Claude's Small Business plugin: bills, month-end, a Monday brief and more, with your OK at every step

🧰 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)

🪜 Steps (tick as you go)

1. ☐
   1. Install Claude for desktop

   Tap the 'Download Claude for desktop' button on this page, install it and sign in.

2. ☐
   2. Open Cowork

   In the Claude desktop app, open Cowork (Claude's 'do the work for me' mode).

3. ☐
   3. Install the plugin

   Click Customize in the left sidebar. Under Plugins click +, find Small Business and click Install.

4. ☐
   4. 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.

5. ☐
   5. 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?'

6. ☐
   6. Read before you approve

   Claude prepares work and shows it to you. Nothing sends, posts or pays until you say so.

7. ☐
   7. Schedule what you like

   For jobs you want every week, ask Claude to make it a scheduled task (see the official link below).

💬 Prompts to copy

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 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.

🔗 Links

• Claude Academy tutorial (source): https://academy.claude.com/tutorials/how-to-install-the-claude-for-small-business-plugin
• YouTube: How to Use Claude for Small Business for Beginners: https://www.youtube.com/watch?v=-dvRRrNbvD4
• Schedule recurring tasks in Claude (official): https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-claude-cowork

From https://usecasy.com/use-case/claude-small-business-plugin/ · Guide checked 15 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).