Claude Updates & Release Notes

Today we're introducing mods

small TypeScript functions that change how Claude Code works. A mod can rewrite a prompt, add new UI, replace a built-in feature, or add entirely new functionality. You can write a mod yourself, or ask Claude Code to write one for you. Mods ship inside plugins, so you install and share them like any plugin. They work in the Claude Code CLI and desktop app.

Mods run with the same access to your machine as Claude Code itself. They aren’t sandboxed, and you should only install mods from sources you trust, the same way you'd install any code on your computer.

To see what mods can do, read our guide to building your first mod.

Why we built mods

Developers have asked for more control over how Claude Code works, without waiting for us to ship a feature. Hooks helped give users some of this control, but hooks can't rewrite events, draw new UI, or replace features. Mods can.

We want Claude Code to feel like yours, so you can shape it to the way you work. We shared the design for mods on GitHub before launch to get feedback from developers. Thank you to everyone who weighed in.

How mods work

Each time Claude Code does something, it emits an event. Examples include calling a tool, asking for permission, and drawing part of the screen. A mod is a function that hooks into one of these events. A mod can run before the event, after it, or instead of it. It can also wrap the event, running code both before and after. With one function, a mod can:

• Rewrite a prompt before it reaches the model.
• Block, rewrite, or retry a tool call.
• Approve or deny a permission request.
• Redact secrets from tool output before Claude reads it.

A mod can also change what you see. It can edit or replace part of the interface Claude Code draws, like a tool result or a question from Claude. It can add buttons and inputs, and other mods can respond when you press them. Today, a mod can target the terminal, the desktop app, or both.

When several mods hook the same event, they run in the order they load. The first mod to load sees the event first and the result last. This lets you stack mods from different authors.

You can also use Claude Code to mod Claude Code. Ask Claude to create a mod, and it can write the TypeScript, install it, and hot reload it in your session.

Swap built-in features for your own

Some built-in features of Claude Code now ship as mods. For example, the built-in /diff feature is now a mod, so you can turn it off (in /plugin) or replace it with your own version. We plan to move more built-in features to mods over time, so you can pare Claude Code down to a small core and add back only what you want.

Mods for teams and enterprises

Mods ship inside plugins, so your existing plugin controls apply. Admins can allow or block plugin marketplaces. On Team and Enterprise plans, an owner sets this in the admin console. On Claude API and third-party API plans, admins push managed settings to users' machines.

On Team and Enterprise plans, and on any machine with managed settings, a built-in mod called sec-default (“security default”) loads first. It stops mods that users install from doing risky things, like overriding your permission deny rules. You can view the source code to see what it restricts. Admins can load their own mods first instead. If you do, add sec-default to your list to keep its restrictions.

Teams can also use mods to build their own controls and functionality. For example:

• CI/CD status: a mod can show your pipeline’s status in a pane beside the conversation, and update it as builds pass or fail.
• Production safeguards: a mod can require confirmation before any command touches production config.
• Audit logging: a mod that loads first can record every call that every other mod makes.

Getting started

Mods are available today in the Claude Code CLI and desktop app. Install plugins that include mods from the Claude directory or by running /plugin in the CLI. To share a mod, package it in a plugin and submit it to the directory.

To build your own mods, read our getting started guide or see the documentation.

Today

Claude for Government is generally available for federal and state agencies. The platform, which delivers Claude's coding and agentic work capabilities through a FedRAMP High authorized environment, has been in public beta since July.

Agencies access capabilities comparable to Anthropic’s commercial customers, without compromising compliance requirements. New capabilities generally arrive on the commercial release cadence.

Claude works directly with files on the desktop, allowing agency staff to use skills, plugins and projects for memo creation, RFP reviews, casework, and other tasks. With Claude Code, public sector teams can build and modernize the software systems that underpin public services.

Claude for Government governance controls are purpose-built for public sector agencies. Administrators can set configuration defaults as well as allocate and control spending across departments. Security teams and authorizing officials get audit logs and documentation that supports the agency ATO process. Procurement officers can contract with Anthropic directly and award on general-availability terms.

The Claude Code command-line interface and Claude for Microsoft 365 are also rolling out in early access through the same environment and with the same administrative controls.

