delegate
latest
false
Delegate & Cartographer user guide
- Overview
- Quickstart
- Delegate
- Trust and compliance
- Governance
- Features
- Cartographer
- Cartographer overview
- The Cartographer interface
- Getting started with Cartographer
- Working with existing automations
- AS-IS (Current Process) documentation
- Providing documents to Cartographer
- Delegating a task
- TO-BE design and PDD generation
- Refining your PDD and the quality checklist
- Generating an SDD
- Sending SDDs to Automation Hub
- Delegate for Testing
- Reference
- Troubleshooting
- Backup and restore
Add and manage plugins in Delegate and Cartographer, from Add-ons & Integrations.
Plugins are added and managed from Add-ons & Integrations → Plugins. For what a plugin is and what it can bundle, see Plugins reference.
Creating a plugin
To create a plugin, take the following steps:
- Select New plugin.
- Enter a name and a description of what the plugin does.
- Enter an Author — prefilled with your account email.
- Under Skills, select any local skills to include. If none are installed locally, this shows No local skills found.
- Under MCP servers, select any local MCP servers to include.
- Optionally, under Credential definitions, select Add credential to attach one.
- Optionally, select Also publish to Orchestrator to publish the plugin to your tenant, or Also publish to a configured shared feed if one is available to you. Both open a metadata form after creation.
- Select Create plugin.
Managing plugins
- Search or sort the plugin list.
- Switch Repository sources to browse plugins from a different source.
- Toggle an installed plugin on or off.
Next steps
- Plugins reference — What a plugin is, and how it relates to skills, MCP servers, credentials, and work profiles
- Skills for testing — The Test Cloud plugin in depth
- Sharing skills with your team — Find and install individual skills