All-in-one AI plugin for grant managers
Grant Manager: the all-in-one AI plugin for your week
One download adds 17 skills, 26 prompts, 3 apps and 7 Grok Bot agents to the AI you already use, so grant tracking, budgets and reports take less time.

- 17skills
- 26prompts
- 12AI agents
- 12connections (MCP)
- 3apps
- 7Grok bots
What's inside
Your week runs on deadlines you did not set. Funder reports land while budget lines shift, subaward paperwork piles up, and a new opportunity needs an eligibility check before you can say yes. Most of it lives in spreadsheets, email and a folder of guidelines, and the tracking is all on you.
17 skills in plain words
Eligibility screening, budget forecasting, variance reports, audit prep, meeting notes, email drafts and more. Each one is written for grant work, so it asks for the right details before it answers.
26 prompts across 9 topics
Ready-made prompts for grant guidelines, budget tracking, compliance files, progress narratives, funder updates, timelines, subawards, site visits and audit prep. Open the library, copy the prompt, paste your details.
3 apps you can build
A grant application workspace that keeps narrative promises matched to your budget, a repetition reviewer for long narratives, and an audit evidence router that reuses approved documents without losing the request trail.
7 Grok Bot agents
Grant Finder, Compliance Auditor, Expense Folder Auditor, Project Manager, Comprehensive Researcher, Peer Review and Compliance and Regulatory Assistant. Run one when you want a second pass on a decision, a folder or a draft.
Works in eight AIs you use
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. One download, same skills and prompts wherever you already work. No new tool to learn.
Daily news and ideas
Members get a live connection to Complete AI Training: the daily AI news for grant work, one new idea each day with the prompt to run it, and automatic updates to every skill.
A day with your plugin
The plugin drops into the AI you already open, like ChatGPT, Copilot or Claude. It adds 17 skills, 26 prompts, 3 apps and 7 Grok Bot agents set up for grant work, so you can check eligibility, build a budget, explain a variance or draft a funder update in the same window.
- Morning
Open your email and use the email drafter skill to answer a program officer who asked for a revised budget narrative. It keeps the tone professional and lists what you are attaching.
- Late morning
A funder deadline is three weeks out. Run the grant deadline planner prompt to work backwards from the submission date, and see which documents, signatures and reviews need to start this week.
- Afternoon
Month-end numbers arrive. Use the budget forecaster skill to compare actual spend against the grant budget, group the differences and get a short written explanation you can send to finance.
- End of day
Before you log off, drop your site visit notes into the meeting notes skill. You get decisions, action items and owners in a clean summary you can paste into the funder file tomorrow.
Install it in your AI
Choose the AI you use. No technical knowledge needed: it's a few clicks and some copy and paste.
ChatGPT
Your own GPT on chatgpt.com, plus a plugin for Codex and ChatGPT workspaces. About 5 minutes.
- Download the ChatGPT version and unzip it (double-click the file).
- On a computer, open chatgpt.com/gpts/editor in your browser (or in ChatGPT: GPTs in the left menu, then + Create at the top right). You need a paid ChatGPT plan (Plus, Pro, Business or Enterprise) to make a GPT, and it can't be done in the phone app.
- You see two tabs at the top, Create and Configure: click Configure.
- Name it Grant Manager Assistant. Open
custom-gpt/instructions.txt, copy everything and paste it into Instructions. - Under Knowledge, upload all the files from the
custom-gpt/knowledgefolder. - Paste the lines from
conversation-starters.txtas conversation starters and click Create. - For the daily news, ideas and skill updates: at chatgpt.com go to Settings → Plugins → Create, add the Complete AI Training server and sign in with your membership. Your Connect page shows each click.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Claude
A Claude plugin for claude.ai, the desktop app, Cowork and Claude Code. About 2 minutes.
- Download the Claude version. Keep it zipped.
- Open Claude (claude.ai or the desktop app), click your name at the bottom left, then Settings → Capabilities.
- Click Upload plugin and choose the zip file. Turn the plugin on.
- Start a new chat and type /start. Your grant manager assistant introduces itself.
- The first time it uses Complete AI Training, Claude asks you to connect: click Connect and sign in with your membership.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Microsoft 365 Copilot
A Copilot agent: set it up yourself in Agent Builder, or give IT the ready app package. About 5 minutes.
- Download the Microsoft 365 Copilot version and unzip it.
- Open Microsoft 365 Copilot (m365.cloud.microsoft/chat) and click Create agent, then the Configure tab.
- Name it Grant Manager Assistant. Paste everything from
agent-builder/instructions.txtinto Instructions. - Under Knowledge, upload the files from
agent-builder/knowledge. Add the starter prompts and click Create. - Working in a company? The
appPackagefolder is a ready app for your IT team, with the Complete AI Training connection built in. The README has a message you can forward to them.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Gemini
Skills you upload to Gemini, a ready Gem, and a Gemini CLI extension. About 2 minutes.
- Download the Gemini version and unzip it.
- Go to gemini.google.com and open Settings → Skills → Upload.
