Gainsight (CS) agent skills for Claude Code, Cursor and RevampKey

3 ready-made playbooks that teach an AI agent how to do real Gainsight (CS) work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Gainsight (CS)

Connect Gainsight (CS) once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 Gainsight (CS) skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing14 Gainsight (CS) tools

Use Gainsight CS with AI safely

Teaches the AI how to work with your Gainsight CS tenant: confirm the account and user, resolve companies and people, read before writing, and ask before any change.

Use it when

You are starting a Gainsight CS conversation and need the AI to pick the right account first
You want to look up CTAs, success plans or timeline activity without flooding the chat
You need the AI to propose a change to a CTA or activity and wait for your approval

Tools it uses

resolve_company
resolve_user
resolve_relationship
get_records
fetch_cta_list
fetch_success_plan_list
manage_cockpit_actions
manage_success_plan_actions
fetch_timeline_activity_list
get_activity_types_config
get_object_metadata
get_picklist_values
run_query
create_timeline_activity

Example

Pull the open CTAs for Acme and tell me which are past due. Don't change anything yet.

Acme resolved to one company record. I found 6 open CTAs, 2 of them past due: the renewal review (due 3 weeks ago) and the onboarding check-in (due 9 days ago). Nothing was changed. Want me to draft a timeline note for either one, for your approval?

Use in RevampKeyRead the full skill →

Read-only8 Gainsight (CS) tools

Account health briefing for Gainsight CS

Builds a pre-call or QBR-style briefing for one customer from its company record, relationship, timeline and open CTAs and plans, flagging what changed and what is missing. It only reads data and asks before changing anything.

Use it when

Before a renewal or check-in call with a customer
Preparing a QBR summary for an account owner
Catching up on an account you have not touched recently

Tools it uses

resolve_company
resolve_relationship
get_records
get_object_metadata
fetch_timeline_activity_list
fetch_cta_list
fetch_success_plan_list
get_picklist_values

Example

Give me a health briefing on Northwind Logistics before my call tomorrow.

Northwind Logistics is at watch. The last customer-side touch was 41 days ago, and their operations lead has not appeared in timeline entries this quarter. Of 6 open CTAs, 2 are past due, including the renewal-risk CTA. The renewal date is in 74 days with no success plan covering it. Questions to ask: has the operations lead changed roles, and what is blocking the renewal review?

Use in RevampKeyRead the full skill →

Asks before writing11 Gainsight (CS) tools

Triage a company's CTAs and success plans in Gainsight CS

Works through one account's open CTAs and success plans to find what is overdue, stalled or unowned, and proposes the next step for each. It drafts changes and asks before applying any of them.

Use it when

Before a weekly account review, to see which CTAs are slipping
After a customer escalation, to find the open follow-ups nobody owns
When a CSM inherits an account and needs to clean up its backlog

Tools it uses

resolve_company
fetch_cta_list
get_records
run_query
get_object_metadata
get_picklist_values
fetch_success_plan_list
fetch_timeline_activity_list
manage_cockpit_actions
manage_success_plan_actions
create_timeline_activity

Example

Triage the open CTAs and success plans for Acme Corp and tell me what needs action this week.

Acme Corp has 14 open CTAs and 2 success plans. 5 are overdue by more than a week, 3 have no owner, and 2 have had no timeline activity in 45 days. I suggest one CTA be closed, two be re-dated, and one escalated because the renewal sponsor left. I have drafted these changes and will apply none until you approve them.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

RevampKey adds the skills when you connect Gainsight (CS), updates them for you and removes them when you disconnect.

Download RevampKey

How Gainsight (CS) skills work

Connect Gainsight (CS)
The Gainsight (CS) MCP server gives the agent its tools.
Ask in plain words
“Give me a health briefing on Northwind Logistics before my call tomorrow.” 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 Gainsight (CS) skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Gainsight (CS). All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Give me a health briefing on Northwind Logistics before my call tomorrow.”
Download RevampKeyConnect Gainsight (CS) · 1 click
Get RevampKey to connect Gainsight (CS)
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Gainsight (CS) is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials account-health-briefing cta-and-success-plan-triage; do curl -fsSL --create-dirs -o .claude/skills/gainsight-cs-$s/SKILL.md https://revampkey.com/marketplace/gainsight-cs/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Gainsight (CS) MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials account-health-briefing cta-and-success-plan-triage; do
  curl -fsSL --create-dirs -o .claude/skills/gainsight-cs-$s/SKILL.md https://revampkey.com/marketplace/gainsight-cs/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a health briefing on Northwind Logistics before my call tomorrow.”

Into the shared .agents/skills folder

Connect the Gainsight (CS) MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials account-health-briefing cta-and-success-plan-triage; do
  curl -fsSL --create-dirs -o .agents/skills/gainsight-cs-$s/SKILL.md https://revampkey.com/marketplace/gainsight-cs/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a health briefing on Northwind Logistics before my call tomorrow.”

Into the shared .agents/skills folder

Connect the Gainsight (CS) MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials account-health-briefing cta-and-success-plan-triage; do
  curl -fsSL --create-dirs -o .agents/skills/gainsight-cs-$s/SKILL.md https://revampkey.com/marketplace/gainsight-cs/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a health briefing on Northwind Logistics before my call tomorrow.”

Into the shared .agents/skills folder

Connect the Gainsight (CS) MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials account-health-briefing cta-and-success-plan-triage; do
  curl -fsSL --create-dirs -o .agents/skills/gainsight-cs-$s/SKILL.md https://revampkey.com/marketplace/gainsight-cs/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a health briefing on Northwind Logistics before my call tomorrow.”

RevampKey or copy the files?

In RevampKey

One click when you connect Gainsight (CS)
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 Gainsight (CS) MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Gainsight (CS) skills FAQ

What is a Gainsight (CS) agent skill?

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

Do the Gainsight (CS) skills change anything on their own?

1 of the 3 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 Gainsight (CS).

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 Gainsight (CS); elsewhere you copy the folders into your project or skills directory.

Do I need the Gainsight (CS) MCP server too?

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

Gainsight (CS) MCP server setup · This page as Markdown

Put Gainsight (CS)’s best workflows in your agent

Download RevampKey, connect Gainsight (CS) and ask your first question in about a minute.

Download RevampKey Connect Gainsight (CS) · 1 click

All 3 Gainsight (CS) skills

Use Gainsight CS with AI safely

Use it when

Tools it uses

Account health briefing for Gainsight CS

Use it when

Tools it uses

Triage a company's CTAs and success plans in Gainsight CS

Use it when

Tools it uses

Get all 3 without copying a file

How Gainsight (CS) skills work

How to install Gainsight (CS) skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Gainsight (CS) skills FAQ

Put Gainsight (CS)’s best workflows in your agent

Skills for related tools