# DualEntry agent skills for Claude Code, Cursor and RevampKey

> Ready-made DualEntry playbooks for AI agents: reconcile DualEntry bank transactions with AI, trace a DualEntry contract or record with AI, check fixed asset depreciation with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use DualEntry safely with AI](https://revampkey.com/marketplace/dualentry/skills/essentials.md): Connects your DualEntry ledger to your assistant under your own role. It confirms the company first and asks before changing any record.
- [Reconcile DualEntry bank transactions with AI](https://revampkey.com/marketplace/dualentry/skills/bank-reconciliation-match.md): Works through unmatched bank transactions, checks match suggestions against amount, date and counterparty, and prepares matches for your approval before anything is written.
- [Trace a DualEntry contract or record with AI](https://revampkey.com/marketplace/dualentry/skills/contract-and-record-audit.md): Follows a contract or ledger record through its related records and history to confirm where its number came from. It reads only and proposes corrections as drafts, asking before any change.
- [Check fixed asset depreciation with AI](https://revampkey.com/marketplace/dualentry/skills/fixed-asset-depreciation-check.md): Audits your fixed assets and depreciation schedules for missing books, wrong start dates and disposals not reflected in the ledger. It reports findings with the effect in numbers and asks before changing any asset.
- [Review month-end accruals in DualEntry](https://revampkey.com/marketplace/dualentry/skills/month-end-accrual-review.md): Reviews open and prior-period accruals against bank and ledger activity to find duplicates, stale items and omissions before close. It reads and drafts corrections, and asks before posting anything.

## Install

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

```bash
for s in essentials bank-reconciliation-match contract-and-record-audit fixed-asset-depreciation-check month-end-accrual-review; do
  curl -fsSL --create-dirs -o .agents/skills/dualentry-$s/SKILL.md https://revampkey.com/marketplace/dualentry/skills/$s/SKILL.md
done
```

### What is a DualEntry agent skill?

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

### Do the DualEntry skills change anything on their own?

2 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 DualEntry.

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

### Do I need the DualEntry MCP server too?

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

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