Finance Toolkit agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Finance Toolkit

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

All 5 Finance Toolkit 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-only24 Finance Toolkit tools

Use the Finance Toolkit connector well and safely

Confirms your FMP connection, picks the right metric category, handles tickers and fiscal periods, and reports blocked or empty calls honestly. It asks before any change to your account.

Use it when

You have just connected the Finance Toolkit and want to check it works
A financial query returns an error or an empty table
You want to compare companies and need to know about currency or fiscal year-end mismatches

Tools it uses

profitability
efficiency
liquidity
solvency
valuation
models
performance
risk
volatility
options
momentum
overlap
breadth
macroeconomics
rates
government
jobs
fixed_income
environment
market_data
discovery
search_metrics
search_categories
search_by_category

Example

Check my Finance Toolkit connection, then show Apple's return on invested capital for the last two fiscal years.

The connection works. Apple's return on invested capital for the last two fiscal years is shown below, both annual periods from its September year-end. Both figures are in US dollars. I did not retrieve quarterly data, so it is not included.

Use in RevampKeyRead the full skill →

Read-only4 Finance Toolkit tools

Check whether a share price is reasonable

Works out what growth a share price implies, runs valuation multiples and a discounted cash flow, and shows how the answer moves when the discount rate and growth assumptions change. It reports the assumptions the verdict depends on and does not change any saved settings without asking.

Use it when

You want to know whether a stock looks cheap or expensive against its own history and its peers.
You need to see what growth the current price assumes before deciding it is reasonable.
You want a fair value estimate tested against a range of discount rates rather than a single number.

Tools it uses

market_data
valuation
models
risk

Example

Is Microsoft's share price reasonable? Tell me what growth it implies and how sensitive the answer is to the discount rate.

At a 9 percent discount rate and 3 percent terminal growth, the price implies about 7 percent annual free cash flow growth over the next ten years. The value per share ranges from 310 to 420 across discount rates of 8 to 10 percent. The verdict flips to expensive if the discount rate is 9.5 percent or higher. About 70 percent of the value sits in the terminal period, so the conclusion is mainly a view on long-run growth.

Use in RevampKeyRead the full skill →

Read-only7 Finance Toolkit tools

Place a stock or market question in its macro backdrop

Reads rates, inflation, employment and government series across countries, checks they are comparable and how current they are, then describes the economic regime and what it does and does not imply. It does not give buy or sell advice.

Use it when

You want to know whether rising rates or inflation favour a sector.
You are comparing the macro cycle in the US and the Eurozone.
You need the economic backdrop behind an investment idea before judging the company.

Tools it uses

search_categories
search_metrics
rates
macroeconomics
jobs
government
fixed_income

Example

Is the current rate and inflation backdrop in the US and the Eurozone supportive for long-duration growth stocks?

Real policy rates are higher in the US than in the Eurozone on the latest aligned data, which puts more pressure on long-duration equities there. Both regions show headline inflation easing, but the US figure is still above target. Read as a regime, this is late-cycle disinflation rather than easing, with the usual caveat that the most recent prints are provisional.

Use in RevampKeyRead the full skill →

Read-only6 Finance Toolkit tools

Screen peers on financial health

Compares several companies on profitability, liquidity, efficiency and solvency side by side, and checks fiscal-year and definition mismatches before ranking. It reads the numbers and does not change anything.

Use it when

You want to know which of four banks or retailers is most profitable on a like-for-like basis.
You are checking whether a company's high return on equity comes from leverage.
You need a peer comparison of balance-sheet quality before a deeper review.

Tools it uses

search_by_category
search_metrics
profitability
liquidity
efficiency
solvency

Example

Compare Costco, Walmart and Target on profitability, liquidity and solvency for their latest fiscal year, and tell me who is strongest on each.

Costco leads on return on equity and has the highest current ratio of the three. Target's interest cover is the weakest, and its profitability has fallen two years running. Walmart's fiscal year ends in January while Costco's ends in August, so I aligned them to the closest twelve months before ranking.

Use in RevampKeyRead the full skill →

Read-only10 Finance Toolkit tools

Check portfolio risk and drawdown with Finance Toolkit AI

Measures how volatile your holdings have been, their value at risk, worst historical drawdown and how closely they move together, and states what the chosen period can and cannot tell you. It describes past risk only and does not give trading advice.

Use it when

You want to know how bad losses got for a set of stocks during the period you choose.
You need volatility, value at risk and maximum drawdown for a portfolio with stated weights.
You suspect your holdings are more correlated than their number suggests.

