AI guidesA kit for every task

The Claude Toolkit: What to Add for Every Task So It Works Better

Claude out of the box knows a lot, but works with its hands tied. Add the right tools, like access to your files, a skill with your template or a connection to Canva, and the results jump a level. Here is the kit to put together for each common task.

20 min read

01Claude out of the box vs Claude with add-ons

Without add-ons, Claude only knows what you paste into the chat. It writes, explains and calculates, but it cannot see your folder, does not know your office report template and cannot open Canva.

Add-ons close that gap: a work mode (like Cowork or Claude Code), skills with your procedures, connectors to your apps, a design system and a few settings.

Keep in mind: what is available depends on your plan (Free, Pro, Max, Team, Enterprise) and operating system, and the list changes every few months. Check what shows up in your own settings before you start.

02A technician with an empty van vs one with a full toolbox

Two technicians arrive at the same fault. The first has excellent know-how and an empty van: he knows what to do, but drives to the hardware store three times. The second has an organised toolbox: drill, spanners, spare parts and the building drawings. Same knowledge, completely different result. Claude's add-ons are that toolbox, and each task needs a slightly different one.

03How to put a kit together, in five steps

  1. 1Pick the taskWhat is the output? Report, deck, calculation, website
  2. 2Add a mode or agentChat, Research, Cowork, Claude Code or an Office add-in
  3. 3Add skillsdocx, xlsx, pptx, pdf and your own procedures
  4. 4Plug in connectorsDrive, Gmail, Canva, Figma, GitHub
  5. 5Design system and checkBrand colours and templates, then review the result

04Six kinds of add-on, one sentence each

/ai/agents/

Mode or agent

Where Claude works: chat, Research, Cowork on your computer, Claude Code for code, Claude in Chrome in the browser, or an add-in inside Excel, PowerPoint, Word and Outlook.

/ai/skills/

Skills

A folder of instructions and templates that Claude pulls only when needed. Built-in ones handle Office and PDF files, and you can write your own.

/ai/connectors/

Connectors

Access to an app with your own permissions: Gmail, Google Drive, Microsoft 365, Canva, Figma and hundreds more in the directory.

/ai/plugins/

Plugins

One package that bundles skills, connectors, commands and sub-agents. They work in Cowork and Claude Code.

/ai/design-systems/

Design systems

Your brand's colours, fonts and components, so every output looks like yours and not generic.

/ai/projects-memory/

Settings and free software

Projects, Memory, permissions, plus tools like FreeCAD, LibreOffice and GIMP that pick up where Claude stops.

0516 tasks and what to add to each

Design a websiteA professional-looking site or landing page in your colours, mobile-friendly and ready to publish.7

Agent / mode

  • ArtifactsClaude builds a live HTML page you see right next to the chat and fix with plain requests.
  • Claude DesignAn experimental product (research preview) for prototypes and pages, with export to HTML, PDF and Canva.
  • Claude CodeWhen the site becomes a real project with several files, versions and publishing.

Design systems

Connectors

  • FigmaClaude reads an existing Figma design and turns it into code, or drafts one there.

Skills

  • A "brand guide" skillA SKILL.md file with your brand rules. Anthropic's skills repository has an official example called brand-guidelines.
Tip / sample prompt

"Build a Hebrew (RTL) landing page for a chemical anchor product: headline, 3 benefits, spec table and a contact form. Dark blue and white, mobile-first."

Make a drawing, diagram or CAD-like sketchA flowchart, schematic or dimensioned sketch you can keep editing.7

Agent / mode

  • Artifacts with SVGClaude draws a vector sketch with dimensions and dimension lines, and revises on request.
  • Claude Code or CoworkWrites a script that produces a DXF file or a FreeCAD model and saves it to a folder.

