Domain 3 · Task Statement 3.3

The Skills System

TL;DR

Understand built-in Agent Skills for file processing, navigate the FindSkill marketplace, evaluate departmental bundles, and know what runs locally in the sandbox versus what requires external installation.

What You Need to Know

Before you install a single marketplace plugin, you need to understand what Claude can already do. Cowork ships with a set of built-in Agent Skills — native capabilities for processing Excel spreadsheets, Word documents, PowerPoint presentations, and PDFs — that require no installation, no configuration, and no external dependencies. These skills run locally within Claude's sandboxed environment on your device. The file never leaves your machine.

This matters more than it sounds. A surprising number of Cowork users waste time searching for plugins to handle tasks that Claude can do natively. The exam tests this aggressively: if a question asks about the most efficient way to process a local file, and one of the options is a built-in Agent Skill, that's almost always the correct answer.

Built-in Agent Skills: what Claude can do out of the box

Claude's built-in capabilities cover the file types that dominate professional workflows:

  • Excel and CSV — read multi-tab workbooks, perform calculations, create pivot tables, generate charts, clean and transform data, write new spreadsheets
  • Word documents — read, edit, create, format with headings and tables, apply consistent styling
  • PowerPoint — create slide decks from scratch, modify existing presentations, maintain template formatting
  • PDF — extract text and structured data, summarise, cross-reference multiple documents

These aren't bolted-on extras. They're core capabilities that run in the sandboxed VM on your device. When Claude processes a 50 MB Excel file with 12 worksheet tabs, that processing happens locally — the file is never uploaded to Anthropic's servers. This is critical for organisations handling sensitive financial data, client records, or anything subject to compliance requirements.

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Exam Trap: No Plugin Required for File Processing

A common distractor claims you need to install a plugin or configure an MCP server to process spreadsheets, PDFs, or presentations in Cowork. False. These are built-in Agent Skills that work immediately with no setup. If the exam presents a scenario involving local file analysis and one option says "use the built-in skill," that's likely correct.

The FindSkill directory and community marketplace

When Claude's built-in capabilities aren't enough — when you need domain-specific expertise like legal contract review, financial modelling templates, or marketing analytics frameworks — you turn to the marketplace. The Browse Plugins menu inside Cowork is the authoritative source for discovering, reviewing, and installing community-built skills and plugin bundles.

The marketplace is organised by category (productivity, analytics, development, legal, marketing) and each listing shows:

  • A description of what the plugin does
  • The author or publisher
  • Required permissions
  • Install count and ratings
  • The components included (Skills, Connectors, and/or commands)

Before installing anything from the marketplace, always check: does Claude already handle this natively? Installing a third-party "PDF reader" plugin when Claude has a built-in Document Analysis Skill creates redundancy, potential conflicts, and unnecessary permission grants.

Departmental bundles: pre-configured for roles

Departmental bundles are curated collections of plugins tailored to a specific role or team function. A "Sales Analytics" bundle might include the Apollo Connector for lead data, a lead-scoring Skill, a pipeline reporting template, and slash commands for common CRM actions. Instead of assembling components one by one and configuring each separately, a team installs a single bundle and starts working.

This is particularly valuable for team rollouts (covered in Domain 6). Rather than asking every team member to research, install, and configure their own plugins, an administrator selects the appropriate bundle for each role and provisions it centrally.

Local sandboxed execution: the security guarantee

Every skill — built-in or marketplace-installed — runs locally within Claude's sandboxed environment on your device. This is the same security model you learned about in Domain 1: the sandbox isolates Claude's operations from the rest of your system, and file processing happens without data leaving your machine.

The distinction between local skill execution and Connector-based external access is critical:

  • Skills process data locally inside the sandbox — no network calls, no data uploaded
  • Connectors reach outside the sandbox to query external services via MCP — this is the only way to access data beyond your local machine

If a Skill could make network calls, the entire security model would collapse. Skills are deliberately constrained to local processing precisely because that constraint is what makes them safe to run on sensitive data.

Trust and verification: not all marketplace skills are equal

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Community Skills Are Not Vetted by Anthropic

Marketplace skills are contributed by third-party authors and can execute code within your Cowork environment. Anthropic doesn't review community skills for accuracy, safety, or compliance. Always check the author's reputation, review the skill's description and permissions, and test with non-sensitive data before trusting a community skill with real work.

