CB Insights agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect CB Insights

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

All 4 CB Insights 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 CB Insights tools

Use CB Insights safely with AI

Shows an AI assistant how to pin the right company in CB Insights before pulling data, pick the right lookup tool, and handle empty or ambiguous results. It asks before changing anything in your account.

Use it when

You are connecting CB Insights for the first time and want to know how the assistant will use it
You need to look up a company that has a common or ambiguous name
You want to confirm that no data-changing action runs without your approval

Tools it uses

company_advanced_search
get_company_profile
get_company_funding
get_company_investors
get_company_investments
get_company_acquisitions
get_company_exits
get_company_competitors
get_company_markets
get_company_relationships
get_company_outlook
get_company_revenue
get_company_news
api_chatcbi
api_rag

Example

Look up Lumen Health in CB Insights and tell me who funded it, but make sure it's the Lumen Health based in Boston.

I found two matches for Lumen Health in CB Insights. The Boston one is a digital health company founded in 2016 with a profile I can pull; the other is a small logistics firm. I've proceeded with the Boston company. Its funding, investors and profile are below, and I have marked any round that has no recorded date.

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Read-only14 CB Insights tools

Company due-diligence brief

Assembles a one-company brief from CB Insights profile, funding, investor, revenue, news and competitor data, marking what is established and what is missing. It confirms which company you mean before pulling data.

Use it when

Before investing in or acquiring a specific startup
Checking how well funded and stable a potential partner is
Preparing a risk summary on one company for an investment committee

Tools it uses

company_advanced_search
get_company_profile
get_company_funding
get_company_investors
get_company_revenue
get_company_news
get_company_competitors
get_company_outlook
get_company_markets
get_company_relationships
get_company_acquisitions
get_company_exits
api_rag
api_chatcbi

Example

Give me a due-diligence brief on Acme Robotics, the Boston one founded in 2016.

I found one clear match for Acme Robotics, Boston, founded 2016, and confirmed it with you first. Its last funding round was 2021, so the brief flags a roughly four-year gap. Investor and competitor data are established; revenue is missing and is marked as such.

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Read-only9 CB Insights tools

Map a competitive landscape with CB Insights

Builds a grouped map of one market from CB Insights competitor, outlook, funding and exit data, showing who is ahead, who is at risk and where the market is consolidating. It asks before changing anything in your account.

Use it when

You are entering a market and need to know who the main players are.
You want to compare several competitors before a pitch or board discussion.
You need to see which companies are consolidating a sector.

Tools it uses

get_company_profile
get_company_markets
company_advanced_search
get_company_competitors
get_company_relationships
get_company_outlook
get_company_funding
get_company_acquisitions
get_company_exits

Example

Map the AI-powered payroll market around Gusto and Rippling. Group the players and tell me who is pulling ahead.

I mapped 14 companies in three segments: SMB all-in-one, enterprise HR suites and payroll-only providers. Two signals each put Rippling and a regional challenger ahead, while one payroll-only firm shows an outlook decline and no round in over three years. Two acquisitions in the last cycle reduced the independent pool.

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Read-only7 CB Insights tools

Review a company's deal and exit history with AI

Traces investments, acquisitions and exits over time to show who backs whom, who buys whom and how capital has come back, flagging gaps and unverified dates. It only reads data and asks before changing anything.

Use it when

Mapping a startup's funding rounds and who led them
Checking a sector's acquisition and exit activity over the last few years
Building an investor's track record before a meeting

Tools it uses

company_advanced_search
get_company_funding
get_company_investors
get_company_acquisitions
get_company_exits
get_company_investments
get_company_relationships

Example

Show me the funding and acquisition history for Acme Robotics since 2018, and flag anything with missing dates.

Acme Robotics shows 4 funding rounds since 2018 and 2 acquisitions. Two rounds have only a year recorded, so I have marked them unverified. The 2021 Series B lists Northgate Capital as lead, and Northgate also appears in the 2023 round. No exit record was returned, so the return to early investors is not established.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How CB Insights skills work

Connect CB Insights
The CB Insights MCP server gives the agent its tools.
Ask in plain words
“Give me a due-diligence brief on Acme Robotics, the Boston one founded in 2016.” 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 CB Insights skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect CB Insights. 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 a due-diligence brief on Acme Robotics, the Boston one founded in 2016.”
Download RevampKeyConnect CB Insights · 1 click
Get RevampKey to connect CB Insights
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and CB Insights is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials company-due-diligence-brief competitive-landscape-map deal-and-exit-history-review; do curl -fsSL --create-dirs -o .claude/skills/cb-insights-$s/SKILL.md https://revampkey.com/marketplace/cb-insights/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the CB Insights MCP server in Claude Code.

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

for s in essentials company-due-diligence-brief competitive-landscape-map deal-and-exit-history-review; do
  curl -fsSL --create-dirs -o .claude/skills/cb-insights-$s/SKILL.md https://revampkey.com/marketplace/cb-insights/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a due-diligence brief on Acme Robotics, the Boston one founded in 2016.”

Into the shared .agents/skills folder

Connect the CB Insights MCP server in Cursor.

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

for s in essentials company-due-diligence-brief competitive-landscape-map deal-and-exit-history-review; do
  curl -fsSL --create-dirs -o .agents/skills/cb-insights-$s/SKILL.md https://revampkey.com/marketplace/cb-insights/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a due-diligence brief on Acme Robotics, the Boston one founded in 2016.”

Into the shared .agents/skills folder

Connect the CB Insights MCP server in Codex.

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

for s in essentials company-due-diligence-brief competitive-landscape-map deal-and-exit-history-review; do
  curl -fsSL --create-dirs -o .agents/skills/cb-insights-$s/SKILL.md https://revampkey.com/marketplace/cb-insights/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a due-diligence brief on Acme Robotics, the Boston one founded in 2016.”

Into the shared .agents/skills folder

Connect the CB Insights MCP server in VS Code.

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

for s in essentials company-due-diligence-brief competitive-landscape-map deal-and-exit-history-review; do
  curl -fsSL --create-dirs -o .agents/skills/cb-insights-$s/SKILL.md https://revampkey.com/marketplace/cb-insights/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a due-diligence brief on Acme Robotics, the Boston one founded in 2016.”

RevampKey or copy the files?

In RevampKey

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

See the command

CB Insights skills FAQ

What is a CB Insights agent skill?

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

Do the CB Insights 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 CB Insights.

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

Do I need the CB Insights MCP server too?

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

CB Insights MCP server setup · This page as Markdown

Put CB Insights’s best workflows in your agent

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

Download RevampKey Connect CB Insights · 1 click

All 4 CB Insights skills

Use CB Insights safely with AI

Use it when

Tools it uses

Company due-diligence brief

Use it when

Tools it uses

Map a competitive landscape with CB Insights

Use it when

Tools it uses

Review a company's deal and exit history with AI

Use it when

Tools it uses

Get all 4 without copying a file

How CB Insights skills work

How to install CB Insights skills

RevampKey or copy the files?

In RevampKey

Copy into your project

CB Insights skills FAQ

Put CB Insights’s best workflows in your agent

Skills for related tools