Follow up after a customer call
Give the Sales plugin call notes or a transcript to prepare a follow-up email draft, an internal summary, and proposed CRM updates. It sends messages or changes records when you ask, within your connector permissions.
Overview
Knowledge Work Plugins is a collection of separately installed plugins for Claude Cowork and Claude Code. Choose the plugin for your work, such as sales, finance, marketing, or product management, then adapt its workflows and tool connections to your organization.
Once a plugin is installed, Claude draws on relevant skills as you work; you invoke its slash commands explicitly. Connected tools supply workplace data and, where supported and permitted, let Claude take actions such as updating records or booking meetings. The Sales plugin can also work from uploaded files when tools are not connected.
Use Cases
Explain a change in business performance
Use the Data plugin to explore a dataset, write SQL, and chart the results. Before sharing the analysis, use its validation workflow to check calculations, methodology, and whether the conclusions follow from the data.
Prepare for the monthly close
Use the Finance plugin to organize close tasks, prepare journal entries, reconcile balances, and explain variances. Have a qualified financial professional review statements before using them in reporting or filings.
Turn customer feedback into a feature spec
Use the Product Management plugin to synthesize interviews, surveys, and support feedback into themes, then develop a feature spec with scope, success metrics, and acceptance criteria.
Bring scattered brand materials together
Use Brand Voice to discover materials in connected workplace sources, turn them into voice guidelines, and apply those guidelines to new content. It supports individual use; team-wide enforcement is not included.
Catch up on decisions across workplace tools
Use Enterprise Search to find documents and discussions across connected sources, or request a digest after time away. Its synthesis skills combine results into answers with source attribution.
Choose an approach for a Zoom integration
Describe the app or integration you want to build. The Zoom plugin helps compare APIs and SDKs, plan authentication and implementation, and isolate failures in an existing integration.
Review and mark up a PDF
Use PDF Viewer to annotate a document, fill form fields, or place a signature image while reviewing the result visually. It requires Node.js 18 or later; its signature images are not certified digital signatures.
Components
These components belong to different plugins in the marketplace. Install the plugin that owns the components you need; each plugin includes its own bundled components. For Skills, use the plugin name in the group heading or description when installing.
Common Room workflows require its authenticated MCP connection. Financial statements need professional review, and legal analysis should be reviewed by qualified counsel before you rely on it.
Some connections require your own server address; follow the setup links beside those MCP servers before using them.
Skills
These plugins' skills 248What you’ll need
Showing all 248
sales: daily work
inbox-sweep
Prioritize unread customer emails and prepare replies.
schedule-meeting
Book a meeting and log it to the CRM when requested.
log-activity
Record a completed call, meeting, or email exchange in the CRM.
end-of-day
Process calls, capture commitments, and prepare tomorrow’s priorities.
weekly-wrap
Summarize closed, progressing, and slipped deals for the week.
daily-briefing
Bring together today’s meetings, waiting emails, deals, and priorities.
call-prep
Prepare account history, attendee context, and questions before a sales call.
call-summary
Turn call notes into follow-up drafts and proposed CRM updates.
sales: accounts and prospects
account-context
Combine CRM, email, documents, and conversations into an account brief.
stakeholder-map
Map decision makers, influence, relationship gaps, and ways to reach them.
route-lead
Recommend lead ownership under your routing rules and draft the handoff.
account-tiering
Prioritize accounts by customer fit and engagement.
account-plan
Develop an account plan and sync key fields to the CRM.
expansion-whitespace
Identify account expansion opportunities with supporting evidence.
account-research
Research a prospect’s business, priorities, news, and fit.
draft-outreach
Prepare personalized emails or outreach sequences for a prospect.
sales: deal progress
deal-review
Assess an opportunity’s health, qualification gaps, risks, and next actions.
deal-advance-gap
Identify what a deal needs to advance, with owners and dates.
deal-signals
Surface quiet deals, changing stakeholders, approaching dates, and competitive signals.
deal-slip-scenario
Model quota and pipeline effects if a deal slips or shrinks.
close-plan
Build a business case and dated mutual action plan for closing.
handle-objection
Develop responses to objections using customer evidence and deal history.
update-opportunity
Preview requested opportunity changes, save them, and verify the updated record.
competitive-intelligence
Prepare competitive deal strategies and analyze patterns across wins and losses.
create-an-asset
Build customer decks or one-pagers from account data and approved materials.
sales: pipeline and forecasts
crm-hygiene-check
Audit opportunities for missing fields, stale dates, and stage mismatches without writes.
team-pipeline
Review team pipeline by rep and stage, including risks and coaching opportunities.
rep-context
Prepare a manager’s one-to-one with a rep using pipeline and activity.
win-loss-review
Find patterns in recently closed deals, objections, and loss stages.
pipeline-review
Assess pipeline coverage, aging, conversion, and deals at risk.
forecast
Prepare a commit, best-case, and pipeline narrative for forecast discussions.
sales: customer relationships
customer-health
Assess account relationships, engagement, risks, and readiness for a business review.
