Small Business

Plugin small-business from marketplace knowledge-work-plugins in Prasanth595/knowledge-work-plugins. Commands read from the repo's manifest — 19 days ago.

Skills (44)

• ad-manager

  The ads consultant that becomes an ads agent. Reads paid-ad performance natively through the TikTok Ads connector, or via a build-connector Zapier connection for other ad platforms, explains in plain English what is working and what is burning money, recommends budget, targeting, and creative change

• ap-processor

  Works the bill pile end to end: reads bills and vendor statements out of the AP inbox or from uploaded PDFs and phone photos, pulls out vendor, amount, due date, and line detail, codes each one to the right account and job, matches it against the purchase order and the receiving ticket, then stages

• brand-style

  Sets and updates the owner's brand look and output preferences, which every page and document the plugin produces then follows automatically. Captures the brand from a pasted website link or a plain-words description — never a hex code, color picker, or upload — previews it on a sample page, asks ho

• build-agent

  Turns a task the owner keeps doing by hand into a named, reusable skill they can trigger by name or put on a schedule. Watches them do it once or listens to them describe it, works out what varies and what stays fixed, writes the skill with approval checkpoints in the right places, registers it with

• build-connector

  Gets Claude talking to a tool nobody built an official connector for. Works out what the system is, checks the Claude connector directory for an existing connector first, and when there isn't one connects the tool through Zapier — never by hand-building against a raw API — with credentials handled s

• business-pulse

  Produces a one-page cross-functional business snapshot for SMB owners — cash position (the ledger: MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), sales trend (PayPal/Square/Stripe), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail or M365, Slack), an

• call-list

  Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who am I calling today," "top five to call today," or "block time for calls." An own

• canva-creator

  Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is draf

• cash-flow-snapshot

  Reads AR/AP, historical cash timing, and known fixed costs from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) or from PayPal, Square, or Stripe — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a

• close-month

  Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the 30/60/90-day forecast off the newly closed numbers rather than raw ones, and repo

• content-strategy

  Analyzes sales data from PayPal and QuickBooks to find top performers and slow movers, layers in seasonality, and produces a prioritized 30-day content brief: what to push, what offers to run, what to hold. Strategic output only — no calendars or assets. Use when the user asks what to post, wants a

• contract-review

  Lightweight NDA, MSA, and vendor contract review for SMBs without legal on staff. Reads contracts from local files, mail attachments (Gmail or M365), a connected file store (Google Drive or M365), or DocuSign envelopes; flags non-standard terms; explains risks in plain English; and outputs a marked-

• crm-autopilot

  Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a sc

• grant-rfp-writer

  Finds grant and solicitation opportunities the organization actually qualifies for, runs a hard go/no-go before anyone starts writing, drafts the application or response from past submissions and real program data, and tracks every deadline and reporting obligation that follows an award. Built for n

• grow-pipeline

  Fills the funnel end to end without the owner babysitting it — reads the market and the competition for context, builds a ranked list of named prospects with a reason attached to each, writes personalized outreach in the owner's own voice, and logs every touch to the CRM. Chains lead-finder, outreac

• growth-pulse

  Answers one question for an SMB owner — is the growth engine actually working? Pulls sales trend by channel, funnel conversion, campaign return, best and worst performing products, and customer sentiment from whatever is connected, then ends with the three growth actions worth taking this week. The

• hiring-screener

  Takes a pile of applications and turns it into a ranked shortlist, scored only against the job's stated rubric, with drafted replies to every candidate, scheduled interviews, and an onboarding checklist for whoever gets hired. Picks up where job-post-builder leaves off and carries the funnel through

• inbox-manager

  Turns a full inbox into a short, ranked list of what actually needs the owner. Reads the mail, sorts it into needs-you, drafted-and-waiting, and handled, writes replies in the owner's own voice, pulls out the action items and deadlines buried in long threads, files what is finished, and hands bills,

• inventory-planner

  Works out what to reorder and when, from what is actually selling: pulls sales history and stock on hand from Shopify, Square, NetSuite, or an uploaded CSV, computes 7-day and 28-day sales velocity per item, projects a conservative stockout date for each, sizes a 60-day reorder quantity, and drafts