Connectors

Add-ons and tools

  • FreeCADFree parametric 3D CAD. Claude can write Python scripts for it.
  • LibreCADFree 2D drafting that opens DXF files.
  • MermaidA simple text language for flowcharts that Claude writes easily.
Tip / sample prompt

"Draw in SVG a section of a 300×300 mm base plate with 4 M12 anchors, 50 mm edge distance, with dimension lines. Then give me a DXF file too."

Make a report (Word or PDF)A tidy report with logo, headings, tables and photos, in a file you can send to a client.7

Skills

  • Built-in docx and pdfAnthropic's skills that create and edit real Word and PDF files.
  • Your own "office report" skillTemplate, logo and fixed chapter structure. Explain once. See Procedures for AI.

Agent / mode

  • CoworkWorks directly on a folder on your computer: reads the findings and saves the report next to them.
  • Claude for WordAn add-in inside Word for editing and drafting in the open document.

Connectors

Settings

  • Code execution and file creationMust be turned on in settings for Claude to produce files.
  • ProjectsPut the template and procedures in a project, and every chat there already knows them.
Tip / sample prompt

"From the notes and photos in the 'Site visit 12.10' folder, prepare an inspection report in Word using our template: background, findings, conclusions, recommendations. Export a PDF too."

Do an engineering calculation with unitsA transparent calculation: formula, substitution, units and result, with a code reference you can check line by line.7

Agent / mode

  • Extended thinkingMore thinking time before answering. Useful for multi-step calculations.
  • Code executionClaude runs real Python instead of doing mental arithmetic, so the numbers are more reliable.

Skills

  • Built-in xlsxA calculation sheet with live formulas, not pasted numbers.
  • A "calculation review" skillYour office checklist: safety factors, units, the clause in the standard.

Add-ons and tools

  • Python with the pint libraryA free library that tracks units, so kN times m becomes kN·m and nothing gets lost.
  • LibreOffice CalcA free spreadsheet to check the result by hand.

Settings

  • Projects with your standardsUpload the tables and procedures you design to.
Tip / sample prompt

"Calculate maximum moment and deflection for a 6 m simply supported beam under 12 kN/m UDL. Show formula, substitution and units at each step, and check units with Python." The final engineering check stays with you.

Build engineering software or a small appA working tool: a calculator, a form or a desktop app, with tests and version history.5

Agent / mode

Connectors

Plugins

  • Claude Code pluginsReady bundles of skills, commands and sub-agents, for example for code review. See Workflow packages for AI.

Settings

  • A CLAUDE.md fileA project instructions file: language, standard, code style. Claude Code reads it every time.
Tip / sample prompt

"Build a browser calculator for anchor pull-out capacity: inputs, result and utilisation ratio, with an explanation of each formula. Then write 5 tests with known values."

Make a presentationA deck in your company template, with editable charts and one clear message per slide.6

Agent / mode

  • Claude for PowerPointAn add-in inside PowerPoint that builds and edits slides using your slide master. Pro plans and up.
  • Claude DesignSlides and one-pagers with export to PPTX, PDF or Canva.

Skills

  • Built-in pptxCreates a real PowerPoint file straight from the chat or Cowork.

Connectors

  • CanvaCreates a design in Canva that you keep editing there.

Design systems

  • Your company slide masterColours, fonts and layouts. Claude for PowerPoint reads them from the file.
  • Canva Brand KitThe logo, colours and fonts set up in your Canva account.
Tip / sample prompt

"Make 8 slides presenting a structural strengthening project to client managers: problem, solution, schedule, cost. One message per slide, and a bar chart for costs."

Look for information online (research)A summary with clickable sources, not an answer "from memory".6

Agent / mode

  • Web searchClaude searches the web and attaches links to its sources.
  • ResearchDeep research mode: many searches, then a report with citations. Takes a few minutes.
  • Claude in ChromeA Chrome extension that reads pages, clicks and fills in forms. Paid plans.

Connectors

  • Google DriveCombines what it found online with documents you already have.
  • Hugging FaceInformation on AI models and repositories, read-only.

