A free guide by New Money School
Plugins
Each one turns Claude into a specialist. Built by Anthropic. Free with any paid plan. Install in 30 seconds. Here's how to pick the right one and customize it.
30 SecondsHow to Install Any Plugin
1
Open the Claude desktop app
2
Switch to Cowork
3
Click "Customize" in the left sidebar
4
Click "Browse plugins"
5
Hit Install on the one you want
Type / in any chat to see your new slash commands. Each plugin bundles 3-5 skills, connectors, and sub-agents for that specific role.
All 11Find Yours
Productivity (Install This First)
Manages tasks, calendars, and daily workflows. Connects to Slack, Notion, Asana, Linear, Jira, and more. This is the one everyone should start with regardless of role.
Sales
Research prospects, prep for calls, track your pipeline, and follow your sales process step by step.
Marketing
Draft content, plan campaigns, manage launches, and track performance across channels.
Finance
Analyze financial reports, build forecasting models, and track key metrics and KPIs.
Data
Query, visualize, and interpret datasets without writing code. Turn raw data into insights.
Legal
Review documents, flag risks, track compliance, and summarize contracts. The one that made legal tech companies lose $285B in market cap.
Enterprise Search
Find anything across your company's tools. Searches Slack, Drive, email, Notion, and more from one place.
Product Management
Write specs, prioritize roadmaps, track progress, and synthesize user feedback.
Customer Support
Triage issues, draft responses, surface solutions from your knowledge base, and track patterns.
Biology Research
Search literature, analyze experimental results, plan experiments, and summarize papers.
Plugin Creator
Build your own plugin from scratch. The meta-plugin. If none of the above fit your role, create one that does.
Which One Do I Pick?
Start with Productivity + your role's plugin. If you're in sales, install Productivity + Sales. Marketing? Productivity + Marketing. You can install as many as you want — they don't conflict. Claude only activates the relevant one for each task.
The Secret StepCustomize It for Your Job
Installing a plugin is step one. Customizing it is what makes it actually useful. Without customization, Claude asks you setup questions before every task. With customization, your answers are baked in — Claude already knows your context, your preferences, and how you work.
1
After installing a plugin, click "Customize" in the upper right corner. Claude opens a Cowork conversation.
2
Claude interviews you about how you work. Answer in detail — your role, your tools, your preferences, your pet peeves. The more you give it, the less it asks later.
3
Share real examples. Upload past deliverables, brand guides, email templates, report formats. Claude pulls what's relevant into the plugin so future output matches your actual work.
4
Test each skill. Type / to see the new slash commands. Run each one with a real task. If something feels off, tell Claude and it adjusts the plugin.
Pro Tips for Customization
Use voice input during the interview — you'll give way more detail talking than typing. Mention your distinct work phases (e.g., "I have a research phase and a writing phase") so Claude can configure sub-agents to run them in parallel. And don't skip sharing real examples of your past work — that's what makes the plugin produce output that sounds like you, not like a generic AI.
Level UpGetting the Most Out of Plugins
- Run every skill right after installing. Don't just install and forget. Give each slash command a real task immediately. You'll see what works and what needs tweaking.
- Add your own Skills on top. Plugins come with 3-5 bundled skills, but you can add your own. Built a great email skill? A meeting prep routine? Layer it in. The plugin + your custom skills = a fully personalized AI assistant.
- Recustomize when things change. New role? New clients? New priorities? Click Customize again and update. Plugins aren't set-it-and-forget-it — they should evolve with your work.
- Stack plugins that overlap. Sales + Productivity works great together. Marketing + Data is powerful for campaign analysis. Plugins don't conflict — Claude uses whatever's relevant for the task.
- Use Plugin Creator to fill gaps. If your role doesn't have a dedicated plugin, use Plugin Creator to build one. Describe what you do, how you work, and what tasks you repeat. Claude generates the entire plugin.
- Connect your tools first. Plugins are 10x better with connectors. Go to Settings → Connected Apps and link Gmail, Calendar, Drive, Slack, and Notion before customizing. The plugin will use your real data instead of asking you to paste things in.
Want a Deeper Dive?
Read How to Customize Plugins in Claude for the full customization walkthrough, or Skills vs Plugins to understand when to use which.