• invoice-chase

  Drafts overdue-invoice reminder emails from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) plus PayPal, Stripe, and Airwallex data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; everyt

• job-post-builder

  Builds end-to-end hiring packets — job post, structured interview guide with scoring rubric, and offer letter template — from a hiring brief. Triggers on: "help me hire", "we're hiring for", "write a job post", "job description", "JD", "open role", "create a job ad", "interview questions", "scoring

• lead-finder

  Builds a ranked list of prospects worth contacting. Works out the owner's ideal customer profile from the customers they already have, finds look-alike companies and the right contact at each, enriches them with firmographics and buying signals, scores them, and delivers the list as an XLSX, with an

• lead-triage

  Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers, ranks the ones worth a call today with talking points, drafts the follow-ups, and proposes calendar times for the owner to book. Use when the owner asks to prioritize, score, or rank leads, asks "who should I call

• marketing-monday

  Delivers the weekly growth briefing as one merged read — whether the growth engine is working, what customers are saying in public and private, what competitors actually changed, and the three growth actions worth taking this week. The growth twin of the Monday brief, chaining growth-pulse and revie

• monday-brief

  Runs the owner's Monday morning briefing as a two-link chain — business-pulse for the cross-connector snapshot of cash, sales, and pipeline, and report-builder for any saved KPI reports the owner has already defined — then reads the week ahead straight from Calendar and mail and merges all three par

• month-end-prep

  Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx

• outreach-composer

  Writes prospect outreach and follow-up sequences that sound like the owner wrote them, not like an AI did. Learns a voice profile from the owner's own sent mail, grounds every message in something specific about that prospect, builds the follow-up sequence behind it, queues every send for approval,

• pay-the-bills

  Works the bill pile from the AP inbox all the way to a staged payment run — reads and codes every bill, then checks the cash position before a dollar is committed, then stages the run for one-click approval and keeps the books tidy for close. Coding and paying are two separate decisions with two sep

• payroll-prep

  Gets payroll ready to run without anyone getting shorted: pulls timesheets from Gusto, QuickBooks Payroll, or an uploaded spreadsheet, totals regular, overtime, and PTO hours by person, flags every anomaly it finds — missed punches, overtime spikes, rate changes, mid-period hires and terminations, h

• plan-payroll

  Runs the payroll-confidence chain end to end — forecasts cash across the payroll window with cash-flow-snapshot, ranks and drafts overdue-invoice reminders with invoice-chase to close any gap, then assembles timesheets, flags every anomaly, and stages the run with payroll-prep. On Gusto the run is s

• proposal-builder

  Turns whatever came out of a discovery conversation — a call transcript, a voice memo, jobsite photos, an RFP document, a set of drawings, or scrappy notes — into a branded, costed proposal, estimate, or statement of work built on the owner's own templates and historical pricing. Routes it for signa

• reactivate

  Wins back customers who have quietly stopped buying — finds the ones whose gap has stretched past their own normal rhythm or who are showing churn signals, ranks them by what the relationship was worth, drafts a win-back message per customer in the owner's voice, and sends and logs only what the own

• report-builder

  Turns a plain-English description of a recurring report into a real, repeatable report — defines the metrics, pulls them from whatever data sources are connected, delivers a chat summary plus an XLSX workbook, and saves the definition so the same report reruns on demand or on a schedule. Handles any

• report-pack

  Delivers the owner's custom recurring report pack on a set cadence — runs the saved report definition from report-builder, wraps it in a business-pulse snapshot so the numbers have context, and hands over one chat summary plus the workbook. Defined once, then delivered on schedule without being aske

• restock

  Turns what is actually selling into a reorder decision and gets it all the way into the books — computes sales velocity and conservative stockout dates per item, sizes the reorder, drafts the purchase order and the vendor email, and then stages the matching entry so the bill matches against the PO w

