# Datasite agent skills for Claude Code, Cursor and RevampKey

> Ready-made Datasite playbooks for AI agents: audit who can see what in a Datasite data room, check Datasite data room Q&A status, set up a Datasite data room with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Datasite connector safely with AI](https://revampkey.com/marketplace/datasite/skills/essentials.md): Confirms the project and account first, picks the right read tool for each question, and asks for your explicit approval before any upload, invite, permission or membership change.
- [Audit who can see what in a Datasite data room](https://revampkey.com/marketplace/datasite/skills/data-room-access-audit.md): Compares members, roles and folder permissions against the intended access list and flags over-broad, stale or orphaned access. It is read-only, and any fix is proposed for your approval before anything changes.
- [Check Datasite data room Q&A status](https://revampkey.com/marketplace/datasite/skills/data-room-qa-status.md): Pulls a project's open due diligence questions and sorts out what is blocking the deal team, using read-only steps. It asks before changing anything.
- [Set up a Datasite data room with AI](https://revampkey.com/marketplace/datasite/skills/data-room-setup-and-upload.md): Builds a new data room step by step: confirms the project, plans the folder structure, uploads and organises content, then sets members and roles. It asks for your approval before every change.

## Install

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

```bash
for s in essentials data-room-access-audit data-room-qa-status data-room-setup-and-upload; do
  curl -fsSL --create-dirs -o .agents/skills/datasite-$s/SKILL.md https://revampkey.com/marketplace/datasite/skills/$s/SKILL.md
done
```

### What is a Datasite agent skill?

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

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

The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Datasite.

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

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

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

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