Before you begin
- A Zapier MCP server. If you do not have one yet, go to the quickstart.
- Your server is in agentic mode. Go to switch modes to check or change it.
Skills vs. individual tools
Use a skill when you find yourself giving your MCP client the same set of instructions over and over. Use individual tools for anything else, including one-off requests and tasks where the right next step depends on the result of the last one.
A skill is tied to the server you create it on, not to your account. To use the same skill on another server, copy the Markdown across.
Packaged skills
Every server includes a set of skills built by Zapier. They appear in the
Skills tab under By Zapier, separate from any skills you create.
You cannot edit or delete a packaged skill.
Create a skill
- Chat
- UI
Ask your MCP client to create the skill for you. Describe the workflow, or paste Markdown instructions, and it calls
create_zapier_skill to save it to your server.Edit a skill
- Chat
- UI
Ask your MCP client to update or delete a skill by name. It calls
update_zapier_skill or delete_zapier_skill on your behalf.Make sure your client reaches for your skills
Your skills live on your Zapier MCP server, not in your MCP client. Most clients do not check that library automatically by default. They rely on an explicit instruction, such as a rule or a direct request, to know when to check it. To make sure your client consistently reaches for your skills, ask it to audit its own instructions:Skill format
A skill is a Markdown file withname and description frontmatter, followed by the instructions your MCP client follows:
Tips for writing a skill
- Give it one job. A skill that covers several unrelated workflows is harder for your MCP client to match to the right situation. Write a separate skill for each distinct task.
- Write a specific description. Your MCP client chooses which skill to load based on the
descriptionfield, not the full instructions. Name concrete triggers, such as “when the user asks to draft a weekly update,” rather than a vague summary, such as “helps with updates.” - State what the skill is not for if it could be confused with a similar workflow. A short exclusion stops your MCP client from reaching for the skill at the wrong time.
- Keep it focused, not bare. A shorter skill is easier for your MCP client to load and follow accurately, but cutting context is not the same as cutting length. Keep background that explains a judgment call or why a step matters. Cut background that does not change what your MCP client does.
- Name exact tools and parameters where you can. Reference the specific meta-tool and action, such as
execute_zapier_read_actionwith a named action, instead of describing the step in general terms. This removes guesswork at runtime. - Test with a real prompt, then refine. Run the skill the way you expect to trigger it, check whether your MCP client loads and follows it correctly, and adjust the description or steps based on what actually happens.
- Audit your skills periodically. As your library grows, review your skills for overlap, such as two skills with similar descriptions or ones that give conflicting steps for the same task. Ask your MCP client to call
list_zapier_skillsand compare descriptions, then merge, narrow, or remove any that conflict. This keeps your MCP client choosing the right skill consistently.
Related
How Zapier MCP tools work
Meta-tools, auto-provisioning, and agentic mode versus managed mode.
Switch between agentic and managed mode
Check or change your server’s mode.