# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set CODA_EMAIL "your-email@example.com"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

Complete the Browser Automation Setup using CDP mode
Login to the service manually in the Playwright-controlled Chrome window
Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

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.

Capabilities

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

Usage Examples

Example 1: Create Doc

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"

Example 2: Add Table

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"

Example 3: Create Automation

User: "Set up a reminder when tasks are due"
Claude: Creates automation rule for due date reminders.
        Confirms: "Automation created for due date alerts"

Example 4: Build View

User: "Create a kanban view for the projects table"
Claude: Adds kanban view grouped by status.
        Confirms: "Kanban view created for projects"

Authentication Flow

Claude navigates to coda.io via Playwright MCP
Enters CODA_EMAIL for authentication
Handles 2FA if required (notifies user via iMessage)
Maintains session for doc operations

Selectors Reference

// 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'

Coda Formulas

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

Error Handling

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

Self-Improvement Instructions

When you learn a better way to accomplish a task with Coda:

Document the improvement in your response
Suggest updating this skill file with the new approach
Include specific formula patterns
Note useful Pack integrations

Notes

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

coda

Coda Skill

Overview

Quick Install

Setup