Skills

Publish your company's procedures so employee agents run your playbook instead of inventing their own

A skill is one of your company’s procedures, written down once and published so employee agents follow it: how you close the books, how you triage a security review, how you write up a customer call. It is a plain SKILL.md file, plus any reference files it needs, in the open SKILL.md format.

Publish a skill once and every AI client your employees already use reads it from the same place: Claude, ChatGPT, Cursor, Claude Code, and anything else pointed at your MCP endpoint. Use it when the same task run by ten people through AI produces ten different results and you want one approved way to do the work.

If Tool Packs answer “what can this agent call,” skills answer “how should it do the work.”

Skills live at wf-develop.merge.dev/skills-library. Your employees can write them too, and an admin decides whether a submission reaches the library.

Availability

Skill retrieval over MCP is enabled per organization and is off until Merge turns it on. Until then list_skills and retrieve_skill are not served on your MCP endpoint, so a skill you publish in the dashboard does not reach your employees’ AI clients. Ask your Merge contact to switch it on for your org.

What a skill is made of

Every skill is a bundle with a SKILL.md at its root. That file carries YAML frontmatter (a name and a description) and a Markdown body holding the actual instructions.

A skill can also bundle supporting files: longer reference material, example payloads, a checklist an agent only needs for one branch of the work. Agents load SKILL.md first and pull a bundled file only when the instructions send them to it, so the entry point stays small and the detail stays available. See Writing a skill for the format and limits.

What the Skills section holds

Five tabs, all reading the same library from a different angle.

TabWhat it holds
PublishedWhat your organization can use right now: the skills you published, plus the Merge-provided ones an admin enabled
DraftUnpublished skills, including ones you took down. Admins only, since employees submit for review rather than staging drafts.
ReviewSubmissions waiting on an admin decision, and rejected ones
Auto-generatedSkills Merge generates, each on or off for your org
DiscoverExample skills Merge writes and maintains, each on or off for your org

Published is where you land. Every card carries the skill’s name, its description, who it came from (an author’s name, Example, or Auto-generated), who it reaches, and the Connectors its frontmatter declared. The toggle on a card publishes or unpublishes one of your own skills, and enables or disables a Merge-provided one.

How skills relate to tools and Connectors

A skill is advisory. It tells an agent what to do and in what order; it grants nothing.

Workforce executes the tool calls, and every call is still checked against the employee’s own permissions and the Tool Pack in play. A skill that says “update the closed-won opportunity in Salesforce” fails for an employee with read-only Salesforce access, exactly as a direct request would. Skills cannot widen access, so publishing one is not a permission decision.

LayerQuestion it answersEnforcement
Employees and GroupsWho is actingIdentity
Connectors and Tool PacksWhat they can callEnforced at the tool layer
SkillsHow the work should be doneAdvisory

Reach is the one thing a skill does control: who can read it. A skill is published to the whole organization, to specific Groups from your identity provider, or to its author alone, and list_skills is filtered per employee accordingly. That decides who sees the instructions, never what they are allowed to call. See Who a skill reaches.

A skill’s frontmatter can name the Connectors it expects (referenced_connectors), which is how the dashboard shows the Connectors a skill leans on. That list is a declaration for humans reading the card, not a grant and not a precondition.

Where your library comes from

Nobody maintains one list. An employee’s library is the set of skills that reach them, assembled from three places, and the dashboard labels each skill with its origin.

  • Skills they authored, whether published to themselves or written for the org
  • Skills you published, organization-wide or to a Group they belong to
  • Skills you enabled from Discover or Auto-generated, written or generated by Merge

Nothing Merge maintains reaches your employees until an admin enables it, so a growing catalog never quietly expands what your agents read.

Two employees in the same org can therefore have different libraries, because Group-scoped and personal skills reach different people.

How a published skill reaches an employee

Over MCP. The employee’s AI client calls list_skills and retrieve_skill on the endpoint it already uses for tools. There is nothing to install and nothing to sync: a skill published a moment ago is retrievable on the next call, and the client’s results are filtered to that employee’s Group access. See How agents load skills.

That is the one path. The Workforce desktop client does not copy skills onto the machine; what it writes is the MCP configuration that points a client at the endpoint, so retrieval works without the employee setting anything up.

What gets recorded

Publishing, drafting, submitting, approving, rejecting, unpublishing, republishing, re-scoping, enabling a Merge-provided skill, disabling one, and every agent retrieval each land as an event attributed to the employee who caused it. So “which skill did this agent read before it made that call” is answerable after the fact, on the Audit trail.

Next steps