CorralData agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect CorralData

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

All 5 CorralData 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 writing22 CorralData tools

Use CorralData with AI, safely

Sets the account and scope first, keeps schema and SQL results small, and asks for your yes before any change to a board or widget.

Use it when

Starting any task in CorralData and need the right account and board
Getting a permission or role error from CorralData
Wanting to know which CorralData tool to use for a given job

Tools it uses

list_boards
get_board
list_schemas
search_tables
list_tables
describe_table
describe_tables
get_relationships
get_column_values
lint_sql
execute_sql
validate_widget_query
list_widgets
get_widget
get_query_context
create_board
update_board
duplicate_board
create_widget
update_widget
bulk_update_widgets
create_board_filter

Example

Check which CorralData account I'm in and find the board for weekly clinic visits, then tell me what it shows before changing anything.

Account: Riverside Clinics. Board: Weekly Visits (found 1 match). The board has 6 widgets: 4 charts and 2 KPI tiles. Nothing has been changed. Tell me if you want any edits, and I will list each change for your approval first.

Use in RevampKeyRead the full skill →

Asks before writing13 CorralData tools

Audit a CorralData board with AI

Reviews an existing CorralData board for broken, stale, duplicated and unclear widgets and filters, and reports findings with evidence. It reads only and asks before changing anything.

Use it when

Before a monthly review, to check whether a board still answers its question
When two charts on the same board show different numbers
When a dashboard has grown over time and nobody knows which widgets are still used

Tools it uses

list_boards
get_board
list_widgets
get_widget
list_board_filters
get_board_filter
validate_widget_query
describe_table
update_widget
bulk_update_widgets
update_board
duplicate_board
create_board_filter

Example

Audit the Patient Retention board in the Northwind account and tell me what's broken or stale before we present it on Monday.

I checked all 14 widgets and 3 filters on Patient Retention. Two are broken: the 90-day return rate query no longer validates because its source column was renamed, and a cohort chart returns no rows. One filter, Clinic Region, is not used by any widget. Two widgets disagree on active patients in March. I have not changed anything. Want me to draft the fixes for your approval?

Use in RevampKeyRead the full skill →

Asks before writing11 CorralData tools

Build a CorralData dashboard with AI

Turns a business question into a CorralData board: plans the widgets and filters, validates every query, and asks for approval on the layout before creating anything.

Use it when

You need a new board for a recurring business question
You want charts and filters set up from a plain-language brief
You are starting a report page and want the widgets checked before they are saved

Tools it uses

list_boards
get_board
search_tables
list_tables
describe_tables
get_relationships
get_column_values
lint_sql
validate_widget_query
execute_sql
list_widgets

Example

Build a board showing weekly signups, conversion by region, and churn for the EMEA team, with a region filter.

I'll plan a board before creating anything. Proposed layout: a KPI row for signups, conversion and churn, then a weekly trend for signups, a bar chart of conversion by region, and a churn table. One region filter applies to all widgets. I checked the queries against the signup and subscription tables and all five passed validation. Shall I create this board?

Use in RevampKeyRead the full skill →

Read-only7 CorralData tools

Find the right tables and joins in CorralData

Maps which tables, columns and relationships answer a business question, using schema search, column values and confirmed foreign keys, before any SQL is written. Read-only, and it asks before switching accounts.

Use it when

You need to know which table holds a metric before writing a query
You want to confirm how two datasets join without guessing keys
You are checking whether the warehouse covers a period you need to report on

Tools it uses

search_tables
list_schemas
list_tables
describe_table
describe_tables
get_column_values
get_relationships

Example

Which tables do I need to calculate monthly active patients by clinic, and how do they join?

Visits are at one row per encounter in clinic_visits, which is the right grain. I rejected visits_raw because it still contains 214 cancelled rows. Patients join to visits on patient_id, confirmed as many-to-one, so counting patients after the join needs a distinct count. Clinic names are stored as 'North' and 'north' in one table, so I'll filter on the stored values.