Settings

  • Ask for official sourcesSay it explicitly: "only manufacturer and standards sites". That cuts out unreliable blogs.
Tip / sample prompt

"Compare 4 free frame analysis programs. For each: licence, operating system, supported codes, link to the official site. Official sources only."

Organise my desktop and foldersFolders by project and date, consistent file names, and nothing deleted by accident.4

Agent / mode

  • CoworkWorks directly on a folder you choose: sorts, renames and creates folders. Asks before deleting.

Connectors

Settings

  • Give access to one folder onlyNot the whole drive. Start with Downloads, not your projects folder.
  • Back up firstA copy of the folder. It takes a minute and saves a lot of stress.
Tip / sample prompt

"Go through my Downloads folder. First propose a sorting plan in a table (file, new folder, new name as YYYY-MM-DD_project_description), and only act after I approve."

Work with pictures (read and create)Claude reads images well. For creating images, add outside tools.6

Agent / mode

  • Image readingUpload a site photo, a scanned drawing or a screenshot, and Claude describes, reads text and compares.
  • Artifacts with SVGClaude does not generate photos, but it draws icons, diagrams and vector illustrations.

Connectors

  • CanvaCreate and edit designs and images through Canva.
  • FigmaWork with graphic assets in your design files.

Add-ons and tools

  • GIMPFree photo editing: crop, colour correction, layers.
  • InkscapeFree vector editing that opens the SVG files Claude produces.
Tip / sample prompt

"Here are 12 photos from a site visit. For each: what you see, any cracks or corrosion, and approximate location. Summarise in a table." More on creating images at /ai/images-video/.

Make a video or animationA short animation or explainer. Claude does not film video, but it builds animations in code.6

Agent / mode

  • ArtifactsA browser animation in HTML and CSS, for example a beam under gradually increasing load.
  • Claude CodeWrites a video project in code and renders it to an MP4 file.

Add-ons and tools

  • RemotionA code library for making videos with React. Claude Code works well with it. Check the licence terms.
  • KdenliveFree video editor for cutting, subtitles and music.
  • BlenderFree 3D and animation. Claude can write scripts for it.

Connectors

  • CanvaCarry on in Canva's editor.
Tip / sample prompt

"Build a 20-second animation of a chemical anchor installation in 4 steps (drill, clean, inject, insert rod), with a Hebrew caption at each step."

Analyse Excel and dataA sheet with correct formulas, a pivot table and a chart, plus a clear note on what was calculated.5

Agent / mode

  • Claude in ExcelAn add-in inside Excel that reads the whole workbook, explains formulas and fixes them. Paid plans.
  • CoworkProcesses several Excel files from a folder and merges them into one report.

Skills

  • Built-in xlsxCreates Excel files with formulas, formatting and charts.

Connectors

Add-ons and tools

Tip / sample prompt

"In the sales sheet: summarise by month and by salesperson, flag anything more than 20% above average, and add a line chart. Don't touch the original data, work on a new sheet."

Handle email and calendarInbox summaries, reply drafts and meeting scheduling, with nothing sent without your approval.5

Connectors

  • GmailSearch threads, summarise and write drafts.
  • Google CalendarCheck availability and suggest times.
  • Microsoft 365Outlook, Teams, OneDrive and SharePoint in one connection.

Agent / mode

Settings

  • PermissionsStart with reading and drafts. Sending, deleting and changing meetings only after you check.
Tip / sample prompt

"Find all emails from steel suppliers this week, summarise them in a table (supplier, subject, what's waiting on me), and prepare reply drafts. Don't send."

Write and manage code on GitHubVersioned code with pull requests and a clear description of every change.5

Agent / mode

Connectors

  • GitHub IntegrationIn regular chat: adds repository files to the conversation. Reads files only, not issues or history.
  • LinearTracks development tasks and bugs.

Plugins

  • Claude Code pluginsBundles of commands and agents, for example for code review before merging.

