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Create and publish a skill

Author a managed skill in Settings → Skills — permanent slug, evergreen description, versioned markdown instructions, and the advisories that protect installed clients.

Before you start

You need an account role with access to agency settings, and a plan with the managed_skills feature. The catalog lives at Settings → Skills.

Create the skill's identity

Click New skill. Three fields define the skill's identity, and two of them are permanent:

  • Name — the display name. You can rename freely; installed clients see the new name on their next fetch.
  • Slug (permanent) — the identifier installed clients reference forever. It can never change, so pick it the way you'd pick an API name: lowercase, hyphenated, specific (weekly-pipeline-digest, not digest2).
  • Description (frozen once granted) — what a client's model reads to decide whether to use the skill. Once any client holds a grant, the description is frozen: editing it would strand every installed artifact.
Write the description evergreen

Name the client's job, never the current procedure's mechanics. "Compiles and delivers the weekly pipeline digest" survives five rewrites of how the digest gets built. "Posts the digest to #general" is stale the day the procedure changes — and a frozen description can only be fixed with a new slug and a full re-install across every client.

Write the first draft

The skill detail page opens with a New draft form:

  • Instructions (markdown) — the procedure the client's assistant follows after fetching the skill. Write it the way you'd brief a careful colleague: numbered steps, exact expectations, what to do when something is blocked.
  • Bound workflow slugs — if the procedure calls your workflow tools, reference them in the instructions by their taskjuice_<slug> names and list those base slugs here. Bound slugs become the licensed surface: those tools are gated so only workspaces granted this skill can call them.
  • Changelog note — one line describing what this version changes. Clients' assistants can read the changelog; write it for them, not for your git history.
  • Procedure builds or edits workflows — enable only if the procedure drives workflow authoring (creating or editing workflows over MCP). Authoring is available to agency operators only, never to client principals.

Create draft saves version 1 as a draft. You can keep editing a draft with Save draft; drafts are invisible to clients.

Publish

Each draft in the Versions list has a Publish button. Publishing makes that version active — the one every install fetches — and immutable from that point on. To change the procedure, write a new draft and publish it. To undo a bad release, publish a rollback: rolling back re-activates the old version, it never edits one. The version list is your audit record of exactly what clients' assistants were told, and when.

Publishing may attach two non-blocking advisories:

  • Description frozen — you published into existing grants, so the identity your clients installed can't follow any scope change in this version. If the skill's job genuinely changed, that's the signal to consider a new slug.
  • Ungated tool copies — a workflow bound by this skill has MCP-enabled copies in workspaces that don't hold a grant. Those copies remain callable outside the skill's license. The toast names the workspaces so you can grant them or disable the copies.

Archive

Archiving a skill (the Archive action in the catalog) frees a plan slot and removes it from every catalog surface. It is refused while any client grant is active or suspended — revoke grants first, deliberately, so no client loses a skill as a side effect.

If the skill's bound workflows still have MCP-enabled copies, the archive dialog shows a widening report: with the skill gone, those tools stop being licensed and become plainly callable in their workspaces. The one-click Disable tools action flips the named copies off before you archive.

Plan slots

Non-archived skills count against a per-account ceiling (Growth 25, Scale 100). Archived skills cost nothing and keep their version history.

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