Cloze agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Cloze

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

All 5 Cloze 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 writing20 Cloze tools

Use the Cloze connector with AI, safely

Teaches your AI assistant how to work in your Cloze account: confirm the account first, pick the right contact or project tool, search without flooding the chat, and ask before any change is made.

Use it when

You have just connected Cloze to Claude or ChatGPT and want to know what it can safely do.
An assistant keeps searching the wrong account or record and you want it to slow down and check.
You want a clear rule that nothing in Cloze gets created or changed without your say-so.

Tools it uses

about_me
person_find
person_find_steps
person_count
person_views
person_tags
person_add
person_change
project_find
project_find_steps
project_count
project_views
project_tags
project_add
project_change
timeline
add_note
add_todo
save_draft
full_content

Example

Before you do anything in Cloze, confirm which account you are working in, then find Jared Kim and tell me the last three things logged against him.

Working in Cloze for Dana Ortiz. I found one contact named Jared Kim, matched on email jared.kim@example.org, so I did not need to page through the full list. His last three timeline entries are a call on 3 June, a listing presentation sent on 28 May, and a note from 20 May. Nothing has been changed.

Use in RevampKeyRead the full skill →

Read-only7 Cloze tools

Prepare a client brief from Cloze with AI

Reads a contact's Cloze timeline, open steps and linked projects and turns them into a short brief with the questions to ask. It only reads data and never changes anything in your account.

Use it when

Before a call or meeting with a client
Before a property showing or listing presentation
When you need to recall what is outstanding with someone

Tools it uses

person_find
timeline
person_find_steps
full_content
project_find
project_find_steps
person_tags

Example

Prep me for my call with Jared Kim tomorrow.

Jared Kim last replied 9 days ago with a question about financing, and it has not been answered. Your Oakwood Heights project shows no activity in 3 weeks. Two open questions for the call: whether his pre-approval is current, and if he wants the Maple Street comparison.

Use in RevampKeyRead the full skill →

Read-only10 Cloze tools

Audit your Cloze contacts and projects for duplicates and gaps

Checks your Cloze contacts, projects, tags and views for duplicates, incomplete records and unused tags, then proposes a cleanup plan. It changes nothing until you approve each step.

Use it when

Your contact list has grown messy with duplicates after imports
You want to tidy tags and views before a team onboarding
You suspect the same client exists under two records

Tools it uses

person_count
project_count
person_find
person_find_steps
timeline
person_tags
project_tags
person_views
project_views
project_find_steps

Example

Audit my Cloze contacts for duplicates and tell me what to clean up. Don't change anything yet.

I checked 1,240 people and 86 projects in your Cloze account. I found 14 high-confidence duplicate pairs, all sharing an email address. For example, two records for Jane Doe share one address; the one with 22 timeline entries is the one to keep. I also found 9 tags that are near-duplicates of 'prospect'. Nothing has been changed. Tell me which steps you want me to carry out.

Use in RevampKeyRead the full skill →

Read-only9 Cloze tools

Draft outreach emails from your Cloze history

Writes a personalised intro, check-in or follow-up email using the contact's recent timeline, open follow-ups and your own bio, then saves it as a draft in Cloze for you to review and send yourself. It asks before saving anything.

Use it when

You want to follow up with a client after a call or a quiet period.
You need a short intro email to someone you have not spoken to in a while.
You want a draft that references the last real conversation rather than a generic check-in.

Tools it uses

about_me
person_find
timeline
person_find_steps
person_views
project_find
person_tags
full_content
save_draft

Example

Draft a follow-up to Maria Lopez about the Oakwood Heights listing. Keep it short and remind her of the price we discussed last month.

Found Maria Lopez (maria.lopez@example.org) and the Oakwood Heights project. Your last exchange was a call on 12 March where she asked for a revised price range. Here is the draft: 'Hi Maria, following up on our call on 12 March about the Oakwood Heights listing. I have the revised price range you asked for and can send it over this week. Would Thursday morning work for a quick chat? Best, Alex.' Reply 'save' and I will add it to your Cloze drafts.

