Claude for Small Business is a package of workflows and connectors that puts Claude directly inside the tools small businesses already use. Anthropic released it on May 13, 2026, and it's included with any Claude subscription at no additional cost.
Most people who use AI tools today end up working around them. You ask Claude a question in a chat window, copy the answer, switch to another app like QuickBooks or Gmail, and then do the next step yourself.
Claude for Small Business is meant to reduce that back-and-forth. It connects Claude to your business applications so it can help with tasks inside those tools instead of making you move information from one window to another.
What Claude for Small Business Can Help You With
A workflow is a guided, multi-step process. Instead of asking Claude to do one small task at a time, you can start a workflow that helps with a larger business process across multiple connected apps. For example, a workflow might help collect invoice information, draft a follow-up email, and prepare the next step for you to review.
Claude for Small Business includes workflows across six areas:
| Finance | payroll planning, monthly close, tax season prep, margin analysis |
| Operations | weekly business pulse, month-end prep |
| Sales | lead triage, pipeline tracker |
| Marketing | campaign planner, content strategist |
| HR | new-employee onboarding |
| Customer Service | invoice chaser, contract reviewer |
The workflows need two things to run:
- Connectors that link Claude to the tools you already use
- Skills that tell it how to handle each task.
A simple way to think about it is this: The connector gives Claude access to the right information, while the skill tells Claude what to do with that information.
Together, connectors and skills turn Claude from a general AI chat tool into something that can help with repeatable business processes.
Connectors
Connectors let Claude work with the apps and systems where your business information already lives. This package includes:
| QuickBooks | payroll planning, monthly close, cash-flow analysis, tax prep, reconciliation |
| PayPal | settlements, invoicing, disputes, refunds |
| HubSpot | lead triage, customer pulse tracking, campaign attribution |
| Canva | content generation across channels, publishing, performance tracking |
| Docusign | contract sending, status tracking, filing executed copies |
| Google Workspace & Microsoft 365 | email, calendar, Drive, documents |
| Slack, Square, Stripe, and Webflow | messaging, payments, web presence |
Without connectors, Claude can only work with the information you manually give it. With connectors, Claude can pull in relevant information from the tools you choose to connect.
Skills
Skills are plain-text instruction files. Each one describes the steps for a specific recurring task: what inputs it needs, what the output should look like, and any rules to follow. Once you install the plugin, you can edit the skills so you can customize it to your workflows and adapt it to your business process.
Claude for Small Business includes 31 skills. Some of the most useful ones are:
| Function | Skill | What it does |
| Finance | Invoice chase | Drafts reminder emails and tracks unpaid invoices |
| Margin analyzer | Surfaces where margins are tightening across products or services | |
| Month-end prepper | Assembles documentation needed to close the books | |
| Tax-season organizer | Prepares tax-season materials | |
| Operations | Business pulse | Compiles a weekly snapshot of cash, sales, and commitments |
| Contract reviewer | Reads incoming agreements and flags non-standard terms | |
| Sales | Lead triager | Sorts inbound inquiries by intent and urgency, drafts responses |
| Marketing | Campaign planner | Drafts a promotional strategy and generates supporting assets |
| Content strategist | Plans content themes, cadence, and channel mix | |
| HR | Employee onboarder | Handles paperwork, account setup, and welcome materials for new hires |
Connectors and skills are useful on their own, but they are most powerful when they work together.
The connector brings in the business data from tools like QuickBooks, HubSpot, Gmail, or Docusign. The skill gives Claude the instructions for how to use that data in a specific process.
That combination is what makes the workflows more consistent and repeatable. Claude is not just answering questions. It is following a process you can review, adjust, and reuse.
Customizing the Skills
Each skill is a plain-text file, so you can edit it to fit how your business actually runs. Owners most often adjust the tone of customer-facing messages, the threshold for when an invoice is considered overdue and what the follow-up language says, expense categories and reporting formats for the monthly close, and how often the pulse report runs.
You can also create a new skill from a process you already have written down. A client onboarding checklist, for example, could become a skill. The checklist already tells you the steps, inputs, and expected outcome. Turning it into a skill gives Claude a repeatable process to follow.
How to Turn it On
You connect the apps you already use, enable the workflows, and go from there.
- Sign in to Claude Cowork at claude.com
- Open the plugin marketplace and find “Small Business”
- Install the package
- Connect the tools you already use
- Pick one workflow to try first
Finding Your Starting Point
The workflows that make the most immediate difference tend to be the ones that map to a process already running in your business — something you do every week, something with a clear input and output, something that eats more time than it should.
Start there. The skills are editable, so you don't need to get the setup perfect on day one.
