🎯 What you'll have at the endYou'll install Claude's Small Business plugin, tell it about your business once, and run your first ready-made job such as a Monday brief.

⚡ One-click install

Checked install page (app stores, official sites and template pages): tap to get it straight away.

⬇️ Download Claude for desktopOfficial download page

🧰 Before you start

A paid Claude plan (Pro, Max, Team or Enterprise)
The Claude desktop app (Mac or Windows) for Cowork features
Logins for the tools you use (accounting app, email, Drive, shop)

⏱️ Time needed15-30 minutes

💵 Rough costPaid Claude plan (Pro from about USD 20/month)

🪜 Step by step

🐣 Beginner mode: showing the 7 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 7.

✅ 0 of 7 steps done 📄 Printable page

1
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Install Claude for desktop
Tap the 'Download Claude for desktop' button on this page, install it and sign in.
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2
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Open Cowork
In the Claude desktop app, open Cowork (Claude's 'do the work for me' mode).
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3
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Install the plugin
Click Customize in the left sidebar. Under Plugins click +, find Small Business and click Install.
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4
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Run the setup
Type /smb-onboard. Claude asks about your business and helps you connect your tools. It saves this so every skill knows your business.
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5
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Try your first job
Type /monday-brief, or just describe the job in plain English, e.g. 'What bills are due this week and do I have the cash?'
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6
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Read before you approve
Claude prepares work and shows it to you. Nothing sends, posts or pays until you say so.
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7
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Schedule what you like
For jobs you want every week, ask Claude to make it a scheduled task (see the official link below).
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💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 Tell Claude about my business

My business: [what we do] in [city], Malaysia. Team: [number] people. We use: [accounting app], [email], [shop or payments], [CRM].
Currency: MYR. Financial year ends: [month]. Our accountant is [name/firm].
Hardest things right now: [e.g. chasing late payments, knowing our cash position].
Please set up the Small Business plugin around this, and suggest the first 3 skills I should use.

💬 Monday brief

/monday-brief Keep it to one page. Cash in MYR, overdue invoices with days overdue, this week's key meetings, and the one thing that most needs me.

⚠️ Tips & common mistakes

Some skills mention US-only items (like 1099 forms); just tell Claude you're in Malaysia and it will adapt the checklist, but confirm tax matters with your accountant.
Start with read-only jobs (briefs and reports) before money jobs.
The plugin's connector list is a default; you can point skills at the tools you actually use.