Chariot agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Chariot

Connect Chariot once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Chariot skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing24 Chariot tools

Use Chariot from Claude, safely

Claude works with your Chariot donations, deposits, lockbox mail, policies and exports, checks which organization it is working in first, and asks before it changes or exports anything.

Use it when

Looking up donation totals or counts for a date range
Checking what changed in a deposit or a lockbox item before acting
Sending a Chariot request that Claude should confirm first

Tools it uses

get_donation
count_donations
get_deposit
get_invoice
get_dafpay_components
create_export
get_export
get_export_download_url
create_donation
create_payment_source
delete_donation
delete_policy
delete_property
delete_enum_option
delete_filter_view
create_property
create_enum_option
bulk_create_enum_options
assign_property
create_filter_view
add_policy_section
add_policy_clause
create_asset_upload_url
finalize_upload

Example

How much did we raise last month across all our donations?

Checking your organization first: Riverside Community Fund, signed in as finance@riverside.org. For last month (1 to 31 March), I used the count and sum tools and found 412 donations totalling $186,540. I can break that down by designation if you want it.

Use in RevampKeyRead the full skill →

Asks before writing7 Chariot tools

Set up a Chariot donation property with AI

Plans a custom donation field and its options in Chariot, checking existing properties and filter views first so you do not create duplicates. It asks for your approval before it creates, assigns or deletes anything.

Use it when

You want a campaign or appeal field on donations with its own options
Staff keep typing the same campaign name in different spellings
You need to tag past gifts with a new property and want to see the impact first

Tools it uses

delete_property
delete_enum_option
assign_property
create_property
create_enum_option
bulk_create_enum_options
create_filter_view

Example

Add a Spring Appeal campaign field to donations with options for 2025 and 2026, but first check whether we already have something like it.

I found an existing Campaign property with 4 options, including Spring 2025, so I would reuse it rather than create a new one. I would only add Spring 2026, which is not there yet. Nothing has been created. Shall I add that one option to Campaign?

Use in RevampKeyRead the full skill →

Read-only3 Chariot tools

Reconcile a Chariot deposit against your donation records

Matches one bank deposit against the donations that should be in it and reports every missing, extra or mismatched item before proposing any change. It asks for your approval before linking or editing any record.

Use it when

A bank deposit total does not match the donations logged for that day
Finance needs to confirm every gift in a deposit is recorded
A donation seems to be missing from the deposit it should belong to

Tools it uses

get_deposit
get_donation
count_donations

Example

Reconcile the deposit from June 28 and tell me what doesn't match.

The June 28 deposit has 12 lines totalling $18,450. Eleven match donation records exactly, for $17,950. One line of $500 has no donation behind it, and I found a $250 check dated June 26 that should be in this deposit but is not. Nothing is changed yet. Do you want me to draft the two records for your review?

Use in RevampKeyRead the full skill →

Asks before writing4 Chariot tools

Audit your gift-acceptance policies with AI

Reads your Chariot gift-acceptance policies section by section and flags gaps, contradictory thresholds, stale references and ambiguous wording, with suggested fixes written out for your review. It never edits a policy.

Use it when

Before an annual board review of your gift-acceptance policy
When staff disagree about whether a gift type is accepted
After a policy update to check the old and new clauses still agree

Tools it uses

count_donations
add_policy_clause
add_policy_section
delete_policy

Example

Audit our gift-acceptance policies and tell me where they contradict each other or leave gaps for gifts we actually receive.

I found two contradictions and one gap across your two policies. Section 3.2 sets board approval for gifts over $25,000, while section 5.1 sets it at $10,000 for stock. Real estate gifts, which you received 4 times last year, are not mentioned anywhere. I have drafted wording for each fix. Nothing has been changed in Chariot.

Use in RevampKeyRead the full skill →

Asks before writing1 Chariot tools

Triage Chariot lockbox mail

Works through unread lockbox mail items, checks each for duplicates, and proposes whether to create a donation, report an issue, reject or leave it. It asks for your approval before resolving or rejecting anything.