Tools it uses

search_by_category
search_metrics
discovery
market_data
volatility
risk
performance
breadth
momentum
overlap

Example

How risky were Berkshire Hathaway, Visa and Costco since 2020 at equal weights, and what was the worst drawdown?

Over 2020 to today, the equal-weighted portfolio had annualised volatility of about 19%, with a daily 95% value at risk of roughly 1.6%. Its worst peak-to-trough fall was about 27%, from February 2020 to March 2020, and it recovered within the year. Average pairwise correlation was about 0.4, but it rose during the March 2020 sell-off, so diversification was weaker in the period that mattered most.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Finance Toolkit skills work

Connect Finance Toolkit
The Finance Toolkit MCP server gives the agent its tools.
Ask in plain words
“Is Microsoft's share price reasonable? Tell me what growth it implies and how sensitive the answer is to the discount rate.” 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 Finance Toolkit skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Finance Toolkit. 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 “Is Microsoft's share price reasonable? Tell me what growth it implies and how sensitive the answer is to the discount rate.”
Download RevampKeyConnect Finance Toolkit · 1 click
Get RevampKey to connect Finance Toolkit
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Finance Toolkit is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials equity-valuation-review macro-regime-context peer-financial-health-screen portfolio-risk-and-drawdown-check; do curl -fsSL --create-dirs -o .claude/skills/finance-toolkit-$s/SKILL.md https://revampkey.com/marketplace/finance-toolkit/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Finance Toolkit MCP server in Claude Code.

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

for s in essentials equity-valuation-review macro-regime-context peer-financial-health-screen portfolio-risk-and-drawdown-check; do
  curl -fsSL --create-dirs -o .claude/skills/finance-toolkit-$s/SKILL.md https://revampkey.com/marketplace/finance-toolkit/skills/$s/SKILL.md
done

Ask in plain language, for example “Is Microsoft's share price reasonable? Tell me what growth it implies and how sensitive the answer is to the discount rate.”

Into the shared .agents/skills folder

Connect the Finance Toolkit MCP server in Cursor.

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

for s in essentials equity-valuation-review macro-regime-context peer-financial-health-screen portfolio-risk-and-drawdown-check; do
  curl -fsSL --create-dirs -o .agents/skills/finance-toolkit-$s/SKILL.md https://revampkey.com/marketplace/finance-toolkit/skills/$s/SKILL.md
done

Ask in plain language, for example “Is Microsoft's share price reasonable? Tell me what growth it implies and how sensitive the answer is to the discount rate.”

Into the shared .agents/skills folder

Connect the Finance Toolkit MCP server in Codex.

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

for s in essentials equity-valuation-review macro-regime-context peer-financial-health-screen portfolio-risk-and-drawdown-check; do
  curl -fsSL --create-dirs -o .agents/skills/finance-toolkit-$s/SKILL.md https://revampkey.com/marketplace/finance-toolkit/skills/$s/SKILL.md
done

Ask in plain language, for example “Is Microsoft's share price reasonable? Tell me what growth it implies and how sensitive the answer is to the discount rate.”

Into the shared .agents/skills folder

Connect the Finance Toolkit MCP server in VS Code.

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

for s in essentials equity-valuation-review macro-regime-context peer-financial-health-screen portfolio-risk-and-drawdown-check; do
  curl -fsSL --create-dirs -o .agents/skills/finance-toolkit-$s/SKILL.md https://revampkey.com/marketplace/finance-toolkit/skills/$s/SKILL.md
done

Ask in plain language, for example “Is Microsoft's share price reasonable? Tell me what growth it implies and how sensitive the answer is to the discount rate.”

RevampKey or copy the files?

In RevampKey

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

See the command

Finance Toolkit skills FAQ

What is a Finance Toolkit agent skill?

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

Do the Finance Toolkit skills change anything on their own?

5 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 Finance Toolkit.

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

Do I need the Finance Toolkit MCP server too?

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

Finance Toolkit MCP server setup · This page as Markdown

Put Finance Toolkit’s best workflows in your agent

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

Download RevampKey Connect Finance Toolkit · 1 click

All 5 Finance Toolkit skills

Use the Finance Toolkit connector well and safely

Use it when

Tools it uses

Check whether a share price is reasonable

Use it when

Tools it uses

Place a stock or market question in its macro backdrop

Use it when

Tools it uses

Screen peers on financial health

Use it when

Tools it uses

Check portfolio risk and drawdown with Finance Toolkit AI

Use it when

Tools it uses

Get all 5 without copying a file

How Finance Toolkit skills work

How to install Finance Toolkit skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Finance Toolkit skills FAQ

Put Finance Toolkit’s best workflows in your agent

Skills for related tools