# Finance Toolkit agent skills for Claude Code, Cursor and RevampKey

> Ready-made Finance Toolkit playbooks for AI agents: check whether a share price is reasonable, place a stock or market question in its macro backdrop, screen peers on financial health. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Finance Toolkit connector well and safely](https://revampkey.com/marketplace/finance-toolkit/skills/essentials.md): 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.
- [Check whether a share price is reasonable](https://revampkey.com/marketplace/finance-toolkit/skills/equity-valuation-review.md): 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.
- [Place a stock or market question in its macro backdrop](https://revampkey.com/marketplace/finance-toolkit/skills/macro-regime-context.md): 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.
- [Screen peers on financial health](https://revampkey.com/marketplace/finance-toolkit/skills/peer-financial-health-screen.md): 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.
- [Check portfolio risk and drawdown with Finance Toolkit AI](https://revampkey.com/marketplace/finance-toolkit/skills/portfolio-risk-and-drawdown-check.md): 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.

## Install

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

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/finance-toolkit.md