	One brief on an account from CRM data, email, docs, transcripts and team chat
stakeholder-map	Map the people in a deal: roles, influence, sentiment, who's missing and your best way in
draft-outreach	Draft a personalized email or multi-touch sequence, and add the contact to a sequence when asked
lead-triage	Score an inbound lead or rank a lead backlog against your ICP and recommend next actions
route-lead	Decide who owns an unrouted lead or opportunity and draft the handoff notes
account-tiering	Score and tier a list of accounts or your whole book by fit and engagement
account-plan	Build or refresh a strategic account plan and sync key fields to the CRM
expansion-whitespace	Find expansion plays in an account or book, with evidence and the opportunities to create

Deals

Skill	Description
deal-review	Deep-dive on one opportunity: health score, risks, qualification gaps and next actions
deal-advance-gap	What is missing to move a deal to the next stage and to close, with owners and dates
deal-signals	Alerts across your book: deals gone quiet, slipping close dates, champion changes, competitor mentions
deal-slip-scenario	Model the effect on your number if a deal slips, shrinks or is lost
close-plan	Business case and mutual action plan: why buy, why now, and the dated path to signature
handle-objection	Work through an objection or competitive threat with responses and proof points from your own history
competitive-intelligence	The play against a named competitor in a deal, plus win/loss patterns and battlecards across the book
create-an-asset	Build a customer deck, one-pager or leave-behind from your account data, with no made-up numbers
update-opportunity	Update stage, close date, next steps, amount or forecast category, with a before and after

Pipeline and forecast

Skill	Description
pipeline-review	Stage-by-stage pipeline health: coverage, aging, conversion and at-risk deals
crm-hygiene-check	Read-only audit of opportunities for missing fields, stale dates and stage mismatches
forecast	The commit, best-case and pipeline narrative for a forecast call or a 1:1 with your manager
team-pipeline	Leader view of a team's pipeline by rep and stage, with at-risk deals and coaching moments
rep-context	Leader prep for a 1:1 with a rep: pipeline, recent activity and where they may need help
win-loss-review	Patterns in recently closed deals: where deals are lost, common objections, what wins

Customers

Skill	Description
customer-health	Health check on a customer and QBR prep: relationship, engagement, risks and value delivered
customer-voice	Direct, attributed customer quotes on a topic from call transcripts and email
renewal-radar	Upcoming renewals with timing, risk and uplift potential

Example workflows

After a call

/sales:call-summary

Paste your notes or transcript, or name the call if your call recorder is connected. You get a summary, a follow-up email draft, a team summary and proposed CRM updates. Nothing is written to the CRM or sent until you say so.

Forecast call

Write my forecast for this quarter

The forecast skill reads your open opportunities (or an uploaded pipeline export) and writes the commit, best-case and pipeline story, what changed and where the risk is.

Researching a prospect

Research Acme Corp before my call tomorrow

The account-research skill gives you a company overview, recent news, likely priorities and fit against your ICP, and checks whether the company is already in your CRM.

Works with files, better with your tools

Every skill works without any connectors:

What you can do	With nothing connected	With connected tools
Summarize a call and follow up	Paste notes or a transcript	Call recorder, email, CRM, chat
Review pipeline and forecast	Upload a pipeline export	CRM
Research accounts	Web search and your context	Data enrichment, CRM
Prep for calls	Describe the meeting	Calendar, CRM, email, call recorder
Draft outreach	Web search and your context	Email, CRM, sales engagement
Update the CRM	Get a checklist to apply by hand	CRM
Book meetings	Get a draft invite to send yourself	Calendar, CRM

With nothing connected, a skill says plainly what it used and what it could not see.

Connectors

To check which tools are included and what else works, see CONNECTORS.md.

Category	Examples	What it enables
CRM	HubSpot, Close, Salesforce	Opportunities, accounts, contacts, record updates
Email and calendar	Gmail, Google Calendar, Calendly, Microsoft 365	Customer threads, drafts, meetings, booking
Call recorder	Gong, Fireflies, Zoom, Otter.ai	Transcripts and call history
Data enrichment	Clay, ZoomInfo, Apollo, Lusha, Crunchbase	Company and contact data
Chat	Slack, Microsoft Teams	Team context and summaries posted to channels

Salesforce and Microsoft 365 (Outlook, Teams, SharePoint) are included. Your organization's admin enables each one in Claude before people can sign in; for Salesforce, that includes setting up your org's Salesforce app.

See CONNECTORS.md for every included server and other options.

For admins

Connector permissions are where your team controls what runs. Each connector can allow, ask or block each of its tools, and the skills never go beyond those settings. If a write tool is blocked, the skill keeps working and hands the person a checklist to apply by hand.

For scheduled runs (a morning briefing, a weekly deal signals digest), set send, post and write tools to ask, so nothing goes out or changes without a person approving it.