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The Small Business plugin in Claude Cowork puts Claude to work across the tools you already use — your accounting, payments, CRM, design, contracts, email, files, and calendar. You describe the job in plain English, and Claude reads the data, does the work, and shows you the result before anything sends, posts, or pays.
To learn more, see Customize Claude Cowork and Customizing plugins in Claude Cowork
You'll need the Claude desktop app on a Pro, Max, or Team plan.
After installing the plugin, you'll have all of the skills listed below available. To tailor the plugin to your business and workflow, see the Customize the plugin for your business section of this guide.
/ in the Cowork chat bar and pick it from the list, orEither way, Claude follows the skill's instructions for that task. To learn more, see What are skills and Use plugins in Claude Cowork.
A plugin bundles a set of skills and the connectors they read from. Each skill is a set of instructions for a specific task. With the plugin installed, Claude already knows the steps for a range of tasks, so when you prompt for one it only has to be a few words.
Some skills in this plugin run a few of the others in sequence, asking for your decision between steps, so a bigger job is still one ask. The table lists each skill, what it does, and the tools it reads from
| Skill | What it does | Tools it uses |
|---|---|---|
| Money and finance | ||
| /plan-payroll | Builds a 30-day cash forecast, ranks overdue invoices, and drafts a reminder for each one.Runs cash-flow-snapshot invoice-chase | QuickBooks, PayPal |
| /month-heads-up | Reads the next 30 days of cash, finds your tightest week, and flags what to watch before month-end.Runs cash-flow-snapshot | QuickBooks |
| /close-month | Reconciles your books against your payment processor and writes the close packet for your accountant.Runs month-end-prep | QuickBooks, PayPal |
| /price-check | Builds a margin-by-product table and pricing scenarios with break-even math.Runs margin-analyzer | QuickBooks |
| /tax-prep | Calculates quarterly estimated taxes or builds a year-end 1099 list, formatted for your accountant.Runs tax-season-organizer | QuickBooks |
| cash-flow-snapshot | Reads cash, invoices, bills, and incoming settlements and builds a 30/60/90-day forecast with the tight weeks flagged. | QuickBooks, PayPal |
| invoice-chase | Ranks overdue invoices and drafts a reminder for each one, matched to how that customer has paid before. | QuickBooks, PayPal |
| margin-analyzer | Builds a margin-by-product table and pricing scenarios with break-even math. Shows the numbers; you decide what to charge. | QuickBooks, PayPal |
| month-end-prep | Reconciles your books against your payment processor, flags what's off, writes the close packet for your accountant. | QuickBooks, PayPal |
| tax-season-organizer | Calculates quarterly estimated taxes or builds a year-end 1099 list, formatted for your accountant. | QuickBooks, PayPal |
| Sales and marketing | ||
| /call-list | Scores your leads on engagement, fit, and urgency, and writes a call card for the top ones.Runs lead-triage | HubSpot |
| /sales-brief | Ranks top and bottom sellers and drafts a content plan that pushes the winners.Runs content-strategy | QuickBooks or PayPal |
| /run-campaign | Reads your sales history, finds the slow stretch, drafts the offer, builds the assets, and stages the send.Runs content-strategy canva-creator lead-triage | HubSpot, Canva |
| lead-triage | Scores your leads on engagement, fit, and urgency, and writes a call card for the top ones with talking points. | HubSpot |
| content-strategy | Reads your sales data, finds what's selling and what isn't, and drafts a content plan that pushes the winners. | QuickBooks or PayPal |
| canva-creator | Builds the campaign from a brief: posting calendar, social designs, captions, and a staged email. | Canva, HubSpot |
| Customers and operations | ||
| /handle-complaint | Reads a customer email, looks up their order and history, and drafts a reply matched to the situation.Runs ticket-deflector customer-pulse | Gmail, HubSpot |
| /customer-pulse-check | Reads disputes, tickets, emails, and reviews and groups them into themes with a draft response for each.Runs customer-pulse ticket-deflector | PayPal or HubSpot |
| /crm-cleanup | Finds stale deals, duplicate contacts, and missing fields. Shows what it found before changing anything.Runs crm-maintenance | HubSpot |
| /review-contract | Reads a contract and writes a plain-English summary, a red-flag list, and a marked-up redline.Runs contract-review | Uploaded file |
| ticket-deflector | Reads a customer email, looks up their order and history, and drafts a reply matched to the situation. | PayPal, HubSpot, Gmail |
| customer-pulse | Reads disputes, tickets, emails, and reviews and groups them into themes with the most fixable problems first. | PayPal or HubSpot |
| crm-maintenance | Finds stale deals, duplicate contacts, and missing fields. Shows what it found before changing anything. | HubSpot |
| contract-review | Reads a contract and writes a plain-English summary, a red-flag list, and a marked-up redline. | Uploaded file; Docusign optional |
| Business intelligence | ||
| /monday-brief | One page to start the week: cash, sales trend, pipeline, this week's calendar, and what most needs you today.Runs business-pulse | Whatever's connected |
| /friday-brief | Revenue against last week, what sold, wins and watches.Runs business-pulse | PayPal or HubSpot |
| /quarterly-review | Revenue and margin trends, customer health, opportunities, and risks, written as a narrative.Runs business-pulse | QuickBooks |
| business-pulse | One page: cash, sales trend, pipeline, this week's calendar, and the things that most need your attention. | Whatever's connected |
| Hiring and setup | ||
| job-post-builder | Writes a job post, a structured interview guide with a scoring rubric, and an offer letter template. | No connector required |
| smb-onboard | The setup skill. Asks about your business, helps you connect tools, and saves your context so every other skill knows it. | No connector required |
The tools listed are the defaults. When you customize the plugin, you can point a skill at the tools you actually use — a different payment processor, accounting tool, or CRM — and the skill reads from those instead.
The skills come with defaults written for a typical small business. There are two ways to make them yours.
In Customize → Plugins, open Claude for Small Business and click Customize. Or type the prompt yourself in the Cowork chat bar:
Claude asks about your business — what you do, who works with you, what's hardest right now — and rewrites the plugin's defaults to match. From then on, the skills carry your context: your industry, your team size, your priorities, the way you like things done.
As you do tasks with Claude that run these skills and see the output they produce, you can tell Claude to update any of them at any time — say what you'd like different and the change is saved. Over time the skills get more tailored to how you like things done and how you want the outputs to come out.
For the full pattern, see How to customize plugins in Cowork.
Pick something that's on your list this week and describe it the way you'd describe it to someone you trust to handle it. Claude reads your prompt and runs the skill that fits.
For a step-by-step walkthrough of four of these — payroll, the month-end close, the Monday brief, and a campaign — see Using Claude for your small business.