Turns whatever came out of a discovery conversation — a call transcript, a voice memo, jobsite photos, an RFP document, a set of drawings, or scrappy notes — into a branded, costed proposal, estimate, or statement of work built on the owner's own templates and historical pricing. Routes it for signature and triggers the deposit invoice once it's accepted. Works entirely from uploaded files when no connector is available, producing DOCX and PDF the owner can send themselves. Use this whenever a quote, bid, estimate, proposal, or SOW is the deliverable — including phrasings like "write this up for them," "put together a quote," "I need to bid this job," "turn my notes into a proposal," "respond to this RFP," or "price this out." Reach for it when the owner describes a job they just looked at, even without saying the word quote.
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35k10mo agoReviewMountCreate a free account to mount
Wins back customers who have quietly stopped buying — finds the ones whose gap has stretched past their own normal rhythm or who are showing churn signals, ranks them by what the relationship was worth, drafts a win-back message per customer in the owner's voice, and sends and logs only what the owner approves. Chains review-reputation, outreach-composer, and crm-autopilot, and keeps the rule that the first touch acknowledges the gap without pitching. Use this whenever the owner is worried about customers drifting away, including phrasings like "who hasn't ordered in a while," "win back my old customers," "which customers have gone quiet," "we lost some regulars," "reach out to the people who stopped calling," or "how do I get them back." Reach for it when the owner names a customer they have not heard from, as readily as for a full win-back campaign.
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3 projects use a version of this
35k10mo agoReviewMountCreate a free account to mount
Turns a plain-English description of a recurring report into a real, repeatable report — defines the metrics, pulls them from whatever data sources are connected, delivers a chat summary plus an XLSX workbook, and saves the definition so the same report reruns on demand or on a schedule. Handles anything from "sales by location versus last year" to AR aging to labor as a percentage of revenue. Works fully from an uploaded CSV or XLSX when no connector is available. Use this whenever the owner asks for a report, dashboard, KPI pack, metrics summary, or recurring numbers — including phrasings like "can you track this every week," "I need to see these numbers monthly," "build me a report on," "same report as last time," or "put together a KPI dashboard." Reach for it even when the owner names the metrics without using the word report.
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7 projects use a version of this
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Delivers the owner's custom recurring report pack on a set cadence — runs the saved report definition from report-builder, wraps it in a business-pulse snapshot so the numbers have context, and hands over one chat summary plus the workbook. Defined once, then delivered on schedule without being asked again. Runs on any single connected data source, or entirely from an uploaded CSV or XLSX. Use it when the owner asks for their report pack, their weekly or monthly numbers, "send me the usual report," "run my report pack," "set this up to come every Monday," or "I want these numbers on a schedule.
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1 project uses a version of this
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Turns what is actually selling into a reorder decision and gets it all the way into the books — computes sales velocity and conservative stockout dates per item, sizes the reorder, drafts the purchase order and the vendor email, and then stages the matching entry so the bill matches against the PO when it arrives. Flags the money sitting still too, so dead stock gets cleared instead of reordered. Runs on Shopify, Square, or an uploaded sales and stock CSV, and deepens with QuickBooks, Gmail or M365, Calendar, and NetSuite. No PO is sent and no vendor is emailed without approval. Use it when the owner says "what do I need to reorder," "am I going to run out," "restock," "we keep running out of filters," "draft a PO for my supplier," or "how much cash is sitting in the warehouse.
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Watches what customers are saying in public and in private, then does something about it. Aggregates Google, Yelp, and Facebook reviews alongside disputes, tickets, and email into themes backed by verbatim quotes; drafts a reply to every review in the owner's own voice for approval; spots customers who have gone quiet or look likely to leave; and drafts win-back offers for the ones worth keeping. With Shopify connected, order and fulfillment patterns become a sentiment signal too. Works from pasted or exported reviews when nothing is connected. Use this whenever the owner asks about reviews, ratings, reputation, complaints, or repeat business — including "what are people saying about us," "did we get any bad reviews," "how do I respond to this one-star," "our rating dropped," "which customers have gone quiet," "who hasn't ordered in a while," "how do I win them back," or "are customers happy."
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Audits and fixes both halves of being found — classic search and AI answers. Search side: rankings, site structure, page speed, titles and descriptions, and content that answers what customers search for. AI side: whether assistant crawlers can reach the site, pages render without JavaScript, an llms.txt file, schema.org data, and presence in the directories assistants read. For online stores it also runs a bulk catalog cleanup, rewriting product titles, descriptions, alt text, and SEO fields in approved batches. Works on any public website with no connector. Use this whenever the owner talks about being found online, including "nobody finds us on Google," "how do I show up in ChatGPT," "make my website AI friendly," "SEO audit," "GEO," "AEO," "AI search visibility," "my competitor ranks above me," "fix my product listings," or "I asked an AI about my industry and we weren't in the answer."
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2 projects use a version of this
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Claude as the trainer. Walks an SMB owner through connecting their first two tools, runs one recipe to prove immediate value, interviews them about their business (industry, size, top three headaches), stores that context persistently so every other skill benefits, and sets a weekly check-in cadence. Use when the owner is getting started or says any of: "set me up," "setup," "help me get set up," "get started," "help me get started," "get me started," "what can you do," "I'm new to this," or is in their first session.
