Pace
All plugins / Small Business
/small-business:* v0.2.1 Anthropic

Small Business

Pre-built small business workflows (including payroll planning, month-end close, weekly briefs, and growth campaigns) using your QuickBooks, PayPal, HubSpot, Docusign, Gsuite, O365, Canva, and other connected tools. You approve every step that touches money or customers.

Install in Cowork
Or in terminal claude plugin install small-business@pace

Overview

Pre-built small business workflows for [Cowork](https://claude.com/product/cowork), Anthropic's agentic desktop application — also works in Claude Code. Install it once and you get 15 building-block skills, 15 ready-to-use workflows, and a router that understands plain English.

Read the full README on GitHub →

Skills (31)

Each skill auto-triggers when its description matches what you're doing, or you can invoke explicitly via the slash command.

  • /small-business:business-pulse

    >

  • /small-business:call-list

    Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.

  • /small-business:canva-creator

    >

  • /small-business:cash-flow-snapshot

    >

  • /small-business:close-month

    Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.

  • /small-business:content-strategy

    >

  • /small-business:contract-review

    >

  • /small-business:crm-cleanup

    Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.

  • /small-business:crm-maintenance

    >

  • /small-business:customer-pulse

    >

  • /small-business:customer-pulse-check

    Synthesizes themes from PayPal disputes, HubSpot tickets, and review exports into a top-3 fixable issues list with drafted response templates. Accepts optional since-date argument.

  • /small-business:friday-brief

    Delivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches. Accepts optional lookback window of 7 or 14 days.

  • /small-business:handle-complaint

    Handles an incoming customer complaint end-to-end — pulls context, drafts a response, and suggests an operational fix. Accepts optional email or ticket ID argument.

  • /small-business:invoice-chase

    >

  • /small-business:job-post-builder

    >

  • /small-business:lead-triage

    >

  • /small-business:margin-analyzer

    >

  • /small-business:monday-brief

    Generates a one-page Monday morning briefing — cash, sales, pipeline, week ahead, top three to-dos. Accepts optional post destination and save-to arguments.

  • /small-business:month-end-prep

    >

  • /small-business:month-heads-up

    Runs on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end. Accepts optional 30 or 60 day horizon.

  • /small-business:plan-payroll

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

  • /small-business:price-check

    Produces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pricing decision. Accepts optional product name argument.

  • /small-business:quarterly-review

    Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments.

  • /small-business:review-contract

    Reviews a contract in plain English, surfaces red flags with severity ratings, and produces a marked-up docx/PDF with suggested redlines. Accepts optional file path or DocuSign envelope ID.

  • /small-business:run-campaign

    Runs an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send. Accepts optional lookback and channel arguments.

  • /small-business:sales-brief

    Surfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief to push winners and clear slow movers. Accepts optional lookback window of 30, 60, or 90 days.

  • /small-business:smb-onboard

    >

  • /small-business:smb-router

    >

  • /small-business:tax-prep

    Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.

  • /small-business:tax-season-organizer

    >

  • /small-business:ticket-deflector

    >

Connectors

MCP servers this plugin can talk to. Claude prompts for authorization on first use. How MCP and connectors work →

  • quickbooks http
  • paypal sse
  • hubspot http
  • canva http
  • docusign http
  • slack http
  • stripe http
  • square http
  • ms365 http
  • gmail http
  • google calendar http
  • google drive http

Source

Pace imports this plugin verbatim from upstream. We don't edit it here; customize by forking to a new directory (e.g. plugins/small-business-gb/) and registering it separately in the marketplace.