Cleo is building the business's own deals dashboard with Claude — and this kit sets up everything around it: the tools to build and ship faster, plus the everyday admin Claude can take off the team's plate. A person approves every step.
Nothing is sent, filed, or changed without a human saying yes first. Your data stays yours, and every action is reviewed before it goes anywhere.
You've already got the desktop app ✅ — so you're set up. Two spots worth finding inside it: Settings → Connectors (the one-click tool shelf) and Scheduled tasks (we'll use that in Tips). You've also got GitHub and Cloudflare accounts — there are cards for both under Accounts.
Cleo — this is built around the work you already do; have a look and tell me what's missing.
— Marshal
For anything that looks fiddly, paste the tool's link into Claude and say: "Please install this for me and tell me if you need anything." Claude runs the steps itself — your job is mostly to say yes and grab a login when it asks.
/plugin command.Every tool below carries one, so you always know what you're in for:
A Already included tag means it likely works in the app already — just ask.
Set these up first. They're the little apps that make using Claude feel natural and fast — the biggest comfort jump comes from here.
Talk to Claude out loud and it types for you — accurate, and it runs entirely on your Mac.
Why you'll like it: describing a client situation by voice is far quicker than typing, and your hands stay free.
brew install --cask fluidvoice
No Homebrew? The website has a normal installer.
A clipboard with a memory. Everything you copy is kept, so you can paste something from ten copies ago.
Why you'll like it: keep your best prompts and stock replies one shortcut away instead of retyping them.
brew tap srikat/flashclip brew install --cask flashclip
A tiny menu-bar meter showing how much Claude you have left in the current window — no login, no setup.
Why you'll like it: never get surprised by a limit mid-task. It also powers the morning trick in Tips.
Download from the site and drag it to Applications. It just appears in your menu bar.
A vault for passwords and those free "API keys" some tools ask for. You may already have it through work.
Why you'll like it: in finance you handle sensitive logins daily — keep them here, never in a note or email. An add-on lets Claude use a key safely without ever showing it in the chat.
claude mcp add 1password -- npx -y @jrejaud/op-mcp
Connect Claude to the things you already work in. The one-click ones live in Settings → Connectors — flip them on and sign in.
Claude reads, sorts, and drafts email for you — always as a draft you approve before anything sends.
Why you'll like it: "draft a friendly chase to the broker about the outstanding valuation" — done in seconds, in your voice.
Desktop → Settings → Connectors → Gmail → Connect. One-click
Claude can see your day, find free slots, and add events when you ask.
Why you'll like it: "book a callback with the client Thursday afternoon and hold 30 minutes" without leaving the chat.
Google Calendar is one-click. Prefer Fantastical? It has an official connector too — Connectors → Browse → Fantastical. One-click
Let Claude open your documents and spreadsheets, pull figures, and draft new ones.
Why you'll like it: point it at a loan-calc sheet and ask for a clean summary or a client-ready quote.
Desktop → Settings → Connectors → Google Drive. One-click
Gives Claude live, current web search so answers aren't stuck in the past.
Why you'll like it: check a lender's current rates, a company at Companies House, or today's news before you reply.
tvly-)claude mcp add tavily -e TAVILY_API_KEY=your-key-here -- npx -y tavily-mcp
Hand Claude any web address and it reads the page for you. No key needed — it's the official one.
Why you'll like it: "read this lender's criteria page and tell me if my client fits" — paste the link, get the answer.
claude mcp add fetch -- uvx mcp-server-fetch
Microsoft's converter: turns PDFs, Word, Excel and PowerPoint into clean text Claude reads easily (and cheaply).
Why you'll like it: valuation reports, legal packs and lender forms become searchable, summarisable text in one step.
pip install "markitdown[all]"
Claude is genuinely good at making things — polished documents, decks, charts, branded visuals, even full page designs. Some you may Already have in the app; the rest are quick add-ons.
Turn a plain request into a real Word doc, PowerPoint deck, Excel sheet, or tidy PDF — properly formatted, not just text.
Why you'll like it: "make this into a client-ready one-page PDF" or "build a deck summarising these three deals."
