Day AI agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Day AI

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

All 5 Day AI 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 writing23 Day AI tools

Use the Day AI connector safely

Sets out how an AI agent should confirm the workspace, choose between Day AI's CRM, search and assistant tools, and ask for approval before any change, send or notification.

Use it when

You are connecting Day AI for the first time and want to know what it can safely do.
An agent is about to update CRM records and you want it to confirm the workspace first.
A Day AI call failed or came back empty and you need to know whether it is a permissions, tier or rate-limit issue.

Tools it uses

open_sidebar
read_crm_schema
keyword_search
read_object_history
search_related_objects
web_search
create_page
update_page
create_view
create_chart
create_custom_property
update_property_definition
get_assistant_actions
dismiss_objects
update_assistant
get_share_url
create_or_update_person_organization
create_or_update_opportunity
create_or_update_pipeline_stage
create_action
send_email
create_email_draft
send_notification

Example

Before you update anything in Day AI, make sure you're in the right workspace and show me the exact change first.

I'm connected to the Northwind workspace on your Pro agent tier. Before I change the Acme opportunity, here is the update: stage from Proposal to Negotiation, close date moved to 14 March. Please confirm this workspace and say yes to apply it.

Use in RevampKeyRead the full skill →

Read-only6 Day AI tools

Account brief research for Day AI

Builds a pre-meeting brief on a company or contact from your Day AI records and public web news, keeping CRM facts and web facts clearly separate and listing what is missing. It only reads data and asks before changing anything.

Use it when

Before a renewal call, when you need the deal state and last contact in one place
Preparing for a first meeting with a new prospect and their recent news
Checking a stalled account before a follow-up so you know what to ask

Tools it uses

keyword_search
open_sidebar
read_crm_schema
search_related_objects
read_object_history
web_search

Example

Prep me a brief on Acme Logistics before tomorrow's call with their VP of Operations.

Acme Logistics: the opportunity is in Negotiation at $120k, but its last stage change was 94 days ago, so it looks dormant. Only one contact is logged, Dana Reyes, with no economic buyer identified. Web: Acme announced a warehouse expansion in March. Gaps: no next step is scheduled, and the close date passed last month. Questions to ask: who signs off on budget, and what is the timeline for the expansion.

Use in RevampKeyRead the full skill →

Asks before writing6 Day AI tools

Create and update Day AI CRM records safely

Creates or updates people, organisations and opportunities in Day AI after checking for duplicates, showing you the exact diff, and waiting for your approval. It verifies the change in the record's history afterwards.

Use it when

You want to add a new contact or company without creating a duplicate.
You need to move a deal to a new stage or change its amount.
You want a clear before-and-after diff before anything in the CRM changes.

Tools it uses

search_related_objects
keyword_search
analyze_before_create_or_update
create_or_update_person_organization
create_or_update_opportunity
read_object_history

Example

Move the Acme Corp renewal to Negotiation and set the amount to 48,000, but check first that it isn't already logged.

I found one open opportunity for Acme Corp renewal, currently at Proposal with an amount of 42,000. Here is the proposed change: stage Proposal to Negotiation, amount 42,000 to 48,000, owner unchanged. Reply yes to apply it, and I will check the history afterwards.

Use in RevampKeyRead the full skill →

Asks before writing4 Day AI tools

Draft follow-up emails from your Day AI CRM with AI

Gathers the last exchange and open commitments on a contact or opportunity, drafts a short follow-up, and sends nothing until you approve the exact text and recipient.

Use it when

A meeting ended and you need a follow-up that picks up the agreed next step
A prospect has gone quiet on a proposal and you want a short, specific nudge
You are handing an account to a colleague and need a clear introduction email

Tools it uses

search_related_objects
keyword_search
create_email_draft
send_email

Example

Draft a follow-up to Priya at Northwind about the proposal we sent last Tuesday. Ask for a decision by Friday.

Here is a draft to Priya Shah at Northwind, created but not sent. It references your call on the 4th where she asked about the annual discount, and asks for a yes or no on the proposal by Friday. Two details are placeholders: the discount percentage, since the notes show two figures. Approve the text, edit it, or tell me to send it.

