Cloud Agent: Plugins, Skills, Agents, Tools and Rules

This guide shows you how to use the Customize page in BoldCreate Cloud Agent. You will learn how to add plugins, and how to use the skills, agents, and tools they bring to your tasks.

Words you will see

Open the Customize page

• Open BoldCreate Cloud Agent and sign in.

• In the left sidebar, click Customize.

• At the top you will see five tabs: Plugins, Skills, Agents, MCPs, and Rules.

• If you see “Plugins are not available yet”, plugins are not set up for your organization. Ask your admin.

Install a plugin

• Open the Plugins tab.

• Find a plugin under Marketplace. You can type its name in Search plugins.

• Each card shows what the plugin brings, for example 2 skills · 1 agent · 1 rule or 1 tool server.

• Click the + button on the card.

• A message confirms it, for example “GitHub: installed for you.” The plugin now appears under Installed.

Who gets the plugin (“Install for”)

Above the list you may see Install for: Myself · Team · Organization. Choose it before you click +.

If you only see Myself (or no switch at all), you can install plugins only for yourself. That is normal.

Tip: The choice goes back to Myself when you leave the Plugins tab. Check it again before each install.

See a plugin’s details

Click any plugin card to open its page. It shows the version, what it brings (“Brings”), when it was updated, “Your install”, and a list of its Agents, Skills, Rules, and Tool servers.

You can also install from this page with Install ▾ → For myself / For my team / For my organization.

When does a new plugin start working?

This is important:

• Start a new task after you install a plugin. Tasks that were already open keep the plugins they had when they started.
• In a brand-new task the plugin is copied in the background. If the first message does not use it, send your request again in a second message.

Sign in to a tool server (“Connect”)

Some tool servers need your account, for example GitHub or Notion. Their status shows Needs sign-in and a Connect button.

1. Click Connect on the installed card, the plugin page, the MCPs tab, or in the task.
2. Your web browser opens. Sign in and approve the access.
3. The browser shows “Connected”. Go back to BoldCreate Cloud Agent.
4. The app shows “Signed in. Its tools reach your next message.”

The tools work from your next message, also in a task that is already open.

If the sign-in does not finish, you will see “The sign-in was not finished. Try again.” Click Connect again.

See what your plugins brought

Items are grouped by plugin. These tabs only show things that come from plugins. You cannot create skills, agents, or rules here.

Turn a tool server off or on

In MCPs → From plugins, use the switch next to a server. It applies only to you, in every task. Skills, agents, and rules cannot be switched off one by one. To remove them, uninstall the plugin.

Use plugins in a task

Open the menu

In the message box, click +, or type / in an empty box. You will see:

• Hand off — give this message to one of your plugins’ agents
• Files — attach files or images
• Skills — the skills you have
• Tools — your tool servers

You can also just type to search skills, agents, and tools together. Use the arrow keys and Enter to choose, and Esc to close.

Use a skill

1. Open Skills and pick one. It appears as a chip above the box, for example /release-notes.
2. Type what you want, for example “for version 2.1”.
3. Send. The agent follows that skill.

You can add up to 5 skills to one message.

You don’t always have to pick a skill. The agent knows your installed skills and can use one by itself when your request fits.

Give one message to a plugin agent (“Hand off”)

1. Open Hand off and choose an agent. A chip “Hand off to …” appears.
2. Type your request and send. That agent handles this message.

Run the whole task as a plugin agent

1. In a new task, open the agent picker next to the message box.
2. Choose an agent under From plugins.
3. The whole task now runs as that agent. When you reopen the task later, the same agent is kept.

The agent picker appears only when there is more than one agent to choose from.

Ask the agent to use a tool server

1. Open Tools and pick a server. Its name appears as a chip.
2. Send your request. The agent will use that server’s tools for this message.

In the Tools list you can also switch a server on or off, or click Connect. Manage opens the MCPs tab.

The plugins card

Sometimes a small card appears in the task, for example “Plugins: GitHub · 3 skills · 1 tool server”. It tells you which plugins this task has, and which servers still need you to Connect. Click × to hide it.

Uninstall a plugin

1. Open Customize → Plugins and click the plugin.
2. Click Uninstall (or Uninstall for team / Uninstall for organization).
3. Read the message and confirm.

Good to know:

• You can only uninstall what you are allowed to manage. A plugin your admin installed for everyone has no Uninstall button for you.
• Sign-ins to the plugin’s servers are removed. If you install it again, you must Connect again.
• Tasks that are already open keep the plugin. New tasks no longer have it.

Problems and fixes