Manage and trigger pre-built Zapier workflows and MCP tool orchestration. Use when user mentions workflows, Zaps, automations, daily digest, research, search, lead tracking, expenses, or asks to "run" any process. Also handles Perplexity-based research and Google Sheets data tracking.
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Manage and trigger pre-built Zapier workflows and MCP tool orchestration. Use when user mentions workflows, Zaps, automations, daily digest, research, search, lead tracking, expenses, or asks to "run" any process. Also handles Perplexity-based research and Google Sheets data tracking.
Zapier Workflows Skill
The Problem This Solves
Zapier MCP gives Claude access to 8,000+ individual tools (every Zapier action), but there are critical limitations:
❌ No memory - Claude doesn't remember which tools YOU use or why
❌ No context - Doesn't know when to use specific tools for your workflows
❌ Only one-off actions - Can't trigger your complex, multi-step Zaps
❌ Fresh start every session - All context lost between conversations
The Two Types of Zapier Automation
1. MCP Tools (One-Off Actions)
Individual Zapier actions (Add row to sheet, Send email, etc.)
Problem: 8,000+ choices with no guidance on which to use or when
2. Multi-Step Zaps (Webhook-Triggered)
Complex workflows you've built in Zapier dashboard
Multiple actions chained together, pre-optimized
Triggered via webhook URL (POST request)
Problem: Claude can't trigger these - they're not in the MCP
What This Skill Does
This skill solves both problems by giving Claude persistent memory for your Zapier workflows:
✅ Remembers your MCP tool preferences - "Use Google Sheets for expenses, Notion for tasks"
✅ Knows when/why to use each tool - "Search with Perplexity when researching, not Google"
✅ - "Run my daily digest" = webhook POST to your complex Zap
✅ - Claude updates the skill as you teach it, never forgets
✅ - Works across all conversations (global install)
Triggers multi-step Zaps
Self-learning
Cross-session persistence
What You Get
For Multi-Step Zaps:
Store webhook URLs and what they do
Trigger complex workflows just by asking
Remember when/why to use each Zap
Document costs, timing, outputs
For MCP Tools:
Document which tools you prefer for which tasks
Build reusable workflow patterns
Store tool-specific preferences (sheet names, formats, etc.)
Create multi-tool orchestration sequences
Self-Learning:
Claude automatically updates skill files when you teach it
Changes persist forever (global install) or per-project (local install)
No manual editing required - just talk to Claude
Installation & Setup
Installation Location
Global (~/.claude/skills/) - RECOMMENDED:
Learned patterns persist across ALL projects
One Zap library for everything
Preferences carry over to all projects
Project-level (./.claude/skills/):
Learned patterns ONLY in this project
Isolated from other projects
Useful for project-specific workflows
⚠️ Security Warning
IMPORTANT: This skill stores webhook URLs and workflow details in plain text files.
Webhook URLs contain authentication tokens. If someone has your webhook URL, they can trigger your Zaps.
Best practices:
✅ Install globally at ~/.claude/skills/ (not in project repos)
✅ Add .claude/ to your .gitignore if installed in a project
✅ Never commit skill files with real webhook URLs to public repos
✅ Regenerate webhook URLs if accidentally exposed
✅ Use Zapier's webhook authentication features when available
If you need to share this skill:
Remove real webhook URLs first
Replace with placeholder examples
Or use separate webhook URLs for sharing/testing
Prerequisites
Required:
Claude Code
Zapier account (for webhooks and MCP tools)
Optional:
Additional MCP tools based on your workflows (Perplexity Search, Google Sheets, etc.)
New workflow pattern → Edit references/mcp-patterns.md
Make the edit using Claude Code tools:
Read the file first with the Read tool
Update with the Edit tool (specify exact old_string and new_string)
Confirm the change to the user
Update format:
User: "Use Apollo instead of Clearbit for company data"
Claude: [uses Read tool on references/mcp-patterns.md]
[uses Edit tool to update the preference]
"Updated! I'll use Apollo for company enrichment from now on.
This change is now permanent in the skill."
What to capture in skill updates:
✅ Tool preferences (which tool for which task)
✅ Workflow sequences (step-by-step patterns)
✅ Error handling approaches
✅ Data formatting requirements
✅ New Zaps and their details
❌ One-off requests (don't clutter the skill)
❌ Temporary context (use memory instead)
Decision Logic
When to Use Webhook-Triggered Zaps
Use webhooks when:
Task is complex, multi-step, and already refined
User mentions a specific Zap name (check references/zaps.md)
Deterministic execution is critical
Task involves 5+ API calls or complex orchestration
Cost/time efficiency matters (pre-built Zaps are optimized)
When to Use MCP Tool Orchestration
Use MCP tools when:
Task is simple (1-3 actions)
Flexibility is needed (parameters change)
Testing a new workflow pattern
User explicitly asks to use specific MCP tools
Execution Pattern
Listen for triggers: Workflow names, "run", "trigger", "search", "research", etc.
Check references: Use Read tool on appropriate reference file for details
Check prerequisites:
If MCP tools needed but not available: Provide Zapier MCP setup instructions (see below)
If MCP tools available but not documented: Trigger tool discovery protocol (see below)
If webhook URL needed but not in references: Provide webhook extraction instructions (see below)
Execute:
For webhook-triggered Zaps: Use Bash tool with curl to POST to webhook URL (webhooks are created in Zapier dashboard with "Catch Hook" trigger)
Confirm: Tell user what happened in natural language
Learn: If user corrects you, use Edit tool to update the skill files
Suggest pattern saving: After successful tool use, offer to save the pattern (see below)
Proactive Pattern Detection & Learning
CRITICAL: After you successfully help the user with MCP tools or workflows, proactively suggest saving valuable patterns.
