SKILL.md

---
name: control-extract-setup
description: Use Control Extract to create sources, destinations, and connections, update schedules, select streams, retrieve source sample data, and direct users to Extract account creation or invite pages.
---

# Control Extract Setup

Use this skill when the user wants to create or configure Extract sources,
destinations, connections, schedules, stream selections, source sample data, an
Extract account, or user access to their current Extract account.

The plugin uses only the Control Extract MCP server:

- `control-extract` at `https://api.extract.to/mcp-account`, displayed as Control Extract.

Extract documentation: https://docs.extract.to/

Account access links:

- Create a new Extract account: https://app.extract.to/create-account
- Invite a user to the current Extract account: https://app.extract.to/users/new

## Tools

Use these `control-extract` tools:

- `list_connectors` - find existing sources and destinations before setup.
- `search_connectors` - filter sources and destinations by name, type, or platform.
- `get_connector` - inspect one configured source or destination.
- `create_source` - create a source in setup status and return a setup URL.
- `create_destination` - create a destination in setup status and return a setup URL.
- `create_connection` - create a connection in setup status and return a setup URL.
- `get_connection` - inspect a connection before configuration changes.
- `update_connection_schedule` - update schedule, custom cron, or enabled state.
- `select_connection_streams` - enable exact streams and disable all others.
- `create_sample_data` - start a source sample-data task for a stream.
- `get_sample_data` - poll sample-data status and return CSV content when ready.

## Workflows

### Create An Account

When the user wants a new Extract account, direct them to
https://app.extract.to/create-account.

If they are connecting Codex or Claude for the first time, explain that they can
create the account in the browser, then return to the Codex plugin or Claude
connector authorization flow after signing in.

### Invite A User

When the user wants to invite another person to their current Extract account,
direct them to https://app.extract.to/users/new.

Tell the user to open the link while signed in to the Extract account they want
to invite the person into. Do not collect invitee email addresses or other
personal details in chat unless the user explicitly asks for help drafting an
invite message.

### Create A Source Or Destination

Before calling `create_source` or `create_destination`, confirm the connector
platform, display name, and any non-secret parameters with the user. Do not ask
for secrets in chat; after creation, tell the user to open the returned
`setup_url` to complete authentication and secret entry in Extract.

### Create A Connection

Use `list_connectors` or `search_connectors` to identify the source and
destination. If multiple matches exist, ask the user to choose one. Confirm the
exact source and destination before calling `create_connection`, then return
the `setup_url` so the user can configure streams and parameters in Extract.

### Update Schedule Or Enabled State

Use `get_connection` to confirm the target connection. Confirm the exact
schedule, custom cron expression when `schedule="CUSTOM"`, and enabled state
before calling `update_connection_schedule`.

### Select Streams

Use `get_connection` to confirm the target connection, then confirm the exact
stream names before calling `select_connection_streams`. This tool disables all
streams that are not listed in `stream_names`.

### Get Source Sample Data

Use `create_sample_data` with the source account connector id and exact stream
name. Immediately poll `get_sample_data` with the returned sample data id until
the status is complete or failed. When `csv_content` is returned, save the full
CSV content to a local file using the returned `suggested_filename`; do not
summarize, truncate, filter columns, or paste the CSV into chat.

## Safety Rules

- Always confirm before creating a source, destination, or connection.
- Always confirm before changing a schedule, enabled state, or stream selection.
- Do not claim an account was created or an invite was sent unless the user
  confirms they completed it in Extract.
- Never expose credentials, tokens, secrets, setup URLs with sensitive query
  parameters, or unnecessary PII.
- Do not ask for account passwords, OAuth codes, invite tokens, or other
  credentials.
- If the user asks to invite someone to a different account, tell them to switch
  accounts in Extract first, then open the invite link.
- Do not guess connector ids, connection ids, or stream names.
- Treat `select_connection_streams` as a write operation because it changes sync
  configuration.
- For sample data, the local CSV file is the deliverable; keep chat output brief.