This is a significant security consideration that the exam tests. Built-in Agent Skills carry Anthropic's implicit quality guarantee. Community skills carry the author's reputation — nothing more. Treat marketplace skills like you would treat a Chrome extension from an unknown developer: useful, potentially excellent, but warranting due diligence before you let it near your data.


Common Mistakes

Common Mistake

Uploading a CSV and asking Claude to 'manually go through each row and clean the data' — treating it like a conversation rather than invoking its built-in spreadsheet-processing skill.

Instead: Point Cowork at the folder containing the file and describe the transformation you need: 'Standardise all date formats to DD/MM/YYYY, remove duplicates based on Invoice Number, and flag amounts exceeding £10,000.' The built-in skill processes the entire file in one operation.

Common Mistake

Searching Google for Claude skills and installing definitions from random blog posts or GitHub repos instead of using the Browse Plugins menu inside Cowork.

Instead: The Browse Plugins menu is the authoritative source for verified, installable skills. Web searches may surface outdated, incompatible, or unverified skill definitions that could introduce security risks.

Common Mistake

Installing a marketplace 'PDF reader' plugin when Claude already has a built-in Document Analysis Skill — creating redundant capabilities and potential activation conflicts.

Instead: Before installing any marketplace plugin, check whether Claude handles the task natively. Built-in skills for Excel, Word, PowerPoint, and PDF processing require no installation and are optimised for performance.

Analysing a large spreadsheet

Before

Can you try to read this PDF and tell me what it says?

After

Using your Document Analysis Skill, extract all indemnity clauses from this PDF and flag any that exceed £1M in liability.

Processing a financial report

Before

Clean up this spreadsheet for me.

After

Analyse this Excel file: standardise all date formats to DD/MM/YYYY, remove duplicate rows based on the 'Invoice Number' column, and highlight any cells where the 'Amount' exceeds the 'Budget' value.


Hands-On Activity

Hands-On Activity

Discover Built-in Skills and the Marketplace

20 min

Test Claude's built-in file processing capabilities with real documents, then explore the marketplace to understand what community skills add beyond native functionality. This activity builds the habit of checking built-in capabilities before reaching for external tools.

What you will learn

  • Verify that Claude can process PDFs and spreadsheets natively without any plugins
  • Navigate the Browse Plugins marketplace and evaluate listings by description, permissions, and components
  • Identify a departmental bundle and understand what components it includes
  • Distinguish between built-in capabilities and marketplace add-ons
  1. 01

    Open the Cowork sidebar and navigate to Customise > Browse Plugins. Browse the marketplace categories and note how plugins are organised by function (productivity, analytics, development, etc.).

    Why: Understanding the marketplace layout helps you find the right tool quickly instead of guessing or searching blindly.

    Expected: A categorised catalogue of available plugins, with each listing showing a description, author, install count, and permission requirements.

  2. 02

    Search for a role-specific bundle (e.g., Sales Analytics or HR Operations). Click into it and examine what components it includes — note the mix of connectors, skills, and commands.

    Why: Departmental bundles demonstrate the Plugin concept in practice: multiple components packaged as one installable unit tailored to a specific workflow.

    Expected: A bundle detail page listing included connectors, skills, and any slash commands — showing you exactly what you get when you install the bundle.

  3. 03

    Download any PDF business document (a report, contract, or invoice). In Cowork, point Claude at the file's folder and type: Summarise this PDF and extract all key dates and monetary amounts into a table.

    Why: This triggers Claude's built-in Document Analysis Skill — no installation required. Seeing it work demonstrates that many capabilities are native, not marketplace add-ons.

    Expected: Claude processes the PDF locally, produces a concise summary, and extracts dates and monetary amounts into a structured table — all without any plugin installation.

  4. 04

    Now try with a spreadsheet: place a CSV or Excel file in your Cowork folder and ask Claude to Analyse this spreadsheet, identify the top 5 values in column B, and create a summary with averages per category.

    Why: This demonstrates the built-in Excel/CSV Agent Skill handling structured data natively, reinforcing that you should check built-in capabilities before reaching for the marketplace.

    Expected: Claude reads the spreadsheet, performs the requested analysis, and returns the top 5 values and category averages — processed entirely in the local sandbox.


Practice Question

Practice Question

A Finance team wants to automate their monthly budget variance report, which involves analysing a 50 MB Excel file with 12 worksheet tabs. What is the most efficient way to handle this using the Skills system?


Sources