Guide · September 2026

Get your organization started: the Claude path.

Get started by deploying your first organization wide tool - an email unsubscribe tool. You will learn the building blocks needed to leverage Claude for your business.

The full cycle
◆Before you start: pick a business plan. This guide picks up once your Claude Team plan is live.

* Alternatively, you can set up your connectors in a project: use the project path.

Phase 1

Set up your connectors.

Connectors let Claude work inside the apps your team already uses. Three clicks from any new chat gets you there.

§ 01

Open the connector menu

Open a new chat and click + under the message box. Choose Connectors → Add connector → Browse connectors.

The + menu open to Connectors, Add connector, Browse connectors
§ 02

Authorize a connector

In Connectors → Discover, click + on the Gmail card and sign in with your Google account when prompted.

We're starting with Gmail because the first tool below uses it. Add as many as you like while you're here.

Connectors Discover page with Gmail and other top connectors
§ 03

Check that they're on

Back in the chat, click + → Connectors. Every connector you added shows a blue toggle. Turn one off to keep it out of a chat.

Connectors menu with Gmail, Google Drive, and Intuit Mailchimp toggled on

The next step

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We lay the AI foundation. Your whole team starts building.

Phase 2

Use your first tool.

§ 04

Try a task with a connector

A quick test confirms the connectors work. This one uses Gmail to clear out unread subscription emails.

1

On the home screen in Chat, ask Claude to use a connector by name:

"Can you use my Gmail connector and help me unsubscribe from emails landing in my primary inbox that I haven't opened in the past 30 days?"

Gmail connector prompt on the Claude home screen
2

Claude searches your inbox and, in this case, offers some suggestions on how to proceed. I'm selecting the option Get me unsubscribe links + trash the old emails for this example.

Claude asking how to handle the subscription senders
3

Before Claude changes anything, it asks. Allow once approves this action, Always allow skips future prompts for it, and Deny stops it.

Don't want Claude to ask every time? You can change that in your settings. See Manage tool permissions below.

Permission prompt for moving a Gmail thread to Trash
4

Claude reports what it did and lists unsubscribe or preference links for each sender. Trashed emails stay recoverable in Gmail for 30 days.

And there you go. You've used your first tool to make your life easier.

Claude's summary with unsubscribe links by sender

Manage tool permissions

Go to Settings → Connectors and open a connector, like Gmail. Under Tool permissions, set each tool (or a group, like Read-only tools) to always allow, ask first, or block. You'll only see tools your org has given you. The page also has Prompt suggestions and a Disconnect button.

Gmail connector settings with tool permissions
Phase 3

Share it with the org.

§ 05

Turn the task into a skill

A skill saves a workflow so Claude repeats it the same way next time. Publishing puts it in the org library for everyone.

Create and save the skill

1

After a task goes well, ask in the same chat: "Can you turn this into a skill for me?"

Asking Claude to turn the task into a skill
2

Claude summarizes the skill and shows a skill card. Save skill adds it to your profile; the download icon saves the file. From then on, similar requests ("clean up my inbox") use it.

Skill summary and the gmail-unsubscribe-cleanup skill card
3

Find it under Settings → Skills → Yours, listed under Created by you.

Skills page with the new skill under Created by you

Share or publish it

1

Click the ⋮ menu next to the skill: Turn off, Share, or Remove.

Skill menu with Turn off, Share, and Remove
2

Share invites specific people by name or email, or Copy link. For everyone in the org, click Publish to org. For our tutorial, we are going to make our skill available to the entire org via the Publish to org link.

Share dialog with the Publish to org link
3

In Publish, add optional release notes, choose how it installs, and click Publish. As an org admin, your publish skips review and goes live right away. The version (v1) is frozen; later edits need a new publish.

OptionWhat members get
Available to installListed in the library; install or uninstall anytime
Installed by defaultPre-installed; members can disable or uninstall
RequiredPre-installed and always on
Publish dialog with install options

Check it in Organization settings

1

Click your name at the bottom left, then Organization settings.

Account menu with Organization settings
2

Go to Plugins → Plugins & skills → Inventory. The skill appears with its source, version, audience ("Everyone · can install"), and 30-day user count.

Plugins & skills inventory with the published skill
§ 06

Package it as a plugin

A plugin bundles a skill with the connector it needs, so members install one thing and get both. Here, the Gmail connector and the gmail-unsubscribe-cleanup skill become one plugin.

Build the plugin

1

In the same chat, ask: "Can we now create a plugin that packages up the Gmail connector with this skill?"

Asking Claude to package the connector and skill
2

Claude builds a .zip with three parts: the connector config (.mcp.json), the skill, and a manifest plus README. Anyone who installs it signs in with their own Google account on first run. Click Download.

