Close agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Close

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

All 4 Close 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-only9 Close tools

Use Close with AI, safely

Connects an AI assistant to your Close organization and confirms the org and access scope first. It searches and summarises records and asks before changing anything.

Use it when

You just connected Close and want to know what the assistant can do
The assistant returned results from a Close org you did not expect
You want to look up leads or deals without pulling the whole database

Tools it uses

org_info
org_users
lead_search
find_opportunities
perform_search
paginate_search
activity_search
fetch_pipeline_and_opportunity_statuses
find_pipelines_and_opportunity_statuses

Example

Check which Close org I'm connected to, then find my open opportunities from the last 30 days.

You are connected to Acme Sales (read-only scope). I found 42 open opportunities created in the last 30 days, showing the 25 largest first. I can page through the other 17 if you want them.

Use in RevampKeyRead the full skill →

Read-only7 Close tools

Summarise recent Close activity into a digest

Pulls calls, emails, meetings and status changes from Close for a period, org, or owner, and turns them into a short report for a manager or standup. Read-only; it asks before switching organisations.

Use it when

A manager wants this week's activity summary for the team
A rep needs a quick recap of their own calls and emails for standup
You want to see which leads got the most attention in a given period

Tools it uses

org_info
org_users
activity_search
paginate_search
fetch_lead
fetch_contact
find_lead_statuses

Example

Give me a digest of last week's activity in our Close org, broken down by rep.

Activity digest: Acme Sales, 3 to 9 March (Europe/London). Headline: 214 calls and 388 emails logged, touching 97 distinct leads. Jordan logged 88 calls across 31 leads, the most of any rep. Status movement: 23 leads moved forward and 4 moved back. Interpretation: Wednesday's call volume was about half the usual, and the calendar shows an offsite that day. Not established: SMS volume was excluded and automated sequence emails are included in the email count.

Use in RevampKeyRead the full skill →

Read-only5 Close tools

Triage Close lead hygiene with AI

Audits your Close leads for probable duplicates, missing owners, stale early-stage records and empty contact details, then returns a ranked cleanup list. It only reads data and asks before changing any lead.

Use it when

Before a campaign, to remove duplicate leads that would be contacted twice
When a manager asks who owns the unowned leads from last month
When the lead database has grown messy and needs a prioritised cleanup

Tools it uses

find_lead_smart_views
lead_search
paginate_search
find_lead_statuses
fetch_lead

Example

Check the leads created in the last 90 days for duplicates and missing owners, and give me a cleanup list. Don't change anything yet.

Across 412 leads created in the last 90 days: 18 probable duplicate pairs (36 leads) with matching emails, 6 possible duplicates for a human to review, 47 with no owner (31 of them created in the last 30 days), 22 stale in an early status, and 9 with no contact details. Top priority is the 18 duplicate pairs, because 11 of them have calls logged on both records. No changes made; tell me which to apply.

Use in RevampKeyRead the full skill →

Read-only9 Close tools

Audit your Close outreach templates with AI

Reviews your Close email and SMS templates and saved smart views to find duplicates, stale copy and inconsistent messaging, then recommends what to keep, merge or retire. It only reads and asks before changing anything.

Use it when

Your email template list has grown with "v2" and "FINAL" copies of the same message
You want to check whether SMS and email versions of a sequence still agree
You need to know which saved lead views still serve a real outreach purpose

Tools it uses

org_info
find_email_templates
find_sms_templates
find_lead_smart_views
find_workflows
fetch_email_template
fetch_sms_template
paginate_search
perform_search

Example

Audit our Close email and SMS templates. Find duplicates and anything with old pricing, and tell me what to merge or retire. Don't change anything yet.

Your org has 38 email templates and 9 SMS templates. I found 4 near-duplicate intro emails: I suggest merging them into the one with the most sends and keeping its opening line. Two follow-ups mention last year's pricing, so they are rewrite candidates. I have not changed anything. Tell me which merges to apply and I will wait for your yes first.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How Close skills work

Connect Close
The Close MCP server gives the agent its tools.
Ask in plain words
“Give me a digest of last week's activity in our Close org, broken down by rep.” 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 Close skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Close. 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 digest of last week's activity in our Close org, broken down by rep.”
Download RevampKeyConnect Close · 1 click
Get RevampKey to connect Close
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Close is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials activity-digest-report lead-hygiene-triage outreach-template-audit; do curl -fsSL --create-dirs -o .claude/skills/close-$s/SKILL.md https://revampkey.com/marketplace/close/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Close MCP server in Claude Code.

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

for s in essentials activity-digest-report lead-hygiene-triage outreach-template-audit; do
  curl -fsSL --create-dirs -o .claude/skills/close-$s/SKILL.md https://revampkey.com/marketplace/close/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a digest of last week's activity in our Close org, broken down by rep.”

Into the shared .agents/skills folder

Connect the Close MCP server in Cursor.

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

for s in essentials activity-digest-report lead-hygiene-triage outreach-template-audit; do
  curl -fsSL --create-dirs -o .agents/skills/close-$s/SKILL.md https://revampkey.com/marketplace/close/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a digest of last week's activity in our Close org, broken down by rep.”

Into the shared .agents/skills folder

Connect the Close MCP server in Codex.

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

for s in essentials activity-digest-report lead-hygiene-triage outreach-template-audit; do
  curl -fsSL --create-dirs -o .agents/skills/close-$s/SKILL.md https://revampkey.com/marketplace/close/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a digest of last week's activity in our Close org, broken down by rep.”

Into the shared .agents/skills folder

Connect the Close MCP server in VS Code.

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

for s in essentials activity-digest-report lead-hygiene-triage outreach-template-audit; do
  curl -fsSL --create-dirs -o .agents/skills/close-$s/SKILL.md https://revampkey.com/marketplace/close/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a digest of last week's activity in our Close org, broken down by rep.”

RevampKey or copy the files?

In RevampKey

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

See the command

Close skills FAQ

What is a Close agent skill?

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

Do the Close 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 Close.

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

Do I need the Close MCP server too?

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

Close MCP server setup · This page as Markdown

Put Close’s best workflows in your agent

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

Download RevampKey Connect Close · 1 click

All 4 Close skills

Use Close with AI, safely

Use it when

Tools it uses

Summarise recent Close activity into a digest

Use it when

Tools it uses

Triage Close lead hygiene with AI

Use it when

Tools it uses

Audit your Close outreach templates with AI

Use it when

Tools it uses

Get all 4 without copying a file

How Close skills work

How to install Close skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Close skills FAQ

Put Close’s best workflows in your agent

Skills for related tools