customer-voice
Find attributed customer quotes across call transcripts and email.
renewal-radar
Review approaching renewals, retention risks, and expansion potential.
small-business: finances
ap-processor
Extract bill details, code expenses, and match purchasing records for review.
pay-the-bills
Code bills, check cash, and stage payments with separate approvals.
payroll-prep
Validate timesheets and prepare payroll; the owner submits the run.
report-builder
Define a repeatable report and produce a summary with an XLSX workbook.
report-pack
Deliver saved reports with business context on a recurring schedule.
cash-flow-snapshot
Forecast cash from receivables, payables, payment history, and fixed costs.
close-month
Reconcile the books, refresh the cash forecast, and distribute the close packet.
invoice-chase
Draft overdue-invoice reminders matched to each customer’s payment history.
month-end-prep
Reconcile settlements, flag discrepancies, and prepare a close packet.
plan-payroll
Check cash, prepare collection reminders, and stage payroll without submitting it.
tax-prep
Reconcile books and assemble accountant materials; US tax calculations, no filing.
tax-season-organizer
Prepare US estimated-tax or year-end materials for an accountant, without filing.
small-business: leads and sales
crm-autopilot
Create and update CRM records from customer communications and meeting activity.
grow-pipeline
Research prospects, draft outreach, and log activity with approval at each handoff.
lead-finder
Find and rank prospects resembling your existing customers.
outreach-composer
Draft personalized outreach and follow-ups, with approval before sending.
reactivate
Identify inactive customers and prepare approved win-back outreach.
speed-to-lead
Qualify incoming inquiries and draft replies with available meeting times.
call-list
Rank leads to call, prepare talking points, and block calendar time.
lead-triage
Rank inbound HubSpot leads and prepare follow-ups and suggested meeting times.
small-business: marketing
ad-manager
Assess paid-ad performance and recommend budget, targeting, and creative changes.
growth-pulse
Review sales, conversion, campaign returns, and customer sentiment to prioritize growth actions.
marketing-monday
Combine growth performance, customer feedback, and competitor changes into a weekly brief.
review-reputation
Identify customer feedback themes and draft replies in the owner’s voice.
seo-ai-visibility
Audit search visibility and whether AI assistants can access your website.
social-content-engine
Maintain a posting calendar and prepare branded graphics, captions, and staged posts.
canva-creator
Turn an approved brief into a campaign calendar, Canva designs, and staged content.
content-strategy
Use sales patterns and seasonality to prioritize a monthly content brief.
small-business: customers and proposals
proposal-builder
Turn discovery materials into a branded proposal using your templates and pricing.
grant-rfp-writer
Assess opportunity fit, draft submissions, and track grant or procurement deadlines.
contract-review
Flag unusual contract terms and explain business risks; seek attorney review.
ticket-deflector
Gather order, payment, account, and ticket context for customer support.
small-business: operations and hiring
inbox-manager
Prioritize email, draft replies, and extract actions and deadlines.
inventory-planner
Estimate stockout dates and reorder quantities from sales and inventory data.
restock
Plan reorders and draft purchase orders; sending requires approval.
hiring-screener
Rank applications against a job rubric and prepare replies and interviews.
job-post-builder
Create a job post, interview scoring guide, and offer letter template.
small-business: briefings
business-pulse
Summarize cash, sales, pipeline, commitments, and urgent issues for an owner.
monday-brief
Combine a business snapshot, saved reports, and the coming week’s commitments.
small-business: customization
brand-style
Capture brand appearance and output preferences for the plugin’s documents.
build-agent
Turn a repeated task into a reusable skill with approval checkpoints.
build-connector
Find an existing connector or connect an unsupported tool through Zapier.
productivity
memory-management
Retain workplace context and interpret internal shorthand, names, and acronyms.
task-management
Track tasks and commitments in a shared TASKS.md file.
update
Refresh tasks and workplace memory from current activity and connected sources.
enterprise-search
digest
Summarize recent activity, decisions, and action items across connected sources.
knowledge-synthesis
Combine search results into deduplicated answers with source attribution.
search
Find documents, decisions, and discussions across connected workplace sources.
search-strategy
Break questions into targeted searches adapted to each connected source.
source-management
Identify search connections and manage source priorities and availability.
cowork-plugin-management
cowork-plugin-customizer
Adapt a plugin’s tools and workflows in Cowork with mounted plugin access.
create-cowork-plugin
Build and package a plugin in Cowork with output-directory access.
finance
audit-support
Prepare audit samples, testing workpapers, and control-deficiency documentation.
close-management
Sequence close tasks, track dependencies, and identify blockers.
financial-statements
Prepare comparative financial statements for review by qualified financial professionals.
journal-entry
Prepare journal entries with debits, credits, and supporting detail.
journal-entry-prep
Prepare month-end journal entries and supporting documentation.
reconciliation
Compare ledger balances with subledgers, statements, and third-party records.
sox-testing
Prepare SOX control-testing samples, workpapers, and deficiency assessments.
