What do I need?
Find your tool, do those steps
Every tool starts with an AI app: Claude Desktop (or claude.ai in the browser), or Codex Desktop. Claude in Chrome and the eStage connection are Claude features.
Step 1 · everyone
Claude Desktop, or Claude in the browser
Every skill on this site runs in Claude (or in Codex, below). We recommend the Claude Desktop app for Windows or Mac: it adds folders on your computer and tasks that run while you are away. claude.ai in the browser works too, with the same account.
- Download Claude Desktop from claude.ai/download, install it and sign in. (Browser only? Sign in at claude.ai instead.)
- Skills and connectors need a paid Claude plan. Your chats, skills and connectors follow your account to the desktop app, the browser and the phone app.
Check it worked: You can open Settings from your name at the bottom left.
Step 2 · for any skill
Add a skill to Claude
A skill is a zip of instructions. Add it once and Claude uses it whenever you ask for that job, in every chat.
- Download the skill’s zip from its page. Do not unzip it.
- In Claude open Settings, then Customize, then Skills.
- Press Add, choose Upload a skill, pick the zip and press Upload.
- Skills that make files or images need code execution on: Settings, then Capabilities.
- Updating a skill? Open it in the Skills list, open its three-dot menu, choose Replace and pick the new zip. The version number is in the file name and at the top of the skill, so you can see which one you have.
Check it worked: Open the skill’s Contents tab and the first lines show the version. Then start a new chat and say the phrase from the skill’s page.
The SEO skill uploaded, its version checked, then used in a new chat.
Step 3 · for skills that click for you
Claude in Chrome
Some jobs happen on pages only you can sign in to: your eStage CRM, your community admin, Page Settings. Claude in Chrome lets Claude work in your own signed-in Chrome, and it stops before anything saves.
- In Chrome, open claude.ai/chrome and add the extension. Sign in with the same Claude account. (If that address does not open it, go to the Chrome Web Store at chromewebstore.google.com, search for Claude and pick the one by Anthropic.)
- Sign in to eStage in that same Chrome and leave a tab open. Claude uses your session; it never sees your password.
- In the extension’s settings, allow the sites you want Claude to work on (your CRM, your community, the builder).
- If you use the desktop app, set Chrome as your preferred browser in Claude’s settings.
Check it worked: Ask Claude: “Open my eStage CRM and tell me how many tags I have. Do not change anything.” A new tab opens and an answer comes back.
Instead of Claude
Codex Desktop
Prefer OpenAI? The same skill zips work in the Codex Desktop app (and in the Codex command line and code-editor extension). Codex reads skills from a folder on your computer, so you add the folder instead of uploading the zip.
- Download the Codex Desktop app from OpenAI’s Codex page, install it and sign in with your ChatGPT account. (ChatGPT in the browser cannot use skills.)
- Unzip the skill. You get one folder.
- In a Codex chat, ask: “Create the folder ~/.agents/skills if it is missing and open it in my file browser.” Drag the skill’s folder in.
- For one project only, put the folder in .agents/skills/ at the top of that project instead.
Check it worked: Open Codex and say the phrase from the skill’s page. If it does not show, close Codex and open it again.
Step 4 · for eStage skills
Connect your eStage project
This is what lets a skill read your pages, save your SEO fields or fix a heading for you, instead of handing you things to paste. Without it the skills still work; you just do the saving yourself.
- In eStage, open your project, then Settings, Integrations, Coding agents, and pick the project.
- Give the connection every permission the skills use, including Settings and CRM. A connection made without Settings can edit pages but cannot save SEO fields; you can mint a new one later under Account, Integrations.
- Copy the MCP server address it shows.
- In Claude open Settings, Customize, Connectors, press Add, choose a custom connector, paste the address and approve it in the window that opens. (Claude Code: run the claude mcp add line eStage shows instead.)
- Now set Claude’s side. Open the new connector in Customize, Connectors and check its tool permissions: Claude keeps its own setting for each tool, separate from eStage’s. Reading tools can be always allowed; keep the ones that save, publish or change your CRM on ask, so Claude checks with you first. A tool that is blocked here cannot be used by any skill, even when eStage allows it.
- Make sure the connector is switched on for your chats: in a chat, open the + menu and check it is ticked under Connectors.
- One connection per project. Name it after the site, so you and Claude can tell them apart.
Check it worked: Ask Claude: “List the pages in my eStage project.” You get your Pages list back. If Claude says it has no tool for that, check steps 5 and 6.
Stuck on a step?
Buttons move as Claude, Codex and eStage update. If a step here no longer matches your screen, ask in the community and we fix this page. Anthropic’s own help is at support.claude.com.