> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zapier.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and manage Zapier MCP skills

> Create, edit, and manage reusable Markdown skills that teach your MCP client how to complete a specific task, and learn when a skill fits better than an individual tool.

A skill is a reusable, Markdown-based set of workflow instructions your MCP client can load on demand, instead of you repeating the same steps every time. This page covers creating, editing, and managing Zapier MCP skills.

## Before you begin

* A Zapier MCP server. If you do not have one yet, go to the [quickstart](/mcp/get-started/quickstart).
* Your server is in agentic mode. Go to [switch modes](/mcp/manage/switch-modes) to check or change it.

## Skills vs. individual tools

|                                 | Skills                                                                                  | Individual tools                                                                  |
| ------------------------------- | --------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------- |
| **Best for**                    | A multi-step task you repeat, where the steps and judgment calls are the same each time | A single action, or a task where each step depends on what you find along the way |
| **What it captures**            | Instructions: how to approach the task, in what order, with what checks                 | One capability: send a message, look up a record, run a search                    |
| **Where it lives**              | Tied to the server you create it on                                                     | Available on every server, once enabled                                           |
| **How your MCP client uses it** | Loads the whole skill into context with `get_zapier_skill`, then follows it             | Calls the tool directly with the parameters it needs                              |

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.

<Note>
  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.
</Note>

## Packaged skills

Every server includes a set of skills built by Zapier. They appear in the <img src="https://cdn.zapier.com/storage/photos/b2471573e500320eb18b734a46ef25fa.png" alt="sparkle icon" noZoom style={{ display: "inline-block", width: "14px", margin: "0 0.15em", verticalAlign: "baseline" }} /> **Skills** tab under *By Zapier*, separate from any skills you create.

| Skill      | What it does                                                                                                                                                                 |
| ---------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Onboarding | Reads from your connected apps to show you a sample workflow when you first connect. This is expected behavior during setup.                                                 |
| Mcp-roast  | Generates a humorous roast comparing your email persona to your messaging persona, using any connected email app (Gmail, Outlook) and messaging app (Slack, Teams, Discord). |

You cannot edit or delete a packaged skill.

## Create a skill

<Tabs>
  <Tab title="Chat">
    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.

    ```text theme={null}
    Save this as a Zapier MCP skill: [paste your instructions]
    ```
  </Tab>

  <Tab title="UI">
    1. Go to [mcp.zapier.com](https://mcp.zapier.com) and select your server.
    2. Click the <img src="https://cdn.zapier.com/storage/photos/b2471573e500320eb18b734a46ef25fa.png" alt="sparkle icon" noZoom style={{ display: "inline-block", width: "14px", margin: "0 0.15em", verticalAlign: "baseline" }} /> **Skills** tab.
    3. Click **+ Add skill**.
    4. Paste your skill's Markdown into the text box.
    5. Confirm the **Name** and **Description** fields. If your Markdown has `name` and `description` frontmatter, these fill in automatically. If not, enter a name and description manually.
    6. Click **Add skill**.
  </Tab>
</Tabs>

## Edit a skill

<Tabs>
  <Tab title="Chat">
    Ask your MCP client to update or delete a skill by name. It calls `update_zapier_skill` or `delete_zapier_skill` on your behalf.
  </Tab>

  <Tab title="UI">
    1. Go to [mcp.zapier.com](https://mcp.zapier.com) and select your server.
    2. Click the <img src="https://cdn.zapier.com/storage/photos/b2471573e500320eb18b734a46ef25fa.png" alt="sparkle icon" noZoom style={{ display: "inline-block", width: "14px", margin: "0 0.15em", verticalAlign: "baseline" }} /> **Skills** tab.
    3. Click the **⋮** menu next to the skill.
    4. Click **Edit**.
    5. Make your changes.
    6. Click **Save changes**.
  </Tab>
</Tabs>

## 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:

```text theme={null}
Audit your custom instructions, rules, or memory for whether they tell you to check my Zapier MCP skills library before concluding a named task, workflow, or skill does not exist. If that instruction is missing, add it: call list_zapier_skills to check for a match, then get_zapier_skill to load it.
```

## Skill format

A skill is a Markdown file with `name` and `description` frontmatter, followed by the instructions your MCP client follows:

```md theme={null}
---
name: my-skill
description: Does something useful
---

# Instructions

1. Step one...
```

## 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 `description` field, 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_action` with 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_skills` and compare descriptions, then merge, narrow, or remove any that conflict. This keeps your MCP client choosing the right skill consistently.

## Related

<CardGroup cols={2}>
  <Card title="How Zapier MCP tools work" href="/mcp/overview/how-tools-work">
    Meta-tools, auto-provisioning, and agentic mode versus managed mode.
  </Card>

  <Card title="Switch between agentic and managed mode" href="/mcp/manage/switch-modes">
    Check or change your server's mode.
  </Card>
</CardGroup>
