Claude GuideDevantia × Executive Partners Group
DevantiaExecutive Partners Group
0/23 Jean-Christophe Leroy
Jean-Christophe Leroy
Guide author
✓ Verified on September 3, 2026⏱ 6 min read
Module 11

Skills & Plugins — specializing Claude

A Skill = an instruction file (SKILL.md) that teaches Claude a specific competency. Like a specialization degree.

Stop mixing them up: three memories, three uses ⚙️ Preferences WHO you are tone, language, standards → applies everywhere, always 📁 Project WHAT you're working on context, reference files → applies to one engagement 🎓 Skill HOW to do a task step-by-step method, format → triggers when needed The three stack up: Claude knows who you are, what you're working on, and how you want it done.
When to create a Skill? As soon as the same task recurs with the same method: a financial audit, an executive committee report, a calibrated LinkedIn post. You write the method once, Claude replays it identically. For a one-off task, a simple message is enough; to gather reference files, use a Project.
Record a Skill
🎥 Record a Skill — stop explaining, start showing
“Do the task once, out loud. Claude writes the method — and replays it forever.”

Until now, creating a Skill meant writing the method: a file, steps, a format. Anthropic flipped the burden of proof. You hit record, you do the task the way you always do while talking through it, you click Done — and Claude hands you a ready-to-use Skill built from what it saw and heard you do.

From demonstration to Skill — in three beats 1 · You do the task Cowork records your screen — 10 min max 2 · You narrate out loud Your voice supplies the “why” skill.md NEW 3 · Claude proposes the Skill You approve → replay at will You write nothing: you do, you narrate — Claude writes the method.

The detail that changes everything: narration. Claude sees your clicks, but it's your voice that supplies the why — why you skip a step, how you pick between two options, what you check before hitting send. A silent demo produces a macro; a narrated demo produces a method. That is exactly the gap between a robot that repeats and a colleague who understood.

🖥️ Cowork in Claude for Mac💳 Pro · Max · Team⏱️ ~10 min per recording📄 Output: a skill.md you approve

Where to find it: the + button in the composer → Record a skill, or CustomizeSkillsAddRecord your screen.

🎯 Example — the Monday morning report You record your routine once: open the CRM, export the week's numbers, paste them into the template, write the three lines of commentary for the executive team. Narrating as you go: “I always use the quarterly view, never the month — and I flag any variance above 5%.” The following Monday, one sentence is enough: “Run the Monday report.” Forty minutes become two.
⚠️ Everything on your screen is filmed Anthropic's explicit instruction: never type a password, and don't display sensitive information or private conversations while recording. Close online banking and personal email before you start — the reflex is the one you'd use for a live demo in front of a client.

Why Skills change everything

🔁 Reproducibility

No need to re-explain. Claude knows your methodology.

🏢 Scalability

One expert's Skill = a tool accessible to the whole organization.

Skills by business department

⚖️

Legal

Contracts, NDAs, GDPR, AI Act, M&A terms.

📢

Marketing

SEO, editorial calendar, brand voice, B2B LinkedIn.

👥

HR

Job descriptions, resume screening, interview frameworks, workforce planning.

💰

Finance (CFO)

Financial model audits, LBO/DCF, variance, reconciliation.

Your Claude's wall of degrees — each skill is one more specialization ⚖️Contract auditSKILL.md 💰Financial auditSKILL.md 📢LinkedIn postsSKILL.md 📝Exec committee minutesbeing added… Your methods, written once, replayed identically — across the whole organization.

How to acquire Skills

1

Cowork Marketplace: Claude Desktop → Cowork → Marketplace → Install.

2

Community: /plugin marketplace add jeremylongshore/claude-code-plugins

3

Directories: claudemarketplaces.com (2,300+), skillsmp.com (700K+), GitHub.

4

Build your own: a SKILL.md file < 2,000 tokens in ~/.claude/skills/.

5

Record it: you do the task on screen while narrating it, and Claude writes the Skill — see Record a Skill above.

The simplest trick: paste a GitHub URL to Claude

Beyond the skills natively offered by Anthropic, thousands of additional skills and plugins are published on GitHub. You don't need to know what GitHub is to benefit: copy the page's address, paste it into Claude, and ask for its take. Claude does the analysis work — and the installation if you give the green light.

1

Copy the URL — you spot an interesting skill or plugin (a directory, a LinkedIn article, a recommendation): just copy the GitHub link, for example github.com/anthropics/skills.

