Small Business 外掛程式（在新分頁中開啟）讓 Claude（在新分頁中開啟） 在您已經使用的工具中工作——您的會計、付款、CRM、設計、合約、電子郵件、檔案和行事曆。您用簡單的語言描述工作內容，Claude 會讀取資料、完成工作，並在任何內容傳送、發布或付款之前向您展示結果。
要順利運作外掛程式，是一種委派的行為，分為兩個步驟：您用簡單的文字描述工作，讓 Claude 選擇合適的技能；並在工作進行時保持參與，在任何內容送出之前先閱讀 Claude 準備好的內容。Claude 是您所指揮的協作者：它提供能力，而意圖與判斷則始終由您掌握。
安裝並執行外掛程式
您需要在 Pro、Max、Team 或 Enterprise 方案中使用 Claude 桌面應用程式（在新分頁中開啟）。
- 開啟 Claude，然後點選左側邊欄中的自訂。
- 在外掛程式下方，點選 +。
- 找到 Small Business，然後點選安裝。
安裝外掛程式後，您將可以使用下方列出的所有技能（在新分頁中開啟）。若要針對您的業務和工作流程調整外掛程式，請參閱本指南中的「針對您的業務自訂外掛程式」章節。
若要執行技能：
- 在聊天欄中輸入
/，然後從清單中選擇，或 - 用簡單的語言描述工作內容，Claude 會選擇合適的技能。
無論哪種方式，Claude 都會遵循該任務的技能指示。若要深入了解，請參閱什麼是技能（在新分頁中開啟）和在 Claude 中使用外掛程式（在新分頁中開啟）。
外掛程式中包含什麼
外掛程式（在新分頁中開啟）將一組技能（在新分頁中開啟）以及它們所讀取的連接器打包在一起。每個技能都是一組針對特定任務的指示。安裝外掛程式後，Claude 已經知道一系列任務的執行步驟，因此當您提出請求時，只需要幾個字就夠了。
此外掛程式中的某些技能會依序執行其他幾項技能，並在步驟之間徵詢您的決定，因此即使是較大的工作，也只需要提出一個請求。下表列出每個技能、其功能，以及它所讀取的工具
| 技能 | 功能 | 使用的工具 |
|---|---|---|
| Set up the plugin | ||
smb-onboard | The setup skill. Asks about your business, helps you connect your tools, and saves your context so every other skill knows it. | All connectors |
| Extend beyond what's available | ||
build-connector | Connects Claude to a tool that doesn't have an official connector yet. | Claude connector directory, Zapier |
build-agent | Turns a task you keep doing by hand into a skill you can run by name or on a schedule. | Native |
| Run the business | ||
/pay-the-bills | Codes your bills, checks you have the cash, and lines up the payment run for your OK.Runs ap-processor cash-flow-snapshot month-end-prep | Expensify, Gmail, Gusto, Intuit QuickBooks, MYOB, NetSuite, Notion, PayPal, Ramp, Shopify, Square, Stripe, Xero, Zoho Books |
/restock | Figures out what to reorder, drafts the purchase orders and supplier emails, and logs them in your books.Runs inventory-planner ap-processor | Expensify, Gmail, Google Calendar, Intuit QuickBooks, NetSuite, Notion, Ramp, Shopify, Square, Xero, Zoho Books |
/report-pack | Runs your saved reports on a schedule and adds a quick business snapshot for context.Runs report-builder business-pulse | Any data source |
/monday-brief | One page to start the week: cash, sales, pipeline, your calendar, and the one thing that most needs you.Runs business-pulse report-builder | Docusign, Expensify, Gmail, Google Calendar, Google Drive, Gusto, HubSpot, Intuit QuickBooks, MYOB, NetSuite, PayPal, Ramp, RingEX Chat, Shopify, Slack, Square, Stripe, TikTok Ads, Xero, Zoho Books, Zoho Desk |
/close-month | Closes your books, updates your cash forecast, and writes the close packet for your accountant.Runs month-end-prep cash-flow-snapshot report-builder | Expensify, Google Drive, Gusto, Intuit QuickBooks, MYOB, NetSuite, PayPal, Ramp, Shopify, Square, Stripe, Xero, Zoho Books |
/tax-prep | Makes sure your books are closed, then prepares your quarterly taxes or 1099 list for your accountant.Runs month-end-prep tax-season-organizer | Expensify, Gusto, Intuit QuickBooks, MYOB, NetSuite, Notion, PayPal, Ramp, Shopify, Square, Stripe, Xero, Zoho Books |
