Actively agent skills for Claude Code, Cursor and RevampKey

4 ready-made playbooks that teach an AI agent how to do real Actively work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Actively

Connect Actively once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Actively skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only7 Actively tools

Use the Actively connector safely and well

Sets out how an AI assistant should work with Actively account memory, decisions and activity: confirm the workspace, resolve accounts first, and keep results cited and read-only. It asks before any switch of account or workspace.

Use it when

Starting a session with Actively and checking which workspace it is using
Looking up an account by name or Salesforce ID before pulling its intelligence
Troubleshooting empty results or permission errors from Actively

Tools it uses

lookup_accounts
get_agent_memory
get_agent_decisions
get_recent_account_activity
search_agent_memory
list_workflows
get_workflow_instructions

Example

Pull the latest strategic decisions for Northwind Logistics, but only the section on renewal risk.

Northwind Logistics resolved to one account in your workspace. The renewal risk section was returned with a citation dated last week, and I have flagged it as the current view. The workspace and account match what you named.

Use in RevampKeyRead the full skill →

Read-only7 Actively tools

Account brief prep with Actively AI

Turns one account's activity, research profile and strategic recommendations into a short, cited brief of talking points before a call. It confirms which account it is working on and stays read-only.

Use it when

You have a call with a prospect in ten minutes and need the latest on them.
You want to know what changed at an account since your last conversation.
You need talking points and a question to ask, with sources, before a renewal meeting.

Tools it uses

lookup_accounts
get_recent_account_activity
get_agent_decisions_sections
get_agent_decisions
get_agent_memory_sections
get_agent_memory
search_agent_memory

Example

Prep me for my call with Northwind Logistics tomorrow. What's new and what should I open with?

Account confirmed: Northwind Logistics (Salesforce ID 0016), workspace Sales EMEA. Why now: they announced a warehouse consolidation last week, cited from a trade press item. Talking points: lead with the consolidation as your opener; their operations lead is measured on delivery cost per parcel; the strategy suggests a pilot scoped to one site. Ask on the call: whether the consolidation has a budget owner yet. Two talking points are cited, one is marked unverified.

Use in RevampKeyRead the full skill →

Read-only5 Actively tools

Scan your Actively account portfolio with AI

Scans a segment, territory or list of Salesforce IDs for recent changes and stalled opportunities, then ranks the accounts by urgency. It works in bulk and only goes deep on the few that need it.

Use it when

You want to know which accounts in your territory need attention this week.
You have a list of Salesforce IDs and want to see what changed across them.
You are planning your week and need a prioritised list of accounts to work.

Tools it uses

lookup_accounts
get_recent_account_activity
get_bulk_agent_decisions
get_bulk_agent_memory
get_agent_decisions_sections

Example

Which accounts in my EMEA mid-market segment need attention this week?

Resolved 24 of 25 accounts in the EMEA mid-market segment, one ID did not match. Two accounts are in Act now: a new CFO hire at one and a competitor mention at the other, both with dated sources. Four are in Review this week, and 18 show no recent signal.

Use in RevampKeyRead the full skill →

Read-only9 Actively tools

Follow an Actively workflow playbook

Finds the Actively workflow template that fits a sales or marketing task, follows its steps in order against the right account data, and reports the result in the playbook's own terms. It asks before any action outside the conversation.

Use it when

You have a standard re-engagement or renewal process and want it run on a specific account.
You are not sure which Actively playbook fits a task and want the closest match.
You want each playbook step done in sequence, with any blocked step clearly flagged.

Tools it uses

list_workflows
get_workflow_instructions
lookup_accounts
get_agent_memory_sections
get_agent_decisions_sections
get_recent_account_activity
search_agent_memory
get_bulk_agent_memory
get_bulk_agent_decisions

Example

Run the renewal-prep playbook on Northwind Logistics and tell me which steps you could complete.

I matched the renewal-prep workflow to Northwind Logistics (ID NW-2041) after confirming the account with lookup_accounts. I completed four of five steps. Account memory and recent activity were loaded, and the decision sections for renewal risk were pulled. The fifth step, a stakeholder map, had no data in the memory profile, so it is marked blocked. Nothing has been sent or changed.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

RevampKey adds the skills when you connect Actively, updates them for you and removes them when you disconnect.

Download RevampKey

How Actively skills work

Connect Actively
The Actively MCP server gives the agent its tools.
Ask in plain words
“Prep me for my call with Northwind Logistics tomorrow. What's new and what should I open with?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Actively skills

In RevampKey the skills install themselves when you connect Actively. In other tools each skill is one folder with a SKILL.md file, and you also need the Actively MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Actively. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Prep me for my call with Northwind Logistics tomorrow. What's new and what should I open with?”
Download RevampKeyConnect Actively · 1 click
Get RevampKey to connect Actively
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Actively is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials account-brief-prep account-portfolio-scan workflow-playbook-follow; do curl -fsSL --create-dirs -o .claude/skills/actively-$s/SKILL.md https://revampkey.com/marketplace/actively/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Actively MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials account-brief-prep account-portfolio-scan workflow-playbook-follow; do
  curl -fsSL --create-dirs -o .claude/skills/actively-$s/SKILL.md https://revampkey.com/marketplace/actively/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for my call with Northwind Logistics tomorrow. What's new and what should I open with?”

Into the shared .agents/skills folder

Connect the Actively MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials account-brief-prep account-portfolio-scan workflow-playbook-follow; do
  curl -fsSL --create-dirs -o .agents/skills/actively-$s/SKILL.md https://revampkey.com/marketplace/actively/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for my call with Northwind Logistics tomorrow. What's new and what should I open with?”

Into the shared .agents/skills folder

Connect the Actively MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials account-brief-prep account-portfolio-scan workflow-playbook-follow; do
  curl -fsSL --create-dirs -o .agents/skills/actively-$s/SKILL.md https://revampkey.com/marketplace/actively/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for my call with Northwind Logistics tomorrow. What's new and what should I open with?”

Into the shared .agents/skills folder

Connect the Actively MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials account-brief-prep account-portfolio-scan workflow-playbook-follow; do
  curl -fsSL --create-dirs -o .agents/skills/actively-$s/SKILL.md https://revampkey.com/marketplace/actively/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for my call with Northwind Logistics tomorrow. What's new and what should I open with?”

RevampKey or copy the files?

In RevampKey

One click when you connect Actively
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Actively MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Actively skills FAQ

What is a Actively agent skill?

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

Do the Actively skills change anything on their own?

4 of the 4 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 Actively.

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 Actively; elsewhere you copy the folders into your project or skills directory.

Do I need the Actively MCP server too?

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

Actively MCP server setup · This page as Markdown

Put Actively’s best workflows in your agent

Download RevampKey, connect Actively and ask your first question in about a minute.

Download RevampKey Connect Actively · 1 click

All 4 Actively skills

Use the Actively connector safely and well

Use it when

Tools it uses

Account brief prep with Actively AI

Use it when

Tools it uses

Scan your Actively account portfolio with AI

Use it when

Tools it uses

Follow an Actively workflow playbook

Use it when

Tools it uses

Get all 4 without copying a file

How Actively skills work

How to install Actively skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Actively skills FAQ

Put Actively’s best workflows in your agent

Skills for related tools