> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Skills

> Skills are playbooks that teach the agent how your office does a particular kind of work. Use the built-in catalogue, write your own, or ask the agent to write them.

A **skill** is a written method for one kind of work: how to run a property due diligence, how you like a client email drafted, what a registry filing must include. When a task matches a skill, the agent reads the skill and follows it. You get consistent work without repeating yourself.

> What the agent knows how to do — playbooks from Casa Conect, your organization, and you.

## Three sources of skills

| Scope            | Who writes it                                           | Who can use it               | Editable                        |
| :--------------- | :------------------------------------------------------ | :--------------------------- | :------------------------------ |
| **Casa Conect**  | Us. Shipped with the product and updated by version.    | Everyone                     | View only. Copy it to adapt it. |
| **Organization** | Organization admins, or the agent on an admin's request | Everyone in the organization | Yes, by admins                  |
| **Personal**     | You, or the agent on your request                       | Only you                     | Yes                             |

## The built-in catalogue

Casa Conect ships skills for Spanish property and notarial practice.

<CardGroup cols={2}>
  <Card title="Transactions" icon="house">
    `closing-intake` · `property-due-diligence` · `draft-compraventa` · `draft-prestamo-hipotecario` · `funds-flow-orchestration`
  </Card>

  <Card title="After completion" icon="stamp">
    `post-completion` · `registry-filing` · `tax-liquidation` · `cadastre-update` · `mortgage-cancellation`
  </Card>

  <Card title="Documents and correspondence" icon="file-text">
    `draft-email` · `review-draft` · `summarize-document`
  </Card>

  <Card title="Matters" icon="briefcase">
    `matter-planning`, which is also used when a [matter template](/matters/templates) is applied
  </Card>
</CardGroup>

Built-in skills are rolled out and updated by Casa Conect. If you have copied one, your copy stays as you wrote it.

## Use a skill

* **Let the agent choose.** It searches the available skills and uses the one that fits.
* **Name it.** Type `/` in the composer and pick a skill, or type its name: `/review-draft`.

Each skill in the menu shows where it comes from: **Casa Conect**, **Organization** or **Personal**.

## Write a skill

<Tabs>
  <Tab title="Ask the agent">
    The quickest way: *"We always ask for the nota simple before drafting anything. Save that as a skill."*

    > The agent can also edit these skills and create new ones — just ask.

    The agent also offers to do this when it notices you stating a standing preference or process, such as *"we always…"*. Skills for the whole organization need an organization admin. Otherwise the skill is saved as personal.
  </Tab>

  <Tab title="Write it yourself">
    Go to **Settings → Skills** and choose **New skill**. Give it a short name made of letters, numbers, hyphens and underscores, a one-line description, and the instructions.
  </Tab>
</Tabs>

### What a skill looks like

A skill is a Markdown file that opens in the Casa Conect editor. The header gives its name and a description, and may also carry a version, an author and tags. The agent uses the description to decide when the skill applies, so make it specific. The body is the method.

```markdown SKILL.md theme={null}
---
name: nie-check
description: Verify a party's NIE before drafting any deed or contract. Use whenever a new party is added to a matter.
---

# NIE check

1. Find the party's NIE certificate in the project vault.
   If there is none, ask the client for it and stop.
2. Compare the name on the certificate with the name in the draft,
   letter by letter, including second surnames.
3. Check the certificate's issue date. If it is older than three
   months, flag it: some notaries will ask for a recent one.
4. Record the result as a note on the matter.
```

### What makes a good skill

<AccordionGroup>
  <Accordion title="A description that says when to use it">
    "Drafting emails" is vague. "Draft a client email in Spanish or English in our house style. Use for any outgoing client correspondence." tells the agent exactly when it applies.
  </Accordion>

  <Accordion title="Steps in order, with stopping points">
    Say what to do first, and when to **stop and ask**. "If the cadastral reference is missing, ask. Do not search for it." prevents confident guessing.
  </Accordion>

  <Accordion title="Your standards, not general knowledge">
    The model already knows what a purchase contract is. It does not know that your office always includes a particular clause, or never quotes fees by email. Write down what is particular to you.
  </Accordion>

  <Accordion title="Short enough to read">
    One skill, one job. If a skill runs past a page or two, split it.
  </Accordion>
</AccordionGroup>

## Skills and security

Skills add knowledge, never power. A skill cannot give the agent a tool it does not have or access it would not otherwise have. It can only change *how* the agent uses what it already has. That is why any member may write a personal skill.

Even so, writing a skill changes how the agent behaves in future, so it is treated as a **sensitive** action under [permission levels](/agent/permission-levels). It is never available to work started by email, so a message cannot rewrite your playbooks. Deleting a skill can only be done by a person, in **Settings → Skills**.