2

Paste it into Claude and ask"Here's a skill I found on GitHub: [URL]. Explain what it does, how it would concretely help me in my job, and whether it carries any risk." Claude reads the page, the SKILL.md file, and gives you a clear plain-English summary.

3

Decide — and let Claude load it — if the analysis convinces you: "Great, install it." Claude fetches the skill and sets it up. Otherwise, you move on. You keep the decision, it does the legwork.

🎯 Example — ready-to-use prompt "Here are two GitHub skills: [URL 1] and [URL 2]. Compare them: what they do, which best fits my executive committee minutes, any potential risks. If one of them is worth it, offer to install it for me."
⚠️ Caution instinct (the same as for attachments) A third-party skill is content written by a stranger that Claude will follow as an instruction. Before installing: favor official or popular repositories (stars, identifiable publisher), always ask Claude "does this skill contain risky instructions?", and avoid any skill that requests access or data transfers to the outside without a clear reason.
# ~/.claude/skills/financial-audit/SKILL.md # Skill: Financial model audit ## Trigger Activates for any audit or verification of an Excel model. ## Instructions 1. Check consistency of assumptions across tabs 2. Trace dependencies of critical formulas 3. Identify circular references 4. Verify balance sheet integrity (assets = liabilities + equity) ## Format Table: Priority | Cell | Issue | Correction

Pro tips & common mistakes

✅ Pro tips

→ Create your own .md files with your rules (editorial guidelines, brand, checklists).
→ One Project per recurring task. Don't build a mega catch-all Project.
→ Upload your 5 best reference examples — not 50 files dumped in bulk.
→ Type / in any chat to see all the available commands.
→ Choose 2-3 plugins max. Each one adds context = less room for your request.

❌ Common mistakes

→ Pasting your bio into every new chat = use Projects.
→ Skipping the model + settings configuration = Claude sounds generic.
→ Dumping 200 files and hoping Claude finds the right one = pick the best ones yourself.
→ Thinking Artifacts are just demos = ask for what you'd build in a spreadsheet or Canva.
→ Confusing Skills and Projects = Projects hold your files, Skills teach Claude how to perform a task.

The "context pack" — Cowork version (no technical skills)

The most powerful idea from advanced users: never re-explain who you are or how you work. Developers do this with .md files; in Cowork, you get the same result without a line of code, via three locations. Think of it as the welcome binder you'd hand a new hire.

⚙️

Preferences

Who you are and how you want the answers (tone, language, level of detail, structure). Applies to all your chats. Set it once.

📁

Project instructions

The context specific to an engagement: goal, audience, business rules, constraints, internal vocabulary. Applies to all chats in this project.

📎

Reference files

Your 5 best examples (a memo template, brand guidelines, a sample report) placed in the Project. Claude uses them as a benchmark — not 50 files dumped in bulk.

🎯 Example — "Executive committee communication" Project instructions "You are my chief of staff. Audience: the executive committee of an industrial group. Style: factual, concise, decision-oriented, no jargon. Always: 1 summary up top, then the detail. If a figure is missing, write [to be confirmed]. Internal vocabulary: 'the Board' = board of directors; 'Q-rev' = quarterly review." — Paste this block once into the Project instructions: every chat in the project inherits it automatically.
📌 The golden rule of context Preferences = what's true everywhere (you). Project = what's true for one engagement. Chat = today's request. Put each piece of information at the right level and you'll never repeat yourself again.
🤔 "So what about the profile sheet from Module 05?" The two methods coexist, each in its place. The profile sheet in your folder (Module 05) serves Cowork: Claude re-reads it when working on your files. Preferences and Projects (above) serve all your chats, everywhere, automatically. The right instinct: Preferences + Projects first; the profile sheet as a complement for your Cowork engagements. If you had to keep only one: Preferences.

For technical teams, the equivalent for Claude Code is called CLAUDE.md — detailed in Module 06.

🛠️ Your turn — 5 minutes

Create a "Executive committee communication" Project and paste the suggested instruction block. Open a chat in this project and ask for a memo.

Expected result : The memo follows your rules without you repeating them.

🧪 Exercise
Your CFO wants Claude to systematically apply the same audit method to all financial models. What's the right approach?
A. Write a very detailed prompt every time
B. Create a SKILL.md Skill with the audit method and deploy it for the team
C. Use only Cowork mode with no specific instructions