On the desktop app you can often just ask. Already included
Anthropic's data plugin turns a spreadsheet into clean charts and can build a small visual dashboard.
Why you'll like it: loan figures, monthly volumes or a pipeline become a clear picture you can drop into a report.
/plugin marketplace add anthropics/knowledge-work-plugins
Skills for a consistent look — colour palettes, fonts, a canvas for graphics, and brand-guideline helpers.
Why you'll like it: everything you make can share the same tidy, on-brand style instead of looking thrown together.
/plugin marketplace add anthropics/skills
A "design brain" for building good-looking pages — 84 styles, palettes, font pairings and layout guidance.
Why you'll like it: if you ever build a web page or form, it looks professionally designed rather than plain.
/plugin marketplace add nextlevelbuilder/ui-ux-pro-max-skill /plugin install ui-ux-pro-max@ui-ux-pro-max-skill
An official Anthropic skill that polishes the look and feel of any web page Claude builds you.
Why you'll like it: the difference between "a page a computer made" and "a page a designer made."
/plugin install frontend-design@claude-plugins-official
A full design workflow for a real project: research → plan → mock → build → review, with sign-off at each step.
Why you'll like it: when a project matters, it stops Claude rushing and walks it through a proper process.
/plugin marketplace add ryanthedev/rtd-claude-inn /plugin install design-for-ai@rtd
Connect Claude to your Figma files so it can read your actual designs — frames, colours and components.
Why you'll like it: if a designer hands you a Figma file, Claude can turn it into a real page that matches.
claude mcp add --transport http figma http://127.0.0.1:3845/mcp
Mobbin searches real, shipped-app screens for design inspiration; Google Stitch generates a UI from a sentence.
Why you'll like it: a shortcut to "what does good look like?" before you build anything.
claude mcp add --transport http mobbin https://api.mobbin.com/mcp
These aren't installs — they're how you drive Claude. Three habits that make it safer, smarter, and much faster on big jobs.
Claude reads things, writes a step-by-step plan, and waits for your OK before changing anything.
Why you'll like it: a beginner's safety net — you see exactly what's about to happen and nothing is touched until you say yes.
Terminal: press Shift+Tab until the bar reads "plan mode on". Desktop app: click the mode selector by the message box and pick Plan.
Choose which Claude "brain" answers you — a quick one for everyday jobs, a powerhouse for the important stuff.
Why you'll like it: fast answers day to day, and full power only when a task really matters (a fiddly calc, a document that must be exactly right).
/model opus # powerhouse for important work /model fable # the heavyweight, for the hardest jobs /fast # make Opus reply faster
Everyday admin? The default (or /model sonnet) is plenty.
For big jobs, Claude can split the work across several helper agents at once — faster, and they cross-check each other.
Why you'll like it: "check every doc in this folder for a missing signature" gets shared out and double-checked — fewer things slip through.
use a workflow to review every file in this folder and flag anything incomplete
Power words: ultrathink (think harder) · ultracode (go all-out). Watch progress with /workflows, or try /deep-research.
Do the thinking with a powerful model, then let a fast, cheap one do the legwork — so you pay top rates only for the short planning bit.
Why you'll like it: a tricky deal doc gets a careful, approved plan first, then quick helpers carry it out — accurate and affordable.
/model fable # 1. plan with the top brain (or opus) # …read the plan, approve it, then: /model sonnet # 2. build with a fast, cheap model # "carry out the approved plan, using a workflow"
Shortcut: /model opusplan does the swap for you — plans on Opus, builds on Sonnet automatically.
One caution on the team-of-agents trick: lots of helpers use more of your daily Claude allowance, so try a big job on a small slice first (one folder, not the whole drive) — and only point them at files you're allowed to share.
You most likely have GitHub and Cloudflare connected already in a basic way. Notion is one-click; and you can let Claude do much more in GitHub & Cloudflare by giving it an API key — the how (and where to keep keys safely) is in Keys & 1Password right below.
Read and write your Notion pages, notes and databases straight from Claude.
Why you'll like it: "add this to my deals page in Notion" or "what did I write about that client?"
