cowork-plugin-management/skills/cowork-plugin-customizer/SKILL.md
Customize a Claude Code plugin for a specific organization's tools and workflows. Use when: customize plugin, set up plugin, configure plugin, tailor plugin, adjust plugin settings, customize plugin connectors, customize plugin skill, tweak plugin, modify plugin configuration.
npx skillsauth add anthropics/knowledge-work-plugins cowork-plugin-customizerInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
Customize a plugin for a specific organization — either by setting up a generic plugin template for the first time, or by tweaking and refining an already-configured plugin.
Finding the plugin: To find the plugin's source files, run
find mnt/.local-plugins mnt/.plugins -type d -name "*<plugin-name>*"to locate the plugin directory, then read its files to understand its structure before making changes. If you cannot find the plugin directory, the user is likely running this conversation in a remote container. Abort and let them know: "Customizing plugins is currently only available in the desktop app's Cowork mode."
After locating the plugin, check for ~~-prefixed placeholders: grep -rn '~~\w' /path/to/plugin --include='*.md' --include='*.json'
Default rule: If
~~placeholders exist, default to Generic plugin setup unless the user explicitly asks to customize a specific part of the plugin.
1. Generic plugin setup — The plugin contains ~~-prefixed placeholders. These are customization points in a template that need to be replaced with real values (e.g., ~~Jira → Asana, ~~your-team-channel → #engineering).
2. Scoped customization — No ~~ placeholders exist, and the user asked to customize a specific part of the plugin (e.g., "customize the connectors", "update the standup skill", "change the ticket tool"). Read the plugin files to find the relevant section(s) and focus only on those. Do not scan the entire plugin or present unrelated customization items.
Legacy
commands/directories: Some plugins include acommands/directory. The Cowork UI now presents these alongside skills as a single "Skills" concept, so treatcommands/*.mdfiles the same way you wouldskills/*/SKILL.mdfiles when customizing.
3. General customization — No ~~ placeholders exist, and the user wants to modify the plugin broadly. Read the plugin's files to understand its current configuration, then ask the user what they'd like to change.
Important: Never change the name of the plugin or skill being customized. Do not rename directories, files, or the plugin/skill name fields.
Nontechnical output: All user-facing output (todo list items, questions, summaries) must be written in plain, nontechnical language. Never mention
~~prefixes, placeholders, or customization points to the user. Frame everything in terms of the plugin's capabilities and the organization's tools.
For scoped customization and general customization (not generic plugin setup), check whether the user provided free-form context alongside their request (e.g., "customize the standup skill — we do async standups in #eng-updates every morning").
If the user provided context: Record it and use it to pre-fill answers in Phase 3 — skip asking questions that the user already answered here.
If the user did not provide context: Ask a single open-ended question using AskUserQuestion before proceeding. Tailor the question to what they asked to customize — e.g., "What changes do you have in mind for the brief skill?" or "What would you like to change about how this plugin works?" Keep it short and specific to their request.
Use their response (if any) as additional context throughout the remaining phases.
Use company-internal knowledge MCPs to collect information relevant to the customization scope. See references/search-strategies.md for detailed query patterns by category.
What to gather (scope to what's relevant):
Sources to search:
Record all findings for use in Phase 3.
Build a todo list of changes to make, scoped appropriately:
grep -rn '~~\w' /path/to/plugin --include='*.md' --include='*.json' to find all placeholder customization points. Group them by theme.Use user-friendly descriptions that focus on the plugin's purpose:
Work through each item using context from Phase 0 and Phase 1.
If the user's free-form input (Phase 0) or knowledge MCPs (Phase 1) provided a clear answer: Apply directly without confirmation.
Otherwise: Use AskUserQuestion. Don't assume "industry standard" defaults are correct — if neither the user's input nor knowledge MCPs provided a specific answer, ask. Note: AskUserQuestion always includes a Skip button and a free-text input box for custom answers, so do not include None or Other as options.
Types of changes:
~~Jira → Asana, ~~your-org-channel → #engineeringtickets.example.com/your-team/123 → app.asana.com/0/PROJECT_ID/TASK_IDIf user doesn't know or skips, leave the value unchanged (or the ~~-prefixed placeholder, for generic setup).
After customization items have been resolved, connect MCPs for any tools that were identified or changed. See references/mcp-servers.md for the full workflow, category-to-keywords mapping, and config file format.
For each tool identified during customization:
search_mcp_registry(keywords=[...]) using category keywords from references/mcp-servers.md, or search for the specific tool name if already knownsuggest_connectors(directoryUuids=["chosen-uuid"]) — user completes authplugin.json for custom location, otherwise .mcp.json at root)Collect all MCP results and present them together in the summary output (see below) — don't present MCPs one at a time during this phase.
After all customizations are applied, package the plugin as a .plugin file for the user:
setup/ since it's no longer needed):
cd /path/to/plugin && zip -r /tmp/plugin-name.plugin . -x "setup/*" && cp /tmp/plugin-name.plugin /path/to/outputs/plugin-name.plugin
.plugin extension so they can install it directly. (Presenting the .plugin file will show to the user as a rich preview where they can look through the plugin files, and they can accept the customization by pressing a button.)Important: Always create the zip in
/tmp/first, then copy to the outputs folder. Writing directly to the outputs folder may fail due to permissions and leave behind temporary files.
Naming: Use the original plugin directory name for the
.pluginfile (e.g., if the plugin directory iscoder, the output file should becoder.plugin). Do not rename the plugin or its files during customization — only replace placeholder values and update content.
After customization, present the user with a summary of what was learned grouped by source. Always include the MCPs sections showing which MCPs were connected during setup and which ones the user should still connect:
## From searching Slack
- You use Asana for project management
- Sprint cycles are 2 weeks
## From searching documents
- Story points use T-shirt sizes
## From your answers
- Ticket statuses are: Backlog, In Progress, In Review, Done
Then present the MCPs that were connected during setup and any that the user should still connect, with instructions on how to connect them.
If no knowledge MCPs were available in Phase 1, and the user had to answer at least one question manually, include a note at the end:
By the way, connecting sources like Slack or Microsoft Teams would let me find answers automatically next time you customize a plugin.
references/mcp-servers.md — MCP discovery workflow, category-to-keywords mapping, config file locationsreferences/search-strategies.md — Knowledge MCP query patterns for finding tool names and org valuesexamples/customized-mcp.json — Example fully configured .mcp.jsontesting
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.