Small Business Plugin

Pre-built small business workflows for Cowork, Anthropic's agentic desktop application — also works in Claude Code. Install it once and you get 15 building-block skills, 15 ready-to-use workflows, and a router that understands plain English.

You don't need to memorize anything. Just tell Claude what you need — "I'm stressed about making payroll," "a customer is angry," "what should I charge?" — and it figures out the right workflow and walks you through it. Every workflow pauses before taking action, so nothing happens without your say-so.

Important: This plugin assists with small business workflows but does not provide financial, tax, legal, or HR advice. All outputs should be reviewed by you (and where appropriate, a qualified professional) before use.

Installation

Cowork

Install from claude.com/plugins.

Claude Code

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

Once installed, say "set me up" to run the smb-onboard skill — it'll help Claude understand your business, your pain points, and the tools you already use.

What you'll need to connect

Run /smb-onboard or ask Claude to "set me up."

Core tools (connect these first for the best experience):

• QuickBooks — powers all financial workflows (cash forecasts, margins, month-end close, tax prep)
• PayPal — transaction data, invoices, disputes, and refunds
• HubSpot — CRM, leads, campaigns, and customer support tickets

Marketing & communication:

• Canva — generates on-brand social and email assets
• Gmail / Outlook — email drafts, ticket handling, contract review
• Google Calendar / Outlook Calendar — meeting prep, call blocking, weekly commitments
• Slack — brief delivery and notifications

Optional (adds depth when connected):

• Stripe — payment and subscription data
• Square — POS transaction data
• Google Drive / OneDrive — file storage and templates
• DocuSign — contract review from pending envelopes

You don't need all of these to start. Connect one or two and you'll immediately see value — the plugin tells you when connecting another tool would unlock more.

How it works

Three layers working together:

1. Skills — the building blocks. Each skill knows how to do one thing really well (forecast cash, score leads, draft an invoice reminder). There are 15 of these.

2. Commands — the workflows. Commands chain skills together into multi-step recipes with checkpoints where you approve before anything happens. There are 15 of these.

3. The Router — the front door. You talk to Claude in plain English. The router listens, figures out which workflow fits, and gets you there. You never need to memorize a command name.

All 15 commands

Commands are workflows that chain skills together. Each one pauses at checkpoints for your approval before taking action.

Money & finance

Command	What it does	Just say...	Skills used	Required	Optional
/plan-payroll	Cash forecast + overdue invoice chase so you know payroll is covered.	"can I make payroll", "cash is tight", "who owes me money"	cash-flow-snapshot, invoice-chase	QuickBooks	PayPal, Stripe, Square, Mail
/month-heads-up	30-day cash outlook with early risk flags.	"what does next month look like", "cash forecast", "runway"	cash-flow-snapshot	QuickBooks	PayPal
/close-month	Month-end close: reconcile, flag gaps, write P&L, export packet.	"close the books", "month-end", "reconcile"	month-end-prep	QuickBooks	PayPal, Stripe, Square
/price-check	Margin-by-product table and three pricing scenarios.	"what are my margins", "should I raise prices", "cost per unit"	margin-analyzer	QuickBooks	PayPal
/tax-prep	Tax prep materials for your accountant (quarterly estimates or year-end 1099s).	"tax stuff", "estimated taxes", "1099s", "accountant needs..."	tax-season-organizer	QuickBooks	PayPal, Stripe

Sales & marketing

Command	What it does	Just say...	Skills used	Required	Optional
/call-list	Top 5 leads to call today with talking points and calendar blocks.	"who should I call", "any hot leads", "pipeline"	lead-triage	HubSpot	Mail, Google Calendar
/run-campaign	End-to-end campaign: sales analysis → content brief → Canva assets → HubSpot send.	"run a campaign", "sales are down", "I need more customers"	content-strategy, canva-creator, lead-triage	HubSpot, Canva	QuickBooks, PayPal
/sales-brief	Top and bottom sellers with a 2-week content brief.	"what's selling", "what should I promote"	content-strategy	QuickBooks or PayPal	HubSpot

Customers & operations

Command	What it does	Just say...	Skills used	Required	Optional
/customer-pulse-check	Customer feedback themes with response templates.	"what are customers saying", "complaints", "reviews"	customer-pulse, ticket-deflector	PayPal or HubSpot	--
/handle-complaint	End-to-end complaint resolution: pull context, draft response, suggest operational fix.	"a customer is upset", "handle this complaint", "angry email"	ticket-deflector, customer-pulse	-- (works with pasted text)	Gmail, HubSpot, PayPal
/crm-cleanup	HubSpot hygiene: stale deals, duplicates, missing fields — fixes what you approve.	"clean up the CRM", "HubSpot is a mess", "stale deals"	crm-maintenance	HubSpot	--
/review-contract	Plain-English contract review with red flags and severity ratings.	"review this contract", "NDA", "should I sign this"	contract-review	-- (works with file upload)	DocuSign

Business intelligence

Command	What it does	Just say...	Skills used	Required	Optional
/monday-brief	Monday morning briefing: cash, sales, pipeline, week ahead, top 3 to-dos.	"Monday brief", "what's on my plate", "start of week"	business-pulse	-- (degrades gracefully)	QuickBooks, PayPal, HubSpot, Calendar, Gmail, Slack
/friday-brief	Friday end-of-week pulse: revenue vs last week, wins, and things to watch.	"end of week", "how'd we do", "Friday recap"	business-pulse	PayPal or HubSpot	--
/quarterly-review	Full QBR narrative: revenue, margin, customer health, opportunities, risks.	"quarterly review", "board deck", "QBR"	business-pulse	QuickBooks	PayPal, HubSpot

All 15 skills

Skills are the atomic building blocks. Each one does one thing well.