Settings

  • One branch per changeNever work directly on main. That way you can always roll back.
Tip / sample prompt

"Read the repository, find where the safety factor is calculated, add a test for the boundary value, and open a pull request on a new branch with an explanation in Hebrew."

Translate and work on bilingual Hebrew-English documentsA professional translation that keeps terms and layout, with correct right-to-left Hebrew.5

Skills

  • Built-in docx and pdfTranslate a Word file while keeping formatting, tables and headings.
  • A "glossary" skillA fixed term list: anchor = עוגן, bond = הדבקה. Keeps the translation consistent.

Agent / mode

  • ProjectsUpload your glossary and examples of good translations, and every chat uses them.
  • Claude for WordTranslate and edit directly in the open document.

Add-ons and tools

Tip / sample prompt

"Translate this technical specification into professional Hebrew. Keep numbers, units and standard names as they are, use the attached glossary, and flag terms you weren't sure about."

Plan a project and tasksA task list with owners, dates and dependencies, updated in the tool your team already uses.7

Connectors

  • AsanaCreate and update tasks and projects.
  • NotionProject pages, minutes and databases.
  • SlackSummarise decisions from the project channel.
  • Google CalendarPut milestones and meetings in the calendar.

Agent / mode

  • Projects and MemoryClaude keeps the project background between chats. See Context that stays.
  • ArtifactsA simple task board or Gantt you see right away.

Skills

  • Built-in xlsxA schedule in Excel for teams without a task tool.
Tip / sample prompt

"From the attached meeting minutes, create tasks in Asana with an owner and due date, and give me a table of what depends on what."

Make a poster or social media graphicA graphic in the right size for each network, in brand colours, with short text that reads well on a phone.6

Connectors

  • CanvaClaude creates a design in Canva and you keep editing there.

Agent / mode

  • Claude DesignPosters and one-pagers with export to PDF or Canva.
  • ArtifactsA poster in HTML or SVG you can save as an image.

Design systems

  • Canva Brand KitThe logo, colours and fonts set up in your Canva account.
  • A "brand guide" skillYour brand rules in one file that Claude reads on its own.

Add-ons and tools

  • InkscapeFree final editing of the SVG file.
Tip / sample prompt

"Design a square LinkedIn post for an engineers' conference: headline of up to 6 words, date and venue, logo in the corner, our brand colours. Give me 3 versions."

06Example: a site visit report, end to end

Site engineer in a small officeasks
The 'Site visit 12.10' folder has 15 photos and transcribed voice notes. Prepare a report using our template, with a defects table and a photo next to each defect. Save Word and PDF in the same folder.
gets
A Word file with logo, fixed chapters, a numbered defects table (location, description, severity, owner) and evenly sized photos, plus a PDF copy. Review and signature stay with the engineer.
ToolCowork + an "office report" skill + built-in docx and pdf skills

07Example: from a deck to social posts, on brand

Marketing lead at a technical companyasks
From the conference deck, make 3 square LinkedIn posts in our Brand Kit colours, each with a short Hebrew headline.
gets
Three designs in your Canva account, each with the company logo, colours and fonts, ready for a final tweak and publishing.
ToolCanva connector + Canva Brand Kit

08Common pitfalls and how to avoid them

Keep it simple

Too many add-ons

Every connector and skill takes up context. Turn on only what the task needs.

Safety

Overly broad permissions

Access to one folder, not the whole drive. Reading and drafts before sending and deleting.

Security

Files from unknown sources

A document or web page can hide instructions (prompt injection). Read every approval request before you click yes.

Responsibility

Blind trust in a calculation

Claude helps you draft and check, but engineering responsibility and the signature stay with you.