When to Suggest Saving Patterns
After completing a task using MCP tools, check if this is a pattern worth saving:
Look for:
Multi-step tool sequences that worked well
Specific parameter combinations the user liked
Repeated workflows or use cases
Tool preferences the user expressed during the task
Successful solutions to user problems
Suggest saving if:
You used 2+ MCP tools in sequence
User expressed satisfaction with the result
This seems like something user might repeat
User gave specific preferences during the interaction
How to Suggest Pattern Saving
After completing the task successfully:
"That worked well! I noticed I [describe what you did, e.g., 'used Perplexity to research, then saved results to Google Sheets'].
Would you like me to save this as a pattern? If you tell me:
- What trigger words to listen for
- When/why to use this workflow
- Any preferences or variations
I'll remember it and do this automatically next time!"
Document the Pattern
If user says yes:
Use Read tool on references/mcp-patterns.md
Use Edit tool to add new pattern with:
Pattern name
Trigger phrases
When/why to use it
Step-by-step workflow
Parameters/preferences
Example
Confirm: "Saved! Next time you [trigger], I'll [workflow]."
Examples of patterns worth saving:
"Research and document" (Perplexity → summarize → Google Sheets)
"Expense tracking" (Extract amount/description → format → add to sheet)
"Competitive analysis" (Search competitor → analyze → save insights)
When user requests MCP tool functionality but Zapier MCP is not connected, tell them:
"I don't see the Zapier MCP tools connected. Here's how to set them up:
1. Go to https://mcp.zapier.com/mcp/servers
2. Login to your Zapier account
3. Click 'New MCP Server' (top left)
4. Select 'Claude Code' in the MCP Client dropdown
5. Give it a name (e.g., 'My Zapier Tools')
6. Click 'Add tools' and select the Zapier actions you want
7. Click 'Connect' and copy the command shown
8. Run that command in your terminal (it looks like):
claude mcp add zapier https://mcp.zapier.com/api/mcp/mcp -t http -H "Authorization: Bearer [your-token]"
9. Restart Claude Code
Once setup, I'll be able to use those Zapier actions directly!"
When Zapier MCP Is Connected - Tool Discovery & Documentation
IMPORTANT: When Zapier MCP is connected (tools starting with mcp__zapier__ are available), proactively help the user document them with rich context:
List available tools:
Check what Zapier MCP tools are available
List them out for the user
Prompt for detailed documentation:
"I see you have these Zapier MCP tools available:
- mcp__zapier__google_sheets_create_spreadsheet_row
- mcp__zapier__perplexity_chat_completion
- [etc.]
To help me use these effectively, I need to understand:
For each tool you want me to use, please tell me:
1. WHEN should I use this tool?
- What trigger words or phrases?
- What situations or contexts?
- What types of requests?
2. WHY should I use this tool vs alternatives?
- What's it best for?
- When should I NOT use it?
3. HOW should I use it?
- Any specific parameters or preferences?
- Default values I should use?
- Sheet names, formats, or other specifics?
4. Any PATTERNS or workflows involving this tool?
- Multi-step sequences?
- Common combinations with other tools?
Take your time - the more detail you give me, the better I can serve you!"
Document in skill:
Use Read tool on references/mcp-patterns.md
Use Edit tool to add comprehensive documentation:
Tool name and purpose
Trigger phrases (when)
Use cases (why)
Parameters and preferences (how)
Workflow patterns if mentioned
Confirm to user what was documented
When to trigger this:
First time user mentions Zapier or workflows after MCP setup
User explicitly asks "what tools do I have?" or "what can you do with Zapier?"
When you detect new Zapier MCP tools that aren't documented in references/mcp-patterns.md
If User Wants to Add a Webhook-Triggered Zap
When user mentions creating or adding a multi-step Zap for webhook triggering, provide these instructions:
"To get your webhook URL from an existing Zap:
1. Go to your Zap in the Zapier dashboard
2. Make sure the trigger is a 'Webhooks by Zapier' node
3. In the 'Trigger Event' dropdown, select 'Catch Hook'
4. Go to the 'Test' tab
5. Copy the 'Webhook URL' shown
6. Give me that URL and tell me:
- What the Zap does (step-by-step)
- What trigger phrases you want to use
- Any other details (timing, cost, etc.)
I'll add it to my knowledge so you can trigger it anytime just by asking!"
Quick Reference
All Zaps: See references/zaps.md
MCP Patterns: See references/mcp-patterns.md
Common workflows: Both files contain examples
Usage Examples
Triggering a Zap:
User: "Run my daily digest"
Claude: [uses Read tool on references/zaps.md for webhook details]
[uses Bash tool to trigger webhook with curl POST]
"Started your Daily AI Digest. You'll get the report via email
in ~3 minutes, with SMS alerts for any high-priority items."
Using MCP orchestration:
User: "Research the latest on quantum computing"
Claude: [uses Read tool on references/mcp-patterns.md]
[calls Perplexity Search MCP tool]
[analyzes results, identifies gaps]
[calls Perplexity Search again for deeper dive]
"Here's what I found... [summary]"
Learning and updating:
User: "No, when tracking expenses use my 'Personal Budget' sheet, not 'Expenses'"
Claude: [uses Read tool on references/mcp-patterns.md]
[uses Edit tool to update the Google Sheets section]
"Got it - updated the skill. I'll use 'Personal Budget' sheet
for expense tracking from now on."
FAQ & Troubleshooting
"Claude isn't detecting my Zapier MCP tools"
Check if MCP is connected:
Look for tools starting with mcp__zapier__ in your available tools
