Skip to the content
Agent Tools

Sales

By Anthropic

Prep calls, summarize and follow up, research accounts, review deals and pipeline, and write the forecast, using the CRM, email, calendar and chat tools your team already uses, or uploaded files. Updates records, drafts or sends email, posts to chat and books meetings when you ask.

Plugin · by anthropics · runs in Claude Code, Cowork, claude.ai · 36 skills, 23 MCP servers · listed 2026-01-29

Claude Code

claude plugin install sales

Skills (36)

  • Skill account-context

    360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill account-context
  • Skill account-plan

    Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill account-plan
  • Skill account-research

    Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill account-research
  • Skill account-tiering

    Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill account-tiering
  • Skill call-prep

    Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill call-prep
  • Skill call-summary

    Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill call-summary
  • Skill close-plan

    Build the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to signature shared with the customer.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill close-plan
  • Skill competitive-intelligence

    Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill competitive-intelligence
  • Skill create-an-asset

    Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill create-an-asset
  • Skill crm-hygiene-check

    Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill crm-hygiene-check
  • Skill customer-health

    Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review worth their time.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill customer-health
  • Skill customer-voice

    Surface what customers are actually saying - direct attributed quotes on a topic across call transcripts and email, across your accounts.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill customer-voice
  • Skill daily-briefing

    Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill daily-briefing
  • Skill deal-advance-gap

    Forward-looking gap check on one opportunity - exactly what is missing to advance it to the next stage and to close, with who does what by when.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill deal-advance-gap
  • Skill deal-review

    Deep-dive on a single opportunity - signal-adjusted health score, risks, gaps in qualification, and recommended next actions. Use when the user asks "review the [account] deal", "deal review on [opp]"

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill deal-review
  • Skill deal-signals

    Proactive watch over your book - deals gone quiet, close dates slipping into view, champion changes, renewal windows opening, competitor mentions - surfaced as a short alert digest you can act on.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill deal-signals
  • Skill deal-slip-scenario

    Model what happens to your number if a deal slips, shrinks, or dies - quota impact, coverage ratio change, and the substitute pipeline needed to stay on plan.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill deal-slip-scenario
  • Skill draft-outreach

    Draft a personalized outreach email or multi-touch sequence to a prospect, create it as an email draft for review, and add the contact to a sequence in your sales engagement tool when asked.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill draft-outreach
  • Skill end-of-day

    The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill end-of-day
  • Skill expansion-whitespace

    Find the expansion whitespace in an account or a book - what they own vs. what they could own, the evidence for each play, and the open opps to create.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill expansion-whitespace
  • Skill forecast

    Generate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what changed since last time.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill forecast
  • Skill handle-objection

    Work through a live objection or competitive threat - what's really being said, the response that has worked before, and the proof points to use, grounded in your own win/loss history and customer…

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill handle-objection
  • Skill inbox-sweep

    Batch-process unread customer emails - classify, prioritize, and draft replies. Use when the user asks "sweep my inbox", "what customer emails need a reply", "draft replies to my customer emails"…

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill inbox-sweep
  • Skill lead-triage

    Score and route an inbound lead, or rank a backlog of leads, against your ICP and qualification framework, then recommend a priority and next action.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill lead-triage
  • Skill log-activity

    Log a call, meeting, or email exchange to the CRM after the fact as a completed activity on the right account, opportunity, and contact - drafted from your description or a transcript, shown with…

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill log-activity
  • Skill pipeline-review

    Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health", "where's my…

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill pipeline-review
  • Skill renewal-radar

    Upcoming renewals with timing, risk, and uplift potential - and the renewal opportunity records to keep them honest. Use when the user asks "what renewals are coming up", "renewal radar", "is…

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill renewal-radar
  • Skill rep-context

    Leader's prep on a single rep before a 1:1 - their pipeline, recent activity, what they've been working on per chat and calendar, and where they might need help.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill rep-context
  • Skill route-lead

    Decide who owns an unrouted lead or opportunity and manage the handoff - deterministic routing by the org's own rules, a routing card the human router accepts or overrides, and drafted handoff notes.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill route-lead
  • Skill schedule-meeting

    Find a time, draft the invite, and book the meeting on Google Calendar or Outlook - then log it to the CRM as an event on the right account and opportunity.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill schedule-meeting
  • Skill setup

    First-run setup - checks which tools are connected, shows what's connected and what each one unlocks, learns how you write from your sent email, and renders a starter dashboard right away with no…

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill setup
  • Skill stakeholder-map

    Map the people in a deal or account - roles, influence, sentiment, who's missing, and your best access path to the people you haven't reached. Use when the user asks "who are the players at [account]"

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill stakeholder-map
  • Skill team-pipeline

    Leader view - roll up a team's pipeline by rep and stage, flag at-risk deals, and surface coaching moments. Use when the user asks "show my team's pipeline", "team forecast", "prep for my team's…

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill team-pipeline
  • Skill update-opportunity

    Guided updates to an opportunity - push the stage, move the close date, set next steps, fix amount or forecast category. Shows the before/after, writes what you ask for or accept, and verifies with…

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill update-opportunity
  • Skill weekly-wrap

    End-of-week summary for a rep or leader - what closed, what moved, what slipped, and what's on deck Monday. Optionally drafts a chat post to the team channel.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill weekly-wrap
  • Skill win-loss-review

    Analyze recently closed opportunities to find patterns in what wins and what loses - stage of loss, common objections from transcripts, deal characteristics. Leader-focused.

    Any agent

    npx skills add anthropics/knowledge-work-plugins --skill win-loss-review

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.