# Addepar agent skills for Claude Code, Cursor and RevampKey

> Ready-made Addepar playbooks for AI agents: check alternatives exposure and near-term liquidity in Addepar, prepare a client performance and allocation review with AI, review Addepar transactions and check data quality before you report. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Addepar MCP well and safely](https://revampkey.com/marketplace/addepar/skills/essentials.md): 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.
- [Check alternatives exposure and near-term liquidity in Addepar](https://revampkey.com/marketplace/addepar/skills/alternatives-liquidity-check.md): 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.
- [Prepare a client performance and allocation review with AI](https://revampkey.com/marketplace/addepar/skills/portfolio-performance-review.md): 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.
- [Review Addepar transactions and check data quality before you report](https://revampkey.com/marketplace/addepar/skills/transaction-review-and-data-hygiene.md): 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.

## Install

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

```bash
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
```

### 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.

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