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Business & Operations

Knowledge Work: Sales

Anthropic's sales plugin: call prep, follow-ups, CRM updates and a daily briefing.

Open sourceBy Anthropic
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What is it?

Anthropic's official sales plugin covers a salesperson's whole day. Skills include a morning daily briefing, call prep, turning a call transcript into a follow-up email plus CRM updates, an inbox sweep that drafts replies, meeting booking, account research, an end-of-day close-out and a weekly wrap.

A setup step learns how you write and shows what each connected tool unlocks. Once your CRM and calendar are connected, Claude starts each call already knowing the account history.

Install in Claude Code

In Claude Cowork, open the plugin directory on claude.com and add Sales. In Claude Code run /plugin marketplace add anthropics/knowledge-work-plugins, then /plugin install sales@knowledge-work-plugins. Connect your CRM (HubSpot, Close and others), email, calendar and Slack when it asks; without them it still works, you just paste the context in yourself.

Try this prompt

Paste into Claude Code
Prep me for my 2pm call with Harbour Dental: who's attending, what we discussed last time, where the deal is at and five discovery questions.

Who it's for

Founders who do their own selling and small sales teams.

Best for

  • Pre-call briefs
  • Follow-up emails from call notes
  • Keeping the CRM up to date
  • A morning pipeline rundown
  • Researching a prospect

Why it made the list

It covers the follow-up loop that actually wins deals, and it works with most CRMs, not just one.

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