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The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.
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Runs the owner's content operation as a standing thing rather than a one-off: keeps a rolling posting calendar, learns the owner's voice, generates on-brand Canva graphics, writes captions that sound like them, repurposes one asset into every channel format, and stages posts for approval instead of publishing on its own. Pulls product photos and prices from Shopify when connected; with no connectors, drafts the calendar and asset briefs for manual posting. Use this whenever the owner talks about posting, content, or social — including "I need to post more," "we've gone quiet on Instagram," "what should we post this month," "make the content," "give me a month of posts," "write this in my voice," "repurpose this," or "set up our content calendar." Reach for it for a single post as readily as for a full quarter. One handoff: a finished, approved campaign brief goes to canva-creator; this skill owns the standing operation.
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Makes sure no inbound lead goes unanswered. Watches web forms, the shared inbox, and the CRM for new inquiries, qualifies each one against the owner's criteria, drafts a reply in the owner's voice with real meeting times for the owner to approve and send, routes anything hot to a human right away, and logs the whole thing to the CRM. Never sends on its own. Built to run on a schedule so overnight inquiries are drafted and sorted by morning, and works from forwarded or pasted inquiries when no connector is available. Use this whenever the owner is worried about inbound leads or response time — including phrasings like "leads are going cold," "did anyone answer that inquiry," "I keep missing form submissions," "nothing falls through the cracks," "handle my inbound," "respond to this lead," or "we lose people because nobody gets back fast enough." Reach for it for a single unanswered inquiry as readily as for a standing setup.
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Prepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); uses Gusto, PayPal, and Stripe when connected, else CSV upload. US federal tax math; a non-US business gets the closed-books packet. Prep material for a CPA, never tax advice, nothing filed. Trigger on "quarterly taxes," "estimated tax payment," "how much should I set aside," "1099s," "1099-NEC," "W-9s," "year-end tax prep," "get my books ready for my accountant," any phrasing that suggests a tax deadline is coming, or a question about net profit or YTD income that sounds like worry about a tax bill. An owner who says the period's books are already closed routes to tax-season-organizer directly.
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5 projects use a version of this
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Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags.
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Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."
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Long-running Node server (Hono): browser chat with a sessions sidebar (useChat → /api/chat) → Chat SDK web adapter onDirectMessage → one Managed Agents session per conversation, where the conversation ID is the session ID (no mapping, no database; the sidebar is sessions.list, transcript replay is sessions.events.list) → a held session event stream (opened with event_deltas token previews, always on) feeds each fragment back onto the same HTTP response while /api/activity streams the tool calls and thinking the page shows as…
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This directory is a Managed Agents quickstart: it builds a real M&A data room into a knowledge wiki (a versioned memory store) with one dynamic workflow run, and queries it. The runnable artifact is distill_documents_into_knowledge_wiki.ipynb; prompts/ holds the consolidation agents' prompts, the lead agent's prompt and the baseline analyst's prompt, utilities.py the notebook's functions; everything else exists to set that notebook up. When a user asks you to walk them through setting this quickstart up, read skill.md in this directory…
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MCP server that exposes Managed Agents session primitives as tools. Two entrypoints sharing one tool set: src/server.ts (stdio → Claude Desktop and Claude Code) and src/server-http.ts (Streamable HTTP → claude.ai custom connector). This quickstart creates no agents, so there is no agents/ directory. It needs one environment, created once from environment.yaml (the command is in that file and in README.md). Commands: bun run stdio (Desktop, Code), bun run http (claude.ai), bun run typecheck.
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A Next.js chat built directly on a Managed Agent session: no chat framework, the event log is the app state. Teaches session event streaming (event_deltas), vault credential injection_location, per-session agent_with_overrides, and multiagent coordinator rosters. The planner calls the National Park Service and Windy APIs with keys it never holds, then hands its draft to a second agent for a quick critique. That second agent is an Opus reviewer running as a session thread. 1. Invoke /claude-api first. It loads the…
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A GitHub Action that lets Claude respond to @claude mentions on issues/PRs (tag mode) or run tasks via prompt input (agent mode). Mode is auto-detected: if prompt is provided, it's agent mode; if triggered by a comment/issue event with @claude, it's tag mode. See src/modes/detector.ts. Single entrypoint: src/entrypoints/run.ts orchestrates everything — prepare (auth, permissions, trigger check, branch/comment creation), install Claude Code CLI, execute Claude via base-action/ functions (imported directly, not subprocess), then cleanup (update tracking comment, write step summary). SSH…
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Plain text files in a repository that tell a coding agent how the project works: commands to run, conventions to follow and things to avoid. CLAUDE.md, AGENTS.md, cursor rules and skills are the common kinds.
CLAUDE.md or AGENTS.md?
CLAUDE.md is read by Claude Code. AGENTS.md is an open format that Codex, Cursor and other agents read. Many projects keep one and point the other at it.
What is a skill?
A folder with a SKILL.md that describes one capability, such as filling PDFs or reviewing code. The agent loads it only when the task calls for it.
Can I search my own team's files too?
Your agents already can, over MCP, limited to the files you're allowed to read. Searching them from this page is coming.
AnthropicSkill