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AI toolkit for sales reps

You already use AI, and you already have a CRM. This kit connects the two: workflows you install in your assistant, and plain steps to connect the tools you already have.

Ready to use

68 skills

Skills library

One skill for each recipe. Install it and your assistant learns the steps, the guardrails and what good output looks like.

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5 guides

Setup guides

Connect your most-used sales tools to Claude, ChatGPT and other assistants. The steps come from official docs: the tool vendor's, plus Anthropic's and OpenAI's for Claude and ChatGPT.

  • HubSpotClaudeChatGPTNeeds admin or IT
  • SalesforceClaudeChatGPTCursorNeeds admin or IT
  • GongClaudeChatGPTNeeds admin or IT
  • ApolloClaudeChatGPTClaude CodeCursorCopilot
  • SlackClaudeClaude CodeCursorNeeds admin or IT

46 prompts in 6 packs

Prompt packs

Copy-paste prompts for one job at a time, like call prep or pipeline review. Each one lists the tools it needs. Any prompt that changes data waits for your yes.

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12 recurring tasks

A week on autopilot

A Monday-to-Friday plan of recurring tasks for reps, plus an optional manager track. Each task links its prompts and tools, plus a full recipe where one fits. Scheduled runs only read and draft. Anything else waits for your OK.

Open the plan Download (.md)

8 templates

Bot templates

A starting setup for an assistant that does one job, like call prep or deal coaching. Each template has the instructions to paste into a Claude project, plus the tools and skills already picked. Its weekly tasks are scheduled separately, in Claude Cowork.

Open the templates Download all (.md)

5 one-pagers

IT approval kit

Need IT or RevOps to say yes first? Send them a one-pager. It shows what the connector reads and changes, how it signs in, who approves it and how to turn it off.

Open the kit Download (.md)

Already on the site

Build a recipe for your stackPick your tools and get a prompt your assistant uses to design new workflows.Use this site with your agentConnect StackMCP itself, so your assistant can check the facts.Start hereNew to connectors? Learn what an MCP server is and how to connect your first tool.