Use in RevampKeyRead the full skill →

Asks before writing6 CorralData tools

Check a SQL query and its numbers with AI

Writes a read-only SQL query against your CorralData warehouse, then checks grain, joins, filters and totals before reporting a figure. It asks before switching accounts and never changes data.

Use it when

You need a count or total from the warehouse and want it to be right, not just to run.
A figure looks too high or too low and you want to find out why.
You are about to put a number into a report and want it checked first.

Tools it uses

describe_table
describe_tables
get_relationships
get_column_values
lint_sql
execute_sql

Example

How many paid orders did we have last month, and what is the revenue from them? Check the numbers before you give them to me.

Paid orders last month: 1,284 across 911 distinct customers. Revenue is 86,430 in total. I checked that the order-level table has one row per order, that the join to order lines does not inflate the revenue sum, and that the breakdown by region adds back to the total.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How CorralData skills work

Connect CorralData
The CorralData MCP server gives the agent its tools.
Ask in plain words
“Audit the Patient Retention board in the Northwind account and tell me what's broken or stale before we present it on Monday.” 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 CorralData skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect CorralData. 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 “Audit the Patient Retention board in the Northwind account and tell me what's broken or stale before we present it on Monday.”
Download RevampKeyConnect CorralData · 1 click
Get RevampKey to connect CorralData
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and CorralData is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials dashboard-audit dashboard-build data-discovery sql-query-check; do curl -fsSL --create-dirs -o .claude/skills/corraldata-$s/SKILL.md https://revampkey.com/marketplace/corraldata/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the CorralData MCP server in Claude Code.

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

for s in essentials dashboard-audit dashboard-build data-discovery sql-query-check; do
  curl -fsSL --create-dirs -o .claude/skills/corraldata-$s/SKILL.md https://revampkey.com/marketplace/corraldata/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit the Patient Retention board in the Northwind account and tell me what's broken or stale before we present it on Monday.”

Into the shared .agents/skills folder

Connect the CorralData MCP server in Cursor.

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

for s in essentials dashboard-audit dashboard-build data-discovery sql-query-check; do
  curl -fsSL --create-dirs -o .agents/skills/corraldata-$s/SKILL.md https://revampkey.com/marketplace/corraldata/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit the Patient Retention board in the Northwind account and tell me what's broken or stale before we present it on Monday.”

Into the shared .agents/skills folder

Connect the CorralData MCP server in Codex.

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

for s in essentials dashboard-audit dashboard-build data-discovery sql-query-check; do
  curl -fsSL --create-dirs -o .agents/skills/corraldata-$s/SKILL.md https://revampkey.com/marketplace/corraldata/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit the Patient Retention board in the Northwind account and tell me what's broken or stale before we present it on Monday.”

Into the shared .agents/skills folder

Connect the CorralData MCP server in VS Code.

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

for s in essentials dashboard-audit dashboard-build data-discovery sql-query-check; do
  curl -fsSL --create-dirs -o .agents/skills/corraldata-$s/SKILL.md https://revampkey.com/marketplace/corraldata/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit the Patient Retention board in the Northwind account and tell me what's broken or stale before we present it on Monday.”

RevampKey or copy the files?

In RevampKey

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

See the command

CorralData skills FAQ

What is a CorralData agent skill?

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

Do the CorralData 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 CorralData.

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

Do I need the CorralData MCP server too?

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

CorralData MCP server setup · This page as Markdown

Put CorralData’s best workflows in your agent

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

Download RevampKey Connect CorralData · 1 click

All 5 CorralData skills

Use CorralData with AI, safely

Use it when

Tools it uses

Audit a CorralData board with AI

Use it when

Tools it uses

Build a CorralData dashboard with AI

Use it when

Tools it uses

Find the right tables and joins in CorralData

Use it when

Tools it uses

Check a SQL query and its numbers with AI

Use it when

Tools it uses

Get all 5 without copying a file

How CorralData skills work

How to install CorralData skills

RevampKey or copy the files?

In RevampKey

Copy into your project

CorralData skills FAQ

Put CorralData’s best workflows in your agent

Skills for related tools