• review-reputation

  Watches what customers are saying in public and in private, then does something about it. Aggregates Google, Yelp, and Facebook reviews alongside disputes, tickets, and email into themes backed by verbatim quotes; drafts a reply to every review in the owner's own voice for approval; spots customers

• seo-ai-visibility

  Audits and fixes both halves of being found — classic search and AI answers. Search side: rankings, site structure, page speed, titles and descriptions, and content that answers what customers search for. AI side: whether assistant crawlers can reach the site, pages render without JavaScript, an llm

• smb-onboard

  Claude as the trainer. Walks an SMB owner through connecting their first two tools, runs one recipe to prove immediate value, interviews them about their business (industry, size, top three headaches), stores that context persistently so every other skill benefits, and sets a weekly check-in cadence

• smb-router

  The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored bus

• social-content-engine

  Runs the owner's content operation as a standing thing rather than a one-off: keeps a rolling posting calendar, learns the owner's voice, generates on-brand Canva graphics, writes captions that sound like them, repurposes one asset into every channel format, and stages posts for approval instead of

• speed-to-lead

  Makes sure no inbound lead goes unanswered. Watches web forms, the shared inbox, and the CRM for new inquiries, qualifies each one against the owner's criteria, drafts a reply in the owner's voice with real meeting times for the owner to approve and send, routes anything hot to a human right away, a

• tax-prep

  Prepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite

• tax-season-organizer

  Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanni

• ticket-deflector

  Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund

MCP servers (35)

• airwallex-agentos

  connects to: https://mcp.airwallex.com/mcp

• apollo-io

  connects to: https://mcp.apollo.io/mcp

• atlassian-rovo

  connects to: https://mcp.atlassian.com/v1/mcp

• canva

  connects to: https://mcp.canva.com/mcp

• clay

  connects to: https://api.clay.com/v3/mcp

• docusign

  connects to: https://mcp.docusign.com/mcp

• emergent

  connects to: https://mcp.emergent.sh

• expensify

  connects to: https://www.expensify.com/mcp

• gmail

  connects to: https://gmailmcp.googleapis.com/mcp/v1

• google-calendar

  connects to: https://calendarmcp.googleapis.com/mcp/v1

• google-drive

  connects to: https://drivemcp.googleapis.com/mcp/v1

• gusto

  connects to: https://mcp.api.gusto.com/anthropic

• hubspot

  connects to: https://mcp.hubspot.com/anthropic

• intuit-mailchimp

  connects to: https://ai-inc.mailchimp.com/claude/mcp/v2

• intuit-quickbooks

  connects to: https://ai-inc.quickbooks.intuit.com/v1/mcp

• monday-com

  connects to: https://mcp.monday.com/mcp

• myob

  connects to: https://mcp.myob.com/mcp

• notion

  connects to: https://mcp.notion.com/mcp

• paypal

  connects to: https://mcp.paypal.com/mcp

• ramp

  connects to: https://mcp.ramp.com/mcp

• ringex-chat

  connects to: https://mcp.labs.ringcentral.com/ringex/v1.1.0/team-chat

• shopify

  connects to: https://setup.shopify.com/mcp

• slack

  connects to: https://mcp.slack.com/mcp

• square

  connects to: https://mcp.squareup.com/mcp

• stripe

  connects to: https://mcp.stripe.com

• tiktok

  connects to: https://business-api.tiktok.com/open_mcp/tt-ads-mcp-layer

• trello

  connects to: https://mcp.trello.com/v1

• wix

  connects to: https://mcp.wix.com/mcp

• xero

  connects to: https://mcp.xero.com/mcp

• zapier

  connects to: https://mcp.zapier.com/api/v1/connect

• zoho-books

  connects to: https://claude-zohobooks.zohomcp.com/mcp/message

• zoho-crm

  connects to: https://claude-zohocrm.zohomcp.com/mcp/message

• zoho-desk

  connects to: https://claude-zohodesk.zohomcp.com/mcp/message

• zoho-projects

  connects to: https://claude-zohoprojects.zohomcp.com/mcp/message

• zoom

  connects to: https://mcp.zoom.us/mcp/zoom/streamable

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