variance-analysis
Explain financial differences through drivers, commentary, and waterfall analysis.
data
analyze
Investigate a data question, trend, or segment comparison.
build-dashboard
Create a self-contained HTML dashboard with charts, filters, and tables.
create-viz
Turn datasets or query results into charts with Python.
data-context-extractor
Capture analysts’ warehouse knowledge in a company-specific analysis skill.
data-visualization
Choose and build Python charts suited to the data and audience.
explore-data
Profile a dataset’s structure, distributions, missing values, and quality issues.
sql-queries
Write, optimize, and translate analytical SQL across warehouse dialects.
statistical-analysis
Analyze trends, distributions, outliers, correlations, and statistical significance.
validate-data
Check an analysis’s calculations, methodology, bias, and supporting evidence.
write-query
Translate a data question into SQL for your database dialect.
legal
brief
Gather legal context for a daily brief, research question, or developing incident.
compliance-check
Identify applicable regulations, approvals, and risks for a proposed initiative.
legal-response
Draft templated legal replies and identify situations needing escalation.
legal-risk-assessment
Assess legal risks by severity and likelihood, with escalation criteria.
meeting-briefing
Prepare legal meeting context and track resulting actions.
review-contract
Compare agreements with your negotiation playbook and propose redlines for counsel review.
signature-request
Check a finalized document and route it for e-signature.
triage-nda
Screen an NDA and identify the level of legal review needed.
vendor-check
Find vendor agreements, missing documents, expirations, and surviving obligations.
marketing
brand-review
Check content against brand standards and propose specific corrections.
campaign-plan
Develop campaign objectives, audiences, messaging, channels, timing, and success metrics.
content-creation
Draft marketing content with channel-specific structure and calls to action.
draft-content
Prepare marketing drafts with headline options and channel-specific formatting.
email-sequence
Draft email sequences with timing, branches, exit conditions, and test ideas.
performance-report
Explain marketing results, trends, and prioritized improvements.
seo-audit
Assess keywords, content gaps, technical issues, and competing search results.
competitive-brief
Compare competitors’ positioning and messaging to identify content opportunities.
customer-support
customer-escalation
Package a customer issue with context for engineering, product, or leadership.
customer-research
Research customer questions and previous interactions across sources.
draft-response
Prepare a customer reply suited to the issue and relationship.
kb-article
Turn a resolved issue or recurring question into a knowledge-base draft.
ticket-triage
Categorize, prioritize, and route tickets after checking for known issues.
product-management
competitive-brief
Compare product competitors to support strategy and feature prioritization.
metrics-review
Analyze product metrics, trends, target performance, and recommended actions.
product-brainstorming
Explore product problems, generate options, and challenge assumptions.
roadmap-update
Create or reprioritize a roadmap as initiatives and dependencies change.
sprint-planning
Match sprint scope and priorities to team capacity.
stakeholder-update
Prepare progress updates suited to leadership, engineering, or customers.
synthesize-research
Turn interviews, surveys, and feedback into ranked product insights.
write-spec
Develop a feature spec with scope, goals, metrics, and acceptance criteria.
bio-research
nextflow-development
Run nf-core pipelines on local or public sequencing data.
single-cell-rna-qc
Assess single-cell RNA-seq quality and filter cells using scverse practices.
slack-by-salesforce
slack-messaging
Compose readable Slack messages using Slack’s formatting syntax.
slack-search
Find Slack messages, files, channels, and people.
apollo
enrich-lead
Use Apollo to enrich a contact with company and contact details.
sequence-load
Find and enrich leads, create contacts, and enroll them in Apollo sequences.
prospect
Turn an ideal customer profile into ranked, enriched Apollo leads.
common-room
compose-outreach
Draft personalized outreach using Common Room engagement and intent signals.
contact-research
Research a person’s identity, activity, and buying signals in Common Room.
prospect
Build targeted account or contact lists with Common Room’s Prospector.
weekly-prep-brief
Prepare upcoming external calls using Common Room; supply meetings without a calendar connection.
account-research
Research company activity and buying signals using authenticated Common Room access.
call-prep
Prepare account and attendee context using authenticated Common Room access.
engineering
architecture
Evaluate architecture choices and document their tradeoffs in a decision record.
code-review
Review code changes for correctness, security, and performance problems.
debug
Reproduce a failure, isolate its cause, and develop a fix.
deploy-checklist
Prepare release checks, migration considerations, and rollback triggers.
documentation
Write technical documentation, from API guides to operational runbooks.
incident-response
Triage an incident, prepare communications, and write a postmortem.
standup
Turn recent engineering activity into progress, plans, and blockers.
system-design
Develop service boundaries, APIs, and data models for a system.
tech-debt
Identify and prioritize technical debt and maintenance work.
testing-strategy
Develop a test strategy balancing coverage, speed, and maintenance.
human-resources
comp-analysis
Analyze compensation benchmarks, pay-band placement, and equity scenarios.
draft-offer
Prepare an offer letter and compensation terms for a candidate.
interview-prep
Create competency-based interview questions and scoring guides.
