INSTALLATION.md

Installation Guide

Complete instructions for installing and configuring the Workflow Automation Suite plugin for Claude Code.

Prerequisites

Before installing this plugin, ensure you have:

1. Claude Code installed and configured

   • Terminal: Claude Code CLI
   • VS Code: Claude Code extension
   • Minimum version: 2.0.13 or later (plugin support)

2. Git (for GitHub installation method)

   • Required to clone repositories
   • Verify: git --version

3. Active Claude Code Session

   • Must be in a project directory
   • Claude Code must be running

Installation Methods

Method 1: GitHub Marketplace (Recommended)

This is the easiest and recommended method for most users.

Step 1: Add the Marketplace

In Claude Code (terminal or VS Code), run:

/plugin marketplace add MacroMan5/AutomationHelper_plugins

Expected output:

✓ Marketplace 'automation-helper-marketplace' added successfully
✓ Found 1 plugin available

Step 2: Browse Available Plugins

/plugin

You'll see the plugin in the list:

• automation-helper - AI assistant for Power Automate and n8n workflows

Step 3: Install the Plugin

/plugin install automation-helper

Expected output:

✓ Installing plugin 'workflow-automation-suite'...
✓ Loaded 6 skills
✓ Registered 4 agents
✓ Plugin installed successfully

Step 4: Verify Installation

/plugin list

You should see:

Installed plugins:
  - automation-helper (v0.1.0-alpha)

Method 2: Direct GitHub URL

If you prefer to specify the full URL:

/plugin marketplace add https://github.com/MacroMan5/AutomationHelper_plugins.git
/plugin install automation-helper

Method 3: Local Development Installation

For testing or development:

Step 1: Clone the Repository

git clone https://github.com/MacroMan5/AutomationHelper_plugins.git
cd AutomationHelper_plugins

Step 2: Create Local Marketplace

Create a development marketplace directory:

mkdir -p ~/dev-marketplace
cd ~/dev-marketplace

Create ~/dev-marketplace/.claude-plugin/marketplace.json:

{
  "name": "dev-marketplace",
  "owner": {
    "name": "Development",
    "email": "[email protected]"
  },
  "plugins": [
    {
      "name": "automation-helper",
      "source": "/full/path/to/AutomationHelper_plugins",
      "description": "Local development version"
    }
  ]
}

Step 3: Install from Local Marketplace

/plugin marketplace add ~/dev-marketplace
/plugin install automation-helper@dev-marketplace

Team Installation

For Team Administrators

To deploy this plugin across your entire team:

Step 1: Add to Repository Settings

In your team's project repository, create or edit .claude/settings.json:

{
  "extraKnownMarketplaces": {
    "automation-helper-marketplace": {
      "source": {
        "source": "github",
        "repo": "MacroMan5/AutomationHelper_plugins"
      }
    }
  }
}

Step 2: Commit and Push

git add .claude/settings.json
git commit -m "Add Automation Helper plugin to team configuration"
git push

Step 3: Team Members Setup

When team members pull the repository and trust the folder:

1. Pull latest changes: git pull
2. Trust the repository in Claude Code
3. Plugin auto-installs - Claude Code automatically installs configured marketplaces

For Team Members

If your team administrator has configured the plugin:

1. Clone/pull the team repository
2. Open in Claude Code
3. Trust the repository when prompted
4. Verify installation: /plugin list

The plugin will be automatically installed and ready to use.

Verification & Testing

1. Check Plugin Status

/plugin list

Expected output:

Installed plugins:
  - automation-helper (v0.1.0-alpha)
    Skills: 6
    Agents: 4
    Status: Active

2. List Available Skills

The skills don't appear in a command list but activate automatically based on your language. To verify they're available, check the plugin details:

/plugin info automation-helper

3. Test a Skill

Try triggering a skill:

"I want to design a workflow to automate email notifications from SharePoint"

Expected: The automation-brainstorm skill should activate and start asking clarifying questions.

4. Check Agents

Agents are automatically available to Claude Code. They're invoked by skills as needed, so no manual verification is required.

5. Verify Documentation Access

The plugin includes extensive documentation in the Docs/ directory. Claude Code can access this automatically when skills are active.

Configuration

Plugin Settings

The plugin works out-of-the-box with default settings. No additional configuration is required.