Use in RevampKeyRead the full skill →

Asks before writing5 Cloze tools

Find missed follow-ups in Cloze

Finds contacts who have gone quiet and promises that never became a to-do, then suggests which follow-ups to add. It asks before creating anything.

Use it when

You want to know who you have let slip this month
A client said they would call back and nothing was scheduled
You are clearing your task list and need to spot the gaps

Tools it uses

timeline
person_find
person_find_steps
project_find_steps
add_todo

Example

Which of my contacts have gone quiet in the last 30 days, and which promises did I never add as to-dos?

I found 6 gaps in your last 30 days. The strongest is Jared Kim: 8 touches last quarter, none in 19 days, and a note from 3 weeks ago says you would send the revised quote. I suggest a to-do to send the quote by Friday. Nothing has been added yet. Which of these should I create?

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Cloze skills work

Connect Cloze
The Cloze MCP server gives the agent its tools.
Ask in plain words
“Prep me for my call with Jared Kim tomorrow.” 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 Cloze skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Cloze. 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 “Prep me for my call with Jared Kim tomorrow.”
Download RevampKeyConnect Cloze · 1 click
Get RevampKey to connect Cloze
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Cloze is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials client-prep-brief contact-hygiene-audit draft-outreach-email follow-up-reminders; do curl -fsSL --create-dirs -o .claude/skills/cloze-$s/SKILL.md https://revampkey.com/marketplace/cloze/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Cloze MCP server in Claude Code.

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

for s in essentials client-prep-brief contact-hygiene-audit draft-outreach-email follow-up-reminders; do
  curl -fsSL --create-dirs -o .claude/skills/cloze-$s/SKILL.md https://revampkey.com/marketplace/cloze/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for my call with Jared Kim tomorrow.”

Into the shared .agents/skills folder

Connect the Cloze MCP server in Cursor.

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

for s in essentials client-prep-brief contact-hygiene-audit draft-outreach-email follow-up-reminders; do
  curl -fsSL --create-dirs -o .agents/skills/cloze-$s/SKILL.md https://revampkey.com/marketplace/cloze/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for my call with Jared Kim tomorrow.”

Into the shared .agents/skills folder

Connect the Cloze MCP server in Codex.

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

for s in essentials client-prep-brief contact-hygiene-audit draft-outreach-email follow-up-reminders; do
  curl -fsSL --create-dirs -o .agents/skills/cloze-$s/SKILL.md https://revampkey.com/marketplace/cloze/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for my call with Jared Kim tomorrow.”

Into the shared .agents/skills folder

Connect the Cloze MCP server in VS Code.

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

for s in essentials client-prep-brief contact-hygiene-audit draft-outreach-email follow-up-reminders; do
  curl -fsSL --create-dirs -o .agents/skills/cloze-$s/SKILL.md https://revampkey.com/marketplace/cloze/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for my call with Jared Kim tomorrow.”

RevampKey or copy the files?

In RevampKey

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

See the command

Cloze skills FAQ

What is a Cloze agent skill?

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

Do the Cloze skills change anything on their own?

3 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 Cloze.

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

Do I need the Cloze MCP server too?

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

Cloze MCP server setup · This page as Markdown

Put Cloze’s best workflows in your agent

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

Download RevampKey Connect Cloze · 1 click

All 5 Cloze skills

Use the Cloze connector with AI, safely

Use it when

Tools it uses

Prepare a client brief from Cloze with AI

Use it when

Tools it uses

Audit your Cloze contacts and projects for duplicates and gaps

Use it when

Tools it uses

Draft outreach emails from your Cloze history

Use it when

Tools it uses

Find missed follow-ups in Cloze

Use it when

Tools it uses

Get all 5 without copying a file

How Cloze skills work

How to install Cloze skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Cloze skills FAQ

Put Cloze’s best workflows in your agent

Skills for related tools