Clarify agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Clarify

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

All 4 Clarify 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 writing16 Clarify tools

Use Clarify with AI safely and well

Guides your AI assistant to confirm your workspace and date range, pick the right Clarify read or write tool, keep queries small, and ask before any change.

Use it when

Asking about deals, companies or meetings in your Clarify CRM
Switching between workspaces or teams in one conversation
Making bulk changes to records, lists or campaigns and wanting a safe review first

Tools it uses

get-current-user
get-schema
get-records
query-data
get-campaign
get-lists
find-leads
import-leads
add-comment
merge-records
create-campaign
update-campaign
create-or-update-fields
delete-fields
create-or-update-agent
delete-agent

Example

In Clarify, how many deals moved to Negotiation this quarter, and which ones?

Your workspace is Northwind Sales and the range is 1 April to 30 June, using your timezone. 23 deals moved to Negotiation, 14 from Proposal and 9 from Discovery. I showed the first 20 by value. Nothing has been changed; say the word if you want a list saved as a view.

Use in RevampKeyRead the full skill →

Read-only2 Clarify tools

Audit your Clarify email campaigns with AI

Reads campaign rates and per-recipient engagement, judges which numbers are big enough to trust, and recommends one or two changes. It never edits or publishes a campaign.

Use it when

A campaign finished and you want to know whether it worked
Replies are low and you need to know whether the list or the email is at fault
You are choosing which sequence or list to scale up or retire

Tools it uses

list-campaigns
get-campaign

Example

In Clarify, how did the Q3 outbound sequence perform, and should I change anything?

The Q3 sequence reached 412 delivered with a 2.9% reply rate, but step 1 carries most of the replies. Step 3 added only 2 of the 12 replies, so it is probably worth rewriting rather than cutting. The EU segment is below 100 delivered, so its 4.1% rate is directional only. I would test a new step 1 offer first; nothing was changed.

Use in RevampKeyRead the full skill →

Asks before writing6 Clarify tools

Clean up CRM data in Clarify with AI

Finds duplicate companies and people, missing deal fields and stale records in Clarify, then proposes fixes in batches. It asks for your approval before changing anything.

Use it when

Your CRM has duplicate companies or contacts and you want them flagged for merging
Deals are missing close dates or amounts and skew your forecast
You want stale or orphaned records found before a quarterly review

Tools it uses

get-current-user
get-schema
query-data
get-records
merge-records
add-comment

Example

In Clarify, find duplicate companies and deals with missing close dates, and propose fixes for my approval.

I found 41 deals with a past close date and still open: 18 look won per recent comments, 9 need a new close date, and 14 are still live. I also found 12 possible duplicate company pairs, 4 with the same domain. I haven't changed anything. Batch 1 closes the 18 won deals, and I'll wait for your yes before running it.

Use in RevampKeyRead the full skill →

Read-only4 Clarify tools

Weekly pipeline review with Clarify AI

Reviews your open deals for stage aging, overdue close dates, quiet deals and coverage, then reports what needs attention this week. It only reads data and never changes records.

Use it when

Before a weekly pipeline or forecast meeting
When you want to know which deals to focus on this week
When a manager asks whether the forecast is realistic

Tools it uses

get-current-user
get-schema
query-data
get-records

Example

In Clarify, which deals need attention in my pipeline this week?

You have 38 open deals worth $2.1M in this quarter's window. Three need attention first: Northwind renewal ($420K, close date passed 12 days ago), Apex expansion ($180K, no activity in 19 days) and Helix pilot ($95K, late stage with no next step). Coverage looks thin if the target is $2.5M, and the top two deals make up half the forecast.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How Clarify skills work

Connect Clarify
The Clarify MCP server gives the agent its tools.
Ask in plain words
“In Clarify, how did the Q3 outbound sequence perform, and should I change anything?” 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 Clarify skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Clarify. 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 “In Clarify, how did the Q3 outbound sequence perform, and should I change anything?”
Download RevampKeyConnect Clarify · 1 click
Get RevampKey to connect Clarify
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Clarify is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials campaign-performance-audit crm-data-hygiene pipeline-review; do curl -fsSL --create-dirs -o .claude/skills/clarify-$s/SKILL.md https://revampkey.com/marketplace/clarify/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Clarify MCP server in Claude Code.

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

for s in essentials campaign-performance-audit crm-data-hygiene pipeline-review; do
  curl -fsSL --create-dirs -o .claude/skills/clarify-$s/SKILL.md https://revampkey.com/marketplace/clarify/skills/$s/SKILL.md
done

Ask in plain language, for example “In Clarify, how did the Q3 outbound sequence perform, and should I change anything?”

Into the shared .agents/skills folder

Connect the Clarify MCP server in Cursor.

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

for s in essentials campaign-performance-audit crm-data-hygiene pipeline-review; do
  curl -fsSL --create-dirs -o .agents/skills/clarify-$s/SKILL.md https://revampkey.com/marketplace/clarify/skills/$s/SKILL.md
done

Ask in plain language, for example “In Clarify, how did the Q3 outbound sequence perform, and should I change anything?”

Into the shared .agents/skills folder

Connect the Clarify MCP server in Codex.

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

for s in essentials campaign-performance-audit crm-data-hygiene pipeline-review; do
  curl -fsSL --create-dirs -o .agents/skills/clarify-$s/SKILL.md https://revampkey.com/marketplace/clarify/skills/$s/SKILL.md
done

Ask in plain language, for example “In Clarify, how did the Q3 outbound sequence perform, and should I change anything?”

Into the shared .agents/skills folder

Connect the Clarify MCP server in VS Code.

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

for s in essentials campaign-performance-audit crm-data-hygiene pipeline-review; do
  curl -fsSL --create-dirs -o .agents/skills/clarify-$s/SKILL.md https://revampkey.com/marketplace/clarify/skills/$s/SKILL.md
done

Ask in plain language, for example “In Clarify, how did the Q3 outbound sequence perform, and should I change anything?”

RevampKey or copy the files?

In RevampKey

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

See the command

Clarify skills FAQ

What is a Clarify agent skill?

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

Do the Clarify skills change anything on their own?

2 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 Clarify.

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

Do I need the Clarify MCP server too?

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

Clarify MCP server setup · This page as Markdown

Put Clarify’s best workflows in your agent

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

Download RevampKey Connect Clarify · 1 click

All 4 Clarify skills

Use Clarify with AI safely and well

Use it when

Tools it uses

Audit your Clarify email campaigns with AI

Use it when

Tools it uses

Clean up CRM data in Clarify with AI

Use it when

Tools it uses

Weekly pipeline review with Clarify AI

Use it when

Tools it uses

Get all 4 without copying a file

How Clarify skills work

How to install Clarify skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Clarify skills FAQ

Put Clarify’s best workflows in your agent

Skills for related tools