# Dext agent skills for Claude Code, Cursor and RevampKey

> Ready-made Dext playbooks for AI agents: sweep your Dext client list for stalled documents, check whether a client's month-end close is ready, review practice team workload with Dext AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Dext AI Connector safely](https://revampkey.com/marketplace/dext/skills/essentials.md): 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.
- [Sweep your Dext client list for stalled documents](https://revampkey.com/marketplace/dext/skills/client-compliance-sweep.md): 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.
- [Check whether a client's month-end close is ready](https://revampkey.com/marketplace/dext/skills/month-end-close-readiness.md): 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.
- [Review practice team workload with Dext AI](https://revampkey.com/marketplace/dext/skills/practice-team-workload.md): 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.

## Install

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

```bash
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
```

### 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.

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