Before you begin
Before you start, make sure you have:- Reviewed skill: You have confirmed the skill’s workspace, source, and live version in Atlan. See Find and assess skills.
- Claude Code or Claude Desktop: Installed, in a version that accepts the handoff link.
- Codex: Connected to Atlan. See Connect Codex.
- Workspace access: Your identity can open the workspace where the skill lives.
1
Open skill profile
In Atlan, open the profile of the skill you reviewed. You hand the skill over from here in Claude, and compare against it in Codex.
2
Hand skill to agent
- Claude Code
- Claude Desktop
- Codex
Select Open in, then choose Claude Code. Claude Code opens with a prompt for the selected skill.If Claude Code does not open, return to Open in, select Copy agent prompt, and paste the prompt into Claude Code yourself. See Claude does not open from Open in.
3
Verify skill before use
- Claude Code
- Claude Desktop
- Codex
Read the prefilled prompt and confirm it names the skill you reviewed, then submit it. The handoff only fills in the prompt: it does not send it, and it does not prove that the client installed or ran the skill.
Troubleshooting
If Claude does not open or the prompt does not appear, see Skill errors. Ifatlan is not listed in Codex or tools are missing, see Connect client to MCP Gateway.
Next steps
- Connect coding clients: Give every session governed Atlan tools instead of one skill at a time.
See also
- Find and assess skills: Choose and review a skill before you use it.
- Connect Claude Code: Set up the Atlan MCP connection in Claude Code.
- Connect Codex: MCP setup and connection checks for Codex.