Claude for Small Business
Announced by Anthropic and described as a package of connectors and ready-to-run workflows that put Claude inside the tools small businesses depend on: toggle it on inside Claude Cowork, connect the tools you already use (Intuit QuickBooks, PayPal, HubSpot, Canva, Docusign, Google Workspace and Microsoft 365) and let it plan payroll, close the month, run a sales campaign, chase invoices and more, with Claude doing the work and you approving before anything sends, posts, or pays
Tool Overview
Features, steps and FAQ below
Features
- ✓ Toggle install: Anthropic says Claude for Small Business is a toggle install that puts Claude to work inside the tools small business owners already use, so owners can take full advantage of AI without switching software
- ✓ Workflows across functions: Anthropic says it ships with 15 ready-to-run agentic workflows across finance, operations, sales, marketing, HR and customer service, plus 15 skills built on the repeatable tasks owners said slow them down most
- ✓ Automates high-friction jobs: Anthropic says the skills include an invoice chaser, margin analyzer, month-end prepper, tax-season organizer, contract reviewer, lead triager, content strategist and more
- ✓ Trust by human approval: Anthropic says Claude does the work and you approve before anything sends, posts or pays; in a survey with small business owners, half named data security as their single biggest hesitation about AI
- ✓ Learning and training included: Anthropic says it partnered with PayPal on AI Fluency for Small Business, a free online course, alongside free half-day live workshops on the Claude SMB Tour hosted by Tenex and Anthropic
How to Use
- Toggle on Claude for Small Business inside Claude Cowork
- Connect the tools you already use, such as Intuit QuickBooks, PayPal, HubSpot, Canva, Docusign, Google Workspace or Microsoft 365
- Pick the job from the 15 built-in agentic workflows, such as planning payroll, closing the month, running a sales campaign or chasing invoices
- Claude builds the plan and asks for your approval before anything sends, posts or pays, and executes once you approve
FAQ
What is Claude for Small Business?
Anthropic says it is a package of connectors and ready-to-run workflows that put Claude inside the tools small businesses depend on, helping owners take full advantage of AI and cross off items on the to-do list.
How does it work?
Anthropic says you toggle on Claude for Small Business inside Claude Cowork, connect the tools you already use and pick the job; Claude does the work and you approve before anything sends, posts or pays.
What workflows and skills are included?
Anthropic says it includes 15 agentic workflows across finance, operations, sales, marketing, HR and customer service, plus 15 skills built on the repeatable tasks owners said slow them down most, including an invoice chaser, margin analyzer, month-end prepper, tax-season organizer, contract reviewer, lead triager and content strategist.
Which tools can it connect to?
Anthropic says Claude for Small Business puts Claude to work inside Intuit QuickBooks, PayPal, HubSpot, Canva, Docusign, Google Workspace and Microsoft 365, from which it can plan payroll, close the month, run a sales campaign, chase invoices and more.
Is training available?
Anthropic says it partnered with PayPal on the free AI Fluency for Small Business online course, and Tenex and Anthropic host the Claude SMB Tour, a free half-day live AI fluency training and hands-on workshop, with attendees receiving a one-month Claude Max subscription.