onboarding
Prepare a new hire’s checklist, first week, and initial goals.
org-planning
Plan headcount, reporting relationships, and team structure.
people-report
Prepare headcount, attrition, representation, or organizational-health reports.
performance-review
Structure assessments, manager feedback, and calibration preparation.
policy-lookup
Find company policies and explain how they apply.
recruiting-pipeline
Track candidates from sourcing through offer acceptance.
design
accessibility-review
Review designs or pages against WCAG 2.1 AA accessibility criteria.
design-critique
Assess a design’s usability, hierarchy, and consistency.
design-handoff
Prepare implementation specifications for layouts, components, interactions, and edge cases.
design-system
Audit, document, or extend design-system components and patterns.
research-synthesis
Turn research materials into themes, user segments, and prioritized recommendations.
user-research
Plan interviews, surveys, and usability studies to understand users.
ux-copy
Write or review interface text, errors, empty states, and calls to action.
operations
capacity-plan
Compare planned work with available resources and forecast utilization.
change-request
Prepare a change proposal with impact, communications, and rollback planning.
compliance-tracking
Track compliance requirements, supporting documentation, and audit readiness.
process-doc
Document a process with procedures, flowcharts, and ownership.
process-optimization
Identify process bottlenecks and propose improvements.
risk-assessment
Build an operational risk assessment with mitigation actions.
runbook
Document repeatable procedures, troubleshooting, rollback, and escalation paths.
status-report
Summarize operational performance, risks, decisions, and action items.
vendor-review
Compare vendor costs and risks to support procurement or renewal decisions.
brand-voice
brand-voice-enforcement
Apply brand guidelines to content and adapt tone to its audience.
discover-brand
Find brand documents, design assets, and conversations across connected platforms.
guideline-generation
Synthesize source materials into brand voice and terminology guidelines.
zoom-plugin: implementation workflows
setup-zoom-oauth
Choose Zoom authentication, credentials, scopes, and token-refresh handling.
build-zoom-meeting-app
Develop an embedded Zoom meeting flow and its lifecycle.
build-zoom-bot
Plan meeting bots, recorders, and real-time media processing.
debug-zoom
Isolate a Zoom integration failure and identify relevant troubleshooting references.
setup-zoom-mcp
Assess Zoom MCP fit and plan tool-based workflows for Claude.
build-zoom-rest-api-app
Plan Zoom REST endpoints, authorization scopes, and resource operations.
build-zoom-meeting-sdk-app
Develop meeting embeds using Zoom Meeting SDK guidance.
build-zoom-video-sdk-app
Develop custom video sessions using Zoom Video SDK guidance.
setup-zoom-webhooks
Plan webhook subscriptions, signature checks, and event handlers.
setup-zoom-websockets
Plan persistent Zoom event delivery where WebSockets suit the workflow.
build-zoom-team-chat-app
Develop Zoom Team Chat messaging or chatbot integrations.
build-zoom-phone-integration
Develop Zoom Phone integrations with APIs, events, and Smart Embed.
build-zoom-contact-center-app
Develop Contact Center integrations for apps, browsers, or native platforms.
build-zoom-virtual-agent
Develop Zoom Virtual Agent web or mobile integrations.
zoom-plugin: planning and diagnosis
plan-zoom-product
Compare Zoom products and SDKs for a proposed integration.
plan-zoom-integration
Develop a Zoom implementation plan with architecture, authentication, and milestones.
choose-zoom-approach
Choose a Zoom architecture or combination of APIs and SDKs.
design-mcp-workflow
Divide a Zoom workflow between MCP tools and REST APIs.
debug-zoom-integration
Locate failures across Zoom authentication, events, SDK joins, and media.
zoom-plugin: platform and SDK references
zoom-general
Look up shared Zoom platform, app-model, authentication, and marketplace guidance.
zoom-meeting-sdk-android
Embed Zoom meetings in a native Android app.
zoom-meeting-sdk-electron
Embed Zoom meetings in an Electron desktop application.
zoom-meeting-sdk-ios
Embed Zoom meetings in a native iOS app.
zoom-meeting-sdk-macos
Embed Zoom meetings in a native macOS application.
zoom-meeting-sdk-react-native
Embed Zoom meetings in React Native apps for iOS and Android.
zoom-meeting-sdk-unreal
Integrate Zoom meetings through Unreal Engine wrappers.
zoom-meeting-sdk-web
Embed Zoom meetings in a browser using Client View or Component View.
zoom-meeting-sdk-web-client-view
Add a full-page Zoom meeting interface with the Meeting SDK.
zoom-meeting-sdk-web-component-view
Embed Zoom meeting components within a custom web layout.
zoom-meeting-sdk-windows
Embed Zoom meetings in native Windows desktop applications.
zoom-video-sdk-flutter
Build custom video-session apps with the Zoom Video SDK for Flutter.
video-sdk/linux
Build custom Linux video sessions and headless media workflows.
zoom-video-sdk-unity
Integrate custom Zoom video sessions through Unity wrappers.
