Atlar agent skills for Claude Code, Cursor and RevampKey

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

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

All 4 Atlar 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-only24 Atlar tools

Use Atlar with AI

Gives your AI assistant the working rules for Atlar: confirm the organization and entities first, pick the right query or analytics tool, keep results small, and ask before anything changes data.

Use it when

You want an answer about balances, payments or transfers across several entities.
You are not sure which Atlar tool to use for a question about approvals, holdings or forecasts.
You want the assistant to stop and ask before it changes a payment or setting.

Tools it uses

get_account_groups
search_accounts
query_entities
query_third_parties
query_external_accounts
get_payment_details
get_transaction_details
query_credit_transfer_batches
query_credit_transfer_templates
query_payment_schedules
query_approval_chains
query_roles
get_treasury_policies
query_sweeping_rules
query_categorization_rules
query_portfolios
query_holdings
query_holding_activities
analytics_statistics
analytics_raw_data
analytics_describe_dataset
forecast
cashflow_forecast
query_scenarios

Example

Across our Nordic entities, how many payments are pending approval this week, and what is the total per currency?

Scope: Atlar AB and Atlar Finance (2 of 5 visible entities). Pending approval this week: 14 payments. Totals: EUR 182,400 across 11 payments, SEK 1,350,000 across 3 payments. Gaps: two entities returned a permission block, so their payments are not counted.

Use in RevampKeyRead the full skill →

Read-only8 Atlar tools

Review the cash position across entities with AI

Builds a point-in-time cash position from Atlar balances and recent movement, flagging stale feeds, missing accounts and unexpected swings. Read-only, and it never folds stale balances into the headline total.

Use it when

Before a payment run, when you need to know what cash is actually available today
When a balance looks flat or a total seems off and you want to know why
At the start of the day to get a per-currency view across all entities

Tools it uses

search_accounts
get_account_groups
query_entities
analytics_raw_data
analytics_statistics
analytics_describe_dataset
get_transaction_details
query_sweeping_rules

Example

Give me today's cash position across all entities, and flag anything that looks stale or off.

Current accounts total 12.4m EUR across 14 accounts. Excluded from that headline: 3 accounts worth 0.9m EUR whose feed has not updated since Monday, and 1 Nordic account that returned no balance. One entity shows a 2.1m EUR inflow yesterday with no matching outflow, which looks like an internal transfer booked on one side only and needs checking before you rely on it.

Use in RevampKeyRead the full skill →

Read-only12 Atlar tools

Explain cash flow forecast variance in Atlar

Compares forecast and scenario figures with actual cash movement and breaks the gap into timing, amount and unforecast drivers. Read-only; it suggests forecast changes but never applies them.

Use it when

Actual cash came in or out differently from the forecast
A scenario needs checking against what really happened
Finance wants the drivers behind last month's forecast miss

Tools it uses

get_account_groups
query_entities
cashflow_forecast
forecast
query_scenarios
analytics_statistics
analytics_raw_data
analytics_describe_dataset
query_holdings
query_holding_activities
get_transaction_details
get_payment_details

Example

Why was our cash outflow last month about 1.2M above the forecast for the EU entities?

Forecast outflow was 4.8M against actual 6.0M, a variance of 1.2M. Timing accounts for 0.4M, because a supplier batch scheduled for the 30th cleared on the 2nd. Unforecast payments explain 0.9M, mainly a one-off equipment purchase of 0.7M that was not in the model. Forecast items missing from actuals offset 0.1M. The equipment purchase is confirmed by a matching payment record; the timing item is a hypothesis until next period shows the reversal.

Use in RevampKeyRead the full skill →

Read-only9 Atlar tools

Audit payment runs in Atlar with AI

Audits scheduled and batched payments against your approval chains, showing who approved what, which payments are stuck, and where routing does not match configuration. It is read-only and asks before changing anything.

Use it when

Month-end review of who approved the payment batches that went out
Finding payments waiting on an approver past their due date
Checking that high-value transfers followed the correct approval chain

Tools it uses

search_accounts
query_entities
query_approval_chains
query_roles
query_payment_schedules
query_credit_transfer_batches
query_credit_transfer_templates
get_payment_details
get_transaction_details

Example

Audit last week's payment batches for the UK entity. Show anything missing an approval step and anything still pending past its due date.

Reviewed 14 batches for the UK entity. 2 completed batches are missing the second approval step: BATCH-0412 (£38,500) and BATCH-0419 (£12,200). 3 payments are pending past due, all waiting on the finance controller role. Approval chain 'High value UK' was edited on the 3rd, so I checked those two batches against the earlier version as well. I have not changed anything.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

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How Atlar skills work

Connect Atlar
The Atlar MCP server gives the agent its tools.
Ask in plain words
“Give me today's cash position across all entities, and flag anything that looks stale or off.” 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 Atlar skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Atlar. 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 “Give me today's cash position across all entities, and flag anything that looks stale or off.”
Download RevampKeyConnect Atlar · 1 click
Get RevampKey to connect Atlar
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Atlar is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials cash-position-review cashflow-forecast-variance payment-run-audit; do curl -fsSL --create-dirs -o .claude/skills/atlar-$s/SKILL.md https://revampkey.com/marketplace/atlar/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Atlar MCP server in Claude Code.

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

for s in essentials cash-position-review cashflow-forecast-variance payment-run-audit; do
  curl -fsSL --create-dirs -o .claude/skills/atlar-$s/SKILL.md https://revampkey.com/marketplace/atlar/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me today's cash position across all entities, and flag anything that looks stale or off.”

Into the shared .agents/skills folder

Connect the Atlar MCP server in Cursor.

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

for s in essentials cash-position-review cashflow-forecast-variance payment-run-audit; do
  curl -fsSL --create-dirs -o .agents/skills/atlar-$s/SKILL.md https://revampkey.com/marketplace/atlar/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me today's cash position across all entities, and flag anything that looks stale or off.”

Into the shared .agents/skills folder

Connect the Atlar MCP server in Codex.

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

for s in essentials cash-position-review cashflow-forecast-variance payment-run-audit; do
  curl -fsSL --create-dirs -o .agents/skills/atlar-$s/SKILL.md https://revampkey.com/marketplace/atlar/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me today's cash position across all entities, and flag anything that looks stale or off.”

Into the shared .agents/skills folder

Connect the Atlar MCP server in VS Code.

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

for s in essentials cash-position-review cashflow-forecast-variance payment-run-audit; do
  curl -fsSL --create-dirs -o .agents/skills/atlar-$s/SKILL.md https://revampkey.com/marketplace/atlar/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me today's cash position across all entities, and flag anything that looks stale or off.”

RevampKey or copy the files?

In RevampKey

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

See the command

Atlar skills FAQ

What is a Atlar agent skill?

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

Do the Atlar 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 Atlar.

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

Do I need the Atlar MCP server too?

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

Atlar MCP server setup · This page as Markdown

Put Atlar’s best workflows in your agent

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

Download RevampKey Connect Atlar · 1 click

All 4 Atlar skills

Use Atlar with AI

Use it when

Tools it uses

Review the cash position across entities with AI

Use it when

Tools it uses

Explain cash flow forecast variance in Atlar

Use it when

Tools it uses

Audit payment runs in Atlar with AI

Use it when

Tools it uses

Get all 4 without copying a file

How Atlar skills work

How to install Atlar skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Atlar skills FAQ

Put Atlar’s best workflows in your agent

Skills for related tools