Onboard
The "Onboard" skill automates user onboarding by guiding new users through key steps and collecting essential information for a smoother experience.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add onboard npx -- -y @trustedskills/onboard
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"onboard": {
"command": "npx",
"args": [
"-y",
"@trustedskills/onboard"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The onboard skill facilitates the initial setup and configuration of AI agents. It provides a streamlined process to connect an agent with necessary tools, data sources, and accounts. This includes setting up API keys, configuring access permissions, and ensuring the agent has the foundational knowledge needed for its intended tasks.
When to use it
- New Agent Setup: When you're first deploying an AI agent and need to get it connected to external services.
- Tool Integration: To easily add new tools or data sources to an existing agent’s capabilities.
- Account Linking: When the agent requires access to specific accounts (e.g., email, CRM) for task completion.
- Initial Configuration: For establishing baseline settings and preferences for the AI agent's operation.
Key capabilities
- API key management
- Data source connection
- Account linking
- Access permission configuration
- Initial knowledge base setup
Example prompts
- "Onboard this agent with my Gmail account."
- "Connect the agent to the Salesforce API using these credentials."
- "Set up the agent's initial knowledge base from this document."
- “Configure access permissions for the agent to read data from [database name].”
Tips & gotchas
The onboarding process may require providing sensitive information like API keys. Ensure you are using a secure environment and follow best practices for credential management.
Tags
TrustedSkills Verification
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.