Office
AI assistants for everyday office work: control email, calendar, documents and spreadsheets directly via MCP servers.
- Skill Road
- Office
Entries in this category
Published entries only. Guides are counted separately.
- Total catalog entries
- 54
- MCP servers
- 10
- Skills
- 39
- Guides
- 35
- Workflows
- 0
- Plugins
- 2
- Harness components
- 0
- AI assistants
- 3
Office guides
Guides and background on this topic.
Set up the monday.com MCP Server
Start Set up the monday.com MCP Server with minimal permissions and verified data flow.
20.09.2026
Set up Granola MCP Server
Connect the official Granola Remote MCP via OAuth and safely query meeting notes from AI clients.
18.09.2026
Setting up the Financial Statements Skill: Analyze balance sheets via AI
The Financial Statements Skill calculates ratios from statements. This guide explains input quality, review, and limits.
18.09.2026
Setting up the Google Calendar MCP Server
Step-by-step instructions to create Google Cloud credentials and set up the Google Calendar MCP Server locally.
18.09.2026
Setting up the Google Sheets MCP Server
Step-by-step instructions to create Google Cloud credentials and set up the Google Sheets MCP Server locally.
18.09.2026
Set up the Docusign MCP Server
Connect Docusign MCP in demo or production with OAuth and deliberately control write actions on envelopes.
18.09.2026
Set up the Box MCP Server safely
Connect Box MCP through OAuth using a test account, keep enterprise scopes narrow, and approve file changes deliberately.
18.09.2026
Work with spreadsheets using the Spreadsheet Skill
Spreadsheet Skill guide for safely editing workbooks, preserving formulas, handling sensitive data, and choosing openpyxl or XlsxWriter.
10.09.2026
Setting up Notion Knowledge Capture in Codex
Notion Knowledge Capture automatically turns Codex conversations into structured, linked Notion pages via an MCP connection.
09.09.2026
Set up the Creating Financial Models Skill
DCF, sensitivity analysis, Monte Carlo simulation, and scenario planning: Anthropic's financial modeling skill explained.
09.09.2026
Use Applying Brand Guidelines safely
Applying Brand Guidelines shows how Claude Code can use real brand rules for colors, typography, tone, and documents consistently.
09.09.2026
Use Source Management safely
Guide to transparent enterprise search: identify sources, set clear priorities, explain rate limits, and limit risky data access.
09.09.2026
Set up the OpenAI Linear skill safely
Guide to the OpenAI Linear skill: MCP connection, permissions, safe issue changes, governance, reviews, and clear approvals.
09.09.2026
Research Microsoft Docs safely and traceably
GitHub's skill routes queries about Azure, .NET, VS Code, and GitHub to the correct official Microsoft documentation source.
09.09.2026
Prepare compliance checks safely
Practical guide for compliance checks: define initiatives, organize privacy questions, escalate risks, and secure legal review.
09.09.2026
Using Journal Entry Prep for month-end close
Journal Entry Prep is Anthropic's official finance skill that structures journal entries for accruals, depreciation, and revenue recognition.
09.09.2026
Set up the Reconciliation Skill and reconcile accounts
Anthropic's official skill guides bank, GL-to-subledger, and intercompany reconciliations with clear categorization and escalation rules.
09.09.2026
Use Knowledge Management safely
Anthropic's official skill for support knowledge bases: structure, setup, data handling, and real-world limits of the SKILL.md template.
09.09.2026
Use Anthropic Roadmap Management safely
How to safely set up Anthropic's official Roadmap Management skill and use RICE, MoSCoW, and ICE frameworks to prioritize your product roadmap.
09.09.2026
Use Anthropic Meeting Briefing safely
Meeting Briefing helps teams run recurring tasks in a more structured and safer way with Claude or MCP-capable assistants.
09.09.2026
Set up Stakeholder Comms safely
Practical guidance for safe stakeholder updates: audiences, source checks, approval, privacy, and clear risk communication.
09.09.2026
Use Legal Risk Assessment safely
Claude skill for in-house legal teams: structured risk matrix, clear escalation rules and a memo template. Not legal advice, only support.
09.09.2026
Set up Anthropic Task Management safely
Anthropic's Task Management skill tracks tasks in a plain TASKS.md file, with an optional visual drag-and-drop dashboard.
09.09.2026
Set up and use Feature Spec safely
The Feature Spec skill turns rough ideas into a structured PRD with goals, non-goals, and prioritized implementation requirements.
09.09.2026
Set up the Variance Analysis Skill and explain financial movements
Anthropic's finance skill systematically breaks budget-versus-actual variances into clear drivers for readable management reports.
09.09.2026
Setting up Notion Spec to Implementation in Codex
OpenAI's Codex skill automatically turns Notion specs into linked implementation plans, tasks, and ongoing status tracking.
09.09.2026
Setting up Customer Escalation
Anthropic's escalation skill: how it structures customer support cases for engineering and leadership, plus real limits.
09.09.2026
Set up Memory Management safely
How Anthropic's Memory Management skill lets Claude permanently remember internal jargon and team context via CLAUDE.md and a glossary.
09.09.2026
Setting up Notion Research & Documentation in Codex
Notion Research & Documentation: set up the MCP connection, research sources, and build cited reports inside Notion pages.
09.09.2026
Set up and use Ticket Triage safely
Anthropic's support skill systematically categorizes, prioritizes, and routes incoming tickets with a draft reply included.
09.09.2026
Set up and use the Close Management Skill safely
Practical guidance for month-end calendars, dependencies, status tracking, and professional review.
09.09.2026
Setting up Notion Meeting Intelligence in Codex
A practical guide to Notion MCP, meeting context, templates, and reviewable Codex research.
09.09.2026
Setting up the OpenAI PDF Skill and reviewing PDF output
OpenAI’s PDF Skill combines ReportLab, text extraction, and rendering so PDF outputs are checked visually, not only for extracted text.
09.09.2026
Set up and use NDA Triage safely
A practical guide to configuring the official Anthropic skill for first-pass NDA screening.
09.09.2026
Setting up the Notion MCP Server
Connect the Notion MCP Server as a hosted remote service via OAuth or as a local self-hosted server via token, and keep access tightly scoped.
09.09.2026