zoom-oauth
Look up Zoom grant types, scopes, credentials, and token handling.
zoom-mcp
Plan or troubleshoot bundled Zoom MCP access to meeting resources.
zoom-mcp/whiteboard
Use Zoom Whiteboard MCP authentication, identifiers, and tool workflows.
contact-center/android
Integrate Contact Center chat, video, and callbacks in Android apps.
contact-center/ios
Integrate Contact Center chat, video, and callbacks in iOS apps.
contact-center/web
Embed Contact Center chat and video with engagement-event handling.
meeting-sdk/linux
Build Linux meeting bots with raw audio and video access.
zoom-video-sdk-android
Build native Android video sessions with custom interface control.
zoom-video-sdk-ios
Build native iOS video sessions with custom interface control.
zoom-video-sdk-macos
Build native macOS video sessions and desktop media controls.
zoom-video-sdk-react-native
Build custom mobile video sessions with Zoom’s React Native Video SDK.
video-sdk/web
Build browser video sessions with sharing, recording, and transcription.
video-sdk/windows
Build native Windows video sessions with raw media and recording.
virtual-agent/android
Embed Zoom Virtual Agent in Android through a WebView.
virtual-agent/ios
Embed Zoom Virtual Agent in iOS through WKWebView.
virtual-agent/web
Embed Zoom Virtual Agent in websites with event-driven controls.
zoom-plugin: media and app references
zoom-cobrowse-sdk
Implement browser co-browsing, annotations, privacy masking, and remote assistance.
probe-sdk
Check browser, device permissions, media, and network readiness before joining.
rivet-sdk
Develop Zoom server workflows with Rivet authentication and webhook helpers.
zoom-rtms
Process live Zoom audio, video, chat, and transcript streams.
scribe
Transcribe uploaded or stored media using Zoom AI Services Scribe.
ui-toolkit/web
Build a Zoom Video SDK web interface with prebuilt React components.
zoom-apps-sdk
Develop web apps that run inside the Zoom client.
pdf-viewer
view-pdf
View and mark up PDFs interactively; signature images are visual marks.
Other
instrument-data-to-allotrope
bio-research: Convert laboratory instrument files to standardized Allotrope JSON or flattened CSV.
scientific-problem-selection
bio-research: Evaluate research ideas, project risks, and options for stalled scientific work.
scvi-tools
bio-research: Apply deep learning to single-cell integration, batch correction, and multimodal analysis.
setup
sales: Check Sales connections, learn your writing style, and prepare a starter dashboard.
smb-onboard
small-business: Connect initial business tools, save business context, and establish weekly check-ins.
smb-router
small-business: Find a Small Business workflow suited to your current needs.
No matching results.
Commands
15/brand-voice:discover-brandSearch connected workplace sources for brand materials.
Find your brand materials
With Brand Voice installed in Cowork, invoke /brand-voice:discover-brand and optionally name your company. Connect a workplace source to search, or point Claude to specific documents.
/brand-voice:enforce-voiceCreate content using your brand voice guidelines.
Draft with your guidelines
With Brand Voice installed in Cowork, invoke /brand-voice:enforce-voice and describe the content, audience, and purpose. Generate your brand guidelines first so the workflow has standards to apply.
/brand-voice:generate-guidelinesTurn discovered materials into reusable brand guidelines.
Create brand guidelines
With Brand Voice installed in Cowork, invoke /brand-voice:generate-guidelines with your discovery report or source documents.
/common-room:generate-account-planDevelop a strategic account plan from Common Room signals.
Plan an account
With Common Room installed in Cowork and its MCP connection authenticated, invoke /generate-account-plan followed by the company name.
/common-room:weekly-briefPrepare upcoming external meetings using Common Room and calendar context.
Prepare the coming week
With Common Room installed in Cowork and authenticated, invoke /weekly-brief with an optional date range. Connect your calendar for meeting lookup, or supply the meeting details.
/slack-by-salesforce:channel-digestSummarize recent activity across selected Slack channels.
Catch up across channels
With the Slack plugin loaded and your workspace authenticated in Claude Code, invoke its channel-digest command with comma-separated channel names. Workspace administrator approval is required for the Slack MCP integration.
/slack-by-salesforce:draft-announcementPrepare an announcement and save an approved draft in Slack.
Prepare a Slack announcement
With the Slack plugin loaded and authenticated in Claude Code, invoke its draft-announcement command with the topic and intended channel. Review the text before it is saved as a draft in Slack, where you can send it.
/slack-by-salesforce:find-discussionsFind relevant Slack discussions and summarize their decisions.
Find a conversation
With the Slack plugin loaded and authenticated in Claude Code, invoke its find-discussions command with a topic. It searches messages and reads relevant threads for context.
/slack-by-salesforce:standupPrepare a standup from your recent Slack activity.
Prepare your Slack standup
With the Slack plugin loaded and authenticated in Claude Code, invoke its standup command. Review the draft based on your recent messages before asking to post it.