Billing, administration, and oversight

No seat fees. Agencies pay for usage in fixed increments with a hard not-to-exceed cap, so spend does not exceed what an agency has obligated. Administrators define user tiers with spend and model limits per group, track usage by user and by model, and get burndown alerts before a balance runs low.

Administration that matches how departments are organized. Department-level administrators allocate prepaid usage to sub-agencies while each manages its own users. Agencies connect their own identity provider for single sign-on, with self-serve setup in the admin portal. SCIM group mappings set rate limits, dollar caps, and allowed models for each seat tier. Layered configuration sets defaults for sub-agencies, including what Claude can connect to and which features are available.

Oversight by design. Administrative actions are recorded in an audit log that organization administrators can review. Sensitive operations on Anthropic's side require two-person approval. Usage exports are metering data only, so agencies can answer ATO and IG requests without moving sensitive material. Conversation history stays local on the agency-managed device.

Getting started

Claude for Government is generally available to federal and state agencies today. Agencies do not need a separate cloud-provider relationship to get started. Existing customers can move to the desktop application and bring their conversation history with them through an in-app import.

Our FedRAMP Secure Configuration Guide is available through Anthropic's trust center. The application deploys through standard agency MDM platforms.

New agencies can request access at claude.com/solutions/government. To join the early access for Claude Code CLI or Claude for Microsoft 365, contact our public sector team.

Every day, millions of people connect Claude to their apps, work tools, and data. Today, we're making it easier for developers to reach them.

Plugins package MCP connectors, Agent Skills, or both, and are the main way to build third-party extensions for Claude. Build a plugin, submit it through the new directory submission portal, and once approved, it's listed in the Claude directory.

Submit and track plugins in the directory submission portal

The directory submission portal is open to developers on paid Claude plans. There are two ways to submit and get your plugin published in the Claude directory:

• Single MCP connector: point to your remote MCP server.
• Plugin bundle: combine MCP servers and skills, host them on GitHub, and submit the repo. In Claude Code, plugins can also include LSPs, commands, hooks, and agents.

Whichever path you choose, the portal will guide you from submission to launch. You can:

• Auto-validate your plugin. Each submission is checked and safety-scanned as soon as you submit, so you catch issues early.
• Review status and feedback. See where your plugin is in the review process, results from the safety scan, and recommended changes.
• Publish when you’re ready. Once approved, you decide when to publish your plugin in Claude.

Stylized view of review status and recommended changes for a plugin. Data is illustrative.

Monitor and improve your plugin once it's published

Once your plugin is live, usage analytics show installs by product surface and version, so you can prioritize fixes and features for your users. On the discovery side, you’ll see how often your listing is viewed and which searches lead people to it, so you can refine it to reach new users.

Stylized view of usage metrics for a published plugin. Data is illustrative.

Bring a rich experience to users with MCP 2.0 and its extensions

Claude supports the latest MCP spec, commonly referred to as MCP 2.0, which includes a stateless core. You can improve the experience of using your plugin with two MCP extensions: MCP Apps, for interactive UI inside chat, and Enterprise Managed Auth, for zero-touch OAuth for enterprise users. Support for more MCP features and extensions is coming soon.

Start building plugins for Claude

Plugins are the main way for third-party developers to create extensions for Claude. Over the coming weeks, one discovery experience will roll out across Claude and Claude Code.

Skills and MCP connectors stay as building blocks, and the Claude directory will continue to list them. In the future, developers will be able to turn their connector listing into a plugin. If you have an existing skill, connector, or plugin on the Claude directory, you do not need to make any changes.

To get started with building plugins, read our docs for how to build a plugin and submit your plugin here.

Claude Tag can now use your connectors for requests you make in a channel. Nobody else can use them, and you're in control of how to present the output.

Claude Tag (beta) lets you add Claude to a Slack channel, where it works alongside your team. Until now, Claude could only use the connectors an admin attached to the channel, and most organizations keep that list short on purpose: they want access to follow the person, not the channel.

Now Claude can use your own connectors for a request you make in a channel. For example, your calendar, your drive, your assigned accounts on the CRM, or your staging deploys. If you have connected it to your Claude account, you can access it in the channel.

You decide how information is surfaced from when you ask Claude to access your connectors. You can review each response before it posts. Alternatively, you can use auto mode to post automatically unless Claude determines there is sensitive content that needs your review. On Enterprise plans, admins will be able to require review for everyone.

