# Crossbeam agent skills for Claude Code, Cursor and RevampKey

> Ready-made Crossbeam playbooks for AI agents: prepare a partner introduction brief for a deal with AI, rank your partner-overlap accounts with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Crossbeam with AI](https://revampkey.com/marketplace/crossbeam/skills/essentials.md): Ground rules for querying Crossbeam partner data with an AI assistant: confirm scope, pick the right tool, keep results small, and rely on read-only access. It never changes Crossbeam or your CRM.
- [Prepare a partner introduction brief for a deal with AI](https://revampkey.com/marketplace/crossbeam/skills/deal-partner-introduction-prep.md): Builds a call or introduction brief for one account from Crossbeam, showing which partners already work it, who they are willing to share as contacts, and what has changed recently. It asks before switching accounts or sending anything.
- [Rank your partner-overlap accounts with AI](https://revampkey.com/marketplace/crossbeam/skills/partner-overlap-account-prioritisation.md): Turns the accounts your partners also work into a ranked list of targets, weighing partner activity and open deals. It works read-only and asks before changing anything.

## Install

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

```bash
for s in essentials deal-partner-introduction-prep partner-overlap-account-prioritisation; do
  curl -fsSL --create-dirs -o .agents/skills/crossbeam-$s/SKILL.md https://revampkey.com/marketplace/crossbeam/skills/$s/SKILL.md
done
```

### What is a Crossbeam agent skill?

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

### Do the Crossbeam skills change anything on their own?

3 of the 3 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 Crossbeam.

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

### Do I need the Crossbeam MCP server too?

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

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