How do I install the Intake skill?

Run npx skillmds@latest add nathan5674312/intake 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 Intake 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 Intake?

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 Intake free to use?

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

Who published Intake?

Nathan5674312 (@nathan5674312) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Intake by nathan5674312 — Agent Skill

Name: Intake
Author: Nathan5674312

Intake

The single gate for adding anything to this vault. Classifies input, checks wiki/index.md for duplicates, applies a template from _templates/, adds wikilinks and frontmatter, updates the index and log. Use whenever the user says "save this", "add to vault", "remember this", "log this", or when a workflow produces output that should persist. Do NOT use to process a batch already sitting in inbox/ — that is the ingest skill.

File contents

Intake Skill

The gate. Every piece of information entering this vault passes through here.

When to Use

Any agent wants to add a note, task, decision, or knowledge to the vault
User says "save this", "add this to the vault", "remember this", "log this"
A workflow produces output that should persist

Procedure

Step 1 — Classify the Input

Determine what's being added:

Type	Destination	Template
Task / action item	`tasks/`	`_templates/task.md`
Knowledge / concept	`wiki/`	`_templates/note.md`
Project update	`wiki/`	`_templates/project.md`
Decision / conclusion	`wiki/`	`_templates/note.md`
Raw dump / unprocessed	`inbox/`	none

Step 2 — Duplicate Check

Before creating a new file:

Read wiki/index.md
Search for existing pages covering the same topic
If match found → UPDATE the existing page, don't create a new one
If no match → proceed to create

Step 3 — Create the File

Use the appropriate template from _templates/. Required frontmatter for every file:

---
type: [appropriate type]
created: [today's date YYYY-MM-DD]
tags: [relevant tags]
---

For tasks, also include:

status: pending
deletable: false
source: [which agent or context created this]

Step 4 — Link It

Add wikilinks [[page-name]] to connect to related existing pages
If this is a wiki page, add a one-line entry to wiki/index.md

Step 5 — Log It

Append to wiki/log.md:

[YYYY-MM-DD] INTAKE: added [filename] ([type]) — [one-line summary]

Step 6 — Update Hot Cache

If the new content is relevant to active work, update wiki/hot.md.

Rules

One concept per file — don't cram unrelated ideas together
Merge over create — if a page exists for this topic, add to it
Slugify filenames: lowercase, hyphens, no spaces (trading-rules.md not Trading Rules.md)
Tags go in frontmatter YAML, never inline
Keep pages dense — if it takes 3 sentences, don't write 3 paragraphs
Respect the vault's language (English unless CLAUDE.md says otherwise)

---name: intakedescription: The single gate for adding anything to this vault. Classifies input, checks wiki/index.md for duplicates, applies a template from _templates/, adds wikilinks and frontmatter, updates the index and log. Use whenever the user says "save this", "add to vault", "remember this", "log this", or when a workflow produces output that should persist. Do NOT use to process a batch already sitting in inbox/ — that is the ingest skill.---# Intake SkillThe gate. Every piece of information entering this vault passes through here.---## When to Use- Any agent wants to add a note, task, decision, or knowledge to the vault- User says "save this", "add this to the vault", "remember this", "log this"- A workflow produces output that should persist---## Procedure### Step 1 — Classify the InputDetermine what's being added:| Type | Destination | Template ||------|------------|----------|| Task / action item | `tasks/` | `_templates/task.md` || Knowledge / concept | `wiki/` | `_templates/note.md` || Project update | `wiki/` | `_templates/project.md` || Decision / conclusion | `wiki/` | `_templates/note.md` || Raw dump / unprocessed | `inbox/` | none |### Step 2 — Duplicate CheckBefore creating a new file:1. Read `wiki/index.md`2. Search for existing pages covering the same topic3. If match found → UPDATE the existing page, don't create a new one4. If no match → proceed to create### Step 3 — Create the FileUse the appropriate template from `_templates/`.Required frontmatter for every file:```yaml---type: [appropriate type]created: [today's date YYYY-MM-DD]tags: [relevant tags]---```For tasks, also include:```yamlstatus: pendingdeletable: falsesource: [which agent or context created this]```### Step 4 — Link It- Add wikilinks `[[page-name]]` to connect to related existing pages- If this is a wiki page, add a one-line entry to `wiki/index.md`### Step 5 — Log ItAppend to `wiki/log.md`:```[YYYY-MM-DD] INTAKE: added [filename] ([type]) — [one-line summary]```### Step 6 — Update Hot CacheIf the new content is relevant to active work, update `wiki/hot.md`.---## Rules- One concept per file — don't cram unrelated ideas together- Merge over create — if a page exists for this topic, add to it- Slugify filenames: lowercase, hyphens, no spaces (`trading-rules.md` not `Trading Rules.md`)- Tags go in frontmatter YAML, never inline- Keep pages dense — if it takes 3 sentences, don't write 3 paragraphs- Respect the vault's language (English unless CLAUDE.md says otherwise)

Frequently asked questions