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Agent skill

Chat Complex Documents

by vellum-ai in vellum-ai/vellum-assistant

Chat with and search your complex documents — ask questions, extract tables and fields, and get answers grounded in the source.

MITAuto-check passedDocuments & Office

Install Chat Complex Documents

skills CLI
$ npx skills add vellum-ai/vellum-assistant --skill chat-complex-documents -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install vellum-ai/vellum-assistant chat-complex-documents --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/vellum-ai/vellum-assistant.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/chat-complex-documents .claude/skills/chat-complex-documents && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
chat-complex-documents
GitHub stars
1.4k
Token cost
~1.5k tokens
SKILL.md length
605 words
Files
2 (incl. assets)
Skills in repo
108
Repo updated
First seen
Licence
MIT

At a glance

Chat with and search your complex documents — ask questions, extract tables and fields, and get answers grounded in the source.

  • Works in 4 steps: Detect your environment → Add the server → Authenticate via OAuth → …
  • Tasks that involve Excel spreadsheets
  • SKILL.md covers What this does (in plain terms), Why people use it, When to use and Prerequisites, plus 4 more sections
  • Reaches mcp.transform.unstructured.io

What it does

Chat Complex Documents is an agent skill from vellum-ai/vellum-assistant. Chat with and search your complex documents — ask questions, extract tables and fields, and get answers grounded in the source. Connects the hosted Unstructured Transform MCP server to parse, structure, and enrich PDFs, Word/Excel/PowerPoint, images, scanned files, emails, and 60+ other formats into clean, AI-ready text for search, Q&A, and summarization without building a custom parsing pipeline.

Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including assets. Compatibility notes: Works on both the Vellum desktop app (local daemon) and the Vellum web app (platform-hosted). Requires an Unstructured account to authorize during the OAuth…

It sits in Documents & Office, covering Excel spreadsheets, Summarization and PowerPoint presentations. It works with Model Context Protocol, Microsoft Excel and Microsoft PowerPoint. The repository describes itself as: An AI Assistant that’s easy to setup, does your work 24/7, knows your preferences and gets better over time. The licence is MIT.

When your agent uses it

  • Tasks that involve Excel spreadsheets
  • Tasks that involve Summarization
  • Tasks that involve PowerPoint presentations

Example prompts

  • “/chat-complex-documents”

Requirements

  • Compatibility (from SKILL.md): Works on both the Vellum desktop app (local daemon) and the Vellum web app (platform-hosted). Requires an Unstructured account to authorize during the OAuth step.

Workflow steps

4 steps, taken from the step headings in SKILL.md.

  1. Detect your environment
  2. Add the server
  3. Authenticate via OAuth
  4. Verify

What it can do on your machine

Read from SKILL.md and the folder at commit 844117a. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • mcp.transform.unstructured.io

    Also links to:

    • docs.unstructured.io

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Works on both the Vellum desktop app (local daemon) and the Vellum web app (platform-hosted). Requires an Unstructured account to authorize during the OAuth step.

    From compatibility in the SKILL.md frontmatter.

Context cost

Chat Complex Documents loads about 1.5k tokens when it runs. Until then it costs about 106 tokens; SKILL.md has 605 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~106
When it runs · the whole SKILL.md, loaded when a task matches
~1.5k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from vellum-ai/vellum-assistant at commit 844117a, republished under its MIT licence (© vellum-ai). 605 words, ~1,470 tokens.

Download SKILL.mdSave it as .claude/skills/chat-complex-documents/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
chat-complex-documents
description
Chat with and search your complex documents — ask questions, extract tables and fields, and get answers grounded in the source. Connects the hosted Unstructured Transform MCP server to parse, structure, and enrich PDFs, Word/Excel/PowerPoint, images, scanned files, emails, and 60+ other formats into clean, AI-ready text for search, Q&A, and summarization without building a custom parsing pipeline.
compatibility
Works on both the Vellum desktop app (local daemon) and the Vellum web app (platform-hosted). Requires an Unstructured account to authorize during the OAuth step.
metadata.icon
assets/icon.svg
metadata.emoji
📄

What this does (in plain terms)

You have documents — contracts, reports, slide decks, scanned PDFs, spreadsheets, emails, images — and you want the assistant to reliably get the content out of them and make it usable: searchable, answerable, summarizable, or ready to feed a knowledge base or another tool.

Unstructured Transform does exactly that. Hand it files and it turns them into clean, structured, AI-ready data across 60+ formats with one pipeline — no custom parsing or OCR to build and maintain. See the Transform overview.

Under the hood it:

  • Partitions each document into structured elements (titles, paragraphs, tables, lists), adjusting extraction per page for accuracy and cost.
  • Enriches the result with metadata, table and image descriptions, and entity recognition.

The result is structured JSON that's ready for search, Q&A, summarization, and agents.

Why people use it

  • Make documents searchable and answerable. Transform extracts clean, structured text and tables from your files so the assistant can search them and answer questions grounded in the source.
  • Handle messy, varied files. One integration covers 60+ formats (scanned PDFs, tables, images, Office files) instead of a per-format parser.

When to use

USE THIS SKILL WHEN:

  • The user wants to extract or structure content from documents (PDF, Office, images, emails, scanned files).
  • The user wants documents made searchable or ready for RAG / Q&A / a knowledge base.
  • The user asks to connect Unstructured or Unstructured Transform.
  • A Transform tool returns an auth error → re-run the auth step below.

Prerequisites

  • An Unstructured account to sign in with during the OAuth step (a free tier is available). See pricing.
  • Nothing to install locally — Transform is a hosted MCP server.

