Tana Skill

Overview

Claude can manage your Tana workspace to capture thoughts, build structured data with supertags, and create a powerful knowledge base. A tool for structured note-taking and data management.

Quick Install

curl -sSL https://canifi.com/skills/tana/install.sh | bash

Or manually:

cp -r skills/tana ~/.canifi/skills/

Setup

Configure via canifi-env:

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

canifi-env set TANA_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:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. 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 nodes and outlines
• Use supertags for structure
• Define fields on supertags
• Build live searches
• Create views and queries
• Use commands and AI
• Build templates
• Create bidirectional links
• Add date references
• Use inline references
• Build dashboards
• Share workspaces

Usage Examples

Example 1: Add Node

User: "Add a #task for reviewing the proposal"
Claude: Creates node with #task supertag.
        Confirms: "Task created: Review the proposal"

Example 2: Create Supertag

User: "Create a #project supertag with status and deadline fields"
Claude: Creates supertag with defined fields.
        Confirms: "Created #project supertag with 2 fields"

Example 3: Live Search

User: "Show all tasks due this week"
Claude: Creates live search with date filter.
        Reports: "Found 8 tasks due this week"

Example 4: Daily Notes

User: "Add to today's daily note: Met with the design team"
Claude: Opens today's date node, adds content.
        Confirms: "Added to today's daily note"

Authentication Flow

1. Claude navigates to tana.inc via Playwright MCP
2. Enters TANA_EMAIL for authentication
3. Handles 2FA if required (notifies user via iMessage)
4. Maintains session for operations

Selectors Reference

// Main content
'.tana-editor'

// Node
'.node-container'

// Node content
'.node-content'

// Supertag
'.supertag'

// Field
'.field-container'

// Search
'.search-input'

// Daily notes
'.daily-notes'

// Live search
'.live-search'

// Command line
'.command-palette'

// References
'.references-panel'

Tana Syntax

#supertag           // Apply supertag
^date               // Date reference
>inline reference   // Inline node
[[link]]            // Page link
@mention            // Mention
/command            // Run command

Error Handling

• Login Failed: Retry 3 times, notify user via iMessage
• Session Expired: Re-authenticate automatically
• Node Not Found: Search with variations, ask user
• Supertag Error: Check definition, suggest fix
• Search Failed: Verify query syntax
• Sync Failed: Wait and retry

Self-Improvement Instructions

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

1. Document the improvement in your response
2. Suggest updating this skill file with the new approach
3. Include specific supertag configurations
4. Note useful live search patterns

Notes

• Supertags define structured data
• Fields for consistent data capture
• Live searches for dynamic views
• AI commands built-in
• Daily notes for journals
• Commands for automation
• Templates for patterns
• Currently invite-only access