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Operations Plugin

A business operations plugin primarily designed for Cowork, Anthropic's agentic desktop application — though it also works in Claude Code. Helps with vendor management, process documentation, change management, capacity planning, compliance tracking, and resource planning. Works with any ops team — standalone with your input, supercharged when you connect your ITSM, project tracker, and other tools.

Installation

claude plugin install operations@knowledge-work-plugins

Commands

Explicit workflows you invoke with a slash command:

Command Description
/vendor-review Evaluate a vendor — cost analysis, risk assessment, contract summary, and renewal recommendation
/process-doc Document a business process — flowcharts, RACI matrices, SOPs, and runbooks
/change-request Create a change management request — impact analysis, rollback plan, approval routing
/capacity-plan Plan resource capacity — workload analysis, headcount modeling, utilization forecasting
/status-report Generate a status report — project updates, KPIs, risks, and action items for leadership
/runbook Create or update an operational runbook — step-by-step procedures for recurring tasks

All commands work standalone (provide context and details) and get supercharged with MCP connectors.

Skills

Domain knowledge Claude uses automatically when relevant:

Skill Description
vendor-management Evaluate, compare, and manage vendor relationships — contracts, performance, risk
process-optimization Analyze and improve business processes — identify bottlenecks, reduce waste, streamline workflows
change-management Plan and execute organizational or technical changes — communication, training, adoption
risk-assessment Identify, assess, and mitigate operational risks — risk registers, impact analysis, controls
compliance-tracking Track compliance requirements — audits, certifications, regulatory deadlines, policy adherence
resource-planning Plan and optimize resource allocation — capacity, utilization, forecasting, budget

Example Workflows

Evaluating a Vendor

/vendor-review

Provide the vendor name, contract details, or upload a proposal. Get a structured evaluation with cost analysis, risk flags, and a recommendation.

Documenting a Process

/process-doc employee offboarding

Describe the process or walk me through it. Get a complete SOP with flowchart, RACI matrix, and step-by-step procedures.

Submitting a Change Request

/change-request

Describe the change. Get an impact analysis, risk assessment, rollback plan, and communication template ready for approval.

Planning Capacity

/capacity-plan

Upload team data or describe your resources. Get utilization analysis, bottleneck identification, and headcount recommendations.

Leadership Status Report

/status-report

I'll pull updates from your connected tools (or ask you for input) and generate a polished status report with KPIs, risks, and next steps.

Creating a Runbook

/runbook monthly close process

Walk me through the process once. I'll document it as a repeatable runbook with checklists, troubleshooting, and escalation paths.

Standalone + Supercharged

Every command and skill works without any integrations:

What You Can Do Standalone Supercharged With
Vendor reviews Provide details, upload proposals Procurement, Knowledge base
Process documentation Describe the process Knowledge base (existing docs)
Change requests Describe the change ITSM, Project tracker
Capacity planning Upload data, describe team Project tracker (workload data)
Status reports Provide updates manually Project tracker, Chat, Calendar
Runbooks Walk through the process Knowledge base, ITSM

MCP Integrations

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Connect your tools for a richer experience:

Category Examples What It Enables
ITSM ServiceNow, Zendesk Ticket management, change requests, incident tracking
Project tracker Asana, Jira, monday.com Project status, resource allocation, task tracking
Knowledge base Notion, Confluence Process docs, runbooks, policies
Chat Slack, Teams Team coordination, approvals, status updates
Calendar Google Calendar, Microsoft 365 Meeting scheduling, deadline tracking
Email Gmail, Microsoft 365 Vendor communications, approvals

See CONNECTORS.md for the full list of supported integrations.

Settings

Create a local settings file at operations/.claude/settings.local.json to personalize:

{
  "company": "Your Company",
  "team": "Operations",
  "reportingCadence": "weekly",
  "approvalChain": ["Manager", "Director", "VP"],
  "complianceFrameworks": ["SOC 2", "ISO 27001"],
  "fiscalYearStart": "January"
}

The plugin will ask you for this information interactively if it's not configured.