Desktop → Settings → Connectors → Notion → Connect. One-click
A filing cabinet with a time machine: dated backups of everything Claude helps you build, plus a to-do list ("issues") it can manage.
Why you'll like it: nothing's ever lost — roll back to any earlier version of a letter or sheet, and let Claude track "chase the valuation on 14 Elm St" for you.
Ask Claude: "connect my GitHub account and walk me through it." It'll set up the sign-in with you — no password typed into the chat.
↑ For full save-and-version power, add an API key — see Keys.
Put a simple website online (Cloudflare Pages) or check and tidy a domain's settings — Claude handles the fiddly bits.
Why you'll like it: "put the site in this folder online" or "show me the DNS for mydomain.co.uk" in plain English.
/plugin install cloudflare@claude-plugins-official
↑ For deeper control, add an API token — see Keys.
Cloudflare handles live websites & email. A wrong DNS change can take a real site or company email offline — so always have Claude show you the change and explain it first, then approve it yourself. Never let it change DNS unattended.
To let Claude do more in a service you own — save file versions on GitHub, publish a site or edit DNS on Cloudflare — you give it an API key, and 1Password is the safe place to keep those keys. This is the most "grown-up" section; take it slowly, or hand any step to Claude with the 🪄 trick.
Think of it as a spare key-card for a building you already have an office in. Your normal login is you walking in the front door; an API key is a limited card you print for Claude so it can do specific jobs on your behalf. Two things keep it safe: it's scoped (you choose exactly which doors it opens) and revocable (delete it any time and it stops working, your real password untouched).
A "fine-grained personal access token" — GitHub's safe, tightly-scoped kind.
github_pat_… — shown once — straight into 1Password.A scoped Cloudflare API Token — you pick which permissions and which site.
The golden idea: you should never type a real key into the chat. 1Password lets Claude use a secret while it stays locked in your vault — three ways, for three situations.
Claude fetches a specific secret from your vault the moment it's needed — you never paste anything.
Best for: letting Claude grab your GitHub/Cloudflare key mid-task in the app. It's a community add-on — ask Claude or a techy friend to install it.
1Password's command-line tool feeds a key into a command using a pointer like op://Vault/Item/field — the real value never shows.
Best for: the safest option when Claude runs terminal commands for you. Developer-level — worth knowing it exists.
The browser-extension feature: when Claude hits a login, 1Password fills your username, password & code into the page — and Claude never sees them. You approve each with Touch ID.
Best for you: everyday web sign-ins, no terminal. Desktop app → Customize → Connectors → 1Password → Connect. Mac · newest
| You want to… | Use |
|---|---|
| Let Claude sign in to a website for you — no code | 3 · 1Password for Claude |
| Let Claude grab an API key mid-task in the app | 1 · The MCP connection |
| Use a key in a terminal command, zero exposure | 2 · The op command |
A key or token is exactly like a password — never paste one into a chat, an email, or anywhere public. It's shown once, so save it into 1Password the moment you see it. Scope it narrowly, give it an expiry, and delete any you've stopped using. If one ever leaks, just delete it and make a new one — instant and free.
Since you're building an app for Berkeley Credit, one more tool is made for exactly that: Resend — the postman for transactional email. Your Gmail is your inbox; Resend is how the app itself sends email automatically.
Quote confirmations the moment a client completes the form · "application received" notes · polite document-request nudges ("we still need the valuation report") · completion-day reminders. All automatic, all in your brand's voice.
Resend's free tier covers 3,000 emails a month (up to 100 a day, one sending domain) — far more than a bridging app will send. If the business ever outgrows that, the next plan is $20/month. No card needed to start.
Hi Sam,
Your quote for 14 Elm Street is attached: £485,000 facility, 9 months.
Questions? Just reply — we're happy to help.
✓ Sent automatically by the app · logged in Resend
claude mcp add resend -e RESEND_API_KEY=your-key-here -- npx -y resend-mcp
To send from @berkeleycredit.co.uk you'll verify the domain by adding two DNS records — and since the domain likely sits in Cloudflare, Claude can add them for you (see the Cloudflare card above).