Personal connectors provide admins more governance options. They can provide access to a shared set of tools under an agent identity, have channel members only use personal connectors to rely on existing role-based access, or decide tool by tool.

Personal connectors in Claude Tag are rolling out now on Team plans, with Enterprise to follow.

Using personal connectors

Most of what people need in a channel sits behind their own login: a time that works on your calendar, your open deals, a plan only you can open. Now you can ask for those in the channel too.

For example, here's Priya in #checkout-migration, a channel connected to GitHub. She asks: "@Claude check my Google Drive doc 'Checkout migration, Q3' against what we've shipped. What's still open?"

Priya asks Claude in #checkout-migration to check her plan against what shipped. The channel reaches GitHub. Only Priya can open the doc.

Claude reads the merged pull requests through the channel's GitHub connector. The doc is one only Priya can open. Before, Claude would have stopped there.

Now Claude reads the doc through Priya's Google Drive connector, separately from the channel's work, and posts what shipped and what's left. Priya's plan isn't sensitive, so she uses auto mode and Claude screens the comparison before it posts. For a document she'd rather check first, she can switch to review mode and see the response before the channel does.

The same thread. Claude's reply with the comparison, and the review prompt showing what will post before it does.

Everything Claude does through your connector appears in that tool's own log under your account, the way your direct-message work does today. The channel's own work stays under its service account, the one your security team already follows.

You decide what Claude reaches and what the channel sees, the same as when you use your connectors in a direct message, and you can disconnect a connector at any time.

Where the channel's own connectors still matter

Personal connectors don't run unattended. Scheduled routines, and anything Claude starts on its own, use the connectors an admin attached to the channel. Tools that are needed for unattended actions, or actions the entire channel relies on, should use shared connectors.

For example, you may want to add Claude to your #on-call channel to help with CI triage and response. Claude can identify and help remediate issues (even after work hours) if you set up shared connectors to your runbook, monitoring tools, and deployment history.

A channel that solely relies on personal connectors suits closely supervised work. For example, collaboratively drafting an RFP response may require pulling data from pricing or other sensitive sources that are not provisioned to the entire channel. Anything Claude posts is visible to everyone in the channel.

What's next

There's nothing to install. When a request of yours needs one of your connectors, Claude asks you the first time, then uses it in the thread.

Ask @Claude in a channel for what only you can reach. Learn more about Claude Tag.

Starting today, the Claude Marketplace brings plugins and connectors, agents and products, and service partners into one place. For customers, it provides a single destination to find the right tools and services. For builders and partners, it offers an easier way to reach teams using Claude.

For customers: discover tools and services to help you do more with Claude

The Claude Marketplace is where teams find what they need to expand how they use Claude. You can:

• Add connectors and plugins. Choose from more than 2,000 available today, including Atlassian, Google, Microsoft, Notion, Salesforce, and more.
• Buy agents and products. Use a portion of your committed Anthropic spend on Claude-powered software from companies like CrowdStrike, Cursor, Harvey, Legora, Lovable, and Snowflake.
• Scale with service partners. Connect with a consulting partner or system integrator from the Claude Partner Network, such as Accenture, Boston Consulting Group, or Deloitte, to build your AI strategy and roll Claude out across your organization.

For builders and partners: get discovered by teams using Claude

Companies that build tools, products, or services for Claude customers can be listed in the Claude Marketplace. Pick the path that fits what you offer:

• Building for teams that use Claude? Create a connector or plugin using the Model Context Protocol (MCP) and Agent Skills, the open standards pioneered by Anthropic.
• Selling a Claude-powered agent or product? Apply to list it on the marketplace. Teams can then use a portion of their committed Anthropic spend to buy it.
• Offering consulting or systems integration? Join the Claude Partner Network to appear in the marketplace, where Claude customers can find and connect with you.

Customer spotlight

Using Claude Marketplace, CodeRabbit put part of its Anthropic commitment toward Vercel, where its coding agents run, and Power Digital and ThoughtSpot did the same with Snowflake, where their data lives. Read how they did it here.

Getting started

Claude Marketplace is live today. Explore the tools, agents, and services that can help your teams do more with Claude. For partners, see the ways to join the marketplace and grow alongside Claude customers.

A new experience for Claude projects, now available in beta in Claude Code

Managing multiple sessions across a build used to require you to divide the work, juggle handoffs, and stitch the results back together. Now in a Claude Code project, you describe what needs to get done and Claude manages the work.

