coda

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English
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Chinese

Coda Skill

Coda Skill

Overview

概述

Claude can manage your Coda workspace to create docs with tables, build automations, and create interactive documents. Combines documents and spreadsheets in one powerful tool.
Claude可以管理你的Coda工作区,创建带表格的文档、构建自动化流程以及创建交互式文档。将文档和电子表格融合在一个强大的工具中。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/coda/install.sh | bash
Or manually:
bash
cp -r skills/coda ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/coda/install.sh | bash
或者手动安装:
bash
cp -r skills/coda ~/.canifi/skills/

Setup

设置

Configure via canifi-env:
bash
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通过canifi-env进行配置:
bash
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First, ensure canifi-env is installed:

首先,确保已安装canifi-env:

canifi-env set CODA_EMAIL "your-email@example.com"
undefined
canifi-env set CODA_EMAIL "your-email@example.com"
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Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
你的凭证,由你掌控。 Canifi LifeOS尊重你的隐私。

Option 1: Manual Browser Login (Recommended)

选项1:手动浏览器登录(推荐)

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果你不想与Claude Code共享凭证:
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. Claude将使用你的已认证会话,且永远不会看到你的密码

Option 2: Environment Variables

选项2:环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果你愿意共享凭证,可以将其存储在本地:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意:存储在canifi-env中的凭证仅能在你的本地机器上访问,绝不会被传输。

Capabilities

功能

  • Create and edit docs
  • Build tables with views
  • Create formulas and calculations
  • Set up automations
  • Build buttons and controls
  • Create charts and visualizations
  • Use templates (Packs)
  • Share and collaborate
  • Create cross-doc connections
  • Build interactive pages
  • Add conditional formatting
  • Integrate with external services
  • 创建和编辑文档
  • 构建带视图的表格
  • 创建公式和计算
  • 设置自动化流程
  • 构建按钮和控件
  • 创建图表和可视化内容
  • 使用模板(Packs)
  • 共享与协作
  • 创建跨文档连接
  • 构建交互式页面
  • 添加条件格式
  • 与外部服务集成

Usage Examples

使用示例

Example 1: Create Doc

示例1:创建文档

User: "Create a Coda doc for tracking team tasks"
Claude: Creates doc with Tasks table, adds views for status.
        Returns: "Created Tasks doc with table and views"
用户:"创建一个用于跟踪团队任务的Coda文档"
Claude:创建包含任务表格的文档,添加按状态分类的视图。
        返回:"已创建包含表格和视图的任务文档"

Example 2: Add Table

示例2:添加表格

User: "Add a contacts table to my CRM doc"
Claude: Opens doc, adds table with name, email, company columns.
        Confirms: "Contacts table added with 3 columns"
用户:"在我的CRM文档中添加一个联系人表格"
Claude:打开文档,添加包含姓名、邮箱、公司列的表格。
        确认:"已添加包含3列的联系人表格"

Example 3: Create Automation

示例3:创建自动化流程

User: "Set up a reminder when tasks are due"
Claude: Creates automation rule for due date reminders.
        Confirms: "Automation created for due date alerts"
用户:"设置任务到期提醒"
Claude:创建用于到期日提醒的自动化规则。
        确认:"已创建到期日提醒自动化"

Example 4: Build View

示例4:构建视图

User: "Create a kanban view for the projects table"
Claude: Adds kanban view grouped by status.
        Confirms: "Kanban view created for projects"
用户:"为项目表格创建一个看板视图"
Claude:添加按状态分组的看板视图。
        确认:"已为项目创建看板视图"

Authentication Flow

认证流程

  1. Claude navigates to coda.io via Playwright MCP
  2. Enters CODA_EMAIL for authentication
  3. Handles 2FA if required (notifies user via iMessage)
  4. Maintains session for doc operations
  1. Claude通过Playwright MCP导航至coda.io
  2. 输入CODA_EMAIL进行认证
  3. 如需处理双因素认证(通过iMessage通知用户)
  4. 维护会话以进行文档操作

Selectors Reference

选择器参考

javascript
// Doc list
'.docs-list'

// Page content
'.page-content'

// Table
'.table-wrapper'

// Row
'.table-row'

// Add row button
'.add-row-button'

// Formula bar
'.formula-bar'

// View selector
'.view-selector'

// Automation button
'.automation-button'

// Pack settings
'.pack-settings'

// Share button
'.share-button'
javascript
// 文档列表
'.docs-list'

// 页面内容
'.page-content'

// 表格
'.table-wrapper'

// 行
'.table-row'

// 添加行按钮
'.add-row-button'

// 公式栏
'.formula-bar'

// 视图选择器
'.view-selector'

// 自动化按钮
'.automation-button'

// Pack设置
'.pack-settings'

// 分享按钮
'.share-button'

Coda Formulas

Coda公式

Filter(table, condition)    // Filter rows
Lookup(table, col, value)   // Find value
FormulaMap(list, fn)        // Transform list
If(cond, true, false)       // Conditional
Concatenate(str1, str2)     // Join strings
Today()                     // Current date
User()                      // Current user
Button()                    // Interactive button
Filter(table, condition)    // 筛选行
Lookup(table, col, value)   // 查找值
FormulaMap(list, fn)        // 转换列表
If(cond, true, false)       // 条件判断
Concatenate(str1, str2)     // 连接字符串
Today()                     // 当前日期
User()                      // 当前用户
Button()                    // 交互式按钮

Error Handling

错误处理

  • Login Failed: Retry 3 times, notify user via iMessage
  • Session Expired: Re-authenticate automatically
  • Doc Not Found: List available docs, ask user
  • Formula Error: Identify syntax issue, suggest fix
  • Automation Failed: Check rule configuration
  • Pack Error: Verify Pack connection
  • 登录失败:重试3次,通过iMessage通知用户
  • 会话过期:自动重新认证
  • 文档未找到:列出可用文档,询问用户
  • 公式错误:识别语法问题,建议修复方案
  • 自动化失败:检查规则配置
  • Pack错误:验证Pack连接

Self-Improvement Instructions

自我改进说明

When you learn a better way to accomplish a task with Coda:
  1. Document the improvement in your response
  2. Suggest updating this skill file with the new approach
  3. Include specific formula patterns
  4. Note useful Pack integrations
当你学会使用Coda完成任务的更好方法时:
  1. 在回复中记录改进点
  2. 建议使用新方法更新此技能文件
  3. 包含具体的公式模式
  4. 记录有用的Pack集成

Notes

注意事项

  • Documents with database power
  • Formulas similar to spreadsheets
  • Automations for workflows
  • Packs for integrations
  • Buttons for interactivity
  • Cross-doc for data sharing
  • Templates gallery available
  • API for advanced automation
  • 具备数据库能力的文档
  • 与电子表格类似的公式
  • 用于工作流的自动化
  • 用于集成的Packs
  • 用于交互的按钮
  • 用于数据共享的跨文档功能
  • 提供模板库
  • 用于高级自动化的API