Docfarm agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Docfarm

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

All 5 Docfarm 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 writing22 Docfarm tools

Work with Docfarm documents safely

Guides the AI through Docfarm documents, sharing and tracking. It confirms the account and scope first and asks for your explicit yes before changing any document, access or tracking setting.

Use it when

You want the AI to read or update a client document in Docfarm
You are about to share a page or invite someone and want a check first
You are not sure which Docfarm document or account the AI is looking at

Tools it uses

list_docs
list_shared_with_me
read_shared_doc
get_doc_html
get_doc_url
get_doc_status
get_share_link
patch_doc
patch_doc_batch
propose_edit
rename_doc
duplicate_doc
update_doc_settings
get_upload_url
finalize_upload
host_html_content
track_html_page
get_tracking_snippet
invite_collaborator
delete_doc
draft_followup
whats_possible

Example

Find my latest pricing proposal in Docfarm and tell me whether it's ready to send to the client.

I found two documents titled 'Pricing proposal' in your account. The one edited most recently is the Acme version, last changed on 3 June. It is still marked as draft, so I would not share it yet. Shall I list its open sections, or prepare a share link once you confirm it is final?

Use in RevampKeyRead the full skill →

Asks before writing6 Docfarm tools

Clean up who can access your Docfarm documents

Audits who can see and edit a set of Docfarm documents, flags stale or over-privileged access, and drafts a removal or downgrade plan. It asks for your approval before changing any invitation or sharing setting.

Use it when

A project has ended and former collaborators still have access to client pages
You want to tighten edit rights before handing a document over to a client
You need to know who a share link was sent to before revoking it

Tools it uses

get_doc_status
get_doc_url
get_share_link
update_doc_settings
list_shared_with_me
invite_collaborator

Example

Review who can access the three Q3 proposal pages in our client folder and suggest what to remove. Don't change anything until I approve.

I checked access on the three Q3 proposal pages. Two external collaborators have been inactive since the engagement closed, and one page has an open link with no recorded recipient. I've drafted four proposed changes in two batches. Nothing has been changed yet; tell me which batch to apply.

Use in RevampKeyRead the full skill →

Asks before writing9 Docfarm tools

Build a tracking readout for a sent Docfarm document

Checks a sent Docfarm document's status, share link and tracking setup, then reports what is known about readers and what is not. It asks before switching accounts or changing anything.

Use it when

A client says they never got the proposal, and you need to know if the link was opened.
You want a status update on a page you sent last week.
You need to know whether tracking was even set up before drawing conclusions.

Tools it uses

get_doc_status
get_doc_url
get_share_link
track_html_page
get_tracking_snippet
list_shared_with_me
update_doc_settings
invite_collaborator
draft_followup

Example

Has the client opened the Q3 pricing page I sent on Monday? Give me a short readout.

The Q3 pricing page is final and was tracked from Monday morning. Over the 2 days since it went out, the tracker recorded 14 views. I can't tell who the readers are from this, so I haven't assumed it was the client. The tracking snippet was added before publishing, so these numbers should be complete for this version. Next step: want me to draft a short follow-up for your approval?

Use in RevampKeyRead the full skill →

Asks before writing11 Docfarm tools

Shared document feedback triage

Reads documents other people have shared with you in Docfarm, pulls out the open questions, requested edits and decisions, and ranks them into a to-do list. It changes nothing and sends nothing without asking first.

Use it when

A client has reviewed your deck and you need to know what they are actually asking for
A colleague left comments on a shared document and you want them ranked before Monday
You have several reviewers and need to see which requests conflict

Tools it uses

list_shared_with_me
read_shared_doc
get_doc_html
get_doc_status
propose_edit
patch_doc
patch_doc_batch
rename_doc
update_doc_settings
invite_collaborator
delete_doc

Example

What's still open on the Northwind proposal that Priya shared with me?