Claude scopes the request, delegates the work, coordinates parallel threads, reviews the outputs, and assembles the finished result. You can steer progress throughout, even from your phone, and it keeps working after you step away from your computer.

For example, configure a project and set a goal to reduce your app's checkout p75 latency. Then ask Claude to profile each endpoint, test optimizations, and open PRs in parallel threads. Or connect your API, web, and mobile repos and set a goal to retire a deprecated v1 endpoint. Claude creates a thread per repo to migrate the callers, run the tests, open PRs, and then tells you which ones need to merge first.

Starting today, updated projects are available in beta to select Claude Pro and Max subscribers who use cloud sessions in Claude Code and don’t have any existing projects on the web or desktop.

Over the coming week, we'll expand access to more Claude Code users on those plans. Updated projects across all of Claude and Team and Enterprise plans come after that. If you're on Pro or Max and don't have access yet, you can join the waitlist.

Existing projects on Pro and Max plans keep working as they do today. We'll upgrade them as the rollout expands to chat and Cowork.

Threads do the work, Claude directs it

Projects have threads that do the work and a coordinator that directs them.

When you start a project, you select a goal as well as the repo or context. Claude starts by suggesting work it can pick up right away. You can configure the project’s cloud environment, connectors, plugins, instructions, and model.

You can monitor and guide progress in the main project chat, or dive into each individual thread to examine and steer the details. Brief Claude in the project the way you'd brief a chief of staff and it routes work to new or pre-existing threads.

Claude also checks in and follows through on work. With repositories connected, a thread opens pull requests and runs your tests; with documents, it reads them and drafts.

A glance at project threads

Under the hood, each thread is a Claude Code cloud session working on its own branch and copy of the repo. The coordinator keeps work organized, but if any threads work on the same code, the overlap is resolved as a merge conflict just like any other PR.

Each thread can further split its delegated work into pieces using subagents, loops, and workflows when needed so large assignments finish faster.

Context builds over time

Projects are designed for long-running or agentic workflows: work that takes longer than one reply and has more than one part.

Over time, Claude learns more about the project details and applies them to its work. Every thread now adds to and draws from a shared memory, reducing the need for complex prompt engineering.

For example, Claude can remember the release moved to Friday, why the export was dropped, or who to check in with before touching the billing service.

One project across a week. Each request opens a thread on the right; the memory, the decisions, and the results build underneath.

Claude also remembers your working and communication style. You can ask it to adjust how often it checks in, how frequently it starts new threads, or how detailed to make each update.

Alongside memory, projects now include a library that collects the files you add and the artifacts produced by Claude. This makes it easier to find relevant materials and for new work to build on past efforts.

What's next

Projects can run several threads at once, and each one is a full Claude Code session. Because of this, projects can reach usage limits faster. You can check project specific usage and select the model and effort levels used by the coordinator chat as well as the worker threads.

Threads run in the cloud today; running on your machine alongside your local tools and code and behind your network is coming very soon.

Start using projects.

Claude Cowork comes to every conversation

We're rolling out a new Claude experience that makes everything Claude Cowork does available from any conversation. Ask a quick question or hand Claude a bigger task, like a report, spreadsheet, or presentation, without choosing a mode first. Your chats, Cowork tasks, projects, connectors, and skills carry over. The new experience is rolling out gradually to Pro and Max plans on web, desktop, and mobile. Learn more in Claude Cowork and chat are one Claude.

Create designs, decks, and docs in any conversation

You can now ask for a design, deck, or document in any conversation with Claude, including in Claude Code and the Artifacts tab, and edit it with Claude or directly as you work. Claude Design works inside your conversations with all of its features, including on-canvas editing and importing your design system. Claude Slides gives presentations their own starting point, and Claude Docs is a new way to write living documents with Claude and your team. Artifacts, including Claude Design, Claude Slides, and Claude Docs, are available on every plan, including Free. On Enterprise plans, Claude Design, Claude Slides, and Claude Docs are in beta and off by default until an owner turns them on. Learn more in What are artifacts and how do I use them? and Get started with Claude Docs.

Starting today

Claude Cowork and chat are merging into one Claude. Bring a quick question, or hand over a report due at noon, and Claude takes it from there, even after you’ve closed your laptop. It’s rolling out on Pro and Max plans over the next few weeks, with more plans to follow.

