Agent Skills

by anthropic

Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Use when preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, deciding which deals to commit vs. call upside, or checking pipeline coverage against your number.

status-report

by anthropic

Generate a status report with KPIs, risks, and action items. Use when writing a weekly or monthly update for leadership, summarizing project health with green/yellow/red status, surfacing risks and decisions that need stakeholder attention, or turning a pile of project tracker activity into a readable narrative.

sox-testing

by anthropic

Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.

statistical-analysis

by anthropic

Apply statistical methods including descriptive stats, trend analysis, outlier detection, and hypothesis testing. Use when analyzing distributions, testing for significance, detecting anomalies, computing correlations, or interpreting statistical results.

system-design

by anthropic

Design systems, services, and architectures. Trigger with "design a system for", "how should we architect", "system design for", "what's the right architecture for", or when the user needs help with API design, data modeling, or service boundaries.

zoom-cobrowse-sdk

by anthropic

Reference skill for Zoom Cobrowse SDK. Use after routing to a collaborative-support workflow when implementing browser co-browsing, annotation tools, privacy masking, remote assist, or PIN-based session sharing.

zoom-rtms

by anthropic

Reference skill for Zoom RTMS. Use after routing to a live-media workflow when processing real-time audio, video, chat, transcripts, screen share, or contact-center voice streams.

cash-flow-snapshot

by anthropics

Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — 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 chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.

content-strategy

by anthropics

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 content plan, asks what's selling, or what to promote this month.

plan-payroll

by anthropics

Forecasts cash, ranks overdue invoices, and stages PayPal reminders so the owner can confidently run payroll. Accepts optional horizon and payroll-date arguments.

enrich-lead

by anthropic

Instant lead enrichment. Drop a name, company, LinkedIn URL, or email and get the full contact card with email, phone, title, company intel, and next actions.

draft-outreach

by anthropic

Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".

probe-sdk

🔥🔥✓ VerifiedFreeQuick setup

by anthropic

Reference skill for Zoom Probe SDK. Use after routing to a preflight workflow when testing browser compatibility, media permissions, audio or video diagnostics, and network readiness before users join.

email-sequence

by anthropic

Design and draft multi-email sequences with full copy, timing, branching logic, exit conditions, and performance benchmarks. Use when building onboarding, lead nurture, re-engagement, win-back, or product launch flows, when you need a complete drip campaign with A/B test suggestions, or when mapping a sequence end-to-end with a flow diagram.

brand-review

by anthropic

Review content against your brand voice, style guide, and messaging pillars, flagging deviations by severity with specific before/after fixes. Use when checking a draft before it ships, when auditing copy for voice consistency and terminology, or when screening for unsubstantiated claims, missing disclaimers, and other legal flags.

create-cowork-plugin

by anthropic

Guide users through creating a new plugin from scratch in a cowork session. Use when users want to create a plugin, build a plugin, make a new plugin, develop a plugin, scaffold a plugin, start a plugin from scratch, or design a plugin. This skill requires Cowork mode with access to the outputs directory for delivering the final .plugin file.

build-zoom-team-chat-app

by anthropic

Reference skill for Zoom Team Chat. Use after routing to a chat workflow when building user-scoped messaging integrations, chatbot experiences, rich cards, buttons, slash commands, or chat webhooks.

draft-response

by anthropic

Draft a professional customer-facing response tailored to the situation and relationship. Use when answering a product question, responding to an escalation or outage, delivering bad news like a delay or won't-fix, declining a feature request, or replying to a billing issue.

data-context-extractor

by anthropic

Generate or improve a company-specific data analysis skill by extracting tribal knowledge from analysts. BOOTSTRAP MODE - Triggers: "Create a data context skill", "Set up data analysis for our warehouse", "Help me create a skill for our database", "Generate a data skill for [company]" → Discovers schemas, asks key questions, generates initial skill with reference files ITERATION MODE - Triggers: "Add context about [domain]", "The skill needs more info about [topic]", "Update the data skill with [metrics/tables/terminology]", "Improve the [domain] reference" → Loads existing skill, asks targeted questions, appends/updates reference files Use when data analysts want Claude to understand their company's specific data warehouse, terminology, metrics definitions, and common query patterns.

build-zoom-contact-center-app

by anthropic

Reference skill for Zoom Contact Center. Use after routing to a contact-center workflow when implementing app, web, or native integrations; engagement context and state handling; campaigns; callbacks; or version-drift troubleshooting.

account-research

by anthropic

Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".

process-optimization

by anthropic

Analyze and improve business processes. Trigger with "this process is slow", "how can we improve", "streamline this workflow", "too many steps", "bottleneck", or when the user describes an inefficient process they want to fix.

ux-copy

by anthropic

Write or review UX copy — microcopy, error messages, empty states, CTAs. Trigger with "write copy for", "what should this button say?", "review this error message", or when naming a CTA, wording a confirmation dialog, filling an empty state, or writing onboarding text.

meeting-briefing

by anthropic

Prepare structured briefings for meetings with legal relevance and track resulting action items. Use when preparing for contract negotiations, board meetings, compliance reviews, or any meeting where legal context, background research, or action tracking is needed.

variance-analysis

by anthropic

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.

brand-voice-enforcement

by anthropic

This skill applies brand guidelines to content creation. It should be used when the user asks to "write an email", "draft a proposal", "create a pitch deck", "write a LinkedIn post", "draft a presentation", "write a Slack message", "draft sales content", or any content creation request where brand voice should be applied. Also triggers on "on-brand", "brand voice", "enforce voice", "apply brand guidelines", "brand-aligned content", "write in our voice", "use our brand tone", "make this sound like us", "rewrite this in our tone", or "this doesn't sound on-brand". Not for generating guidelines from scratch (use guideline-generation) or discovering brand materials (use discover-brand).

data-visualization

by anthropic

Create effective data visualizations with Python (matplotlib, seaborn, plotly). Use when building charts, choosing the right chart type for a dataset, creating publication-quality figures, or applying design principles like accessibility and color theory.

sequence-load

by anthropic

Find leads matching criteria and bulk-add them to an Apollo outreach sequence. Handles enrichment, contact creation, deduplication, and enrollment in one flow.

product-brainstorming

by anthropic

Brainstorm product ideas, explore problem spaces, and challenge assumptions as a thinking partner. Use when exploring a new opportunity, generating solutions to a product problem, stress-testing an idea, or when a PM needs to think out loud with a sharp sparring partner before converging on a direction.

weekly-prep-brief

by anthropic

Generate a comprehensive weekly briefing for all external calls in the next 7 days. Triggers on 'weekly prep brief', 'prepare my week', 'what calls do I have this week', 'Monday prep', or any weekly planning request.