Use it when

A batch of checks arrived in the lockbox and needs logging
The mail queue has unread items nobody has looked at this week
You want to find items that may already be recorded as donations

Tools it uses

create_donation

Example

Go through our unread lockbox mail and tell me which checks need a donation record.

I reviewed 12 unread items. 7 look like new gifts ready to record, 3 match donations already entered (probable duplicates), and 2 need a person because the payee line names a different charity. I haven't changed anything yet. Here is the plan for your approval.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Chariot skills work

Connect Chariot
The Chariot MCP server gives the agent its tools.
Ask in plain words
“Add a Spring Appeal campaign field to donations with options for 2025 and 2026, but first check whether we already have something like it.” 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 Chariot skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Chariot. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Add a Spring Appeal campaign field to donations with options for 2025 and 2026, but first check whether we already have something like it.”
Download RevampKeyConnect Chariot · 1 click
Get RevampKey to connect Chariot
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Chariot is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials donation-property-setup donation-reconciliation gift-acceptance-policy-audit lockbox-mail-triage; do curl -fsSL --create-dirs -o .claude/skills/chariot-$s/SKILL.md https://revampkey.com/marketplace/chariot/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Chariot MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials donation-property-setup donation-reconciliation gift-acceptance-policy-audit lockbox-mail-triage; do
  curl -fsSL --create-dirs -o .claude/skills/chariot-$s/SKILL.md https://revampkey.com/marketplace/chariot/skills/$s/SKILL.md
done

Ask in plain language, for example “Add a Spring Appeal campaign field to donations with options for 2025 and 2026, but first check whether we already have something like it.”

Into the shared .agents/skills folder

Connect the Chariot MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials donation-property-setup donation-reconciliation gift-acceptance-policy-audit lockbox-mail-triage; do
  curl -fsSL --create-dirs -o .agents/skills/chariot-$s/SKILL.md https://revampkey.com/marketplace/chariot/skills/$s/SKILL.md
done

Ask in plain language, for example “Add a Spring Appeal campaign field to donations with options for 2025 and 2026, but first check whether we already have something like it.”

Into the shared .agents/skills folder

Connect the Chariot MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials donation-property-setup donation-reconciliation gift-acceptance-policy-audit lockbox-mail-triage; do
  curl -fsSL --create-dirs -o .agents/skills/chariot-$s/SKILL.md https://revampkey.com/marketplace/chariot/skills/$s/SKILL.md
done

Ask in plain language, for example “Add a Spring Appeal campaign field to donations with options for 2025 and 2026, but first check whether we already have something like it.”

Into the shared .agents/skills folder

Connect the Chariot MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials donation-property-setup donation-reconciliation gift-acceptance-policy-audit lockbox-mail-triage; do
  curl -fsSL --create-dirs -o .agents/skills/chariot-$s/SKILL.md https://revampkey.com/marketplace/chariot/skills/$s/SKILL.md
done

Ask in plain language, for example “Add a Spring Appeal campaign field to donations with options for 2025 and 2026, but first check whether we already have something like it.”

RevampKey or copy the files?

In RevampKey

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

See the command

Chariot skills FAQ

What is a Chariot agent skill?

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

Do the Chariot skills change anything on their own?

1 of the 5 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 Chariot.

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

Do I need the Chariot MCP server too?

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

Chariot MCP server setup · This page as Markdown

Put Chariot’s best workflows in your agent

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

Download RevampKey Connect Chariot · 1 click

All 5 Chariot skills

Use Chariot from Claude, safely

Use it when

Tools it uses

Set up a Chariot donation property with AI

Use it when

Tools it uses

Reconcile a Chariot deposit against your donation records

Use it when

Tools it uses

Audit your gift-acceptance policies with AI

Use it when

Tools it uses

Triage Chariot lockbox mail

Use it when

Tools it uses

Get all 5 without copying a file

How Chariot skills work

How to install Chariot skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Chariot skills FAQ

Put Chariot’s best workflows in your agent

Skills for related tools