Claude Skill for Research: Find and Summarize Sources

How to write a Claude skill for research: pair a skill with Research and web search so Claude finds, summarizes, and cites sources. SKILL.md sample.

Adam Wang
17/10/2026 · 6 min read
Claude Skill for Research: Find and Summarize Sources
In this article (7)
  1. A skill packages the process, Research does the searching
  2. A Claude skill for research should set five rules
  3. Write SKILL.md: the name and description decide when the skill runs
  4. Research with sources
  5. Install the skill: zip it and upload it in Customize > Skills
  6. How do you know your research skill works?
  7. Common mistakes when you write a Claude skill for research

A Claude skill for research is a folder of instructions that teaches Claude to find, read, and summarize sources with a fixed process. Pair it with web search or Research, and you get a summary with citations every time.

A skill packages the process, Research does the searching

The Claude Help Center, read on Oct 9, 2026, defines skills as folders of instructions, scripts, and resources that Claude loads when needed. A skill teaches Claude to do a specific task in a repeatable way. Skills are available on the Free, Pro, Max, Team, and Enterprise plans, and they require code execution to be turned on.

The What are skills page on the Claude Help Center, defining skills and listing the plans that include them
The definition of skills and the plans that include them. Screenshot: Claude Help Center, Oct 9, 2026.

A skill does not search for information by itself. Two other features do the searching:

  • Web search: Claude calls a search tool when a question needs current information. According to the web search guide, every response includes citations so you can check the sources yourself.
  • Research: Claude runs several connected searches, decides what to look into next, and answers with citations that are easy to check. Research is for the paid Pro, Max, Team, and Enterprise plans, and it needs web search turned on.
The Use research on Claude page, saying Research is for paid plans and answers with citations
Research searches in several rounds and answers with citations. Screenshot: Claude Help Center, Oct 9, 2026.

In short: web search and Research do the finding, and the skill sets how to search and how to present the results. Anthropic also separates skills from MCP. MCP connects Claude to outside services, while skills teach Claude how to use those tools well.

A Claude skill for research should set five rules

A good research skill does not need to be long. It answers five questions you would otherwise repeat every time you ask Claude to look something up:

  1. Which sources to trust. For example: the company's own help pages, blog, and official docs first; news sites and personal blogs only for background.
  2. What to record for each source. Page name, link, publish or update date, and the date you read it.
  3. What to do with conflicts. Record both sources and state where they differ, without picking one.
  4. Which summary format to use. For example: three key points, a table of facts, and a list of claims that could not be checked.
  5. When to stop. For example: three official sources for each important fact.
A hand writing with a pen in a grid notebook, next to lines of notes marked with yellow, pink, and blue highlighters
Setting how each source is recorded keeps summaries consistent from one run to the next. Photo: American Jael/Unsplash.

Anthropic's help page on how to create custom skills gives similar advice. A good skill solves a specific, repeatable task, has clear instructions, and includes examples when helpful. It also defines when it should be used.

Write SKILL.md: the name and description decide when the skill runs

Each skill is a folder with at least one skill.md file. The file starts with YAML frontmatter that has two required fields: name, up to 64 characters, and description, up to 200 characters on the Help Center page (the developer docs allow up to 1,024). Anthropic stresses that the description is the most important part, because Claude uses it to decide when to invoke the skill.

The Create a skill.md file section on the Claude Help Center, listing the required name and description fields and their character limits
The two required fields in a skill.md file. Screenshot: Claude Help Center, Oct 9, 2026.

A short sample for a research skill:

```markdown


name: researching-official-sources description: Finds and summarizes official sources for a question, with links and access dates. Use for research, fact checks, or compiling documents.


Research with sources

  1. Search the company's official pages first (help, blog, docs, pricing).
  2. For each fact, record: page name, link, update date, access date.
  3. If two sources disagree, record both and do not pick one.
  4. Answer in this format: three key points, a fact table, a "Not verified" section.
  5. If there is no official source, say so and do not guess.

```

Anthropic's best practices guide adds a few notes. Write the description in the third person. Keep the SKILL.md body under 500 lines, and move longer content into separate files. Only the name and description are loaded up front, and the body is read only when the skill becomes relevant.

Install the skill: zip it and upload it in Customize > Skills

According to Use skills in Claude, on the individual Free, Pro, and Max plans you do this:

  1. Go to Settings > Capabilities and turn on Code execution and file creation.
  2. Compress the skill folder into a ZIP file.
  3. Go to Customize > Skills, click +, choose + Create skill, then Upload a skill.
  4. Upload the ZIP file. The skill appears in your list and can be toggled on or off.
The Add and use custom skills section on the Use skills in Claude page: zip the skill folder, go to Customize > Skills, choose Upload a skill
The steps to add your own skill to Claude. Screenshot: Claude Help Center, Oct 9, 2026.

For Claude to actually search, also turn on web search or Research for the chat. If Research is on but Claude does not search, the help page suggests asking directly: "Claude, please use the research tool to..." followed by your request.

How do you know your research skill works?

Anthropic advises you to build evaluations before you write extensive instructions. Create at least three test scenarios, measure how Claude does without the skill, then compare the results with the skill. Anthropic also advises testing the skill with every model you plan to use, because the same instructions can behave differently.

A hand holding a marker, checking boxes on a handwritten checklist in a notebook
Three test scenarios work as a small checklist every time you edit the skill. Photo: Jakub Żerdzicki/Unsplash.

For a research skill, three easy scenarios are: a question with a clear official source, a question with two conflicting sources, and a question with almost no sources. The skill passes when Claude records every link and access date and says clearly what it could not check.

Common mistakes when you write a Claude skill for research

A vague description. If you write "helps with research," Claude has a hard time knowing when to call it. State what the skill does and when to use it.

Forgetting to turn on web search. A skill is only instructions; it does not search on its own. Research also needs web search to run. Before you ask, click + at the bottom left of the chat window and select Web search.

One skill that does everything. Anthropic advises keeping each skill focused on one workflow. Keep your research skill separate from your writing skill.

A SKILL.md that is too long. Past 500 lines, move examples and source lists into reference files.

Trusting the summary without opening the sources. Citations are there so you can check them. Open at least the sources behind important numbers.

If you do not want to write one from scratch, see the skills and apps catalog: lightweight skills start from $5, and video skills and an on-device setup service are also listed there. Guides on what your computer needs to run a skill, and on adding skills to Codex, are in News.

Sources, accessed Oct 9, 2026:

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