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Claude For
Small Business

Anthropic’s free plugin takes on the parts of running a business you probably hate, like payroll, contracts and chasing invoices. Here’s how to get it and the best use cases to start with.

Claude for Small Business launched in May 2026 and got a big update in September. It now has 43 workflows and connects to 37 tools, including QuickBooks, Xero, PayPal, Stripe, Square, Shopify, HubSpot, Gusto, Canva, DocuSign, Google Workspace and Microsoft 365. It’s free on every paid Claude plan. (Anthropic)

  1. Install it. In Claude, click Customize, then Plugins, then Discover. Find Small Business and click Add. Or install from the plugin page.
  2. Say "get me started." Claude connects your first two tools and learns your business in about 15 minutes.
  3. Just ask. You don’t need to memorize commands. Describe what you need and Claude picks the right workflow.

Want the full setup walkthrough? Here’s my step-by-step guide.

The 8 Best Use Cases

01

Get paid faster

Finds overdue invoices and drafts reminders matched to each customer: gentle for good ones, firmer for repeat late payers. To start it, say "Who owes me money?" or type invoice-chase.

02

Make payroll with confidence

Forecasts your cash through payroll, drafts reminders to close any gap and preps the run. On Gusto, it’s staged for you to submit. To start it, say "Can I make payroll?" or type /plan-payroll.

03

Close the month

Reconciles your books against your payment tools, writes a plain-English P&L summary and updates your 30, 60 and 90-day cash forecast. To start it, say "Close the books for last month." or type /close-month.

04

Review a contract

Reads an NDA, vendor or client contract, flags unusual terms, explains the risks in plain English and marks up a redline. Still have a lawyer check anything big. To start it, say "Review this contract." or type contract-review.

05

Start your week right

One page with your cash, sales, pipeline, calendar and the single most important thing to deal with this week. To start it, say "Brief me." or type /monday-brief.

06

Fill your pipeline

Builds a ranked list of real prospects with a reason for each, writes outreach in your voice and logs it to your CRM. To start it, say "Find me customers." or type /grow-pipeline.

07

Run your content

Keeps a posting calendar, makes on-brand Canva graphics, writes captions in your voice and stages every post for your approval. To start it, say "Make the content for this week." or type social-content-engine.

08

Handle reviews

Pulls your Google, Yelp and Facebook reviews into themes and drafts a reply to each one in your voice for you to approve. To start it, say "What are customers saying?" or type review-reputation.

Good To Know

Want to learn the basics? Anthropic and PayPal made a free course, AI Fluency for Small Businesses, with a certificate at the end.