Skill Installation

Install skills in your agent

Guide home | Full installation reference | First prompts

Choose your product, then choose an installation method. A skill contains instructions. Option Desk calculations also require the local tools or the hosted MCP connection. The terminal commands below use macOS or Linux shell syntax.

Choose your platform

Product	Install instructions	Connect calculation tools
Codex	npx, manual copy, shell installer, or plugin	Local optiondesk-mcp, or the separate hosted plugin.
Claude Code	npx, manual copy, shell installer, or plugin	Local optiondesk-mcp, or the separate hosted plugin.
ChatGPT	Upload a hosted skill in an eligible workspace	Connect the hosted MCP app separately.
Claude chat	Upload a hosted skill ZIP	Add the hosted custom connector separately.

The npx and shell routes install files on your computer. They do not upload skills to your ChatGPT or Claude chat account.

Choose the correct skill edition

Edition	Source folder	Skills	Intended tools
Local	shell/skills/	desk-setup, options-greeks, options-positioning, options-strategy, options-simulation, options-backtest	Local CLI or local MCP server.
Hosted	openai-skills/	option-data-import, options-greeks, options-positioning, options-strategy	Hosted Option Desk MCP.

Several names occur in both editions, but their tool instructions differ. Select one edition for a session. The commands below use an explicit source folder to avoid installing the wrong edition.

Codex

Install through npx

Requirements: Node.js and npm, which supplies npx.

List the local skills:

npx skills add https://github.com/Iman/agent-driven-options-desk-and-skills/tree/main/shell/skills --list

Install one skill for your user account:

npx skills add https://github.com/Iman/agent-driven-options-desk-and-skills/tree/main/shell/skills --agent codex --skill options-greeks --global

Install all six local skills:

npx skills add https://github.com/Iman/agent-driven-options-desk-and-skills/tree/main/shell/skills --agent codex --skill '*' --global

For project scope, run the command in your project and omit --global. Use --copy if you need copied files instead of symbolic links. Inspect the installer summary before accepting it. These flags come from the skills CLI.

Copy a skill manually

Clone the repository if you do not already have it:

git clone https://github.com/Iman/agent-driven-options-desk-and-skills.git
cd agent-driven-options-desk-and-skills

For a first installation of one skill:

mkdir -p "$HOME/.agents/skills"
cp -Rn shell/skills/options-greeks "$HOME/.agents/skills/"
cp -n DISCLAIMER.md "$HOME/.agents/skills/options-greeks/DISCLAIMER.md"

-n preserves existing files. It does not update an older installation. To install another skill, replace options-greeks with a local skill name from the table. For project scope, use .agents/skills inside the target project instead of $HOME/.agents/skills.

Codex discovers repository and user skills from these locations. This checkout already links .agents/skills to shell/skills. OpenAI documents the local discovery paths.

Use the shell installer

From the checkout, run:

./install.sh --skills-only --dry-run
./install.sh --skills-only

This installs all six local skills into both ~/.agents/skills and ~/.claude/skills. It preserves skill directories that it does not own. Run ./install.sh without --skills-only to install the calculation tools as well.

Use the plugin

After installing the local tools:

codex plugin marketplace add Iman/agent-driven-options-desk-and-skills
codex plugin add option-desk@option-desk

Choose this as an alternative to standalone copies of the same skills. See plugin installation.

Connect and check local tools

If you used standalone skills, install the tools and register MCP:

./install.sh --no-skills --no-mcp
codex mcp add optiondesk -- optiondesk-mcp
optiondesk doctor

The executable must be on PATH. The full installer guide explains the command directory. Restart Codex and check that options-greeks appears in the skills selector. Ask it to use options-greeks with the supplied sample. A detected skill without working tools cannot calculate fresh results.

Claude Code

Install through npx

Install one local skill for your user account:

npx skills add https://github.com/Iman/agent-driven-options-desk-and-skills/tree/main/shell/skills --agent claude-code --skill options-greeks --global

For all six:

npx skills add https://github.com/Iman/agent-driven-options-desk-and-skills/tree/main/shell/skills --agent claude-code --skill '*' --global

Omit --global for the current project. You can select both local agents in one command:

npx skills add https://github.com/Iman/agent-driven-options-desk-and-skills/tree/main/shell/skills --agent codex claude-code --skill '*' --global

Copy a skill manually

From the repository checkout:

mkdir -p "$HOME/.claude/skills"
cp -Rn shell/skills/options-greeks "$HOME/.claude/skills/"
cp -n DISCLAIMER.md "$HOME/.claude/skills/options-greeks/DISCLAIMER.md"

For project scope, use .claude/skills inside the target project. This checkout already links .claude/skills to shell/skills. The Claude Code skill guide describes personal and project discovery.

Use the shell installer

From the checkout:

./install.sh --skills-only

This installs skills for both Claude Code and Codex. Use ./install.sh for tools, skills, and attempted MCP registration together.

Use the plugin

Inside Claude Code:

/plugin marketplace add Iman/agent-driven-options-desk-and-skills
/plugin install option-desk@option-desk

The plugin also includes commands and reviewer agents. Install the local tools before using it. See plugin installation.

Connect and check local tools

For standalone skills with the tools on PATH:

claude mcp add optiondesk -s user -- optiondesk-mcp
optiondesk doctor

Restart Claude Code. Enter /options-greeks for a standalone skill, or select its namespaced entry when using the plugin. Run the first local prompt.

