Team & account access skill

Manage who can do what on a website and the account itself: team permissions, connected apps, API keys and notifications.

It's one of cmo.so's open CMO.so core skills: a SKILL.md file that tells an AI agent when to use it, what to ask you first, the steps to follow, the checks to pass and what to hand back, so the job is done the same careful way every time.

Reach for it when you'd otherwise say something like “Who has access to my website in CMO.so?”, “Give my colleague access”, “Make Sam an editor”. Your agent reads the skill's description and picks it for requests like these, so you don't need to name it.

If a request is close but not quite right, the skill says so and points to the related skill that fits better, instead of forcing a poor answer.

It works best with the website (`workspace`) for team questions; the person to add or change, and the access they need; and which app, key or notification the user means.

You don't have to prepare everything up front. The skill asks for missing pieces one at a time and says plainly when it's working from an assumption instead of your data.

You get a clear picture of team members and their permissions; members added or changed with the least access that fits their job; and connected apps reviewed and revoked where needed; notifications set.

Every result comes from a written method with a quality bar, so numbers name their source, claims are checked and the output is ready to use or share rather than a rough draft.

Yes. The skill is open source under the MIT licence, so you can use it, change it and share it, including for client work.

Seeing, copying and downloading the whole file on cmo.so needs a free sign-in. Copying also upvotes and saves it, so you can find it again under Saved on the skills page.

Claude Code installs it from the cmo.so marketplace. Any agent that reads SKILL.md folders, such as Codex or Cursor, can use it once the folder is in its skills directory.

As a core skill it also works in Claude, ChatGPT and other MCP clients through the cmo.so MCP server, so you can use whichever assistant you already have.

In Claude Code, run /plugin marketplace add AI-Marketing-OS-LTD/cmo-so-skills, then /plugin install cmo-so@cmo-so. That installs this skill together with the rest of the CMO.so core group.

For other agents, sign in, press Copy or Download above and put the file in your agent's skills folder as SKILL.md inside a folder named after the skill.

Yes. Team & account access is a core skill: it works through the cmo.so MCP server with tools such as team_list, team_candidates_search, team_member_add, team_member_update, so it acts on your own website, drafts and channels.

The free plan is enough to start, and every change it makes is shown to you as a preview first and only goes ahead after you say yes.

It pairs well with Connect to CMO.so. The agent can hand over from one to the next in the same conversation, for example research first, then the plan, then the writing.

Each of them has its own page with what it needs and what it returns, linked below.

Yes. It's a plain Markdown file, so you can edit the steps, add your own checks and examples, and keep your version in your own repo. The MIT licence allows it.

If your change would help others too, suggest it on the skills page or open a pull request on GitHub, and it may be folded into the library for everyone.

It's written and maintained by cmo.so in the public cmo-so-skills repo, alongside the rest of the library.

Improvements ship to the repo and appear here as soon as they're synced, with the version shown at the top of the page.

No. The skill only guides your own agent; your files, documents and data stay wherever your agent and its tools keep them.

As a core skill it reads and changes your cmo.so data through the MCP server, with your sign-in, and only after you confirm each change.