Addepar agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Addepar

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

All 4 Addepar 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-only15 Addepar tools

Use the Addepar MCP well and safely

Shows how to scope a client or household question, choose the right Addepar tool, and report figures with their period and source. It never changes Addepar data without your explicit yes.

Use it when

Connecting to Addepar and asking your first question about a client
A name matches several entities and you need to pick the right one
An answer comes back empty or limited and you want to know why

Tools it uses

get_current_user
search_entities
get_all_entities
get_ownership_graph
get_portfolio_data
search_portfolio_query_attributes
get_portfolio_attribute_metadata
get_performance_attribution
get_exposure
get_transactions
search_transaction_query_attributes
get_transaction_attribute_metadata
get_private_fund_cash_movements
get_upcoming_private_fund_capital_activity
search_addepar_product_docs

Example

What is the total value of the Thompson household, and which entity did you use?

I found two matches: the Thompson Household (a household roll-up) and Thompson Family Trust (a single account). Assuming you meant the household, its value as of 31 March is $4.2 million in USD, drawn from the portfolio data tool. Let me know if you wanted the trust instead.

Use in RevampKeyRead the full skill →

Read-only11 Addepar tools

Check alternatives exposure and near-term liquidity in Addepar

Works out whether a client's available cash covers upcoming private fund capital calls over a window you choose, showing distributions separately and flagging the earliest shortfall date. Asks you to confirm the client and window before analysing.

Use it when

Before a client review, checking whether a household can meet calls due next quarter
When a new capital call arrives and you need to know where the cash comes from
When reviewing unfunded commitments across a book of business

Tools it uses

search_entities
get_all_entities
get_current_user
get_upcoming_private_fund_capital_activity
get_exposure
get_private_fund_cash_movements
get_portfolio_data
get_ownership_graph
get_portfolio_attribute_metadata
get_transactions
search_addepar_product_docs

Example

Can the Thompson household cover its private fund capital calls over the next 90 days?

Confirmed scope: Thompson Household, as of today, 90-day window. Calls due: Fund A $400,000 on day 22 and Fund B $250,000 on day 61, total $650,000. Distributions expected: Fund C $120,000 on day 75, kept separate. Cash available in drawable accounts: $500,000. Binding constraint: on day 22 calls of $400,000 exceed cash of $500,000 only if no other calls fall before it, so coverage holds until day 61, where cumulative calls of $650,000 exceed cash by $150,000 unless the Fund C distribution arrives first.

Use in RevampKeyRead the full skill →

Read-only8 Addepar tools

Prepare a client performance and allocation review with AI

Scopes a client or household, pulls performance, attribution and exposure for one stated period, checks data gaps, and writes up drivers and flags for the meeting. It asks before changing anything in Addepar.

Use it when

Before a quarterly client review
When a client asks what drove returns last quarter
When preparing a household performance pack for a meeting

Tools it uses

search_entities
get_all_entities
get_portfolio_data
search_portfolio_query_attributes
get_portfolio_attribute_metadata
get_performance_attribution
get_exposure
get_ownership_graph

Example

Prepare a performance and allocation review for the Thompson household for Q3, with the drivers and anything I should flag before Friday.

Thompson household, Q3 (1 Jul to 30 Sep, USD). Headline return is 3.2% for the quarter. Two positions drove most of it, a technology fund and a municipal bond holding. Equity exposure rose to 61%, within the 65% limit. Flags: one private fund mark is dated 30 June, so the quarter-end figure for it is provisional.

Use in RevampKeyRead the full skill →

Read-only9 Addepar tools

Review Addepar transactions and check data quality before you report

Sweeps transactions across clients for unusual activity and checks for stale prices, missing returns, negative cash and unclassified assets. Read-only: it proposes fixes and asks before changing anything.