- Upload the
SKILL.mdfiles from theskillsfolder, starting with the folder whose name ends in-assistant. Gemini now uses them by itself. - Prefer a Gem? Open Gems → New Gem, paste
gem/instructions.txtand upload the files ingem/knowledge. - Using Gemini CLI?
gemini extensions installon the folder also connects Complete AI Training for the daily news, ideas and skill updates.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok
A Grok Project with all the instructions and files. About 5 minutes.
- Download the Grok version and unzip it.
- Go to grok.com, open Projects in the left menu and click New project. Name it Grant Manager Assistant.
- Paste everything from
grok-project/instructions.txtinto the project's instructions. - Upload the files from
grok-project/knowledgeto the project. - Start your work chats inside this project. Try one of the lines in
conversation-starters.txt.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok Bot
One message that sets up a whole team of Grok Bot agents for your job. About 5 minutes.
- Download the Grok Bot version and unzip it.
- Open Grok Bot and create a new bot. Name it Grant Manager Team Lead.
- Open
SETUP-MESSAGE.md, copy everything and paste it as your first message. - The team lead sets up its own role and walks you through adding each specialist bot, one at a time.
- Add the Complete AI Training connector in Grok Bot so your team lead gets the daily news and ideas for grant managers.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Cursor
A Cursor plugin with the skills, rules and connection, or project files. About 3 minutes.
- Download the Cursor version and unzip it.
- In Cursor, open Settings → Plugins and add the unzipped folder.
- No plugins in your Cursor? Copy
skillsto.cursor/skillsandrulesto.cursor/rulesin your project, andmcp.jsonto.cursor/mcp.json. - Open the Agent chat and ask what it can do for you as a grant manager.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Kimi
A Kimi Code plugin, and instructions with files for Kimi chat. About 3 minutes.
- Download the Kimi version and unzip it.
- Kimi chat (kimi.com or the app): start a new chat, paste
kimi-chat/instructions.txtand attach the files inkimi-chat/files. - Keep using that chat for your work: Kimi now acts as your grant manager assistant.
- Kimi Code: type
/plugins installwith the folder, then/reload. It connects Complete AI Training too.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Once it's installed, type this
- "What can you help me with as a grant manager?"Your AI introduces the plugin and suggests where to start.
- "Run the Public Grant Reporting Assembly Agent"Starts one of your 12 AI agents. It asks you a few questions first, then runs the task step by step and checks with you before anything important.
- "Which apps can you connect to?"Your AI lists the 12 connections for grant managers and walks you through adding the ones you use, one app at a time.
- "Find a prompt for …"Picks one of the 26 ready-made prompts and asks for your details.
Everything in the plugin
Your AI picks the right part by itself. You can also ask for one by name.
Skills for grant managers 17
- office email drafterDrafts funder updates and subrecipient emails in the right tone, like a deadline extension request to a program officer.
- fp a reporting guideBuilds funder financial statements, budgets, reconciliations and audit documentation, like a quarterly SF-425 package ready for finance review.
- finance budget forecasterTurns award budget data into expense breakdowns, variance reports and forecasts, like a revised budget after a no-cost extension.
- grant finderScreens opportunities for real eligibility and builds backwards schedules, like a three-week plan before a federal deadline.
- budget and forecast assistantBuilds budgets, forecasts and scenarios for an award, like testing what a 10 percent cost increase does to spend-down.
- reporting and documentation assistantStructures raw data into validated reports and charts, like turning drawdown figures into a funder-ready spending summary.
Show all 14 skills
- budget management assistantTracks and categorizes award expenses and cash flow, like sorting a month of charges into the right budget lines.
- project management insight assistantReports task progress, risk and resource use across awards, like showing which deliverables slip if a hire is delayed.
- budget forecasting assistantRefines forecasts from financial data with sensitivity analysis, like modeling two funding scenarios for next fiscal year.
- office meeting notesTurns site visit or kickoff notes into decisions and action items, like a subaward check-in with owners and due dates.
- financial performance analystCalculates ratios, trends and variances from financial data, like cost-per-participant against the approved budget.
- financial process automation assistantCleans financial data and automates recurring reports, like a monthly spend-down file that refreshes without manual sorting.
- financial forecasting navigatorBuilds multi-year revenue, expense and cash flow projections, like a three-year plan for a renewing foundation award.
- variance report for finance teamsExplains actual-versus-budget gaps with cost saving options, like why personnel is 12 percent over at mid-year.
Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.
Ready-made prompts 26
- Grant Guidelines Basics3 prompts, like Summarize Funder Guidelines
- Budget Tracking And Forecasting5 prompts, like Build Grant Budget Tracker
- Compliance And Documentation3 prompts, like Summarize Grant Compliance Rules
- Progress Reports And Narratives3 prompts, like Draft Grant Progress Report
- Funder Communication And Updates2 prompts, like Draft Funder Progress Update Email
- Timelines And Coordination2 prompts, like Develop Project Timeline
- Subaward Management3 prompts, like Summarize Subaward Requirements for Subrecipients
Show all 9 topics
- Site Visits And Findings2 prompts
- Financial Review And Audit Prep3 prompts
Apps you can build with AI 3
- Grant application workspaceKeeps every narrative promise tied to a budget line, so reviewers never find a commitment you cannot fund. Demo included.