Money & finance

Skill	What it does	Just say...	Required	Optional
cash-flow-snapshot	30/60/90-day cash forecast with confidence bands and named risk flags. Chat summary + XLSX.	"forecast my cash flow", "will I make payroll", "runway", "cash crunch"	QuickBooks, PayPal, Stripe, or Square (any one)	Others as secondary sources
invoice-chase	Drafts overdue-invoice reminders matched to each customer's payment history and tone. Sends via PayPal with approval.	"who owes me money", "overdue invoices", "follow up on unpaid"	QuickBooks	PayPal, Stripe, Gmail
margin-analyzer	Unit economics by product or service with inflation benchmarks and three pricing scenarios.	"what are my margins", "should I raise prices", "costs eating into profit", "what to charge"	QuickBooks	PayPal, Square, CSV upload
month-end-prep	Month-end close: reconciles QB against payment processors, flags gaps, writes P&L narrative, exports close packet.	"close the month", "reconcile", "P&L", "why revenue changed"	QuickBooks	PayPal, Stripe, Square
tax-season-organizer	Quarterly estimated tax calc or year-end 1099-NEC prep with accountant handoff packet.	"quarterly taxes", "estimated tax payment", "1099s", "1099-NEC", "year-end tax prep"	QuickBooks	PayPal, Stripe

Sales & marketing

Skill	What it does	Just say...	Required	Optional
lead-triage	Scores HubSpot leads by engagement, fit, and urgency to produce a ranked call list with talking points.	"prioritize leads", "who to call first", "pipeline"	HubSpot	Gmail, Google Calendar
content-strategy	Analyzes sales data to find top performers and slow movers, produces a prioritized 30-day content brief.	"what should I post", "content plan", "what's selling", "what to promote"	QuickBooks or PayPal	Square
canva-creator	Takes a content brief and executes the full campaign: posting calendar, Canva assets, caption copy, HubSpot staging.	"make the content", "generate the posts", "create the assets", "turn this into a campaign"	Canva, HubSpot	--

Customers & operations

Skill	What it does	Just say...	Required	Optional
customer-pulse	Aggregates disputes, tickets, email sentiment, and reviews into a themes report with a "do these three things this week" list.	"how are customers feeling", "what people are saying", "disputes", "review analysis"	-- (degrades gracefully)	PayPal, HubSpot, Gmail
ticket-deflector	Reads a customer email or ticket, pulls order/refund status, drafts a tone-matched reply. Can issue PayPal refunds with approval.	"draft a response", "answer this customer", "where's my order", "I want a refund"	PayPal, HubSpot, Mail	Intercom, Square
crm-maintenance	Keeps HubSpot current: creates/updates contacts and deals, logs calls and notes, flags stale records.	"update the CRM", "log a call", "clean up HubSpot", "add context to a deal"	HubSpot	Gmail, Google Calendar
contract-review	Plain-English contract review with risk flags, severity ratings, and a marked-up redline DOCX.	"review this contract", "what am I signing", "flag any concerns", "check the payment terms"	-- (works with file upload)	Gmail, DocuSign

Hiring

Skill	What it does	Just say...	Required	Optional
job-post-builder	Builds a complete hiring packet: job post, structured interview guide with scoring rubric, and offer letter template.	"help me hire", "write a job post", "job description", "open role", "interview questions", "draft an offer letter"	-- (works standalone)	DocuSign, Google Drive

Business intelligence & onboarding

Skill	What it does	Just say...	Required	Optional
business-pulse	One-page business snapshot: cash, sales, pipeline, commitments, watch-list, and the single most important thing needing attention today.	"how's the business doing", "snapshot", "weekly summary", "catch me up"	-- (degrades gracefully)	QuickBooks, PayPal, HubSpot, Google Calendar, Gmail, Slack
smb-onboard	Walks you through connecting tools, runs a demo recipe, captures your business context, and sets a weekly check-in cadence.	"set me up", "setup", "get started", "help me get set up", "I'm new to this", "what can you do"	--	All connectors

Customizing

These workflows are generic starting points. They become much more useful when you customize them for how your business actually works:

• Add business context — Drop your industry, products, customers, and processes into skill files so Claude understands your world.
• Adjust thresholds — Tune the alert thresholds in business-pulse and cash-flow-snapshot to match your scale.
• Swap connectors — Point skills at the tools you actually use.