Era Context agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Era Context

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

All 5 Era Context 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-only8 Era Context tools

Use Era Context safely

Sets up how your AI assistant works with your Era account: confirms which account and scope to use, picks the right tools, and asks before any change, upgrade or removal.

Use it when

You have just connected Era Context and want to know what the assistant can do
Your assistant is about to change a rule, connection or plan and you want a clear preview first
Your totals look wrong and you suspect a partial result or a stale bank link

Tools it uses

knowledge__get_financial_context_and_overview
billing__get_current_plan
accounts__list_financial_accounts
accounts__check_account_balance
transactions__list_transactions
transactions__list_spending_categories
billing__upgrade
billing__list_plans

Example

Before we do anything, tell me which Era account and period you are looking at, then give me my overview.

I'm working in your personal Era account, covering all linked accounts for the last 90 days. Your plan includes the spending insights tools; the account-group tools need the Organize plan, so I'll skip those. Your overview shows 3 items pending your answer. I haven't changed anything.

Use in RevampKeyRead the full skill →

Asks before writing8 Era Context tools

Curate your financial memory with AI

Reviews what your AI assistant remembers about your finances, including pending questions, inferred facts and stored memories, then helps you confirm, reject, answer or forget them. It asks before changing anything.

Use it when

Your assistant has guessed a fact about your money you want to check
Era has questions waiting that you want to answer or defer
You need to correct or remove an outdated financial fact

Tools it uses

knowledge__get_financial_context_and_overview
knowledge__get_pending_questions
knowledge__show_question_ui
knowledge__recall_history
knowledge__confirm_or_reject_inference
knowledge__defer_question
knowledge__remember
knowledge__forget

Example

What does Era think my rent is, and is that still right?

Era holds one inference about rent: 1,450 per month, drawn from three transfers in the last quarter. It also has one pending question about whether your car loan is still active. Do you want to confirm the rent figure, or reject it and tell me the correct amount? I have not changed anything yet.

Use in RevampKeyRead the full skill →

Read-only2 Era Context tools

Audit your recurring charges and subscriptions with AI

Reviews your recurring charges in Era Context, flags subscriptions that changed price, look duplicated or have gone quiet, and reports them for you to decide on. It never cancels or changes anything.

Use it when

You want a list of everything you are subscribed to before renewal season
A bill went up and you want to know which subscription changed price
You suspect you are paying for something you forgot about

Tools it uses

accounts__list_financial_accounts
transactions__list_recurring_charges

Example

Audit my recurring charges for the last 12 months and show me the ones worth reviewing.

I found 14 recurring streams worth about 1,860 a year. Eleven match your list. Three need a look: a streaming service rose from 9.99 to 13.99 a month in March, a cloud storage plan appears twice on the same cycle, and a 240 annual charge from a merchant I could not match to your list. I have not changed anything; cancelling is up to you with each provider.

Use in RevampKeyRead the full skill →

Read-only9 Era Context tools

Review where your money went this month

Explains where your spending went over a period you choose, using your categories and comparisons with earlier periods. It only reads your data and makes no changes.

Use it when

You want to know why spending was higher than usual this month
You want a weekly or monthly summary of where money went
You want to find the biggest categories and what changed in them

Tools it uses

accounts__list_financial_accounts
accounts__check_account_balance
insights__get_daily_financial_summary
transactions__list_spending_categories
transactions__list_transactions
insights__compare_spending_periods
insights__analyze_spending
insights__get_cash_flow
insights__forecast_spending

Example

Where did my money go last month, and what was different from the month before?

Last month you spent 2,340 across 4 accounts, up 180 from the month before. Dining rose by 210, mostly from one 96 weekend trip, and transport fell by 60. Excluding the trip, spending was about 30 lower than the previous month.

Use in RevampKeyRead the full skill →

Asks before writing5 Era Context tools

Clean up your transactions with AI

Finds uncategorised, duplicate-looking, mis-tagged and unlinked transactions in Era, previews every fix, and proposes rules for repeat corrections. It writes nothing until you approve each change.

Use it when

Your uncategorised pile is growing and you want it sorted in one pass
Two sides of a transfer show up as spending and income
You keep fixing the same merchant and want a rule for it

Tools it uses

accounts__list_financial_accounts
transactions__list_spending_categories
transactions__list_transactions
transactions__manage_automation_rules
transactions__manage_transaction_tags

Example

Clean up my uncategorised transactions from the last 90 days and show me what you would change before applying anything.

I found 41 uncategorised transactions in 9 merchant groups over the last 90 days. 34 are from Blue Bottle and look like coffee, and 7 are from three other merchants. I have not changed anything yet. Want me to set the Blue Bottle group to Coffee and offer a rule for it?

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Era Context skills work

Connect Era Context
The Era Context MCP server gives the agent its tools.
Ask in plain words
“What does Era think my rent is, and is that still right?” 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 Era Context skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Era Context. 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 “What does Era think my rent is, and is that still right?”
Download RevampKeyConnect Era Context · 1 click
Get RevampKey to connect Era Context
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Era Context is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials financial-memory-curation recurring-charges-audit spending-review transaction-cleanup; do curl -fsSL --create-dirs -o .claude/skills/era-context-$s/SKILL.md https://revampkey.com/marketplace/era-context/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Era Context MCP server in Claude Code.

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

for s in essentials financial-memory-curation recurring-charges-audit spending-review transaction-cleanup; do
  curl -fsSL --create-dirs -o .claude/skills/era-context-$s/SKILL.md https://revampkey.com/marketplace/era-context/skills/$s/SKILL.md
done

Ask in plain language, for example “What does Era think my rent is, and is that still right?”

Into the shared .agents/skills folder

Connect the Era Context MCP server in Cursor.

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

for s in essentials financial-memory-curation recurring-charges-audit spending-review transaction-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/era-context-$s/SKILL.md https://revampkey.com/marketplace/era-context/skills/$s/SKILL.md
done

Ask in plain language, for example “What does Era think my rent is, and is that still right?”

Into the shared .agents/skills folder

Connect the Era Context MCP server in Codex.

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

for s in essentials financial-memory-curation recurring-charges-audit spending-review transaction-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/era-context-$s/SKILL.md https://revampkey.com/marketplace/era-context/skills/$s/SKILL.md
done

Ask in plain language, for example “What does Era think my rent is, and is that still right?”

Into the shared .agents/skills folder

Connect the Era Context MCP server in VS Code.

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

for s in essentials financial-memory-curation recurring-charges-audit spending-review transaction-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/era-context-$s/SKILL.md https://revampkey.com/marketplace/era-context/skills/$s/SKILL.md
done

Ask in plain language, for example “What does Era think my rent is, and is that still right?”

RevampKey or copy the files?

In RevampKey

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

See the command

Era Context skills FAQ

What is a Era Context agent skill?

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

Do the Era Context skills change anything on their own?

3 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 Era Context.

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

Do I need the Era Context MCP server too?

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

Era Context MCP server setup · This page as Markdown

Put Era Context’s best workflows in your agent

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

Download RevampKey Connect Era Context · 1 click

All 5 Era Context skills

Use Era Context safely

Use it when

Tools it uses

Curate your financial memory with AI

Use it when

Tools it uses

Audit your recurring charges and subscriptions with AI

Use it when

Tools it uses

Review where your money went this month

Use it when

Tools it uses

Clean up your transactions with AI

Use it when

Tools it uses

Get all 5 without copying a file

How Era Context skills work

How to install Era Context skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Era Context skills FAQ

Put Era Context’s best workflows in your agent

Skills for related tools