Setup

Step 1 — Detect your environment

Determine which command tool to use for every command in this skill:

  • If host_bash is available → you are on the desktop app. Use host_bash for all commands (the auth step opens your local browser).
  • If it is unavailable → you are on the web app. Use bash for all commands (the platform handles the browser redirect).
Step 2 — Add the server

Add Transform as a remote streamable-http MCP server. Keep the default risk level (high) — Transform ingests file content, so per-call approval is the safe default.

assistant mcp add unstructured-transform -t streamable-http -u https://mcp.transform.unstructured.io

The server is registered under the id unstructured-transform — that's the name shown by assistant mcp list and used in the commands below, even though this skill is titled "Chat with Complex Documents".

Show full SKILL.md (212 more words)Show less
Step 3 — Authenticate via OAuth
assistant mcp auth unstructured-transform

This opens Unstructured's authorization page. After sign-in, the assistant handles the callback and caches the tokens.

  • On desktop → run via host_bash (opens your local browser).
  • On web app → run via bash (the platform handles the redirect).
Step 4 — Verify
assistant mcp list

Confirm unstructured-transform shows ✓ Connected. If it shows ! Needs authentication, re-run Step 3. If its tools don't appear within ~10 seconds, run assistant mcp reload.

Using Transform

Once connected, ask the assistant in plain language, e.g. "Use Unstructured Transform to parse these files and return one JSON file per source file," or "Extract the tables from this PDF." Transform partitions each file and returns structured output; to tune partitioning and enrichment behavior, see Control Transform output.

Per-request limits (Transform enforces these; plan around them):

  • Each file must be a supported file type.
  • Each file must be 50 MB or less.
  • Each request may include 10 files or fewer.
  • At most 5 requests may run at a time.

Disconnecting

assistant mcp remove unstructured-transform

This removes the config entry and cleans up the stored OAuth credentials.

SKILL COMPLETE WHEN

  • Connect: unstructured-transform appears in assistant mcp list as ✓ Connected and the user confirms its tools are available in the conversation.
  • Disconnect: assistant mcp remove unstructured-transform succeeds and the server no longer appears in assistant mcp list.

© vellum-ai, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (assets) in skills/chat-complex-documents of vellum-ai/vellum-assistant.

  • SKILL.md
  • assets/icon.svg

Open the folder on GitHubat commit 844117a

Compare with similar skills

Chat Complex Documents next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Chat Complex Documents compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Chat Complex Documents this skillvellum-ai/vellum-assistant1.4k—~1.5kAutomated safety check: PassMIT
Document Generationautomateyournetwork/netclaw676—~1.9kAutomated safety check: PassApache-2.0
Automate Hancom Documentsinnae1121-bit/gsghwp101—~7.9kAutomated safety check: PassMIT
Nutrient Document Processingaffaan-m/ECC276k4 repos~1.5kAutomated safety check: PassMIT
Nutrient Document Processingaffaan-m/ECC276k3 repos~1.3kAutomated safety check: PassMIT
Nutrient Document Processingaffaan-m/ECC276k2 repos~1.3kAutomated safety check: PassMIT

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Works with

Categories

Questions about Chat Complex Documents

What does Chat Complex Documents do?

Chat with and search your complex documents — ask questions, extract tables and fields, and get answers grounded in the source. Chat Complex Documents is an agent skill from vellum-ai/vellum-assistant. Chat with and search your complex documents — ask questions, extract tables and fields, and get answers grounded in the source.

When should I use Chat Complex Documents?

Chat Complex Documents fits situations like: tasks that involve Excel spreadsheets; tasks that involve Summarization; tasks that involve PowerPoint presentations.

How do I install Chat Complex Documents in Claude Code?

Run `npx skills add vellum-ai/vellum-assistant --skill chat-complex-documents -a claude-code`. Or copy the skill folder (skills/chat-complex-documents in vellum-ai/vellum-assistant) into .claude/skills/chat-complex-documents in your project. Claude Code loads it when a task matches its description.

How do I install Chat Complex Documents in Codex?

Run `npx skills add vellum-ai/vellum-assistant --skill chat-complex-documents -a codex`. Or copy the skill folder (skills/chat-complex-documents in vellum-ai/vellum-assistant) into .agents/skills/chat-complex-documents in your project. Codex loads it when a task matches its description.

Can I use Chat Complex Documents in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add vellum-ai/vellum-assistant --skill chat-complex-documents -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/chat-complex-documents, .gemini/skills/chat-complex-documents, .github/skills/chat-complex-documents and .opencode/skills/chat-complex-documents in your project.

What does Chat Complex Documents need to run?

SKILL.md names no scripts, command-line tools or credentials: Chat Complex Documents is instructions for the agent only. Compatibility (from SKILL.md): Works on both the Vellum desktop app (local daemon) and the Vellum web app (platform-hosted). Requires an Unstructured account to authorize during the OAuth step..

Does Chat Complex Documents access the network?

SKILL.md names 2 domains. In commands or code: mcp.transform.unstructured.io; the agent is likely to contact it when it follows the instructions. As links in the text: docs.unstructured.io. This is read from the text; nothing was executed.

Is Chat Complex Documents safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Chat Complex Documents use?

Chat Complex Documents is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Chat Complex Documents use?

About 1.5k tokens (SKILL.md is roughly 5.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Chat Complex Documents?

Skills that share tags, products or a category with Chat Complex Documents: Document Generation (automateyournetwork/netclaw, 676 stars), Automate Hancom Documents (innae1121-bit/gsghwp, 101 stars), Nutrient Document Processing (affaan-m/ECC, 276k stars) and Nutrient Document Processing (affaan-m/ECC, 276k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Chat Complex Documents?

vellum-ai (a GitHub organization) maintains it in vellum-ai/vellum-assistant, which has 1,400 GitHub stars. The repository holds 108 skills in this directory. The repository was last updated on October 9, 2026.

Source: vellum-ai/vellum-assistant on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.