# 8am MyCase agent skills for Claude Code, Cursor and RevampKey

> Ready-made 8am MyCase playbooks for AI agents: reconcile a case's billing with AI, brief an attorney on a MyCase case, find and review case documents in MyCase. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the 8am MyCase connector safely](https://revampkey.com/marketplace/8am-mycase/skills/essentials.md): Checks which firm and user account is connected, finds records with the narrowest read tool, and asks before any change to firm data.
- [Reconcile a case's billing with AI](https://revampkey.com/marketplace/8am-mycase/skills/billing-and-invoice-reconciliation.md): Checks one MyCase case's billing summary against its invoice line items and expenses, to show what is billed, paid, outstanding and unbilled, and flags any mismatches. Read-only; it never changes an invoice or payment.
- [Brief an attorney on a MyCase case](https://revampkey.com/marketplace/8am-mycase/skills/case-file-briefing.md): Turns one MyCase case into a short attorney briefing covering status, stage, people, upcoming events, open tasks and recent messages. It is read-only and lists what MyCase does not contain separately.
- [Find and review case documents in MyCase](https://revampkey.com/marketplace/8am-mycase/skills/document-retrieval-and-review.md): Locates documents across a case's folders and search, works out which version is current, and reports what the text says. It reads only and asks before any change.
- [Triage open MyCase leads with AI](https://revampkey.com/marketplace/8am-mycase/skills/lead-intake-triage.md): Reviews your open 8am MyCase leads, judges fit and completeness, and sorts each into ready, needs information, likely decline or urgent. It is read-only and never converts a lead without the attorney's decision.

## Install

- RevampKey: connect 8am MyCase at https://revampkey.com/marketplace/8am-mycase; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
for s in essentials billing-and-invoice-reconciliation case-file-briefing document-retrieval-and-review lead-intake-triage; do
  curl -fsSL --create-dirs -o .agents/skills/8am-mycase-$s/SKILL.md https://revampkey.com/marketplace/8am-mycase/skills/$s/SKILL.md
done
```

### What is a 8am MyCase agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each 8am MyCase skill describes one job, which 8am MyCase tools to use in which order, what to check first and when to stop and ask you.

### Do the 8am MyCase skills change anything on their own?

5 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in 8am MyCase.

### Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect 8am MyCase; elsewhere you copy the folders into your project or skills directory.

### Do I need the 8am MyCase MCP server too?

Yes. The skills tell the agent how to do the work; the 8am MyCase MCP server gives it the tools to do it. The 8am MyCase MCP setup guide covers every client.

MCP setup guide: https://revampkey.com/marketplace/8am-mycase.md