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Automation & MCP Open question — the Lab is working on this

What's an effective method for building an AI skill (e.g., for preparing engagement letters) from scratch?

54:32From the June 10 call · MCP Connectors, Custom Dashboards, and Skill Libraries in Practice

One effective approach described: walk Claude through the manual process step by step first — talking through what you look for, what you change, and why — essentially teaching it the way you'd teach an intern. At the end of that walkthrough, ask Claude to read back through the chat and build a skill based on the process just demonstrated, rather than trying to write the skill instructions from scratch. This produced better results, though the resulting skills are still in beta and not considered ready to roll out firm-wide — getting from roughly 85% functional to fully reliable remains difficult.

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What's an effective method for building an AI skill (e.g., for preparing engagement letters) from scratch? · The AI Lab for Accountants