What Claude makes doesn’t need its own place either. Claude Docs and Claude Slides are new today, and Claude Design now works inside your conversations too. Ask for a document, and you and Claude write it together. Ask for a presentation, and Claude drafts the slides. You can edit directly, present straight from Claude, or download as PowerPoint or PDF. All three are in beta on paid plans, and Enterprise admins choose when to turn them on. If you use Claude Design on its own, it keeps working as before.

We built Cowork as a separate place for bigger work, and Design for visual work. People used both, and told us the frustrating part was deciding where a task belonged. What they’d started in one also didn’t carry into the other. So we stopped making you choose. Claude can now figure out what a task needs, so what Cowork and Design can do is available from any conversation, with the context, skills, and connectors you already have.

“I could have Claude pull up [my legal research database], and it would pull all the cases, read them, figure out which other cases I might need, download them, and store them in a folder for my personal review.” - Andrew Keller, Senior Economist

What it looks like

A weekly report is due at noon. Before you head out, you ask Claude what moved in the pipeline last week, then add: “Write it the way we always do, flag anything that slipped, and put the highlights in five slides for the leadership meeting.” If something’s unclear, Claude asks. You can check progress from your phone on the way to the office. By the time you’re at your desk, the report is waiting as a doc with notes from your teammate, and the slides are ready to open, adjust, and download as PowerPoint. Both came out of the same conversation, so the slides already match the report. You fix a line yourself, leave a comment for Claude on a slide, and share it. Schedule it for every Monday, and Claude starts on the report without being asked.

Meet Claude Slides, Claude Design and Claude Docs

Anything you make with Claude Design, Slides, or Docs lives at one shareable link you can open on your phone. You can select an element and move it, or tell Claude what you want changed.

You can choose how Claude checks in with you. By default, Claude asks before taking an action. If you’d rather let it keep working and check in only when something needs a closer look, you can turn that on. You keep the final say.

Getting started

If you mostly use chat, you don’t have to do anything different. When you want to hand over something bigger, try the next report or deck you’d normally build yourself. If you’ve been working in Cowork, everything is where you left it: your chats, projects, artifacts, connectors, and skills. When you open the app, pick up where you left off.

This is rolling out to Pro and Max plans first, in the Claude app on web, desktop, and mobile over the coming weeks to existing and new users on these plans. There’s nothing to turn on. Team and Free plans will follow soon, and Enterprise admins will hear from us at least 30 days before anything changes for their organizations.

The full list of capabilities is in the Help Center. If you’ve been saving up a big messy project, now’s the time.

We’re releasing new Claude for Small Business workflows and integrations to help owners run and grow their business. We're also kicking off the next leg of our Claude SMB tour, with free partner webinars and community-run workshops.

Claude for Small Business now includes 43 workflows and 27 new integrations with tools small businesses already use, including Shopify, Salesforce, TikTok, Atlassian, Zoom, Xero, Gusto, Square, Stripe, and Zapier. The new workflows extend Claude from running the back office to growing the business, and they arrive with a fall schedule of free in-person workshops and partner webinars for owners who want help getting started.

We launched Claude for Small Business in May as a set of connectors and ready-to-run workflows that put Claude inside the tools owners depend on. It has since been installed more than 900,000 times. Thank you to our original, and continued, partners Intuit Quickbooks, PayPal, HubSpot, Canva, Docusign, Google Workspace, and Microsoft 365. On our spring Claude SMB Tour, more than 1,000 owners in 10 cities told us what they wanted Claude to take on next. About a third asked for help growing the business: generating leads, answering inbound inquiries, and writing proposals. Many also wanted day-to-day reporting handled for them. We built this new release around those requests.

The tour returns this fall with free workshops in 10 US cities. More than 150 organizations we've trained as Approved Claude SMB Trainers will run over 750 workshops in their own communities, and 14 integration partners are hosting free webinars about their connectors.

Here's what small business leaders shared with us during the first leg of our Claude SMB tour:

“What used to take me 120 hours now takes me five minutes. I have so much time on my hands that I can now spend more time with my family, do things I like, and pursue parts of my business that I’ve always neglected.” — Pedro Rubio, Founder and CEO, Blackfyre GovCon, Washington, D.C.

