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/zapier-explore

Explore what Zapier MCP can do for the user — interview them about their role and the apps they live in, suggest specific use cases as on-demand prompts, then walk them through enabling the actions to make those use cases real. The natural next step after `zapier-demo`. Use when

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zapier-mcp
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$ npx -y skills add zapier/zapier-mcp --skill zapier-explore --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.
  • Slash command/zapier-explore

Context preview

The summary Claude sees to decide when to auto-load this skill.

Explore what Zapier MCP can do for the user — interview them about their role and the apps they live in, suggest specific use cases as on-demand prompts, then walk them through enabling the actions to make those use cases real. The natural next step after `zapier-demo`. Use when

SKILL.md

zapier-explore.SKILL.md
name: zapier-explore
description: Explore what Zapier MCP can do for the user — interview them about their role and the apps they live in, suggest specific use cases as on-demand prompts, then walk them through enabling the actions to make those use cases real. The natural next step after `zapier-demo`. Use when the user asks "what else can Zapier do for me", "set up more tools", "add a starter pack for my role", "what should I enable next", "suggest workflows", "help me figure out what to do with Zapier", "I don't know where to start", or "give me Zapier examples".

Zapier explore

Help the user expand beyond the first action — figure out what Zapier MCP can do for them based on their role and apps, then walk them through enabling a starter set of actions tailored to that work.

This is the natural follow-on to `zapier-demo`. Demo proves one action works; explore turns that into a real toolkit for the user's day-to-day.

For how the Zapier MCP server itself works, see [docs.zapier.com/mcp](https://docs.zapier.com/mcp/home).

When to use vs. other skills

  • **zapier-explore** (this skill) — *role-tailored expansion.* Interview + use cases + configuration.
  • **zapier-demo** — *one app, one action, run it live.* Run this first if the user hasn't seen Zapier work yet.
  • **zapier-onboard** — *pitch + connect.* Server-level authentication only. Run this before demo if the server isn't connected.
  • **zapier-status** — *health checks and audits* on an existing setup.

If the user hasn't run their first action yet, route to **zapier-demo** first — explore works best after a win.

Step 1: Interview

Keep it short — two or three questions, not a survey. Adapt follow-ups based on answers.

Open with:

> "Let's figure out what to add to your Zapier toolkit. Quick context first — what do you do for work, and what apps are you in every day?"

Listen for:

  • **Role / function** (engineer, PM, sales, marketing, founder, support, creator, ops, recruiter, finance, exec, personal)
  • **Named apps** (Slack, Gmail, Jira, HubSpot, etc.)
  • **Industry signals** (sole automation builder vs. on a team, B2B vs. consumer, startup vs. enterprise)

If they give you only role *or* only apps, ask one follow-up. If they give you both, optionally ask:

> "Is there a task you keep redoing manually that you'd love to delegate?"

Don't push past three questions. Move on with what you've got.

Step 2: Suggest use cases

Pick the **role library** below that best matches the user's answers (multiple is fine — combine for hybrid roles). For each, surface 4–6 use cases tailored to the apps they mentioned. If they named an app you don't have in the library, default to the closest equivalent (e.g., "Outlook" → use the Gmail patterns; "Monday.com" → use the Asana patterns).

For each use case, output:

  • **The prompt** — exactly what the user can say to their AI, in quotes
  • **What it does** — one-line explanation
  • **Actions needed** — the specific Zapier actions they'd enable to make it work

Format as a short prose block per use case, not a table. Don't list more than 6 use cases at once. If you have more, present them in waves — give 4, see if any land, then offer "want more?"

Step 3: Pick and confirm

For the use cases the user reacts to ("yes that one"), produce a consolidated **enable list** grouped by app:

> "To make those work, you'll need to enable: > - **Slack:** Send Channel Message, Find Message > - **Jira:** Find Issue by Key, Create Issue > - **Google Calendar:** Find Events"

Cross-reference the **Recommended actions by app** table below to fill any gaps — aim for 2–4 actions per app (1–2 search, 1–2 write).

Step 4: Walk them through enabling

Direct the user to their Zapier dashboard:

  • If the server exposes a `get_configuration_url` tool, call it first and give them the direct link.
  • Otherwise, point them at [mcp.zapier.com](https://mcp.zapier.com).

Then tell them what to do:

> "Open [that link], find your server, and add the actions in the list above. You'll also need to connect each app's account when prompted (OAuth). Come back and say **done** when everything is added."

Wait for confirmation. If they hit issues:

  • **"It's not showing up after I added it"** — they need to restart their MCP client so it re-reads the tool list (Cursor: Cmd+Shift+P → "Reload Window"; Claude Desktop: quit and reopen; Claude Code: quit and restart).
  • **"It says I need to authenticate [App]"** — that's the OAuth flow on mcp.zapier.com. Have them complete it and retry.

Step 5: Verify

Re-inspect the available Zapier MCP tools and confirm the new actions are present. If anything is missing, troubleshoot with the user — most often a client reload is enough.

Step 6: Celebrate and offer the next move

Once everything is enabled, name the win and offer a natural next step:

> "You're set up with [N] tools across [App list]. Try one now — say something like '[example prompt tailored to their setup]' and I'll run it. Or run **/zapier-status** anytime to check the health of your tools."

Use case library

Don't read the user every use case verbatim. Pick the most relevant ones for their context and present them as natural recommendations.

Engineer

  • "Find the Jira tickets assigned to me that are still open this sprint." *— Jira: Find Issues via JQL*
  • "Get the GitHub PRs waiting on my review." *— GitHub: Find Pull Request*
  • "Pull the on-call schedule and tell me when my next shift is." *— PagerDuty: Find On-call*
  • "Create a Linear issue from this Slack thread." *— Slack: Get Message + Linear: Create Issue*
  • "Find the latest Sentry error for my service and file it as a Jira bug." *— Sentry: Find Issues + Jira: Create Issue*
  • "Summarize this week's activity on my GitLab MRs." *— GitLab: Find Merge Requests*

Product manager

  • "Summarize this week's customer feedback from #product-feedback into a Notion doc." *— Slack: Find Messages + Notion: Create Page*
  • "Find all Jira tickets tagged
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Ships withzapier-mcp

Zapier MCP gives any MCP-compatible AI client governed access to 9,000+ apps — send messages, pull data, trigger workflows, all in plain English. No code, no infrastructure, SOC 2 Type II certified.

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