Prepare individual browser skill ZIPs

ChatGPT and Claude chat use the hosted edition.

For a download without Git:

1. Open the repository.
2. Select Code > Download ZIP.
3. Extract the downloaded repository archive.
4. Open its openai-skills folder.
5. Compress the selected skill folder, such as options-greeks, into its own ZIP.

For a terminal workflow, create one ZIP per skill from the repository checkout:

mkdir -p dist/browser-skills
python3 -m zipfile -c dist/browser-skills/option-data-import.zip openai-skills/option-data-import
python3 -m zipfile -c dist/browser-skills/options-greeks.zip openai-skills/options-greeks
python3 -m zipfile -c dist/browser-skills/options-positioning.zip openai-skills/options-positioning
python3 -m zipfile -c dist/browser-skills/options-strategy.zip openai-skills/options-strategy

Each ZIP contains one skill directory with its SKILL.md and any supporting files. Upload one skill at a time. For a graphical workflow, open openai-skills and compress the selected skill folder using your file manager.

The existing dist/skills/*.zip archives contain local skills, whose instructions expect local tools. The aggregate dist/option-desk-skills.zip is an attachment for the plugin submission portal. Use the individual ZIPs above for personal browser uploads.

ChatGPT

Check account access

OpenAI currently documents Skills for eligible Business, Enterprise, Healthcare, and Edu workspaces. Personal Free, Plus, or Pro access is not established by that documentation. If the Skills page is absent, use a supported local agent or the hosted dashboard. See Skills in ChatGPT for current availability and workspace permissions.

Upload a hosted skill

1. Prepare the individual hosted ZIPs described above.
2. Open Plugins in the ChatGPT sidebar.
3. Select the Skills tab.
4. Select Create, then Upload from your computer.
5. Select options-greeks.zip from dist/browser-skills.
6. Complete the scan and any review shown by ChatGPT.
7. Repeat for the other hosted skills you need.

Uploading a skill does not connect its MCP server.

Connect the hosted tools

Where your account permits custom MCP apps:

1. Enable developer mode through the account or workspace controls available to your role.
2. Open Settings > Apps > Create, or Workspace settings > Apps > Create.
3. Enter the name Option Desk and the MCP URL below.
4. Complete the authentication choice shown by the connection form.
5. Select Scan Tools, then Create after a successful scan.
6. Start a chat and select the new app.

https://optiondesk.avidquant.com/mcp

Full MCP access depends on workspace plan and role. Pro has a narrower read/fetch path. See developer mode and MCP apps for current restrictions. A local stdio declaration or a shell skill installation does not connect ChatGPT to this endpoint.

Claude chat

Upload a hosted skill

1. Prepare the individual hosted ZIPs described above.
2. Enable Code execution and file creation in Settings > Capabilities.
3. Open Customize > Skills.
4. Select +, then Create skill, then Upload a skill.
5. Upload options-greeks.zip from dist/browser-skills.
6. Enable the skill in the list.
7. Repeat for the other hosted skills you need.

Claude documents skills for Free, Pro, Max, Team, and Enterprise plans. Organization settings can restrict uploads. See Use skills in Claude.

Connect the hosted tools

For an individual account with custom connectors:

1. Open Customize > Connectors.
2. Select +, then Add custom connector.
3. Enter Option Desk and https://optiondesk.avidquant.com/mcp.
4. Complete Add and any connection prompt.
5. Enable the connector for the conversation.

Team and Enterprise owners first add the connector through Organization settings > Connectors. Members then connect to that approved entry. See custom remote MCP connectors.

Check a browser installation

Start with a sample that needs no uploaded data:

Use the Option Desk hosted tools to show the SYNTH Greek ladder plot.
Identify the source as synthetic. Explain the units and any unavailable results.

Expected: a tool call produces a plot and identifies synthetic input. A prose response alone does not demonstrate a working MCP connection. For a workflow with your own data, use the import guide.

Update or remove a skill

For installations managed by the skills CLI:

npx skills list --global
npx skills update --global
npx skills remove options-greeks --agent codex --global

Replace codex with claude-code for that agent. Omit --global for project installations. Review the selected scope before confirming an update or removal.

For shell-managed installations, rerun the installer to update its owned skill folders. For manual copies, keep a backup before replacing the selected skill directory. For browser uploads, manage the skill through the product's Skills page and upload the revised individual ZIP. Updating skill instructions does not update the hosted service or a workspace's approved tool definitions.

If installation does not work

Symptom	Check
npx is unavailable	Install Node.js with npm, or use the shell/manual route.
The wrong skill edition appears	Use the explicit shell/skills source for local agents and openai-skills for browser uploads.
Two copies of the same skill appear	Choose either the plugin or standalone installation for that edition.
The skill appears but calculations fail	Check the MCP connection and optiondesk doctor for local tools.
The shell installer skips a directory	It preserves directories that it did not install. Manage that copy through its original method.
ZIP upload fails	Check that the ZIP contains one skill folder and that the folder contains SKILL.md.
ChatGPT has no Skills or custom-app controls	Check the account plan and workspace permissions.
Claude chat has no upload control	Check code execution and the organization's skill permissions.

Platform instructions checked against the linked official guides on September 9, 2026. Account-specific upload and connection flows still require a check in that account.

The documented manual-copy and individual-ZIP commands were checked in temporary directories. The shell skills-only install produced six skills in each destination. The npx project install selected the local edition for both Codex and Claude Code. These checks do not establish a completed upload into a personal browser account.