Installing the Nexadata Skill in Your AI Client

The Nexadata skill is a set of instructions your AI client reads before it works with the Nexadata MCP server. It describes every MCP tool and transformation in plain terms: what each one does, which options it takes, and which requests it cannot carry out. With the skill installed, your AI client phrases requests the way Nexadata understands them, so pipelines come out right the first time instead of failing on an option that does not exist.

The skill works with any AI client that supports skills or project files, including Claude, ChatGPT, and Cursor. It does not replace the MCP server connection. Set up the connection first, as described in Connecting the Nexadata MCP Server to Your AI Client, then add the skill.

What the Skill Includes

The download is a ZIP file holding one folder, nexadata-mcp-reference, with two files:

SKILL.md: how to work with a business user through the MCP server, what each transformation can do, common mistakes to avoid, and examples of well-phrased requests.
references/full-tool-reference.md: the full parameter details for every MCP tool, including organizations, workspaces, datasets, workflows, previews, run statistics, auditing, and variables.

🔗 Download the Nexadata skill (ZIP)

Part 1: Claude

Step 1: Upload the Skill in the Claude App

In Claude on the web or the desktop app, open Settings and find Skills.
Upload the ZIP file as it is. You do not need to unzip it.
Turn the skill on.

Skills in the Claude app need code execution turned on. If you do not see Skills, check that code execution is enabled in your settings, or ask your Claude administrator.

Step 2: Add the Skill to Claude Code

Unzip the download.
Move the nexadata-mcp-reference folder into ~/.claude/skills/ to use it in every project, or into .claude/skills/ inside a project to use it there only.
Start a new Claude Code session. The skill loads on its own when you ask for Nexadata work.

Part 2: ChatGPT

Step 1: Add the Skill to a Project or Custom GPT

Unzip the download.
If your ChatGPT plan offers skills, upload the ZIP file there.
Otherwise, open a ChatGPT Project, or create a custom GPT, and add SKILL.md and full-tool-reference.md as files.
Add one line to the project or GPT instructions: “Follow SKILL.md whenever you use the Nexadata MCP server.”

Every chat in that project or GPT can then use the skill alongside the Nexadata connector.

Part 3: Cursor and Other AI Clients

Step 1: Add the Skill Folder

Many AI clients read skills in the same folder format, including Cursor, OpenAI Codex, GitHub Copilot in Visual Studio Code, and Gemini CLI.

Unzip the download.
Move the nexadata-mcp-reference folder into the skills folder your client uses. Your client’s documentation names the folder.
Restart the client or start a new session.

If a client does not support skills, add SKILL.md to its custom instructions, rules, or project files instead.

Using the Skill

You do not need to call the skill by name. Ask for Nexadata work in plain language, for example:

Build a pipeline in the Monthly Close workflow that groups by Department and sums Amount.
Flip the sign on Amount where Account starts with 4.
Run the Beverage Sales workflow with the PERIOD variable set to Mar-26.

Your AI client reads the skill, matches each request to the right MCP tool, and checks with you before anything that writes or runs.

Tips

Connect first. The skill only explains the tools. Your AI client still needs the Nexadata MCP server connection to use them.
Keep one copy. Installing the skill twice in the same client can make it unclear which copy is used. Replace the old folder or file rather than adding a second one.
See the full tool list. Nexadata MCP Server Tool Reference lists every tool the skill covers.