# Close agent skills for Claude Code, Cursor and RevampKey

> Ready-made Close playbooks for AI agents: summarise recent Close activity into a digest, triage Close lead hygiene with AI, audit your Close outreach templates with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Close with AI, safely](https://revampkey.com/marketplace/close/skills/essentials.md): 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.
- [Summarise recent Close activity into a digest](https://revampkey.com/marketplace/close/skills/activity-digest-report.md): 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.
- [Triage Close lead hygiene with AI](https://revampkey.com/marketplace/close/skills/lead-hygiene-triage.md): 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.
- [Audit your Close outreach templates with AI](https://revampkey.com/marketplace/close/skills/outreach-template-audit.md): 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.

## Install

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

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/close.md