/slack-by-salesforce:summarize-channelSummarize one Slack channel’s activity, decisions, and action items.
Review one channel
With the Slack plugin loaded and authenticated in Claude Code, invoke its summarize-channel command with the channel name.
/pdf-viewer:annotateReview and apply proposed PDF highlights, notes, and stamps.
Mark up a PDF
With PDF Viewer loaded, invoke /pdf-viewer:annotate for your document. Review proposed highlights, notes, and stamps in the viewer, then download the annotated copy.
/pdf-viewer:fill-formComplete PDF form fields with visual feedback.
Complete a PDF form
With PDF Viewer loaded, invoke /pdf-viewer:fill-form and provide the PDF and field values. Review the completed fields in the viewer.
/pdf-viewer:openOpen a PDF in the interactive viewer.
Open a document
With PDF Viewer loaded, invoke /pdf-viewer:open with a local PDF path or direct HTTPS PDF URL. Remote documents require internet access.
/pdf-viewer:signPlace a signature or initials image; not a certified digital signature.
Place a signature image
With PDF Viewer loaded, invoke /pdf-viewer:sign and supply your signature or initials image. Review its placement before downloading. This adds a visual image, not a certified or cryptographic digital signature.
/product-management:brainstormExplore a product idea, problem, or strategic question.
Explore a product question
With Product Management installed, invoke /brainstorm and describe the idea, problem, or strategic question you want to explore.
Agents
5content-generation
Develop longer or batch content using brand guidelines and audience requirements.
Generate substantial branded content
In Cowork with Brand Voice installed, ask its voice-enforcement workflow for long-form or batch content and provide guidelines, requirements, and audience details. The workflow can delegate substantial drafting to this agent.
conversation-analysis
Extract voice patterns and messaging evidence from sales-call transcripts.
Analyze conversational brand evidence
In Cowork with Brand Voice installed, use brand discovery with sales-call transcripts available from connected sources. This agent handles transcript analysis within the workflow.
discover-brand
Search workplace platforms for brand documents, transcripts, and design assets.
Search for brand evidence
In Cowork with Brand Voice installed, start its brand-discovery workflow and connect the sources you want searched. The discovery skill delegates deeper platform searches to this agent.
document-analysis
Extract voice, messaging, terminology, and examples from brand documents.
Analyze brand documents
In Cowork with Brand Voice installed, provide brand documents to its discovery or guideline-generation workflow. This agent extracts patterns across documents.
quality-assurance
Check content and guidelines for brand consistency and unresolved questions.
Review brand consistency
In Cowork with Brand Voice installed, request a review of generated content or guidelines against your brand standards. This agent checks consistency, completeness, and unresolved questions within the workflow.
MCP servers
161pubmed
Connect PubMed to preclinical research workflows.
biorender
Connect BioRender to biological research workflows.
biorxiv
Connect bioRxiv to preclinical research workflows.
consensus
Connect Consensus to biological research workflows.
c-trials
Connect ClinicalTrials.gov to preclinical research workflows.
chembl
Connect ChEMBL to preclinical research workflows.
synapse
Connect Synapse to biological research workflows.
wiley
Connect Wiley to biological research workflows.
owkin
Connect Owkin to preclinical research workflows.
ot
Connect Open Targets to preclinical research workflows.
slack http
Bring workplace chat into the plugin’s workflows.
intercom http
Connect Intercom to customer-support and product workflows.
hubspot http
Bring HubSpot customer records into sales and support workflows.
guru http
Connect Guru knowledge to workplace search and customer support.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
notion http
Bring Notion into the plugin’s workplace workflows.
bigquery http
Connect BigQuery to data-analysis and finance workflows.
hex
Connect Hex to data-analysis workflows.
amplitude http
Connect Amplitude to data, marketing, and product analysis.
amplitude-eu http
Connect Amplitude’s European service to analysis workflows.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
definite
Connect Definite to data-analysis workflows.
slack http
Bring workplace chat into the plugin’s workflows.
figma http
Connect Figma to design, marketing, and product workflows.
linear http
Connect Linear to engineering and product-management workflows.
asana http
Connect Asana to planning and workplace workflows.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
notion http
Bring Notion into the plugin’s workplace workflows.
intercom http
Connect Intercom to customer-support and product workflows.
slack http
Bring workplace chat into the plugin’s workflows.
linear http
Connect Linear to engineering and product-management workflows.
asana http
Connect Asana to planning and workplace workflows.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
notion http
Bring Notion into the plugin’s workplace workflows.
github
Connect GitHub to engineering workflows.
pagerduty
Connect PagerDuty to engineering workflows.
datadog
Connect Datadog to engineering workflows.
slack http
Bring workplace chat into the plugin’s workflows.
notion http
Bring Notion into the plugin’s workplace workflows.
guru http
Connect Guru knowledge to workplace search and customer support.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
asana http
Connect Asana to planning and workplace workflows.
bigquery http
Connect BigQuery to data-analysis and finance workflows.
slack http
Bring workplace chat into the plugin’s workflows.
