# Day AI agent skills for Claude Code, Cursor and RevampKey

> Ready-made Day AI playbooks for AI agents: account brief research for Day AI, create and update Day AI CRM records safely, draft follow-up emails from your Day AI CRM with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Day AI connector safely](https://revampkey.com/marketplace/day-ai/skills/essentials.md): 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.
- [Account brief research for Day AI](https://revampkey.com/marketplace/day-ai/skills/account-brief-research.md): 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.
- [Create and update Day AI CRM records safely](https://revampkey.com/marketplace/day-ai/skills/crm-record-update.md): 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.
- [Draft follow-up emails from your Day AI CRM with AI](https://revampkey.com/marketplace/day-ai/skills/outreach-email-draft.md): 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.
- [Audit your Day AI pipeline for stale and unowned deals](https://revampkey.com/marketplace/day-ai/skills/pipeline-hygiene-review.md): 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.

## Install

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

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/day-ai.md