Pro Pluribus
Business systems + AI for founder-led companies
Atlas / Skills / Sales & proposals

AI skills for sales & proposals

AI Market Atlas · by Pro Pluribus

Skills and plugins for sales & proposals that work in Claude, ChatGPT, Copilot or Gemini, checked 10 Nov 2026. Each passed the shelf's vetting test; read the note on each one.

Read before installing. Check who publishes a skill, what accounts it can reach, and whether it runs commands on your computer. Even official skills can.
Before you install7 checks
Role plugin from the AI vendor

Sales plugin

Anthropic · AI vendor

Researches prospects, preps calls, reviews pipeline, drafts outreach, builds battlecards.

Runs on
Claude Cowork, Claude Code
Check
Official; works standalone, richer with CRM connected
Notable
One of the original Cowork plugins (30 Jan 2026), released in the week of the Feb 2026 software sell-off
github.com ↗finance.yahoo.com ↗
Role plugin from the AI vendor

Sales plugin

OpenAI · AI vendor

Account plans, meeting briefs, outreach, follow-ups and pipeline summaries; can update CRM records.

Runs on
ChatGPT (Work mode), Codex
Check
Official; reads and writes to connected apps (Salesforce, HubSpot, Slack, Outreach, Clay and others), so scope write access
Notable
One of OpenAI's six launch role plugins (2 Jun 2026)
openai.com ↗itbrief.co.uk ↗
Role plugin from the AI vendor

Sales for Cowork

Microsoft · AI vendor

Meeting prep, deal catch-up, pipeline prioritisation, business cases, post-meeting follow-up.

Runs on
Microsoft 365 Copilot Cowork
Check
Official; admin enables
Notable
In Microsoft's Roles & Industry plugin library (doc updated 2 Nov 2026)
learn.microsoft.com ↗
Business app connections

Salesforce in Claude

Salesforce (built with Anthropic) · Software company

37 sales skills: account research, pipeline review, CRM updates, renewal prep, QBR decks.

Runs on
Claude chat and Cowork
Check
Beta; Sales Cloud Enterprise Edition; admin sets up connector; respects Salesforce permissions
Notable
CRM vendor shipped its own skill set into a rival's assistant; beta from 15 Sep 2026
unite.ai ↗reworked.co ↗
Business app connections

HubSpot

HubSpot · Software company

Brings CRM contacts, deals and tickets into answers; can create or update records.

Runs on
Claude (verified connector), ChatGPT (plugin), Copilot (plugin)
Check
Needs connected account; first connection by a HubSpot Super Admin (ChatGPT); write access possible
Notable
In all three vendor catalogues; part of OpenAI's Business plugin promotion (8 Sep 2026)
claude.com ↗help.openai.com ↗learn.microsoft.com ↗

Before you install any skill

  1. Who publishes it? Prefer the AI vendor or the company that owns the app being connected.
  2. Has it been reviewed? Look for a verified badge, or the security ratings on its skills.sh page.
  3. What accounts does it connect to, and what can it do there? Prefer read-only; check anything that can send, pay or delete.
  4. Does it run commands on your computer? A “Warn” rating often means it does, even for official skills.
  5. Has your IT team approved it? Use the admin-managed catalogue where there is one.
  6. Do you know how to disconnect it and revoke its access?
  7. Finance, legal and HR output still needs review by a qualified person.

This map is a by-product of the work. Keeping track of what each of these actually does, and which ones are worth your time, is part of how I advise founder-led companies on AI. If you want that applied to your business, the first conversation is free.

Book a 30-minute conversation →

Compiled from public sources by Pro Pluribus; updated 10 Nov 2026. General information, not advice. Company names and logos belong to their owners and are used to identify them, without affiliation or endorsement. Terms