Browse pages

Claude Skills

Skills teach Claude how the Vetta API actually works: exact endpoints, required fields, data formats, and the gotchas that cause silent failures. Install them once and Claude stops guessing.

Install

Two commands. Every skill.

/plugin marketplace add Vetta-AI/vetta-docs-and-skills
/plugin install vetta@vetta-marketplace

Run these in Claude Code. The first command registers the Vetta plugin marketplace from GitHub; the second installs the Vetta plugin with all 14 skills. Updates arrive through the marketplace, so you never re-download files.

Claude Code

Type /plugin marketplace add Vetta-AI/vetta-docs-and-skills
Type /plugin install vetta@vetta-marketplace
Restart Claude Code when prompted. That's it: the skills load automatically when they're relevant.

Manage it later with /plugin: browse the marketplace, update, or uninstall.

Manual install (single skill)

If you only want one skill, or you're using a tool without plugin support, copy the file into your project's .claude/skills/ directory:

mkdir -p .claude/skills/person
curl -o .claude/skills/person/SKILL.md \
  https://raw.githubusercontent.com/Vetta-AI/vetta-docs-and-skills/main/.claude/skills/person/SKILL.md

See Download Skills for every file, or browse them on GitHub ↗.

What you get

The plugin bundles 14 skills. Claude loads the right one on its own based on what you ask, so you never have to name them.

CRM records

`person`	People and contacts: create, search, update, delete
`company`	Companies: domain, LinkedIn, address, employees, revenue
`opportunity`	Deals: amount, stage, close date, contacts
`task`	Tasks: title, due date, assignee, status
`note`	Notes with rich body content
`task-relation`	Attach tasks to people, companies, or opportunities
`note-relation`	Attach notes to people, companies, or opportunities

Data model

`field`	Create, update, and delete custom fields on any object or pipeline
`relation`	Create and delete relation fields between objects
`pipeline`	Dynamic pipelines: discover endpoints, then read and write records

Automation & messaging

`sequence`	Build and run multi-channel outreach sequences
`workflow`	Create workflows and versions, activate them, trigger and read runs
`inbox`	Search synced email, LinkedIn, and WhatsApp messages

Onboarding

crm-onboarding GTM interview that generates a customer's personalized Sales OS

The plugin also ships a Sales OS generator agent used during customer onboarding.

Why skills help

The Vetta API has conventions that are easy to get wrong. Skills encode them, so Claude writes correct requests the first time instead of failing and retrying:

Convention	Rule
Currency	Amounts in micros: multiply by 1,000,000 ($50 → 50000000)
SELECT values	Must be UPPER_SNAKE_CASE
Links	{ primaryLinkUrl, primaryLinkLabel, secondaryLinks: [] }
Person name	Nested object { firstName, lastName }, not flat fields
Note / task body	bodyV2 with { markdown, blocknote }
List responses	Wrapped as .data.people[], never a plain array
Pagination	Cursor-based via starting_after, 60 records per page by default
Read-only fields	Never set id, createdAt, updatedAt, position, createdBy

Every skill also carries a Gotchas section: the failure modes that cost the most time when integrating.

Skills or MCP?

Use both. Vetta MCP gives Claude the tools: live, workspace-scoped operations it can run directly. Skills give it the knowledge: how the API is shaped and where the traps are. Together, Claude can both act on your workspace and write correct code against the REST and GraphQL API.

View repository ↗Set up Vetta MCP →

Next →Download skills

Was this page helpful?

Your feedback shapes what we document next.