Plugin summary with the Download card
3

The file (gmail-inbox-cleanup.zip) lands in your browser's downloads.

If you already saved the skill on its own, remove that copy after installing the plugin so two versions don't compete.

Chrome downloads showing gmail-inbox-cleanup.zip

Upload it

1

Open Settings → Plugins (your name at the bottom left, then Settings).

Plugins page with Add your first plugins
2

Click + Add → Upload plugin. The same menu offers Add marketplace, Create a plugin, and Create with Claude.

Add menu with Upload plugin
3

Choose the .zip (or .plugin) file, check the Preview, and click Upload. The archive needs a .claude-plugin/plugin.json manifest or a top-level SKILL.md. Only upload plugins you trust; Anthropic doesn't control uploaded plugins.

Upload a plugin page with file and preview
4

The plugin page opens with its version, skills and connectors, and what it can access ("Can send data to other services," Gmail). The toggle at the top right turns it on or off for you.

Gmail inbox cleanup plugin overview

Publish it to the org

1

Click Publish to org, add optional release notes, pick how it installs (the same three options as skills), and click Publish. Version 1.0.0 is frozen once published.

Publish dialog for the plugin
2

Confirm it in Organization settings → Plugins & skills → Inventory. The plugin sits alongside the earlier skill, with its version, capabilities, and audience.

Inventory listing both the plugin and the skill
§ 07

Run a skill with the / menu

Claude picks up skills on its own when a request matches, but you can also run one directly.

1

Type / in the message box. The menu lists Add files and your skills. Plugin skills appear under the plugin's name (here, Gmail inbox cleanup). Hover to see what one does.

Slash menu with the Gmail inbox cleanup skill highlighted
2

Pick the skill, or keep typing to filter. It appears as /gmail-unsubscribe-cleanup. Add any details (like a different time window) and press send.

If the skill shows up twice (standalone and from the plugin), remove the standalone copy in Settings → Skills so only the plugin version runs.

Message box with /gmail-unsubscribe-cleanup entered
* Another path

Set up a shared org project.

The org setup builds a shared project, Ask Bradburn, with your connectors tied into one place for everyone. We'll cover projects in a later post.

* 1

Start the org setup

On the Turn Claude into the Bradburn expert screen, click Set up for your org. Your company name sits at the top, so you can confirm you're in the right org. Disable turns this setup off.

Turn Claude into the Bradburn expert screen with Set up for your org button
* 2

Add your connectors

Pick a connector from each dropdown, then click + Add more for any others that seem relevant. A handful is enough to start.

We picked Google Drive, Slack, and Gmail, then added Shopify and Intuit Mailchimp. The X at the end of a row removes one. Click Next when you're done.

Connectors list with Google Drive, Slack, Gmail, Shopify, and Intuit Mailchimp
* 3

Customize what your org sees

This creates your first project, Claude's shared workspace. For now, it ties all your connectors into one place. Set how it looks to everyone, then click Finish set up. You can edit all of it later.

◆Name: a short name. Typing "Bradburn" creates a project called Ask Bradburn.
◆Preview: how the name will look in the sidebar.
◆Description: keep the default or write your own. The default: "Claude will search your org's connected tools to find exactly what you need and give you the best answer."
Customize name, preview, and description
* 4

Use the Ask Bradburn project

After setup, Ask Bradburn sits under Pinned in everyone's sidebar. For now, you're mostly here to sign in to your connectors in the next step. Type a question in the message box to start a chat.

Ask Bradburn pinned in the sidebar
◆Header: the name and description, "Created by your admin," and "Shared with your organization."
◆Your chats / Activity: your chats stay private until you share them.
◆Instructions: apply to everyone at Bradburn Company and set how Claude answers. The icons below show connected tools.
◆Some tools are missing · Connect: links any tools not yet authorized.
◆Files: click + to add PDFs, documents, or other text everyone can reference.
Ask Bradburn shared project page
* 5

Connect your accounts

Each person connects their own accounts before Claude can search them. Faded tool icons and Some tools are missing mean you have tools left to connect.

1

On the Ask Bradburn project page, click Connect next to "Some tools are missing."

Some tools are missing with Connect link
2

In Allow access to connectors and tools, click Connect next to each tool and sign in when prompted.

Allow access to connectors and tools window
3

Connected tools switch to a blue toggle. The arrow beside a toggle opens that tool's settings. Repeat for the rest, then click Continue.

Connected tools with blue toggles
Next steps for admins
Click Connect on the project page to authorize any missing tools.
Review and edit the project Instructions (pencil icon).
Upload key company files (handbooks, policies, FAQs) under Files.
Add another Owner (Jump back in on the home screen's setup card).
Let the team know Ask Bradburn is pinned and ready.

The next step

You don't need permission to build your own tools now.

We lay the AI foundation. Your whole team starts building.