Use in RevampKeyRead the full skill →

Asks before writing9 Day AI tools

Audit your Day AI pipeline for stale and unowned deals

Reviews your Day AI opportunity pipeline read-only and ranks stale, unowned, under-specified and duplicate deals by severity, with the evidence for each. It never changes a record.

Use it when

Before a Monday forecast call, to find deals that are inflating the quarter
When a rep leaves and you need to see which of their deals have no owner
When the pipeline total looks wrong and you want to know why

Tools it uses

read_crm_schema
keyword_search
search_related_objects
read_object_history
create_or_update_opportunity
create_or_update_person_organization
update_property_definition
dismiss_objects
send_notification

Example

Audit my Day AI pipeline and tell me which deals are stale or past their close date, ranked by value.

I read 142 open opportunities across four stages. 41 are stale: 18 have had no stage change in 60 days, 9 are past their close date, and 14 have no owner. The highest-value issue is a Negotiation deal worth 185k with no activity for 34 days. I have not changed anything; I can prepare the re-dating or reassignment for your approval.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

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How Day AI skills work

Connect Day AI
The Day AI MCP server gives the agent its tools.
Ask in plain words
“Prep me a brief on Acme Logistics before tomorrow's call with their VP of Operations.” 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 Day AI skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Day AI. 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 a brief on Acme Logistics before tomorrow's call with their VP of Operations.”
Download RevampKeyConnect Day AI · 1 click
Get RevampKey to connect Day AI
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Day AI is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials account-brief-research crm-record-update outreach-email-draft pipeline-hygiene-review; do curl -fsSL --create-dirs -o .claude/skills/day-ai-$s/SKILL.md https://revampkey.com/marketplace/day-ai/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Day AI MCP server in Claude Code.

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

for s in essentials account-brief-research crm-record-update outreach-email-draft pipeline-hygiene-review; do
  curl -fsSL --create-dirs -o .claude/skills/day-ai-$s/SKILL.md https://revampkey.com/marketplace/day-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me a brief on Acme Logistics before tomorrow's call with their VP of Operations.”

Into the shared .agents/skills folder

Connect the Day AI MCP server in Cursor.

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

for s in essentials account-brief-research crm-record-update outreach-email-draft pipeline-hygiene-review; do
  curl -fsSL --create-dirs -o .agents/skills/day-ai-$s/SKILL.md https://revampkey.com/marketplace/day-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me a brief on Acme Logistics before tomorrow's call with their VP of Operations.”

Into the shared .agents/skills folder

Connect the Day AI MCP server in Codex.

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

for s in essentials account-brief-research crm-record-update outreach-email-draft pipeline-hygiene-review; do
  curl -fsSL --create-dirs -o .agents/skills/day-ai-$s/SKILL.md https://revampkey.com/marketplace/day-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me a brief on Acme Logistics before tomorrow's call with their VP of Operations.”

Into the shared .agents/skills folder

Connect the Day AI MCP server in VS Code.

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

for s in essentials account-brief-research crm-record-update outreach-email-draft pipeline-hygiene-review; do
  curl -fsSL --create-dirs -o .agents/skills/day-ai-$s/SKILL.md https://revampkey.com/marketplace/day-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me a brief on Acme Logistics before tomorrow's call with their VP of Operations.”

RevampKey or copy the files?

In RevampKey

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

See the command

Day AI skills FAQ

What is a Day AI agent skill?

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

Do the Day AI 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 Day AI.

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

Do I need the Day AI MCP server too?

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

Day AI MCP server setup · This page as Markdown

Put Day AI’s best workflows in your agent

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

Download RevampKey Connect Day AI · 1 click

All 5 Day AI skills

Use the Day AI connector safely

Use it when

Tools it uses

Account brief research for Day AI

Use it when

Tools it uses

Create and update Day AI CRM records safely

Use it when

Tools it uses

Draft follow-up emails from your Day AI CRM with AI

Use it when

Tools it uses

Audit your Day AI pipeline for stale and unowned deals

Use it when

Tools it uses

Get all 5 without copying a file

How Day AI skills work

How to install Day AI skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Day AI skills FAQ

Put Day AI’s best workflows in your agent

Skills for related tools