slack http
Bring workplace chat into the plugin’s workflows.
notion http
Bring Notion into the plugin’s workplace workflows.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
slack http
Bring workplace chat into the plugin’s workflows.
box http
Bring Box documents into legal and brand workflows.
egnyte
Connect Egnyte to legal workflows.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
docusign http
Connect DocuSign to legal and small-business workflows.
slack http
Bring workplace chat into the plugin’s workflows.
canva http
Connect Canva to marketing and small-business workflows.
figma http
Connect Figma to design, marketing, and product workflows.
hubspot http
Bring HubSpot customer records into sales and support workflows.
amplitude http
Connect Amplitude to data, marketing, and product analysis.
amplitude-eu http
Connect Amplitude’s European service to analysis workflows.
notion http
Bring Notion into the plugin’s workplace workflows.
ahrefs
Connect Ahrefs to marketing research workflows.
similarweb http
Connect Similarweb to market and competitive research workflows.
klaviyo
Connect Klaviyo to marketing workflows.
supermetrics
Connect Supermetrics to marketing workflows.
slack http
Bring workplace chat into the plugin’s workflows.
notion http
Bring Notion into the plugin’s workplace workflows.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
asana http
Connect Asana to planning and workplace workflows.
apollo http
Bring Apollo company and contact data into prospecting workflows.
notion http
Bring Notion into the plugin’s workplace workflows.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
box http
Bring Box documents into legal and brand workflows.
figma http
Connect Figma to design, marketing, and product workflows.
gong http
Bring Gong call context into sales and brand workflows.
granola
Connect Granola to brand-discovery workflows.
common-room
Bring Common Room account and contact signals into sales research.
slack http
Bring workplace chat into the plugin’s workflows.
zoom-mcp
Connect Zoom meeting resources to the Zoom plugin’s workflows.
zoom-docs-mcp
Connect Zoom Docs to the Zoom plugin’s workflows.
zoom-whiteboard-mcp
Connect Zoom Whiteboard to the Zoom plugin’s workflows.
Provide the local PDF server used by PDF Viewer.
slack http
Bring workplace chat into the plugin’s workflows.
linear http
Connect Linear to engineering and product-management workflows.
asana http
Connect Asana to planning and workplace workflows.
monday http
Connect monday.com to planning and sales workflows.
clickup http
Connect ClickUp to productivity and product-management workflows.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
notion http
Bring Notion into the plugin’s workplace workflows.
figma http
Connect Figma to design, marketing, and product workflows.
amplitude http
Connect Amplitude to data, marketing, and product analysis.
amplitude-eu http
Connect Amplitude’s European service to analysis workflows.
pendo
Connect Pendo to product-management workflows.
intercom http
Connect Intercom to customer-support and product workflows.
fireflies http
Bring Fireflies call context into sales and product workflows.
similarweb http
Connect Similarweb to market and competitive research workflows.
slack http
Bring workplace chat into the plugin’s workflows.
notion http
Bring Notion into the plugin’s workplace workflows.
asana http
Connect Asana to planning and workplace workflows.
linear http
Connect Linear to engineering and product-management workflows.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
monday http
Connect monday.com to planning and sales workflows.
clickup http
Connect ClickUp to productivity and product-management workflows.
slack http
Bring workplace chat into the plugin’s workflows.
hubspot http
Bring HubSpot customer records into sales and support workflows.
salesforce
Bring Salesforce customer records into sales workflows.
close
Bring Close customer records into sales workflows.
monday http
Connect monday.com to planning and sales workflows.
clay http
Bring Clay company and contact data into prospecting workflows.
zoominfo
Bring ZoomInfo company and contact data into sales research.
notion http
Bring Notion into the plugin’s workplace workflows.
atlassian http
Connect Atlassian to the plugin’s workplace workflows.
fireflies http
Bring Fireflies call context into sales and product workflows.
apollo http
Bring Apollo company and contact data into prospecting workflows.
outreach
Connect Outreach to sales-engagement workflows.
microsoft-365
Connect Microsoft 365 to workplace and sales workflows.
similarweb http
Connect Similarweb to market and competitive research workflows.
gong http
Bring Gong call context into sales and brand workflows.
zoom http
Bring Zoom call context into sales and small-business workflows.
otter-ai
Bring Otter.ai call context into sales workflows.
calendly
Connect Calendly to sales scheduling workflows.
lusha
Bring Lusha company and contact data into sales research.
crunchbase
Bring Crunchbase company data into sales research.
airwallex-agentos
Connect Airwallex to small-business workflows.
apollo-io
Connect Apollo to small-business prospecting workflows.
atlassian-rovo
Connect Atlassian Rovo to small-business workflows.
canva http
Connect Canva to marketing and small-business workflows.
clay http
Bring Clay company and contact data into prospecting workflows.
docusign http
Connect DocuSign to legal and small-business workflows.
emergent
Connect Emergent to small-business workflows.
expensify
Connect Expensify to small-business workflows.
gmail
Bring Gmail into the plugin’s email workflows.