09Summary: the minimum kit for each task

TaskMinimum you needRecommended upgrade
Word or PDF reportdocx and pdf skillsCowork + your own template skill
Engineering calculationCode execution + Extended thinkingCalculation review skill + Python with pint
Presentationpptx skillClaude for PowerPoint with your company template
Excel analysisxlsx skillClaude in Excel
Online researchWeb searchResearch + Google Drive
Website or appArtifactsClaude Code + GitHub
Tidying foldersCowork on one folderA sorting plan you approve before it runs
Email and calendarGmail + Google CalendarMicrosoft 365 or Claude for Outlook
Posters and socialArtifacts with SVGCanva + Brand Kit

10Set up your kit in 15 minutes

  1. 1

    Minutes 1-2: pick 3 tasks

    The ones you do every week, for example reports, Excel and email. Don't try everything at once.

  2. 2

    Minutes 3-4: turn on file creation

    In settings, make sure Code execution and file creation is on. Without it there are no Word or Excel files.

  3. 3

    Minutes 5-8: add 2-3 connectors

    In the connectors directory pick, say, Google Drive and Gmail, and approve the sign-in. See Claude meets your tools.

  4. 4

    Minutes 9-11: open a Project

    Upload a report template, logo and glossary, and write short instructions.

  5. 5

    Minutes 12-13: install a work tool

    On a paid plan: Claude Desktop with Cowork, or the Excel or PowerPoint add-in.

  6. 6

    Minutes 14-15: a real test

    Run one small task with a prompt from the kits above and check it. More prompt examples at Talking to AI.

11FAQ

Are all these add-ons available on the free plan?

No. Some work on Free, such as chat, Artifacts and some connectors. Cowork, Claude in Chrome, Claude Design and the Office add-ins need a paid plan. Availability changes, so check your settings.

Can Claude create images and video?

Not like an image generator. It draws diagrams and illustrations in SVG and builds animations in code, and connectors like Canva take you further. Details at Claude's eye.

What is the difference between a skill and a connector?

A skill is the "how": a procedure, template or checklist. A connector is the "where": access to an app or data. You usually use both together.

How many connectors should I connect?

Only what you need. Each connector adds tools Claude has to weigh, and another permission to manage. You can switch a connector off for a given chat.

Is it safe to give Claude access to folders and email?

Yes, with care. Claude works with your permissions, asks before sensitive actions, and Cowork asks before deleting. Start with narrow access, and don't open files from unknown sources without checking.

More in this guide

What Is an Artifact? A Guide for Engineers Who Want More Than a Chat AnswerOutputs, not just answersWhat Is an AI Agent? A Practical Guide for EngineersAI agents at workWhat Are Skills? An Engineer's Guide to Teaching Claude Your Office ProceduresProcedures for AIWhat Is a Connector? How Claude Plugs Into Your Apps (MCP)Claude meets your toolsWhat Is a Plugin? An Engineer's Guide to Installing a Whole Claude Workflow at OnceWorkflow packages for AIWhat Is a Prompt and How Do You Write a Good One?Talking to AIProjects and Memory in Claude: Make It Remember Your WorkContext that staysModels, Tokens and the Context Window: What Happens Behind the ScenesHow AI thinksPictures and Video with Claude: What It Sees, What It Makes, and the WorkaroundsClaude's eyeWhat Is a Design System? A Guide for Non-DesignersDesign without a designerWhat Is a Snippet? An Engineer's Guide to Reusable Pieces of Code and TextReusable building blocksWhat Is GitHub? A Guide for Engineers Who Don't CodeGitHub without codeDesign an image with AI: create, edit and improve pictures, free and paidImages with AIDesigning an AI Character: Mascot, Avatar, Talking Presenter, 3DTask: AI characterEngineering calculations with AI: compute, check and document properlyCalculations with AIBuild engineering software with AI: from a small calculator to an app, without being a programmerSoftware without codingFind a product with AI: search, compare and verify products, suppliers and datasheetsFind and compare productsFind a standard with AI: the right standard and clause, without the hallucinationsStandards, no guessingThe full Claude guideEverything you need to start, step by step

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