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A skill is a reusable set of instructions for a task or procedure. A tool is an action the agent can call, such as reading a page, querying data, or sending a message. A skill can explain how to use tools, but it does not create account access on its own.

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Use a skill

Type / in a supported prompt box to select a skill. Review its description and requirements, then include the task-specific inputs in your request. For example, a prospect-qualification skill can supply a procedure while your prompt supplies the industry, geography, batch size, and required output.

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Where to manage them

Open Configuration → Skills. The Skills tab contains the skill catalog; the MCP Tools tab exposes the advanced tool surface. MCP stands for Model Context Protocol. MCP integrations expose tools to agents; those tools are distinct from the instructions in a skill.

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Customize a procedure

Create a skill or upload a supported .md or .zip package through the library. Include a clear name, description, procedure, expected inputs, and stopping conditions. Editability depends on the skill’s source and scope. A built-in skill may be read-only; use an editable custom skill for your own procedure. See Skills library for management and Credentials for the accounts a tool needs.