A few "Claude can use a browser" things share almost the same name, which is genuinely confusing. One question sorts them all: does it use your real, logged-in browser, or a separate blank one?
Only the Claude for Chrome extension works inside your real Chrome, using logins you're already signed into. The desktop app's built-in browser, the terminal, and VS Code all use a separate, blank browser — unless you deliberately pair that extension.
| Where | Your real logins? | What it's for | Turn it on |
|---|---|---|---|
| Claude for Chrome (extension) | Yes | Claude acting as you on real sites (Gmail, a portal, forms) | Install from the Chrome Web Store — needs a paid plan |
| Desktop app browser (built-in pane) | No — blank profile | Previewing & testing a site Claude builds; docs beside your work | Already in the app — Cmd+Shift+B |
| Terminal (Claude Code CLI) | Borrows one | Coding + browsing from the command line | No browser built in — pair the extension (/chrome) or add a browser tool |
| VS Code (editor extension) | Borrows one | Coding + browsing inside the editor | Pair the extension (@browser) or add a browser tool |
Two cautions. The real-Chrome extension can act in your actual accounts — so don't point it at anything high-stakes like online banking, and glance at what it's about to do. And this whole area is in beta and changes fast, so exact menus and shortcuts may look a little different by the time you try them.
These change how Claude thinks, writes and remembers. Small additions, surprisingly big difference.
A well-loved pack that teaches Claude to brainstorm properly, work step-by-step, and stop rushing.
Why you'll like it: it makes Claude ask the right questions first, so you get thought-through answers, not guesses.
/plugin install superpowers@claude-plugins-official
A writing skill that strips the robotic "AI voice" out of anything Claude writes, so it sounds like a real person.
Why you'll like it: client emails and letters read warm and human — no "delve", no "in today's fast-paced world".
Paste the GitHub link into Claude and say "add this as a skill for me."
A plain note Claude reads every time, holding your preferences. Not an install — just a habit.
Why you'll like it: tell it once — "I'm at Berkeley Credit, use UK English, keep a warm professional tone" — and never repeat yourself.
Tell Claude: "Remember for next time: …" or "set up a CLAUDE.md with my preferences."
Goes further than a memory file: it quietly remembers past sessions and brings them back next time.
Why you'll like it: pick up a case from last week without re-explaining it — Claude already has the thread.
/plugin marketplace add thedotmack/claude-mem /plugin install claude-mem@thedotmack
No rush on any of these. Powerful, but more involved — perfect for the "ask Claude to install it for me" trick. Skip until you're curious.
An official extension that lets Claude see and act in your browser — click, fill and read pages with you.
Lets Claude drive a website for you — fill a form, pull data from a portal.
Fill, split, merge and OCR PDF forms — handy for lender packs. Ask Claude to pick a maintained one.
Read and send WhatsApp messages through Claude. Powerful, but a couple of setup steps.
Ties Claude to Google's research notebooks for digging through big piles of documents.
Ask plain-English questions about website traffic. Google's official server (pip analytics-mcp).
Let Claude inspect and debug a live website — speed, errors, network. The Chrome team's official server.
Brings in OpenAI's Codex as a second set of eyes when a task is tricky.
Search AI models, datasets and demos. Add the hosted server at huggingface.co/mcp with a free token.
Hundreds more exist. These two directories are the safe places to explore.
Small things that make Claude fit your workday — plus the one line to remember given the information you handle.
Claude refills on a rolling ~5-hour window that starts on your first message — so if you begin at 9am, you might run low mid-afternoon. The fix: have a tiny task run before you arrive, so the refill lands to suit your hours.
Dictate with FluidVoice, keep your go-to prompts in FlashClip. Together they turn "typing at a chat box" into something closer to talking to a colleague.
The first thing worth doing: tell Claude who you are and how you like to write (the memory cards above). Everything after lands closer to right the first time.
Be thoughtful with client personal and financial details. Connectors that stay inside your own Gmail, Drive and Calendar are fine — that's your data in your accounts. But don't paste a client's private information into random third-party tools, and keep sensitive files local rather than uploading them somewhere new. Keep logins and keys in 1Password. When in doubt, ask Marshal — better a quick question than a wrong guess.