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Claude Desktop Installation Guide

Install the ERPNext Skills Package in the Claude Desktop application.

Prerequisites

  • Plan: Pro, Max, Team, or Enterprise
  • Feature: Code Execution must be enabled
  • App: Claude Desktop app installed (download)

Installation Steps

The Claude Desktop app uses the same skill system as Claude.ai web. Follow these steps:

Step 1: Enable Code Execution

  1. Open Claude Desktop
  2. Click the Settings icon (gear)
  3. Navigate to Capabilities
  4. Enable Code execution and file creation

Step 2: Upload Skills

  1. Download skills from the repository:

    • Pre-packaged: skills/packaged/*.skill
    • Or ZIP the skill folders manually

  2. In Claude Desktop, go to Settings > Capabilities

  3. Scroll to Skills section

  4. Click Upload skill and select your file

  5. Repeat for each skill

Step 3: Verify

Start a new conversation and ask:

What ERPNext skills do you have access to?

Syncing with Claude.ai Web

Skills uploaded in Claude Desktop sync automatically with Claude.ai web (and vice versa) since they share the same account settings.

Upload once, use everywhere (except mobile).

Offline Usage

Skills are stored in your account settings. Once loaded into a conversation, they work offline until the conversation ends.

However, uploading new skills requires an internet connection.

Desktop-Specific Features

Keyboard Shortcuts

  • Cmd/Ctrl + N - New conversation
  • Cmd/Ctrl + , - Open settings

File Handling

Claude Desktop can read files directly from your system when you drag-and-drop or use the attachment button. Combined with skills, you can:

  1. Drop an ERPNext Python file
  2. Ask: "Review this controller using ERPNext best practices"
  3. Claude uses the agent-code-review skill automatically

Recommended Workflow

For ERPNext development with Claude Desktop:

  1. Install skills once (they persist)
  2. Create a Project for your ERPNext work
  3. Add project docs (custom app structure, requirements)
  4. Use skills for code generation and review

Projects + Skills = Powerful combination:

  • Projects provide context (your specific app)
  • Skills provide expertise (ERPNext patterns)

Troubleshooting

Skills not appearing after upload

  1. Restart Claude Desktop
  2. Check Settings > Capabilities > Skills
  3. Ensure the skill toggle is ON

App crashes on skill upload

  1. Check ZIP file isn't corrupted
  2. Ensure ZIP structure is correct (folder at root)
  3. Try a smaller skill first to test

Skills from web not showing

  1. Sign out and sign back in
  2. Check internet connection
  3. Wait a few minutes for sync

System Requirements

OS Minimum Version
macOS 11.0 (Big Sur)
Windows 10 (64-bit)
Linux Ubuntu 20.04+

Next Steps