# Financial Datasets agent skills for Claude Code, Cursor and RevampKey

> Ready-made Financial Datasets playbooks for AI agents: track earnings and guidance against delivery, analyse a company's financial statements with AI, review insider and institutional ownership with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Financial Datasets connector with AI](https://revampkey.com/marketplace/financial-datasets/skills/essentials.md): Confirms the company and ticker before pulling stock prices, financial statements, SEC filings and ownership data, then picks the right tool and reports data dates and gaps. Asks before any change to the active account or workspace.
- [Track earnings and guidance against delivery](https://revampkey.com/marketplace/financial-datasets/skills/earnings-and-guidance-tracker.md): Builds a multi-quarter record of what a company guided, what it delivered, and how the stock reacted, so you can see whether management keeps its promises. It asks before changing anything in your account.
- [Analyse a company's financial statements with AI](https://revampkey.com/marketplace/financial-datasets/skills/financial-statement-analysis.md): Pulls income statement, balance sheet and cash flow data across periods and gives a structured read of growth, margins, earnings quality and leverage, listing what the numbers cannot explain.
- [Review insider and institutional ownership with AI](https://revampkey.com/marketplace/financial-datasets/skills/insider-and-institutional-ownership-review.md): Maps who owns a stock and who is trading it, from insider trades, insider ownership, institutional holdings and beneficial owners, separating routine sales and rebalancing from the moves that carry information. It asks before changing any saved setting.
- [Research SEC filings with Financial Datasets and AI](https://revampkey.com/marketplace/financial-datasets/skills/sec-filing-research.md): Finds a company's SEC filings and specific items, reads the relevant sections and summarises what changed, citing the form, period and item for each claim. It confirms the ticker or CIK first and does not change anything in your account.

## Install

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

```bash
for s in essentials earnings-and-guidance-tracker financial-statement-analysis insider-and-institutional-ownership-review sec-filing-research; do
  curl -fsSL --create-dirs -o .agents/skills/financial-datasets-$s/SKILL.md https://revampkey.com/marketplace/financial-datasets/skills/$s/SKILL.md
done
```

### What is a Financial Datasets agent skill?

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

### Do the Financial Datasets 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 Financial Datasets.

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

### Do I need the Financial Datasets MCP server too?

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

MCP setup guide: https://revampkey.com/marketplace/financial-datasets.md