Use it when

Before a quarterly report, to catch stale prices or missing returns
When you want to spot unusual transaction activity across clients
When a number in Addepar looks wrong and you need to find the cause

Tools it uses

search_entities
get_all_entities
get_current_user
get_transactions
get_transaction_attribute_metadata
search_transaction_query_attributes
get_portfolio_data
search_portfolio_query_attributes
get_portfolio_attribute_metadata

Example

Check my Thompson household transactions for last month and flag anything that would make the report wrong.

I found 7 items across 4 accounts. Blocks the report (2): two positions in the Thompson trust have prices 9 days old, and one account has no return for March. Distorts analysis (3): alternative NAVs for 3 funds are over 90 days old. Housekeeping (2): two holdings lack a model type. I have not changed anything; I can list the fixes for you to approve.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How Addepar skills work

Connect Addepar
The Addepar MCP server gives the agent its tools.
Ask in plain words
“Can the Thompson household cover its private fund capital calls over the next 90 days?” 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 Addepar skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Addepar. 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 “Can the Thompson household cover its private fund capital calls over the next 90 days?”
Download RevampKeyConnect Addepar · 1 click
Get RevampKey to connect Addepar
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Addepar is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials alternatives-liquidity-check portfolio-performance-review transaction-review-and-data-hygiene; do curl -fsSL --create-dirs -o .claude/skills/addepar-$s/SKILL.md https://revampkey.com/marketplace/addepar/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Addepar MCP server in Claude Code.

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

for s in essentials alternatives-liquidity-check portfolio-performance-review transaction-review-and-data-hygiene; do
  curl -fsSL --create-dirs -o .claude/skills/addepar-$s/SKILL.md https://revampkey.com/marketplace/addepar/skills/$s/SKILL.md
done

Ask in plain language, for example “Can the Thompson household cover its private fund capital calls over the next 90 days?”

Into the shared .agents/skills folder

Connect the Addepar MCP server in Cursor.

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

for s in essentials alternatives-liquidity-check portfolio-performance-review transaction-review-and-data-hygiene; do
  curl -fsSL --create-dirs -o .agents/skills/addepar-$s/SKILL.md https://revampkey.com/marketplace/addepar/skills/$s/SKILL.md
done

Ask in plain language, for example “Can the Thompson household cover its private fund capital calls over the next 90 days?”

Into the shared .agents/skills folder

Connect the Addepar MCP server in Codex.

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

for s in essentials alternatives-liquidity-check portfolio-performance-review transaction-review-and-data-hygiene; do
  curl -fsSL --create-dirs -o .agents/skills/addepar-$s/SKILL.md https://revampkey.com/marketplace/addepar/skills/$s/SKILL.md
done

Ask in plain language, for example “Can the Thompson household cover its private fund capital calls over the next 90 days?”

Into the shared .agents/skills folder

Connect the Addepar MCP server in VS Code.

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

for s in essentials alternatives-liquidity-check portfolio-performance-review transaction-review-and-data-hygiene; do
  curl -fsSL --create-dirs -o .agents/skills/addepar-$s/SKILL.md https://revampkey.com/marketplace/addepar/skills/$s/SKILL.md
done

Ask in plain language, for example “Can the Thompson household cover its private fund capital calls over the next 90 days?”

RevampKey or copy the files?

In RevampKey

One click when you connect Addepar
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 Addepar MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Addepar skills FAQ

What is a Addepar agent skill?

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

Do the Addepar 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 Addepar.

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

Do I need the Addepar MCP server too?

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

Addepar MCP server setup · This page as Markdown

Put Addepar’s best workflows in your agent

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

Download RevampKey Connect Addepar · 1 click

All 4 Addepar skills

Use the Addepar MCP well and safely

Use it when

Tools it uses

Check alternatives exposure and near-term liquidity in Addepar

Use it when

Tools it uses

Prepare a client performance and allocation review with AI

Use it when

Tools it uses

Review Addepar transactions and check data quality before you report

Use it when

Tools it uses

Get all 4 without copying a file

How Addepar skills work

How to install Addepar skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Addepar skills FAQ

Put Addepar’s best workflows in your agent

Skills for related tools