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Claude.ai Web Installation Guide

Install the ERPNext Skills Package in the Claude.ai web interface.

Prerequisites

  • Plan: Pro, Max, Team, or Enterprise
  • Feature: Code Execution must be enabled

Step 1: Enable Code Execution

  1. Go to Settings (gear icon)
  2. Navigate to Capabilities
  3. Enable Code execution and file creation

Step 2: Download Skills

Option A: Download Pre-packaged Skills

Download the .skill files from the repository:

skills/packaged/
├── syntax-client-scripts.skill
├── syntax-server-scripts.skill
├── syntax-controllers.skill
... (28 .skill files)

Each .skill file is a ZIP archive ready for upload.

Option B: Create ZIP Files Manually

For each skill you want to install:

  1. Download the skill folder (e.g., syntax-server-scripts/)
  2. Create a ZIP file with the folder as root: 
    syntax-server-scripts.zip
└── syntax-server-scripts/
    ├── SKILL.md
    └── references/
        └── ...

Important: The ZIP must contain the skill folder, not just its contents.

Step 3: Upload Skills

  1. Go to Settings > Capabilities
  2. Scroll to the Skills section
  3. Click Upload skill
  4. Select your .skill or .zip file
  5. Repeat for each skill you want to install

Step 4: Verify Installation

  1. Start a new conversation
  2. Ask: "What ERPNext skills do you have access to?"
  3. Claude should list your installed skills

Managing Skills

Toggle Skills On/Off

In Settings > Capabilities > Skills, use the toggle switch next to each skill to enable or disable it.

Remove a Skill

  1. Go to Settings > Capabilities > Skills
  2. Find the skill you want to remove
  3. Click the delete/remove option
  4. Confirm deletion

Recommended Installation Order

For most ERPNext development work, install these skills first:

Essential (Start Here)

  1. syntax-server-scripts - Server Script sandbox rules
  2. core-database - Database operations
  3. impl-server-scripts - Server Script workflows

Extended (Add as Needed)

  1. syntax-client-scripts - Client Script patterns
  2. syntax-controllers - Controller methods
  3. core-permissions - Permission system
  4. errors-server - Server error handling

Full Package

Install all 28 skills for comprehensive coverage.

Skill Name Requirements

If you're creating ZIPs manually, ensure:

  • Folder name is lowercase
  • Only letters, numbers, and hyphens allowed
  • Example: syntax-server-scripts ✅
  • Example: Syntax_Server_Scripts ❌

Team and Enterprise Plans

Organization-Wide Skills

Admins can provision skills for all users:

  1. Go to Admin Settings > Capabilities
  2. Upload skills in the organization section
  3. Skills appear for all users with a team indicator

Individual Skills

Users can still upload personal skills that are private to their account.

Troubleshooting

"Skills appear greyed out"

  • Check that Code Execution is enabled
  • For Team/Enterprise: Check with your admin that Skills are enabled org-wide

Upload fails

  1. Check ZIP structure (folder must be at root)
  2. Verify SKILL.md starts with --- on line 1
  3. Ensure skill name is lowercase with hyphens

Skill doesn't trigger

  • Make your request more specific
  • Mention the skill type: "Using Server Script patterns..."
  • Check that the skill is toggled ON in settings

Storage and Privacy

  • Custom skills are private to your account
  • Skills run in Claude's secure sandboxed environment
  • No data persists between sessions

Next Steps

  • Read USAGE.md for skill overview
  • Check individual skill documentation in skills/source/*/SKILL.md
  • Review LESSONS.md for common pitfalls