/plan-payroll | Checks you'll have the cash for payroll, drafts reminders for overdue invoices, and gets the run ready for you to submit.Runs cash-flow-snapshot invoice-chase payroll-prep | Airwallex, Gmail, Gusto, Intuit QuickBooks, Microsoft 365, MYOB, NetSuite, Notion, PayPal, Ramp, Shopify, Square, Stripe, Xero, Zoho Books |
inbox-manager | Sorts your inbox, tells you what needs you, and drafts replies in your voice. | Gmail, Google Calendar, Microsoft 365, Notion, Slack |
report-builder | Builds a report you describe in plain English and saves it so you can rerun it anytime. | Any data source |
ap-processor | Pulls bills from your inbox or uploads, codes them to the right account, and lines up who to pay. | Expensify, Gmail, Intuit QuickBooks, NetSuite, Notion, Ramp, Xero, Zoho Books |
payroll-prep | Checks timesheets, flags anything that looks off, and gets payroll ready for you to submit. | Gusto, Intuit QuickBooks, MYOB, NetSuite, Notion, Xero, Zoho Books |
inventory-planner | Tracks how fast each item sells, warns you before you run out, and drafts the reorders. | Google Calendar, Intuit QuickBooks, NetSuite, Shopify, Square |
ticket-deflector | Reads a customer email, looks up their order and history, and drafts a reply matched to the situation. | Atlassian, Gmail, HubSpot, Notion, PayPal, RingEX Chat, Shopify, Square, Stripe, Zoho Desk |
cash-flow-snapshot | Reads cash, invoices, bills, and incoming settlements and builds a 30/60/90-day forecast with the tight weeks flagged. | Gusto, Intuit QuickBooks, MYOB, NetSuite, PayPal, Ramp, Shopify, Square, Stripe, Xero, Zoho Books |
invoice-chase | Ranks overdue invoices and drafts a reminder for each one, matched to how that customer has paid before. | Airwallex, Gmail, Intuit QuickBooks, Microsoft 365, MYOB, NetSuite, Notion, PayPal, Shopify, Square, Stripe, Xero, Zoho Books |
month-end-prep | Reconciles your books against your payment processors, flags what's off, and writes the close packet for your accountant. | Expensify, Gusto, Intuit QuickBooks, MYOB, NetSuite, PayPal, Ramp, Shopify, Square, Stripe, Xero, Zoho Books |
tax-season-organizer | Calculates quarterly estimated taxes or builds a year-end 1099 list, formatted for your accountant. | Expensify, Gusto, Intuit QuickBooks, MYOB, NetSuite, Notion, PayPal, Ramp, Square, Stripe, Xero, Zoho Books |
business-pulse | One page: cash, sales trend, pipeline, this week's calendar, and the one thing that most needs you. | All connectors |
hiring-screener | Ranks your applicants against the job's requirements, drafts replies, and schedules interviews. | Docusign, Gmail, Google Calendar, Google Drive, Gusto, Microsoft 365, Trello |
contract-review | Reads a contract and writes a plain-English summary, a red-flag list, and a marked-up redline. | None required; optional Docusign, Gmail |
job-post-builder | Writes a job post, a structured interview guide with a scoring rubric, and an offer letter template. | None required; optional Docusign, Gmail, Google Drive |
| Grow the business | ||
/call-list | Picks the top leads to call today and writes a call card with talking points for each.Runs lead-triage | Apollo, Clay, Gmail, Google Calendar, HubSpot |
