> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Agent Skills

> Bring skills written in the open Agent Skills format into Salesfinity from a GitHub link or an uploaded file.

Salesfinity skills use the same shape as the open **Agent Skills** format: a `SKILL.md` file with
YAML frontmatter carrying a `name` and `description`, followed by a Markdown body. That means a
skill written for another agent can be imported directly, and a skill written in Salesfinity can
be shared the other way.

## What gets imported

Only the `SKILL.md` file itself. Supporting files that some skill folders carry, such as
`references/`, `scripts/`, or `assets/`, are ignored. Salesfinity stores each skill as a single
editable document so it stays visible and searchable in the Skills tab, and it does not mirror
folder structures. If a skill depends on a script or reference file, inline what matters into the
body after importing.

The frontmatter must contain `name` and `description`; an import without them is rejected with a
message saying which is missing. The Markdown body becomes the skill content.

## Import from GitHub

<Steps>
  <Step title="Copy a direct link to the SKILL.md">
    Open the file on github.com and copy the URL from the address bar. It must be a link to the
    file itself in the form `https://github.com/owner/repo/blob/branch/path/SKILL.md`. Links to a
    folder, a repository root, a gist, or a non-GitHub host are rejected with a message
    explaining the expected shape.
  </Step>

  <Step title="Paste it into the import dialog">
    Open the Skills tab, click **Import**, choose GitHub, and paste the link.
  </Step>

  <Step title="Review the result">
    The skill appears in the Skills tab marked as imported. Open it to review the body and adjust
    the name or description.
  </Step>
</Steps>

The repository must be public. Salesfinity fetches the raw file from GitHub on your behalf; it
does not use your GitHub credentials.

## Import from a file

Choose **File** in the import dialog and upload either:

* a `.md` file that is the `SKILL.md`, or
* a `.zip` of a skill folder. Salesfinity extracts only the `SKILL.md` from it and ignores
  everything else.

## Limits and truncation

| Item          | Limit                           | What happens over the limit                                                                                |
| ------------- | ------------------------------- | ---------------------------------------------------------------------------------------------------------- |
| Skill content | 50,000 characters               | The import is rejected. A skill body is never silently truncated, because that would drop instructions.    |
| Name          | 200 characters                  | Truncated. Edit it in the Skills tab afterwards.                                                           |
| Description   | 500 characters                  | Truncated. Third-party skills often ship long trigger lists in the description; the import still succeeds. |
| Upload size   | Sized for a zipped skill folder | Larger uploads are rejected.                                                                               |

Imports are rate limited per user, so a burst of imports may be asked to wait a moment.

## Provenance and safety

An imported skill runs as instructions for the companion, exactly like one you wrote. Treat a
skill from an unknown source the way you would treat a script: read it before you rely on it.
Salesfinity records the source on every imported skill, shows the full body in the Skills tab so
nothing is hidden, and keeps every write the companion makes behind
[approval](/ai-companion/overview#every-write-is-approval-gated) regardless of what a skill
says.

## Exporting a Salesfinity skill

There is no export button, but a skill is already in the format. Copy the name, description, and
content from the Skills tab into a `SKILL.md`:

```markdown theme={null}
---
name: Pre-call brief
description: One-screen briefing on a person and their company before a call.
---

## Goal
...
```

Commit it to a repository and any teammate, or any team, can import it from the link.