# CB Insights agent skills for Claude Code, Cursor and RevampKey

> Ready-made CB Insights playbooks for AI agents: company due-diligence brief, map a competitive landscape with CB Insights, review a company's deal and exit history with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use CB Insights safely with AI](https://revampkey.com/marketplace/cb-insights/skills/essentials.md): 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.
- [Company due-diligence brief](https://revampkey.com/marketplace/cb-insights/skills/company-due-diligence-brief.md): 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.
- [Map a competitive landscape with CB Insights](https://revampkey.com/marketplace/cb-insights/skills/competitive-landscape-map.md): 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.
- [Review a company's deal and exit history with AI](https://revampkey.com/marketplace/cb-insights/skills/deal-and-exit-history-review.md): 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.

## Install

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

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/cb-insights.md