How do I install the Workspaces skill?

Run npx skillmds@latest add mosofin/workspaces in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Workspaces safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Workspaces?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Workspaces free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Workspaces?

MosoFin (@mosofin) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Workspaces by mosofin — Agent Skill

Name: Workspaces
Author: MosoFin

Workspaces

List, confirm, or switch the MosoFin workspace for this conversation (maps to the list_workspaces MCP tool). Use when the user asks which workspaces they have, wants to work in a specific workspace, or wants to switch or add workspaces mid-chat.

MosoFin e8d6849 2.7 KB Updated Sep 17, 2026

File contents

Workspaces — discover and confirm

Wraps the server's list_workspaces tool: the mandatory first gate before any MosoFin data or skill tool. Full spec: docs/mcp-tool-spec.md §3.1.

If MosoFin tools are missing

If list_workspaces is not in this session's tool list, or a call returns Unknown tool (e.g. mosofin.list_workspaces or codex_apps/mosofin.list_workspaces): the MosoFin connector is not connected or not enabled for this chat. That is not a data-source reconnect.

Do not invent workspaces or data.
Never say "refresh/reconnect the MosoFin integration".
Paste these setup steps, then ask them to retry /mosofin:workspaces:

ChatGPT / Codex

ChatGPT web → Settings → Apps & Connectors (or chatgpt.com/plugins).
Turn on Developer mode if adding a custom connector (Settings → Security and login, or Apps → Advanced settings).
Create or connect MosoFin:
- Name: MosoFin
- MCP server URL: https://mcp.mosofin.com/mcp
- Authentication: OAuth
Complete MosoFin sign-in.
Start a new chat, turn the MosoFin app/connector on, then retry.

Claude Code: /plugin marketplace add mosofin/mosofin-mcp-plugin then /plugin install mosofin@financehub, sign in, retry.

Grok Build: install mosofin from the xAI plugin marketplace, sign in, retry.

Steps

Call list_workspaces with no arguments (discovery).
Outcomes:
- 0 workspaces — relay the server message; stop.
- 1 workspace — auto-confirms server-side. Read the name back and wait for an explicit yes before any data tool runs.
- 2+ workspaces (selection_required) — ask whether the task is single- or multi-workspace, then which workspace(s) by name. Never auto-pick. Confirm with list_workspaces(workspace_ids=[…], mode="single"|"multi").
To switch or add a workspace later, re-run the same confirm call with the new selection.

Rules

Refer to workspaces by name (and role) only. Never show integer tenant ids; show a ws_… handle only if the user asks for a machine reference.
The server is stateless: every later tool call must carry the confirmed ws_… handle as workspace_id. In multi mode, each call takes one handle — pick the relevant one per call.
After confirmation, continue with /mosofin:connections, /mosofin:list-tools, or /mosofin:query-workspace.

---name: workspacesdescription: List, confirm, or switch the MosoFin workspace for this conversation (maps to the list_workspaces MCP tool). Use when the user asks which workspaces they have, wants to work in a specific workspace, or wants to switch or add workspaces mid-chat.---# Workspaces — discover and confirmWraps the server's `list_workspaces` tool: the mandatory first gate before anyMosoFin data or skill tool. Full spec: `docs/mcp-tool-spec.md` §3.1.## If MosoFin tools are missingIf `list_workspaces` is not in this session's tool list, or a call returns`Unknown tool` (e.g. `mosofin.list_workspaces` or`codex_apps/mosofin.list_workspaces`): the MosoFin **connector is notconnected or not enabled for this chat**. That is not a data-source reconnect.- Do not invent workspaces or data.- **Never** say "refresh/reconnect the MosoFin integration".- Paste these setup steps, then ask them to retry `/mosofin:workspaces`:**ChatGPT / Codex**1. ChatGPT web → Settings → Apps & Connectors (or chatgpt.com/plugins).2. Turn on Developer mode if adding a custom connector (Settings → Security and login, or Apps → Advanced settings).3. Create or connect **MosoFin**: - Name: `MosoFin` - MCP server URL: `https://mcp.mosofin.com/mcp` - Authentication: OAuth4. Complete MosoFin sign-in.5. Start a **new** chat, turn the MosoFin app/connector **on**, then retry.**Claude Code:** `/plugin marketplace add mosofin/mosofin-mcp-plugin` then`/plugin install mosofin@financehub`, sign in, retry.**Grok Build:** install `mosofin` from the xAI plugin marketplace, sign in, retry.## Steps1. Call `list_workspaces` with no arguments (discovery).2. Outcomes: - **0 workspaces** — relay the server message; stop. - **1 workspace** — auto-confirms server-side. Read the name back and wait for an explicit yes before any data tool runs. - **2+ workspaces** (`selection_required`) — ask whether the task is single- or multi-workspace, then which workspace(s) **by name**. Never auto-pick. Confirm with `list_workspaces(workspace_ids=[…], mode="single"|"multi")`.3. To switch or add a workspace later, re-run the same confirm call with the new selection.## Rules- Refer to workspaces by **name** (and role) only. Never show integer tenant ids; show a `ws_…` handle only if the user asks for a machine reference.- The server is stateless: every later tool call must carry the confirmed `ws_…` handle as `workspace_id`. In multi mode, each call takes **one** handle — pick the relevant one per call.- After confirmation, continue with `/mosofin:connections`, `/mosofin:list-tools`, or `/mosofin:query-workspace`.

Frequently asked questions