"I really see Claude as an equalizer for small businesses, where we can do stuff as big as a 100 person, 200 person firm now. At 40 people and scaling, that's how we get time back for our clients and culture." — Cara Roellgen, Director of Strategy and Innovation, KBSO Consulting, Carmel, Indiana

"At 6:00 am every morning, it goes and looks through our CRM, gets all of the to-do list items, prioritizes them, and sends out an email saying, here's what needs to be done today, here's the biggest priorities. We call it the daily briefing." — Garrett French, Owner, Driller Design Co., Tulsa, Oklahoma

"I made $20,000 in the last month and a half using Claude to do these professional proposals. I know that's getting the business, and it put money in my bank account. How about that?" — Dan Ninerell, Founder, Modern Classical Chefs, South Jersey, New Jersey

"We tell it [Claude] what the end goal is. It goes and tests, and 90% of the time it gets it right. We're a five-person company. I think we've done quite a bit with it." — Bill Hood, Co-Founder, TruckingMBA, Chattanooga, Tennessee

"The thing that makes it most beneficial to us are the integrations. We use Slack, and that's how we talk to it. It integrates with Intuit QuickBooks. It's pulling everything from everywhere instead of us having to find different pieces of information all over. It's all in one place." — Kati Jo Hodges, Director of Operations, Premier Geotech and Testing, Baton Rouge, Louisiana

A week with Claude for Small Business

Here’s a week-in-the-life of a small business owner using Claude to run and grow their business, inspired by how small business owners are using Claude today.

Sunday, 8:00pm - Install and onboard: Connect the tools you already use and pick your first task.

Claude for Small Business runs in Claude Cowork, the desktop app where Claude works directly with your files and connected tools. You install the plugin, ask Claude to “help me get set up” or run /smb-onboard, connect the tools you already use, and pick a task. The plugin can also set each workflow to run on a schedule you choose.

You stay in charge: By default, Claude does the work and waits for your approval before anything sends, posts, or pays.

Monday, 7:00am - The weekly brief: Cash position, last week's sales against the week before, what moved in the pipeline, which invoices are overdue, and the three things that need you this week, are on one page before you've opened a spreadsheet.

Monday, 9:40pm - Responding to inbound leads: A catering inquiry arrives after close through your website, email, or chat. Claude qualifies it, drafts a reply with two real openings from your calendar, and logs it to your CRM. If you've let this workflow run on its own, you see it Tuesday morning already booked; otherwise the reply is waiting for your OK.

Wednesday - Writing proposals: You walk a job site and record a two-minute voice memo on the way back to your office. By the time you sit down there's a branded proposal, priced from your past jobs, waiting for your edits. Once you approve, it goes out for signature.

Thursday - Unblocking marketing campaigns: Next week's posts are drafted in your voice with on-brand graphics, cut into every format your channels need, and staged for your approval. Last week's sales by channel are on one page with your marketing results, and this week's new reviews have replies drafted and waiting for your OK.

Month end - Closing the books: Claude reconciles your books against every place money moves: sales settlements, card spend, and payroll. It flags mismatches down to the transaction, writes a plain-English P&L, and creates a close packet for your accountant. If one account never reconciles cleanly because your POS has no connector, Claude reaches it through Zapier or builds a connector, and the adjustment your bookkeeper makes by hand becomes a saved step in next month's close.

Built for trust

Half the owners we surveyed on the spring tour named data security as their biggest hesitation about using AI. Here's how controls work:

• By default, you decide what runs, and when. Every workflow starts in approval mode. Claude drafts the work and stages it, then waits for your OK. Once you’re comfortable with a workflow, you can let it run on its own. You make that choice one workflow at a time and can switch it back whenever you want.

• Some workflows stop short of the last step. For instance, Claude stages payroll in Gusto for you to submit.

• Your existing software permissions hold. If an employee can’t see something in Intuit QuickBooks or Google Drive today, they can’t see it through Claude.

• By default, we don’t train on your business data on Team and Enterprise plans.

New opportunities for training and enablement

Starting this week, the Claude SMB Tour is back with our partner Tenex, running free half-day workshops in Boston, Pittsburgh, Detroit, Minneapolis, Phoenix, Memphis, Savannah, Bentonville, Tampa, and Raleigh. Learn more and register for a workshop, here.

