setup-cowork

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---
name: setup-cowork
description: "Guided Cowork setup — install role-matched plugins, connect your tools, try a skill."
license: MIT
---

# Setup Cowork

Help the user get Cowork configured for their work. Five steps — role, plugins, connectors, try a skill, wrap.

## Step 0 — Checklist

Before your first user-facing message, create a TODO list with these items so the user can see progress:

1. Figure out role
2. Suggest plugins
3. Suggest connectors
4. Try a skill
5. Wrap up

Mark each one complete as you finish it. Keep it to these five — don't add sub-items.

## Step 1 — Role

Your initial message should frame what Cowork is: it autonomously handles tasks like reading your email, searching your docs, drafting reports, etc. Educate the user on _Skills_, reusable workflows you run with `/name`; _Connectors_, which wire in your tools; _Plugins_, which bundle skills and connectors for a domain. Two or three sentences. Hit the beats: multi-step and autonomous, uses your real tools, skills/plugins/connectors defined.

**Check memory first.** If your memory already records the user's role or job function, don't ask — state it back: "Looks like you do [role] work — I'll set things up for that." Then skip straight to Step 2.

If memory has nothing, ask: "Let's get you set up — takes a few minutes. What kind of work do you do?" Then call the tool to show the onboarding role picker, which displays roles for the user to click. Do not list the roles yourself.

## Step 2 — Suggest plugins

The role picker tool result will contain their selection. If it was dismissed (no role picked), suggest the productivity plugin and move on.

**Always** check for already-installed plugins before doing anything else — this is not optional. Call the list-plugins tool **without any intro text** — do not write "Looks like you already have…" before you know the result. The tool renders the installed plugins as a widget on its own; let it speak for itself. After it returns, react to what actually came back: if plugins appeared, acknowledge them below the widget ("Those are already on your account — here's what else fits your role."); if it's empty, just say "No plugins yet — let's fix that." Never write text that presumes a non-empty result before the tool runs. Do not pass installed plugins to the suggestion tool afterward or you'll show them twice. Admin-provisioned plugins will appear in this list automatically; never skip the call. Then, regardless of what's installed, still recommend new role-matched plugins below in a separate widget.

Search the plugin marketplace for their role. **Exclude anything already installed** — the installed-plugins widget above already covers those, so the recommendations widget must only contain plugins the user does not yet have. Never show the same plugin in both widgets. **Organization plugins always come first.** If the user's org has published its own plugins, those are the recommendation — they're built for this company's actual tools, data, and workflows, and someone internal decided they matter. An org-built plugin that's even loosely relevant to the role outranks any generic marketplace plugin, full stop. Lead with org plugins, and only reach for generic ones to fill empty slots when the org catalog has nothing close. Never bury an org plugin under a generic one. Hold on to the result: you'll need each plugin's `skills` and `mcpServerNames` later.

Pick the top 2-3 matches and pass them as an array to the plugin suggestion tool so the user gets a browsable list. If only one is a strong fit, passing one is fine. If the search comes up empty, fall back to the productivity plugin. If every good match is already installed, skip the recommendations widget entirely and just say "You've already got the best plugin for [role] — let's move on to connectors."

Above the widget, introduce it in one line: "Here are plugins built for [role] work — each one adds a set of skills you can run with `/`." The card shows Add or Ma