Guidepoint agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Guidepoint

Connect Guidepoint once and all 1 skills install themselves and stay up to date. Mac, Windows and Linux.

All 1 Guidepoint 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-only1 Guidepoint tools

Search Guidepoint with AI

Searches your Guidepoint library and answers from what it actually finds, checking the signed-in account, the dates on each document and what the search could not reach. It asks before anything beyond a read.

Use it when

Looking up a fee schedule or term in a fund document
Checking whether a client document is current
Finding every mention of a product across the library

Tools it uses

search_library

Example

Find the most recent fee schedule for the Harbour Income fund and tell me the annual management fee.

I searched the library for "Harbour Income fund fee schedule" under your signed-in account and found 2 items. The newest is dated March 2025 and states an annual management fee of 0.75%. The 2022 schedule it supersedes lists 0.85%, so I would use the 2025 figure. I could not open the amended side letter, which may change the fee for individual investors.

Use in RevampKeyRead the full skill →

Get all 1 without copying a file

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

Download RevampKey

How Guidepoint skills work

Connect Guidepoint
The Guidepoint MCP server gives the agent its tools.
Ask in plain words
“Find the most recent fee schedule for the Harbour Income fund and tell me the annual management fee.” 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 Guidepoint skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Guidepoint. All 1 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Find the most recent fee schedule for the Harbour Income fund and tell me the annual management fee.”
Download RevampKeyConnect Guidepoint · 1 click
Get RevampKey to connect Guidepoint
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Guidepoint is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
curl -fsSL --create-dirs -o .claude/skills/guidepoint-essentials/SKILL.md https://revampkey.com/marketplace/guidepoint/skills/essentials/SKILL.md
Other tools

Into this project’s .claude/skills folder

Connect the Guidepoint MCP server in Claude Code.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .claude/skills/guidepoint-essentials/SKILL.md https://revampkey.com/marketplace/guidepoint/skills/essentials/SKILL.md

Ask in plain language, for example “Find the most recent fee schedule for the Harbour Income fund and tell me the annual management fee.”

Into the shared .agents/skills folder

Connect the Guidepoint MCP server in Cursor.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/guidepoint-essentials/SKILL.md https://revampkey.com/marketplace/guidepoint/skills/essentials/SKILL.md

Ask in plain language, for example “Find the most recent fee schedule for the Harbour Income fund and tell me the annual management fee.”

Into the shared .agents/skills folder

Connect the Guidepoint MCP server in Codex.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/guidepoint-essentials/SKILL.md https://revampkey.com/marketplace/guidepoint/skills/essentials/SKILL.md

Ask in plain language, for example “Find the most recent fee schedule for the Harbour Income fund and tell me the annual management fee.”

Into the shared .agents/skills folder

Connect the Guidepoint MCP server in VS Code.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/guidepoint-essentials/SKILL.md https://revampkey.com/marketplace/guidepoint/skills/essentials/SKILL.md

Ask in plain language, for example “Find the most recent fee schedule for the Harbour Income fund and tell me the annual management fee.”

RevampKey or copy the files?

In RevampKey

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

See the command

Guidepoint skills FAQ

What is a Guidepoint agent skill?

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

Do the Guidepoint skills change anything on their own?

1 of the 1 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 Guidepoint.

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

Do I need the Guidepoint MCP server too?

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

Guidepoint MCP server setup · This page as Markdown

Put Guidepoint’s best workflows in your agent

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

Download RevampKey Connect Guidepoint · 1 click

All 1 Guidepoint skills

Search Guidepoint with AI

Use it when

Tools it uses

Get all 1 without copying a file

How Guidepoint skills work

How to install Guidepoint skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Guidepoint skills FAQ

Put Guidepoint’s best workflows in your agent

Skills for related tools