Dext agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Dext

Connect Dext once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Dext skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only22 Dext tools

Use the Dext AI Connector safely

Gives an assistant safe, scoped access to your Dext practice data, confirming which practice and clients you mean before answering. It asks before any change is made to your data.

Use it when

You want quick answers about clients, documents or journals without opening Dext
You need to know which Dext tool answers a particular question
You are reconnecting Dext or getting a permission error and need to know what to do

Tools it uses

organisations
client_list
invoice_lookup
list_invoices
list_journals
list_wages_journals
list_flows
list_checks
get_client_activity
get_client_stats
list_aged_receivables
list_aged_payables
get_xero_bank_balances
get_vat_return
get_ct_estimate
practice_users
client_managers
client_users
colleague_time_spent
client_access
check_account_config
submit_feedback

Example

Which clients in our practice have documents waiting, and how many are there for last month?

I've confirmed the practice and resolved the client list first. For last month, 12 clients have documents still waiting to be processed: 7 are in the Acme group and 5 are sole traders. These counts come from the flow and check tools for that period, and I've fetched the list in two pages, so the figures are complete. I haven't changed anything in Dext.

Use in RevampKeyRead the full skill →

Read-only6 Dext tools

Sweep your Dext client list for stalled documents

Works through your client list to find clients whose document flow has stalled or is overdue, and ranks who to chase first. It reads your data and asks before changing or sending anything.

Use it when

A manager wants to know which clients are behind on documents this week.
A team is planning a chase round and needs a prioritised list.
A firm-wide compliance check before a filing deadline.

Tools it uses

organisations
client_list
list_checks
list_flows
get_client_activity
get_client_stats

Example

Which of our clients have stalled document flow this month, and who should we chase first?

I read 412 clients across the Northgate portfolio and ranked the ones with stalled flows over the last 14 days. Twelve need chasing, led by Brightline Ltd, with a failing VAT check and no client activity for 23 days. Four more are internal backlog, where documents arrived but have not been processed. Three look like seasonal false positives.

Use in RevampKeyRead the full skill →

Read-only10 Dext tools

Check whether a client's month-end close is ready

Reviews journals, wages journals, bank balances and VAT return status for one client and period, and lists what is blocking sign-off. It asks before changing anything.

Use it when

A client's month needs to be closed and you want to know what is still open
A quarter's VAT return is due and you need to confirm the books are complete
You want a close checklist before sign-off

Tools it uses

client_list
organisations
list_journals
list_wages_journals
get_xero_bank_balances
get_vat_return
list_checks
list_flows
get_client_activity
submit_feedback

Example

Can I close Hartley Ltd's books for March? Tell me what's still blocking it.

Not ready. Hartley Ltd has 3 unposted manual journals in March and the March wages journal has not been posted. The bank balances are current, and the VAT return covers the right quarter. There are 2 open document checks inside March that could still change the figures. Next: post the wages journal, then clear the 3 journals.

Use in RevampKeyRead the full skill →

Read-only8 Dext tools

Review practice team workload with Dext AI

Reviews how time and client ownership are spread across your accounting team using Dext data, flagging overload, idle capacity and unowned clients. It proposes reassignments as a draft and asks before changing any ownership or access.

Use it when

A partner wants to know who is overloaded before the busy season
A manager needs to rebalance client ownership after someone leaves
Clients appear to have no clear manager and need an owner

Tools it uses

organisations
check_account_config
practice_users
client_users
client_access
client_managers
colleague_time_spent
get_client_activity

Example

Who in the team is overloaded this quarter, and which clients could move to someone with spare capacity?

Across the practice for Q3, three colleagues logged well above the team median, and one logged almost no time. Two clients have no manager recorded. I drafted three moves that would take load off the busiest colleague, but nothing has changed yet. Shall I apply the first move?

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How Dext skills work

Connect Dext
The Dext MCP server gives the agent its tools.
Ask in plain words
“Which of our clients have stalled document flow this month, and who should we chase first?” 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 Dext skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Dext. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Which of our clients have stalled document flow this month, and who should we chase first?”
Download RevampKeyConnect Dext · 1 click
Get RevampKey to connect Dext
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Dext is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials client-compliance-sweep month-end-close-readiness practice-team-workload; do curl -fsSL --create-dirs -o .claude/skills/dext-$s/SKILL.md https://revampkey.com/marketplace/dext/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Dext MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials client-compliance-sweep month-end-close-readiness practice-team-workload; do
  curl -fsSL --create-dirs -o .claude/skills/dext-$s/SKILL.md https://revampkey.com/marketplace/dext/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of our clients have stalled document flow this month, and who should we chase first?”

Into the shared .agents/skills folder

Connect the Dext MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials client-compliance-sweep month-end-close-readiness practice-team-workload; do
  curl -fsSL --create-dirs -o .agents/skills/dext-$s/SKILL.md https://revampkey.com/marketplace/dext/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of our clients have stalled document flow this month, and who should we chase first?”

Into the shared .agents/skills folder

Connect the Dext MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials client-compliance-sweep month-end-close-readiness practice-team-workload; do
  curl -fsSL --create-dirs -o .agents/skills/dext-$s/SKILL.md https://revampkey.com/marketplace/dext/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of our clients have stalled document flow this month, and who should we chase first?”

Into the shared .agents/skills folder

Connect the Dext MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials client-compliance-sweep month-end-close-readiness practice-team-workload; do
  curl -fsSL --create-dirs -o .agents/skills/dext-$s/SKILL.md https://revampkey.com/marketplace/dext/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of our clients have stalled document flow this month, and who should we chase first?”

RevampKey or copy the files?

In RevampKey

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

See the command

Dext skills FAQ

What is a Dext agent skill?

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

Do the Dext skills change anything on their own?

4 of the 4 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 Dext.

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

Do I need the Dext MCP server too?

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

Dext MCP server setup · This page as Markdown

Put Dext’s best workflows in your agent

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

Download RevampKey Connect Dext · 1 click

All 4 Dext skills

Use the Dext AI Connector safely

Use it when

Tools it uses

Sweep your Dext client list for stalled documents

Use it when

Tools it uses

Check whether a client's month-end close is ready

Use it when

Tools it uses

Review practice team workload with Dext AI

Use it when

Tools it uses

Get all 4 without copying a file

How Dext skills work

How to install Dext skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Dext skills FAQ

Put Dext’s best workflows in your agent

Skills for related tools