Setup depends on the owning plugin: Small Business supplies a Gmail server address; other plugins leave it for you to supply. For those entries, set your own address in the plugin’s .mcp.json using the connector customization guidance.
google-calendar
Connect Google Calendar to small-business scheduling workflows.
google-drive
Connect Google Drive to small-business workflows.
gusto
Connect Gusto to small-business workflows.
hubspot http
Bring HubSpot customer records into sales and support workflows.
intuit-mailchimp
Connect Mailchimp to small-business marketing workflows.
intuit-quickbooks
Connect QuickBooks to small-business finance workflows.
monday-com
Connect monday.com to small-business workflows.
myob
Connect MYOB to small-business workflows.
notion http
Bring Notion into the plugin’s workplace workflows.
paypal
Connect PayPal to small-business workflows.
ramp
Connect Ramp to small-business workflows.
ringex-chat
Connect RingEX team chat to small-business workflows.
shopify
Connect Shopify to small-business workflows.
slack http
Bring workplace chat into the plugin’s workflows.
square
Connect Square to small-business workflows.
stripe
Connect Stripe to small-business workflows.
tiktok
Connect TikTok Ads to small-business marketing workflows.
trello
Connect Trello to small-business workflows.
wix
Connect Wix to small-business workflows.
xero
Connect Xero to small-business finance workflows.
zapier
Connect additional business tools through Zapier.
zoho-books
Connect Zoho Books to small-business workflows.
zoho-crm
Connect Zoho CRM to small-business workflows.
zoho-desk
Connect Zoho Desk to small-business workflows.
zoho-projects
Connect Zoho Projects to small-business workflows.
zoom http
Bring Zoom call context into sales and small-business workflows.
benchling
Intended Benchling connection for Bio Research; requires connection configuration.
Before using Benchling, supply your own server address in Bio Research’s .mcp.json; follow its connector guide and the repository’s customization guidance.
google calendar
Intended calendar connection for workplace workflows; requires connection configuration.
Supply your own Google Calendar server address in the owning plugin’s .mcp.json before using this connection. Follow the repository’s connector customization guidance.
snowflake
Intended Snowflake connection for data and finance; requires connection configuration.
Supply your own Snowflake server address in the owning plugin’s .mcp.json before querying your warehouse. See the Data connector guide, Finance connector guide, and connector customization guidance.
databricks
Intended Databricks connection for data and finance; requires connection configuration.
Supply your own Databricks server address in the owning plugin’s .mcp.json before querying your warehouse. See the Data connector guide, Finance connector guide, and connector customization guidance.
google drive
Intended Google Drive connection for Sales; requires connection configuration.
Supply your own Google Drive server address in Sales’ .mcp.json before using this connection. Follow the repository’s connector customization guidance.
Install
Add the Knowledge Work Plugins marketplace, then install the plugins you want. Each plugin installs as a whole, with its own skills and other bundled components.
Claude Code
Use an installed, signed-in copy of Claude Code. These steps install your chosen plugins from the marketplace on your computer.
- 01
Add the Knowledge Work Plugins marketplace. Run this in your terminal.
claude plugin marketplace add anthropics/knowledge-work-plugins - 02
Install the plugin you want from the same terminal. This example installs Sales. For another plugin, replace
saleswith the exact plugin name in the skill’s group heading or description, such asfinance,data, orproduct-management. The marketplace manifest lists the available plugins. Repeat for each plugin you want.claude plugin install sales@knowledge-work-plugins - 03
Start a new Claude Code session to load the plugins installed from your terminal.
- 04
Type
/in the session and look for the installed plugin’s skills under its name, such as/sales:call-summary. Check that the plugin is listed and enabled in the plugin panel’s Installed tab.
For connected workplace data, complete the chosen plugin’s connector setup and sign-in. Sales can also use uploaded files; Salesforce and Microsoft 365 require your administrator to enable them before you sign in. See the Sales connector guide. Where a connector needs your own server address, set it in the owning plugin’s .mcp.json using the setup links under Components → MCP servers.
See Claude Code’s plugin installation guide for plugin management and installation scopes.
Use Claude Desktop with a paid plan that includes Cowork. Install the plugins for the work you need; adding the marketplace gives you a place to choose them.
- 05
In Claude Desktop, open Customize → Plugins.
- 06
Choose Add → Add marketplace and add the GitHub repository
https://github.com/anthropics/knowledge-work-plugins. - 07
Choose the plugin you want from Knowledge Work Plugins and install it. Repeat for any other plugins you need.
- 08
Open Customize → Skills, then Your skills. Confirm that the installed plugin’s skills appear and turn on the ones you want to use. Skills require Code execution and file creation to be enabled.
For workflows that use connected workplace tools, complete the selected plugin’s connector setup and authorization. Common Room requires its authenticated MCP connection; Sales and Small Business can also work from files you provide. Where a connector needs your own server address, set it in the owning plugin’s .mcp.json using the setup links under Components → MCP servers.
See Claude’s plugin guide for managing account plugins and the skills guide for enabling and checking skills.