install-zapier

Files (4)

• INSTALL-PATHS.md
• README.md
• SKILL.md
• metadata.yaml

SKILL.md (first lines)

# Install Zapier

Use this skill when a person says "install Zapier" and may not know which Zapier surface they need. Do not make them pick a product. Ask what they want to do, then walk them through the right path one step at a time.

## Step 1: Find The Right Path

Ask one or two plain questions, then map the answer.

| What they want | Path | Why |
|---|---|---|
| Claude, ChatGPT, or Cursor to use their apps now | Zapier MCP | Connect tools to an AI client, no code |
| To build an app or agent in code | Zapier SDK | Call Zapier as a library: code, state, retries, schedules |
| To drive Zapier from the terminal | Zapier CLI | Standalone global install; bundles the SDK |
| Not sure | Start with Zapier MCP | Fastest path to a working agent |

The SDK and CLI are separate installs. Pick the SDK for a code project, the CLI for terminal-only work. If they want an AI client now and durable workflows later, set up MCP first, then the SDK.

## App Connectors

These three paths are how a person installs Zapier itself. Individual app connectors are a separate thing: per-app integration skills (for example Notion) that a person installs when they need a specific app. Point them to those only after the core install, and only for the app they named. See the note at the end of `INSTALL-PATHS.md`.

## Step 2: Walk The Chosen Path

Open `INSTALL-PATHS.md` and follow the section for the chosen path. Do one step at a time. Confirm each step worked before moving to the next.

## Step 3: Verify

Run the verify check at the end of the chosen path section before telling the person they are done. Confirm the connection works with a read-only or draft-only action first.

## Guardrails

- Never have the person paste API keys or tokens into chat. Use the auth flows linked in each path.
- Use least-privilege. Add only the tools the person actually needs.
- Keep human approval before any send, post, CRM write, or publish.

From zapier/gtm-cheat-codes, MIT.

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