/grow-pipeline | Finds new prospects, writes outreach in your voice, and logs every touch in your CRM.Runs lead-finder outreach-composer crm-autopilot | Apollo, Clay, Gmail, HubSpot; Google Calendar, Intuit Mailchimp, Intuit QuickBooks, Microsoft 365, Monday.com, Notion, PayPal, RingEX Chat, Salesforce, Shopify, Stripe, Trello, Zoho CRM, Zoom |
/speed-to-lead | Answers new inquiries on nights and weekends and updates your CRM.Runs speed-to-lead outreach-composer crm-autopilot | Gmail, Google Calendar, HubSpot; Apollo, Clay, Intuit Mailchimp, Microsoft 365, Monday.com, Notion, RingEX Chat, Salesforce, Slack, Trello, Zoho CRM, Zoom |
/marketing-monday | One page to start the week on growth: what's working, what customers are saying, and what competitors changed.Runs growth-pulse review-reputation | Apollo, Clay, Gmail, HubSpot, Intuit Mailchimp, Intuit QuickBooks, Monday.com, PayPal, Shopify, Slack, Square, Stripe, TikTok Ads, Zoho CRM, Zoho Desk |
/reactivate | Finds customers who've stopped buying and drafts personal win-back messages for each one.Runs review-reputation outreach-composer crm-autopilot | Apollo, Clay, Gmail, Google Calendar, HubSpot, Intuit Mailchimp, Intuit QuickBooks, Microsoft 365, Monday.com, MYOB, NetSuite, Notion, PayPal, RingEX Chat, Salesforce, Shopify, Square, Stripe, Trello, Xero, Zoho Books, Zoho CRM, Zoho Desk, Zoom |
lead-finder | Finds new prospects that look like your best customers, with the right person to contact at each. | Apollo, Clay, HubSpot, Intuit QuickBooks, Notion, PayPal, Shopify, Stripe |
lead-triage | Scores your leads on engagement, fit, and urgency, and writes a call card for the top ones with talking points. | Apollo, Clay, Gmail, Google Calendar, HubSpot |
outreach-composer | Writes outreach and follow-up emails that sound like you, personalized to each prospect. | Apollo or Clay, Gmail or Microsoft 365, HubSpot, Intuit Mailchimp |
speed-to-lead | Answers new inquiries fast with a reply and real meeting times, and flags hot leads for you. | Gmail, Google Calendar, HubSpot, Notion, RingEX Chat, Slack |
proposal-builder | Turns your notes, photos, or an RFP into a priced proposal and sends it for signature once you approve. | Apollo, Atlassian, Canva, Docusign, Gmail, Google Drive, Intuit QuickBooks, Microsoft 365, MYOB, NetSuite, Notion, PayPal, Square, Stripe, Trello, Xero, Zoho Books, Zoom |
ad-manager | Shows what your ads are earning and wasting, suggests changes, and makes them once you say yes. | Canva, HubSpot, Intuit QuickBooks, Shopify, Square, TikTok Ads; other ad platforms via build-connector |
seo-ai-visibility | Checks how easily customers can find you on search engines and AI assistants, and gives you the fixes. | None required; optional Shopify, Wix |
growth-pulse | One page on growth: sales by channel, marketing results, customer reviews, and three actions for this week. | Gmail, HubSpot, Intuit Mailchimp, Intuit QuickBooks, PayPal, Shopify, Slack, Square, Stripe, TikTok Ads |
canva-creator | Builds the campaign from an approved brief: posting calendar, social designs, captions, and email copy. | Canva, HubSpot, Shopify, Square |
social-content-engine | Keeps your social calendar full with on-brand posts in your voice, ready for your approval. | Canva, HubSpot, Intuit Mailchimp, Notion, Shopify, Trello |