The proposal has 4 live items. Two are blocking: Priya asks whether the Year 2 price includes onboarding, and the legal reviewer asks for the data-retention clause to be moved to page 2. Two are edits: cut the case study section to one page, and replace the 2024 figure with the Q1 number. I have not changed the document or replied to anyone. Draft replies to Priya and legal are ready for your review.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Docfarm skills work

Connect Docfarm
The Docfarm MCP server gives the agent its tools.
Ask in plain words
“Review my Q3 retention page for the steering committee. Tell me if the answer comes first and rewrite any weak headings.” 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 Docfarm skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Docfarm. 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 “Review my Q3 retention page for the steering committee. Tell me if the answer comes first and rewrite any weak headings.”
Download RevampKeyConnect Docfarm · 1 click
Get RevampKey to connect Docfarm
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Docfarm is one click away with its skills already attached.
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Not now? Use the skills in your current tool
for s in essentials client-page-review-and-share collaborator-access-cleanup document-tracking-readout shared-doc-feedback-triage; do curl -fsSL --create-dirs -o .claude/skills/docfarm-$s/SKILL.md https://revampkey.com/marketplace/docfarm/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Docfarm MCP server in Claude Code.

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

for s in essentials client-page-review-and-share collaborator-access-cleanup document-tracking-readout shared-doc-feedback-triage; do
  curl -fsSL --create-dirs -o .claude/skills/docfarm-$s/SKILL.md https://revampkey.com/marketplace/docfarm/skills/$s/SKILL.md
done

Ask in plain language, for example “Review my Q3 retention page for the steering committee. Tell me if the answer comes first and rewrite any weak headings.”

Into the shared .agents/skills folder

Connect the Docfarm MCP server in Cursor.

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

for s in essentials client-page-review-and-share collaborator-access-cleanup document-tracking-readout shared-doc-feedback-triage; do
  curl -fsSL --create-dirs -o .agents/skills/docfarm-$s/SKILL.md https://revampkey.com/marketplace/docfarm/skills/$s/SKILL.md
done

Ask in plain language, for example “Review my Q3 retention page for the steering committee. Tell me if the answer comes first and rewrite any weak headings.”

Into the shared .agents/skills folder

Connect the Docfarm MCP server in Codex.

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

for s in essentials client-page-review-and-share collaborator-access-cleanup document-tracking-readout shared-doc-feedback-triage; do
  curl -fsSL --create-dirs -o .agents/skills/docfarm-$s/SKILL.md https://revampkey.com/marketplace/docfarm/skills/$s/SKILL.md
done

Ask in plain language, for example “Review my Q3 retention page for the steering committee. Tell me if the answer comes first and rewrite any weak headings.”

Into the shared .agents/skills folder

Connect the Docfarm MCP server in VS Code.

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

for s in essentials client-page-review-and-share collaborator-access-cleanup document-tracking-readout shared-doc-feedback-triage; do
  curl -fsSL --create-dirs -o .agents/skills/docfarm-$s/SKILL.md https://revampkey.com/marketplace/docfarm/skills/$s/SKILL.md
done

Ask in plain language, for example “Review my Q3 retention page for the steering committee. Tell me if the answer comes first and rewrite any weak headings.”

RevampKey or copy the files?

In RevampKey

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

See the command

Docfarm skills FAQ

What is a Docfarm agent skill?

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

Do the Docfarm 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 Docfarm.

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

Do I need the Docfarm MCP server too?

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

Docfarm MCP server setup · This page as Markdown

Put Docfarm’s best workflows in your agent

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

Download RevampKey Connect Docfarm · 1 click

All 5 Docfarm skills

Work with Docfarm documents safely

Use it when

Tools it uses

Review a client page before you send it

Use it when

Tools it uses

Clean up who can access your Docfarm documents

Use it when

Tools it uses

Build a tracking readout for a sent Docfarm document

Use it when

Tools it uses

Shared document feedback triage

Use it when

Tools it uses

Get all 5 without copying a file

How Docfarm skills work

How to install Docfarm skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Docfarm skills FAQ

Put Docfarm’s best workflows in your agent

Skills for related tools