knowledge-work-small-business

---
name: knowledge-work-small-business
description: Use when running small-business workflows — payroll planning, month-end close, weekly briefs, and growth campaigns — via plain English over connected tools like QuickBooks and HubSpot.
source: https://github.com/anthropics/knowledge-work-plugins/tree/main/small-business
generated: 2026-07-02T18:42:52.039Z
category: concept
audience: general
---

## When to use

- Handling money-adjacent tasks — planning payroll, month-end close, cash forecasts, tax prep
- Running growth and marketing — campaigns, lead triage, content, and Canva assets
- Getting a weekly or Friday brief pulling across your finance, CRM, and calendar tools
- Describing a situation in plain English and letting the router pick the right workflow

## Key concepts

### Skills, commands, and router

Three layers: 15 building-block skills that each do one thing, 15 commands that chain them into multi-step recipes, and a router that maps plain-English requests to the right workflow.

### smb-router skill

The front door — you talk in plain English ("a customer is angry", "what should I charge?") and the router figures out which workflow fits, so you never memorize command names.

### smb-onboard skill

Say "set me up" to run onboarding, which learns your business, pain points, and the tools you already use before recommending connections.

### Finance workflows

Skills like plan-payroll, close-month/month-end-prep, cash-flow-snapshot, margin-analyzer, and tax-prep power cash forecasts, margins, close, and tax prep, mostly via QuickBooks.

### Growth and customer workflows

run-campaign, lead-triage, content-strategy, canva-creator, handle-complaint, and invoice-chase cover marketing, CRM, and customer care over HubSpot, PayPal, Canva, and email.

### Approval checkpoints

Every workflow pauses before taking action; nothing that touches money or customers happens without your explicit say-so.

## API reference

```
/plugin marketplace add anthropics/knowledge-work-plugins
```

Add Anthropic's knowledge-work plugin marketplace (one-time).

```
/plugin marketplace add anthropics/knowledge-work-plugins
```

```
/plugin install small-business@knowledge-work-plugins
```

Install the Small Business plugin.

```
/plugin install small-business@knowledge-work-plugins
```

## Gotchas

- Primarily designed for Cowork, Anthropic's agentic desktop app, though it also works in Claude Code
- Every step that touches money or customers pauses for your approval — you approve before it acts
- It assists with workflows but does not give financial, tax, legal, or HR advice; review outputs yourself
- Core tools QuickBooks, PayPal, and HubSpot power the financial and CRM workflows — connect them first
- You don't need all connectors; connect one or two and the plugin tells you when adding another unlocks more

---
Generated by SkillMake from https://github.com/anthropics/knowledge-work-plugins/tree/main/small-business on 2026-07-02T18:42:52.039Z.
Verify against source before relying on details.

File: ~/.claude/skills/knowledge-work-small-business/SKILL.md