review-reputation | Gathers your reviews and customer feedback into themes, drafts review replies, and spots customers who've gone quiet. | Gmail, HubSpot, Monday.com, PayPal, Shopify, Square, Stripe, Zoho CRM, Zoho Desk |
crm-autopilot | Keeps your CRM up to date from your emails, calls, and meetings, and flags deals that have gone quiet. | Emergent, Gmail, Google Calendar, HubSpot, Monday.com, Notion, RingEX Chat, Salesforce, Trello, Zoho CRM, Zoom |
content-strategy | Reads your sales data, finds what's selling and what isn't, and drafts a content plan that pushes the winners. | Intuit QuickBooks, Notion, PayPal, Shopify, Square, Stripe |
grant-rfp-writer | Finds grants and bids you qualify for, tells you which are worth pursuing, and drafts the application. | Docusign, Google Calendar, Google Drive or Microsoft 365, Trello |
所列出的工具為預設值。當您自訂外掛程式時，可以將技能指向您實際使用的工具——不同的付款處理商、會計工具或 CRM——該技能便會改為從這些工具讀取資料。
針對您的業務自訂外掛程式
這些技能附帶針對典型小型企業撰寫的預設值。您可以用兩種方式使其符合您的需求。
在自訂 → 外掛程式中，開啟 Claude for Small Business，然後點選自訂。或者自行在聊天欄中輸入提示：
根據我的公司情況，為我自訂「small-business」外掛程式。
Claude 會詢問您的業務相關資訊——您做什麼、誰與您共事、目前最困難的事情——然後重寫外掛程式的預設值以符合您的情況。從此之後，這些技能就會帶有您的情境資訊：您的產業、您的團隊規模、您的優先事項，以及您喜歡的做事方式。
當您與 Claude 一起執行這些技能所產生的任務，並看到其產出結果時，您可以隨時要求 Claude 更新其中任何一項——說出您希望改變的地方，變更就會被儲存下來。隨著時間推移，這些技能會變得更符合您喜歡的做事方式，以及您希望產出的呈現方式。
若要了解完整的模式，請參閱如何在 Claude 中自訂外掛程式（在新分頁中開啟）。
可以嘗試的範例
從您這週的待辦清單中挑選一項工作，用您向信任的人描述這件事的方式來描述它。Claude 會讀取您的提示，並執行合適的技能。
設定外掛程式
- 幫我開始吧。我經營一家咖啡烘焙坊，有兩間咖啡館、一項批發業務，以及一間線上商店。
擴展現有功能之外的範圍
- 我的烘焙軟體不在您的清單上。您可以連接到它，讓我能看到每天的烘焙批次嗎？
- 每週一，我都會提取上週的批發訂單，並寄電子郵件給咖啡館，告知任何缺貨的品項。您可以把這件事變成我只要開口要求就能完成的事嗎？
營運業務
- 付帳單。我能支付這週到期的所有款項，同時還能發得出薪資嗎？
- 我們的豆子和袋子快用完了。請判斷需要重新訂購的項目，並為我的供應商草擬採購訂單。
- 執行我的每週數據報表，並在每週一早上寄給我。
- 給我我的週一摘要。這週我需要知道什麼？
- 結算八月的帳目，並為我的會計師準備好資料包。
- 幫我做好報稅準備。結算這一季，並告訴我該為預估稅款預留多少金額。
- 資金很緊張，而薪資在週五到期。我撐得過去嗎？如果可以，請準備好薪資作業。
拓展業務
- 我今天應該打電話給誰？給我前五名名單，附上談話要點。
- 填滿我的銷售漏斗。找出與我最佳批發客戶類似的咖啡館，並撰寫推廣訊息。
- 每晚和週末都執行 speed-to-lead，確保沒有任何詢問被擱置未回覆。
- 給我我的週一行銷摘要。哪些做法奏效、客戶有什麼看法，以及競爭對手有什麼變化？
- 我們有些常客已經好幾個月沒下訂單了。找出誰已經失去聯繫，並協助我把他們贏回來。
若要查看其中三項的逐步說明——薪資、月末結算，以及週一摘要——請參閱將 Claude 用於您的小型企業（在新分頁中開啟）。
實際練習：親自執行一項技能
從您這週的工作中挑選一項您已大致知道答案應該是什麼樣子的工作，並在聊天欄中用您向某人交辦這件事的方式描述它：
哪些發票已逾期？我應該優先跟進哪些？
如果這週您心裡想的不是發票相關工作，可以替換成您自己的工作，描述時保持用語簡單，不要指定技能名稱。Claude 會挑選合適的技能。如果得到的結果不是您原本想要的工作，請輸入 / 並自行選擇技能。
在核准任何內容之前，請將結果與您已經知道的事情進行核對：
- 用您的帳目核對一行項目。 挑選一位您熟悉的客戶，檢查草擬提醒中關於他們的內容是否與您的紀錄相符。
- 掃描清單，找出任何不應出現的項目。 如果您知道某張發票已經結清卻顯示為未結清，這就是提醒您在任何內容送出之前，先停下來釐清此差異的信號。
請保持這個習慣：描述工作內容，讓 Claude 挑選技能，並在核准之前，用您已知的事情核對結果。這種做法適用於此外掛程式中的每項技能。
注意事項
- 在任何內容傳送、發布或付款之前，您都必須核准 ——技能會草擬、提議並準備內容。在您同意之前，不會有任何內容送出。
- 您現有的權限維持不變 ——Claude 只會讀取您在每個工具中的帳戶能讀取的內容。它無法看到您原本就沒有存取權限的資料。
- Anthropic 不會使用您的業務資料訓練 Claude ——而且您已在工具中設定的權限仍然適用。如果某位員工目前在 QuickBooks 中看不到某項內容，他們透過 Claude 也看不到。完整政策請參閱信任中心（在新分頁中開啟）。
- 重大決策始終由您掌握 ——Claude 會準備工作內容並向您展示其發現，但攸關重大的決定——該收取多少費用、該簽署什麼、該寄送什麼給您的會計師——都是由您和您的專業人士所做出的。
- 某些功能取決於您在已連接工具中的方案等級 ——產生設計或準備發送內容可能需要該工具中較高的方案等級。當某項功能無法使用時，該技能會告知您，並提供替代方案。
深入了解
- Claude for Small Business 簡介（在新分頁中開啟） ——發布公告
- 將 Claude 用於您的小型企業（在新分頁中開啟） ——外掛程式端到端執行的工作流程
- 如何在 Claude 中自訂外掛程式（在新分頁中開啟） ——讓技能根據您的情境運作
- 什麼是技能（在新分頁中開啟） ——技能在 Claude 中如何運作