Custom Skill Configuration

If you want to customize skill behavior, you can edit the skill files:

.claude/skills/
├── automation-brainstorm/SKILL.md
├── automation-build-flow/SKILL.md
├── automation-debugger/SKILL.md
├── automation-quick-fix/SKILL.md
├── automation-refactor/SKILL.md
└── automation-validator/SKILL.md

Note: Editing these files requires local development installation (Method 3).

Documentation Updates

Documentation is in the Docs/ directory:

Docs/
├── PowerAutomateDocs/
│   ├── Forms/
│   ├── Excel/
│   ├── Outlook/
│   ├── Teams/
│   ├── SharePoint/
│   ├── OneDrive/
│   └── BuiltIn/
└── N8NDocs/
    ├── Core/
    ├── AI/
    ├── Apps/
    └── Database/

Skills automatically reference this documentation to provide accurate, hallucination-free recommendations.

Updating the Plugin

Manual Update

To update to the latest version:

/plugin uninstall automation-helper
/plugin install automation-helper

Auto-Update (Team Configuration)

If installed via team configuration (.claude/settings.json), updates happen automatically when:

1. The GitHub repository is updated
2. Team members pull latest changes
3. Claude Code refreshes the marketplace

Troubleshooting

Plugin Not Found

Problem: /plugin install automation-helper fails with "Plugin not found"

Solution:

1. Verify marketplace is added: /plugin marketplace list
2. If not listed, add it: /plugin marketplace add MacroMan5/AutomationHelper_plugins
3. Refresh marketplace: /plugin marketplace refresh
4. Try installation again

Skills Not Activating

Problem: Skills don't seem to be working when you mention keywords

Solution:

1. Verify plugin is active: /plugin list
2. If not active, enable it: /plugin enable automation-helper
3. Try using explicit trigger phrases like "I want to optimize this workflow"
4. Check Claude Code debug mode: claude --debug

Agent Errors

Problem: "Agent not found" or agent errors

Solution:

1. Verify agents are loaded: /plugin info automation-helper
2. Check for file path errors in plugin.json
3. Ensure .claude/agents/ directory exists with .md files
4. Reinstall plugin: /plugin uninstall automation-helper && /plugin install automation-helper

Documentation Not Found

Problem: Skills report they can't find documentation

Solution:

1. Ensure Docs/ directory exists at plugin root
2. Verify directory structure matches expectations
3. Check file permissions (must be readable)
4. Try local development installation for debugging

Permission Issues

Problem: "Permission denied" or access errors

Solution:

1. Check Git repository access (if using GitHub installation)
2. Verify Claude Code has read access to plugin directory
3. For team installations, ensure repository is trusted
4. Check file permissions: ls -la .claude-plugin/

Version Conflicts

Problem: Multiple versions or conflicting plugins

Solution:

1. Uninstall all versions: /plugin uninstall automation-helper
2. Clear marketplace cache: /plugin marketplace refresh
3. Reinstall specific version: /plugin install automation-helper@0.1.0-alpha

Uninstallation

Complete Removal

To completely remove the plugin:

# Uninstall plugin
/plugin uninstall automation-helper

# Remove marketplace
/plugin marketplace remove automation-helper-marketplace

# Verify removal
/plugin list
/plugin marketplace list

Team Configuration Removal

If installed via team configuration, remove from .claude/settings.json:

# Edit .claude/settings.json and remove the extraKnownMarketplaces entry
# Then commit and push
git add .claude/settings.json
git commit -m "Remove Automation Helper plugin"
git push

Team members will need to:

1. Pull the changes
2. Manually uninstall: /plugin uninstall automation-helper

Support

Getting Help

If you encounter issues:

1. Check logs: Run Claude Code with --debug flag
2. Review documentation: CLAUDE.md
3. Search issues: GitHub Issues
4. Ask community: GitHub Discussions
5. Contact support: [email protected]

Reporting Bugs

When reporting issues, include:

• Claude Code version: claude --version
• Plugin version: /plugin info automation-helper
• Operating system
• Installation method used
• Error messages or logs
• Steps to reproduce

Next Steps

After successful installation:

1. Read the usage guide: CLAUDE.md
2. Try the examples: See each skill's EXAMPLE.md file
3. Explore documentation: Browse Docs/ directory
4. Join discussions: Share your workflows and get help

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Need help? Open an issue or discussion on GitHub!