We have also begun identifying SMB-focused consulting partners and system integrators in our Claude Partner Network, beginning with A.team, AnswerRocket, Bold Tech, Caylent, First Line Software, Grid Dynamics, LightCI, Loka, Praecipio, Rosetree Solutions, and The Agile Monkeys, and plan to add more.

In the coming weeks, we’ll be announcing community-run Claude workshops hosted by Approved Claude SMB Trainers, who were trained via dedicated, Tenex and Anthropic-hosted “Train the Trainer” events in San Francisco and New York City this summer.

This fall, the companies behind our integrations will also teach small business owners how to use Claude with the tools they already run on. In the Claude for Small Business partner webinar series, 14 technology partners will each host a free, live webinar on their connector from late September through November. Each session covers what the connector can do inside Claude, how your data moves between the tool and Claude, and a workflow you'll run live before the session ends.

Partnering with the community

We believe AI adoption among small businesses could have significant public benefit through economic growth and employment. That’s why our Beneficial Deployments team works with organizations that support small business owners and entrepreneurs.

We're partnering with Goldman Sachs 10,000 Small Businesses, the widely recognized leader in practical education for small business owners, which has helped more than 19,000 entrepreneurs across the United States grow their businesses and create jobs. Together, we're creating a new learning series on applied AI for small businesses. Globally, we're a founding partner of IncuVersity, a new Program from The DO that aims to help 20,000 early-career entrepreneurs build businesses with Claude over the coming years. And we are partnering with Echoing Green, which backs early-stage social entrepreneurs around the world, as they incorporate Claude into their new AI-focused programming.

Getting started

Install Claude for Small Business from, say “set me up,” and connect a tool or two. It’s available on every paid Claude plan, and we recommend the Team plan for businesses with more than one person. A step-by-step install guide and workflows list is on Claude Academy.

Today we're releasing Claude for Financial Advisors

Today we're releasing Claude for Financial Advisors, a suite of connectors and workflow skills designed to help with research, prep, and documentation tasks that occupy an advisor’s time and keep them from client-facing work.

Time is scarce among financial advisors. A typical advisory practice spends only a sixth of its time in client meetings, according to Kitces research. The rest goes to work around those meetings, piecing together information across systems to prepare, plan, and document what was discussed. Meanwhile, over four in 10 American workers say they don't know who to go to for good financial or retirement planning advice, according to EBRI's 2026 Retirement Confidence Survey. Time an advisor saves on prep and paperwork can go to a current client or new household they don’t yet have capacity to serve.

Claude for Financial Advisors includes:

• Connectors, which let Claude access the custodians, asset managers, and wealth technology providers advisors rely on most, so an advisor can work with a client’s information in one place.
• Skills, which use that information to help with specific tasks, like meeting prep, portfolio analysis, and compliance checks, always in service of the advisor's own judgment and style.

Connectors to the tools advisors already use

New connectors bring in the CRM, custodian, portfolio reporting, financial planning software, estate tools, and meeting capture that advisors rely on.

• Addepar brings investment intelligence into Claude, giving advisors governed access to portfolio data, analytics and workflows across public and private markets.
• BlackRock brings its portfolio construction expertise, model portfolios, and institutional analytics into Claude through Advisor Center, so advisors can deliver holistic advice across public and private markets.
• Charles Schwab connects Claude to Schwab Advisor Services custodial data, including balances, positions, transactions, cost basis, alerts, and money-movement status, so advisors can review client information, see which clients need attention, and prepare for reviews.
• Envestnet lets advisors summarize Tamarac accounts and households in natural language, with a financial plan snapshot from MoneyGuide.
• iCapital brings a client's alternative investment holdings into Claude, enabling advisors to view NAV, commitments, unfunded capital, recent capital activity, and performance, while more easily connecting those insights to the client's broader portfolio.
• Orion brings portfolio reporting and Redtail CRM insights into Claude for household reviews, opportunity analysis, meeting prep and follow-up.
• SS&C Black Diamond brings portfolio, performance, holdings and rebalancing data into Claude, so advisors can review their book, spot clients out of tolerance, surface tax loss harvesting opportunities, and generate client reports, tasks and rebalance sessions with their approval.
• Wealthbox connects Claude to client records and meeting history to power onboarding, meeting prep, and follow-up.
• Wealth.com gives Claude a structured view of each client's estate and tax picture, including trust and will summaries, tax return insights, and the full balance sheet, so advisors can begin planning with an organized summary of available information instead of documents spread across multiple systems.
• Vanguard brings information on its model portfolios and advisor investment solutions into Claude, so advisors can draw on Vanguard's trusted research, portfolio construction, and asset allocation expertise when making decisions for clients.
• Zocks, the AI meeting assistant for financial advisors, brings Claude the client intelligence it captures from every conversation, including profiles, goals, life events, and commitments.

