# Actively agent skills for Claude Code, Cursor and RevampKey

> Ready-made Actively playbooks for AI agents: account brief prep with Actively AI, scan your Actively account portfolio with AI, follow an Actively workflow playbook. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Actively connector safely and well](https://revampkey.com/marketplace/actively/skills/essentials.md): 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.
- [Account brief prep with Actively AI](https://revampkey.com/marketplace/actively/skills/account-brief-prep.md): 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.
- [Scan your Actively account portfolio with AI](https://revampkey.com/marketplace/actively/skills/account-portfolio-scan.md): 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.
- [Follow an Actively workflow playbook](https://revampkey.com/marketplace/actively/skills/workflow-playbook-follow.md): 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.

## Install

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

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/actively.md