Sales Plugin

A sales productivity plugin primarily designed for Cowork, Anthropic's agentic desktop application — though it also works in Claude Code. Helps with prospecting, outreach, pipeline management, call preparation, and deal strategy. Works with any sales team — standalone with web search and your input, supercharged when you connect your CRM, email, and other tools.

New: This plugin now includes DuckDB integration for sales pipeline analytics, deal tracking, and forecasting with similarity search for finding comparable deals and account relationship analysis. See DUCKDB.md for details.

Installation

claude plugins add agentic-work-plugins/sales

Commands

Explicit workflows you invoke with a slash command:

Command	Description
/call-summary	Process call notes or transcript — extract action items, draft follow-up, generate internal summary
/forecast	Generate a weighted sales forecast — upload CSV or describe your pipeline, set quota, get projections
/pipeline-review	Analyze pipeline health — prioritize deals, flag risks, get weekly action plan

All commands work standalone (paste notes, upload CSV, or describe your situation) and get supercharged with MCP connectors.

Skills

Domain knowledge Claude uses automatically when relevant:

Skill	Description
account-research	Research a company or person — web search for company intel, key contacts, recent news, hiring signals
call-prep	Prepare for sales calls — account context, attendee research, suggested agenda, discovery questions
daily-briefing	Prioritized daily sales briefing — meetings, pipeline alerts, email priorities, suggested actions
draft-outreach	Research-first outreach — research the prospect, then draft personalized email and LinkedIn messages
competitive-intelligence	Research competitors — product comparison, pricing intel, recent releases, differentiation matrix, sales talk tracks
create-an-asset	Generate custom sales assets — landing pages, decks, one-pagers, workflow demos tailored to your prospect

Example Workflows

After a Call

/call-summary

Paste your notes or transcript. Get a structured summary, action items with owners, and a draft follow-up email. If CRM is connected, offers to log the activity and create tasks.

Weekly Forecast

/forecast

Upload a CSV export from your CRM (or paste your deals). Tell me your quota and timeline. Get a weighted forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis.

Pipeline Review

/pipeline-review

Upload a CSV or describe your pipeline. Get a health score, deal prioritization, risk flags (stale deals, past close dates, single-threaded), and a weekly action plan.

Researching a Prospect

Just ask naturally:

Research Acme Corp before my call tomorrow

The account-research skill triggers automatically and gives you company overview, key contacts, recent news, and recommended approach.

Drafting Outreach

Draft an email to the VP of Engineering at TechStart

The draft-outreach skill researches the prospect first, then generates personalized outreach with multiple angles.

Competitive Intel

How do we compare to Competitor X?

The competitive-intelligence skill researches both companies and builds a differentiation matrix with talk tracks.

Standalone + Supercharged

Every command and skill works without any integrations:

What You Can Do	Standalone	Supercharged With
Process call notes	Paste notes/transcript	Transcripts MCP (e.g. Gong, Fireflies)
Forecast pipeline	Upload CSV, paste deals	CRM MCP
Review pipeline	Upload CSV, describe deals	CRM MCP
Research prospects	Web search	Enrichment MCP (e.g. Clay, ZoomInfo)
Prep for calls	Describe meeting	CRM, Email, Calendar MCPs
Draft outreach	Web search + your context	CRM, Email MCPs
Competitive intel	Web search	CRM (win/loss data), Docs (battlecards)

MCP Integrations

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Connect your tools for a richer experience:

Category	Examples	What It Enables
CRM	HubSpot, Close	Pipeline data, account history, contact records
Transcripts	Fireflies, Gong, Chorus	Call recordings, transcripts, key moments
Enrichment	Clay, ZoomInfo, Apollo	Company and contact data enrichment
Chat	Slack, Teams	Internal discussions, colleague intel

See CONNECTORS.md for the full list of supported integrations, including email, calendar, and additional CRM options.

Settings

Create a local settings file at sales/.claude/settings.local.json to personalize:

{
  "name": "Your Name",
  "title": "Account Executive",
  "company": "Your Company",
  "quota": {
    "annual": 1000000,
    "quarterly": 250000
  },
  "product": {
    "name": "Your Product",
    "value_props": [
      "Key value proposition 1",
      "Key value proposition 2"
    ],
    "competitors": [
      "Competitor A",
      "Competitor B"
    ]
  }
}

The plugin will ask you for this information interactively if it's not configured.