- Grant narrative repetition reviewerCuts repeated wording across answers while keeping each required question fully answered, saving hours before submission. Demo included.
- Audit request evidence routerRoutes each auditor request to evidence you already approved, keeping the paper trail intact for the next review. Demo included.
AI agents 12
In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Public Grant Reporting Assembly Agent". Each one also has a guided set-up with sample data on its page.
- Public Grant Reporting Assembly AgentA grant report draft where every claimed amount is supported and within the award terms.
- Workload Handoff Preparation AgentA clean handoff for every absence.
- Management Action Dependency AgentA sequenced action plan with no hidden prerequisites or duplicate work.
- Research Grant Deliverable Evidence AgentGrant reports that state progress exactly as evidenced.
- Funder Report Evidence Collection AgentCollect complete, checked evidence for the report in time to write and submit it.
- Letter of Support Request Tracker AgentHave every required letter received, correct and filed before the deadline.
- Grant and Funding Fit AgentA short list of grants that truly fit, each with a checklist and deadline.
- Program Outcome Data Quality AgentClean participant data each month and an accurate view of progress toward outcome targets
- Volunteer Hours and Impact Report AgentAccurate monthly volunteer hours and impact figures
- Client Progress Report AgentAccurate progress reports that respect confidentiality
- Grant Budget Burn Rate Monitor AgentA monthly burn rate view per award with early warning on under or overspend
- Subrecipient Monitoring AgentEvery subaward invoice and report checked, with an up-to-date risk rating per partner
Connections (MCP servers) 12
A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.
- Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
- OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
- SAM.gov MCP serverLets your AI look up US government contracts, spending, grants, and rules for you.
- Google Drive MCP serverLets your AI search and read your Google Drive files and read or edit your Google Sheets.
- Google Sheets MCP serverLets your AI read, write, and format your Google Sheets for you, right from the chat.
- Word document MCP serverLet your AI open, edit, and review Word files, with changes shown as tracked revisions.
- Google Workspace MCP serverLets your AI read and write your Gmail, Calendar, Drive, Docs, Sheets and more, all from one chat.
- Excel MCP serverLets your AI create, read and edit Excel workbooks for you, without opening Excel.
- Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
- Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.
- KitchenSink4Word MCP serverLet your AI edit real Word documents: text, tables, tracked changes, citations and more.
- Ragie MCP serverLet your AI search your Ragie knowledge base and pull back the right passages when you ask a question.
Your Grok Bot team 7
- Grant FinderFinds grants you are actually eligible for and tracks every deadline backwards from submission.
- Compliance AuditorAudits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.
- Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
- Project ManagerPlans, tracks, and closes complex projects across teams and timelines. Never invents data. Always asks before acting on scope, budget, or risk changes
- Comprehensive ResearcherConducts thorough, multi-source research and delivers structured reports with citations.
- Peer ReviewSystematically evaluate scientific manuscripts and grant proposals for rigor, reproducibility, and reporting standards.
- Compliance and Regulatory AssistantGuides project managers through compliance research, documentation, audits, training, and regulatory updates.
Get the plugin
Two ways to get it. Most people choose the membership: it includes every plugin and keeps them up to date.
Recommended
Membership
$9 a month, billed yearly
- The plugin for grant managers, and for 500 other jobs
- Daily AI news and a new idea every day, inside your AI
- Skills update by themselves
- 700+ video courses and certificates
- Download up to 2 plugins a day
Pay on Stripe's secure page, no questions first. You're back here straight after, ready to download.
This plugin only
Standalone plugin
$49 once
- The plugin for grant managers, for all eight AIs
- All 17 skills, 26 prompts, 12 AI agents and 3 apps
- The connections guide
- Yours to keep, no subscription
- No daily news, ideas or skill updates
Secure payment by Stripe. Bought it already? Use the link in your email.
Questions
What is a plugin, and do I need technical skills to install it?
A plugin is a set of instructions and files that teaches your AI how to do grant work. You download it once and follow a short setup guide. If you can add an attachment to a chat, you can install it.
Which AI does it work with?
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Use the AI your organization already approves. The skills and prompts are the same in each one.
What is the difference between the member download and the $49 one-time plugin?
The $49 one-time plugin gives you the 17 skills, 26 prompts and 3 apps as they are today. Members also get the 7 Grok Bot agents, the daily news and idea, and automatic updates when skills improve.
Is my grant data safe?
The plugin is instructions and files, not a service that stores your data. Your chats stay with the AI provider you use and follow that provider's privacy terms and your organization's rules.
How many downloads do I get?
You can download two plugins a day from your member account. That covers this plugin and leaves room for another role on your team, such as a finance or program plugin.
Learn to use AI as a grant manager
The plugin does the work; the learning path shows you how to get the most out of it, step by step.