Your tools, finally working together

When you connect QuickBooks, Claude can read your books. That means it knows your cash position, your receivables, your cost of goods, and your payroll obligations — not as a report you have to pull, but as live context it uses every time you ask a financial question. Run /cash-flow-snapshot and Claude models the next 90 days before the tight weeks arrive. Run /close-month and it reconciles every processor against your ledger and writes the P&L narrative for you. At tax time, /tax-prep pulls income, expenses, and 1099 contractors into an accountant-ready bundle in minutes. QuickBooks is the financial backbone — connect it once and every finance skill runs on real data.

PayPal is often where the cash actually lands — settlements, refunds, disputes, and payouts. Connect it and Claude treats every transaction as a live signal. When you run /invoice-chase, Claude checks who just settled through PayPal first, so no one who paid yesterday gets a reminder today. When you close the month, PayPal payouts are matched against your QuickBooks ledger to catch any gaps. Dispute activity and refund patterns feed into your /customer-pulse report so you always know where friction is building — and Claude drafts the response. PayPal keeps the cash picture complete.

If you bill through Stripe, connect it and Claude folds your payouts and overdue invoices into every financial workflow. /invoice-chase sweeps Stripe alongside QuickBooks and PayPal so no overdue invoice gets missed regardless of where it was created. /month-end-prep and /tax-prep roll Stripe settlements into the reconciliation and the tax bundle — so the picture is complete whether your customers pay by card, PayPal, or invoice. Stripe ensures nothing slips through the cracks at month end or tax time.

If you run a physical location or retail operation, connect Square and Claude includes your POS takings in every financial read. /cash-flow-snapshot folds Square sales alongside QuickBooks and PayPal into the 90-day model so your forecast reflects what's actually happening on the shop floor, not just online. /close-month checks Square POS takings against your till records as part of the reconciliation. /content-strategy reads your Square product mix to build a content brief that promotes what's actually moving in your store.

Your CRM is where every customer relationship lives — and Claude knows how to read it. Connect HubSpot and /lead-triage scores every contact by engagement, fit, and urgency, then surfaces today's top 5 with talking points for each call. /crm-maintenance logs Gmail conversations and Calendar meetings back against the right records so your data stays current without manual entry. /canva-creator and /run-campaign stage finished content directly into HubSpot, queued and ready to send. Your pipeline, your contacts, your campaigns — Claude works inside HubSpot, not alongside it.

Connect Canva and Claude can build content, not just plan it. Give it a brief and /canva-creator maps the posting calendar, writes the captions, and generates on-brand visuals using your brand kit and templates directly in Canva. /run-campaign takes it further — Claude reads your sales data, decides what to promote, writes the copy, generates the full asset set, and stages everything ready to send in HubSpot. You approve the angle; Claude handles the production from brief to branded visual, end to end.

Connect Gmail and Claude can read the signals that live in your inbox. /lead-triage checks recent replies to see who responded and scores leads accordingly — someone who emailed yesterday ranks higher than someone who went quiet. /handle-complaint pulls the message straight from your inbox so you never have to paste anything. /crm-maintenance logs email conversations back against the right HubSpot records automatically. /plan-payroll sends chase reminders through Gmail once you approve. Your inbox is full of customer signals; Claude reads them so you don't have to triage manually.

Connect Google Calendar and Claude can see what your day actually looks like. /lead-triage doesn't just score leads — it books the call slots on your calendar before you close the brief. /monday-brief maps the week's commitments alongside cash and pipeline so you know what's coming before it arrives. /business-pulse includes your calendar as part of the daily snapshot, so the one priority it surfaces for today is grounded in what you're actually doing — not just what the numbers say. /crm-maintenance logs Calendar meetings back against open HubSpot deals automatically.

Connect Google Drive and Claude can reach the files and documents stored across your business folders. Pull contracts, cost sheets, product catalogs, or business data directly from Drive rather than downloading and re-uploading them every time. Your work stays in one place — no duplicate files, no manual handoffs, no searching your desktop for the right version. When Claude outputs a report or document, it can send it back to Drive so everything is where your team expects to find it.

If your business runs on Microsoft rather than Google, connect MS365 and Claude works inside the tools your team already has open. Outlook email becomes the communication channel for reminders and drafts. Calendar and OneDrive work the same way Google Calendar and Drive do for Google users — scheduling, file access, and document output, all inside the Microsoft stack. You don't have to switch platforms to use Claude. Claude adapts to the tools you already use.

Connect Slack and Claude doesn't just write the weekly recap — it posts it to your team. Every Friday, /friday-brief compares this week's PayPal revenue to last, logs the HubSpot wins, and pushes the summary to your Slack channel automatically. Your team sees the numbers and the wins without anyone having to write, copy, or paste a thing. One command keeps the whole team in sync — no weekly all-hands, no forwarded emails, no stale spreadsheet someone forgot to update.

Connect DocuSign and Claude can pull pending envelopes directly — so you never have to download and re-upload a contract to review it. /contract-review reads the document clause by clause, flags every risk rated by severity, and returns a plain summary of what you're signing alongside a redline DOCX marked up for negotiation. /review-contract works the same way on demand. You know exactly what you're agreeing to before you sign it — and the executed copy files back in DocuSign when it's done.