These join other connectors already available in Claude, including Microsoft 365, Salesforce, DocuSign, Box, FactSet, S&P Global, Morningstar, and more.

The Claude for Financial Advisors plugin, which bundles advisor skills and connectors into a single install, works with BlackRock, Charles Schwab, Addepar, Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks, and advisors choose which of these to connect during guided setup. Some partners also offer their own plugins: BlackRock is launching one for Advisor Center, joining existing plugins from S&P Global and LSEG.

Skills built around an advisor’s day

Each skill in the Claude for Financial Advisors plugin supports a specific moment in an advisor's day, from prepping for a client meeting to explaining a drifted portfolio, and routes to tools the firm already uses to run their business. Firms can adopt these skills as is from our Claude for financial advisors skill repository, or adapt them to their own workflows, service model and house style.

• Advisor onboarding connects a firm's tools and runs the first meeting prep automatically, helping a new advisor be productive on day one instead of week three.
• Alternative investments brief pulls a household's alternative investments from iCapital or Addepar into a meeting-ready summary, shown alongside the rest of the portfolio, instead of an advisor reconciling separate statements by hand.
• Compliance and AI policy highlights content that may warrant additional compliance review based on user-configured criteria, assists firms in documenting review workflows, and supports AI-governance documentation processes.
• Estate and tax brief checks a client's estate plan against actual account titling and beneficiaries, looks back at the prior year's taxes, and can create CRM follow-up tasks, so mismatches surface for the advisor to review.
• Portfolio rebalance review flags drift and concentrated positions against a client's target allocation, and creates a first draft explanation an advisor would otherwise write from scratch.
• Post-meeting notes and follow-up turns a transcript into a client summary, a recap email, and CRM tasks in one pass, instead of an advisor doing each by hand after the call.
• Pre-meeting prep consolidates information from connected systems (including a client's holdings, recent account activity, and open items from prior meetings) into a single brief for the advisor to review, so they can prepare for and walk in ready for a conversation about that client's specific situation instead of reconstructing context from three systems.
• Prospect intake organizes what a prospect shares into a summary, an analyst handoff, and a what-to-expect memo, so the first meeting starts with the basics already in place.

Together, the skills gather information, summarize it, and draft client communications across the advisor’s day. Investment recommendations, client communications, compliance determinations, and other regulated activities remain subject to human review and approval.

Built for regulated professionals

Claude for Financial Advisors is designed so that the advisor stays in control, with approval required on critical tasks. Claude prepares briefs, summaries, and drafts analyses for advisor review, and stages administrative actions like CRM updates or draft client communications for the advisor's review and approval. The compliance skill screens client-facing language against the SEC Marketing Rule to flag potential issues, helps firms document review activities within their existing governance and recordkeeping processes, and includes a self-guided AI-policy workflow that helps firms document their use of AI under SEC rules. Workflow activities can be documented to assist firms in maintaining appropriate records and oversight processes.

More households served well

When Claude handles administrative tasks like meeting prep, follow-up drafts and pipeline review, advisors can spend more of their time serving clients. Practices can expand their customer base, and offer more of the services they need, like tax, estate, insurance, and retirement planning.

Here’s what customers and ecosystem partners have told us about working with Claude:

[Multiple testimonials from industry leaders and partners praising Claude for Financial Advisors' impact on efficiency, compliance, and client service.]

Getting started

The advisor plugin is available today. We recommend Enterprise plans for registered investment advisers, because it includes the audit logs that support recordkeeping. If you already have an Enterprise license, open Cowork and find "Claude for Financial Advisors" in the plugin browser, and install it and follow the guided setup to connect your tools.

If you don't have an Enterprise license, request one using this form and an Anthropic team member will reach out with next steps. Firms that request a new license before the end of September 2026 will also receive a one-time usage credit to help them get started with the plugin.

Learn more at our solutions page and join our webinar this Friday 9/18 at 11AM ET.