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

# Import an external skill

> Import a Personal Skill, then ask Tilt Agent to adapt it for your work in Tilt.

You can import a skill from another source and ask Tilt Agent to revise it in chat. Tilt saves each revision as a new version of your Personal Skill.

## 1. Review the source

Import skills only from sources you trust. Read the instructions and any scripts before importing, especially anything that requests credentials, sends data, or changes another system.

The [Claude for Financial Advisors repository](https://github.com/anthropics/claude-for-financial-advisors) includes a `skills/pre-meeting` folder for preparing advisor meetings. It uses Claude-specific tools and agents, so it will need changes before you use it in Tilt.

## 2. Import the skill

Download the repository and compress only the `skills/pre-meeting` folder as a ZIP. The ZIP must contain `SKILL.md` at its root or inside one top-level folder. Do not compress the whole repository.

Open **Settings > Skills**, select **Import ZIP**, and choose the archive. Tilt validates the ZIP and saves the imported Personal Skill. Open it to inspect the files.

## 3. Ask Tilt Agent to adapt it

In a new chat, ask Tilt Agent to read and update the imported skill:

```text theme={null}
Read my imported Personal Skill named pre-meeting, including
its bundled files. Update it for the data and tools available
in Tilt. Keep the meeting-preparation purpose and useful output
structure. Replace instructions that depend on Claude-specific
tools, agents, connectors, or other skills. Preserve source
attribution and the requirement to confirm consequential
actions. State when requested client data is unavailable.
Validate the revised skill and save it as a new version of
pre-meeting.
```

Review the updated files in **Settings > Skills**, then try the skill with a non-sensitive example:

```text theme={null}
/pre-meeting Prepare a review with Sample Client using only
the sample portfolio summary attached to this chat. Flag
anything you cannot verify.
```

Check that the brief uses the supplied facts, flags missing information, and does not take action on the client's behalf. Personal Skills are visible only to you.