Intapp Celeste agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Intapp Celeste

Connect Intapp Celeste once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Intapp Celeste 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 writing17 Intapp Celeste tools

Use Intapp Celeste safely with AI

Guides the assistant to pick the right system (DealCloud, SharePoint or research), verify field names before querying, and ask for your approval before creating or changing any record.

Use it when

You have just connected Celeste and want to know what it can safely do.
You are looking up firm records and want the assistant to avoid guessing field names.
You want to change CRM data and need to review every change first.

Tools it uses

search_companies
get_company_by_intapp_id
search
get_contents
find_similar
answer
research
dc_list_objects
dc_list_fields
dc_find_records
dc_aggregate
dc_lookup
dc_entry
dc_query
dc_check_duplicates
dc_create_record
dc_update_record

Example

Find the Jupiter deal in DealCloud and tell me its stage and owner.

I looked up the Jupiter deal with a name search, then fetched its full record. It sits at the Proposal stage, owned by Maria Chen. I checked the stage field names first, so the values are verified, and I changed nothing.

Use in RevampKeyRead the full skill →

Read-only5 Intapp Celeste tools

Report on your DealCloud pipeline with AI

Builds a grouped pipeline or activity breakdown from DealCloud by stage, owner or period, checks that the groups reconcile to the total, and states what the numbers exclude. Read-only: it never changes records.

Use it when

You want deal counts and values by stage for open deals.
You need a quarterly summary of records created in a set period.
You want to know how a CRM number was counted before you present it.

Tools it uses

dc_list_objects
dc_list_fields
dc_find_records
dc_aggregate
dc_query

Example

How many open deals do we have at each stage, and what is the total value by stage?

Open deals by stage: 42 in Qualification, 27 in Proposal, 11 in Negotiation, 80 total. Values sum to 118.4M across the three stages. 3 deals have a blank stage and are shown separately, so the groups reconcile to 83 records. Basis: created-date filter on the last 12 months; I did not check currency consistency, so treat the value total as unverified.

Use in RevampKeyRead the full skill →

Asks before writing8 Intapp Celeste tools

Clean up and de-duplicate DealCloud records

Finds likely duplicate companies, contacts and deals in DealCloud, shows the evidence and a proposed keeper, and asks before changing or merging anything.

Use it when

Duplicate companies that were entered under slightly different names
Contacts who appear twice after a firm change
Deals re-keyed after a stage move that now sit alongside the original

Tools it uses

dc_list_objects
dc_list_fields
dc_check_duplicates
dc_lookup
dc_entry
dc_find_records
dc_create_record
dc_update_record

Example

Find duplicate companies in DealCloud created this year and propose which record to keep.

I found 14 companies in three duplicate groups. Two groups share a website domain, which is strong evidence; one pair matches only on name and needs your judgement. Nothing has been changed. Tell me which keeper you approve for each group and I will update the fields listed in the table before any write.

Use in RevampKeyRead the full skill →

Read-only2 Intapp Celeste tools

Research SharePoint documents with Intapp Celeste

Finds internal SharePoint documents, reads the right files, and summarises them with a citation for every claim. It only reads files and never changes them.

Use it when

You need the latest version of a report or policy on the shared site
You want a summary of several files on one topic, with sources
A document search comes back empty and you need to browse the folders

Tools it uses

dc_lookup
dc_entry

Example

Find the latest US Non-Hotel AM update on SharePoint and tell me the headline numbers, with the file I got them from.

I found two files: an April draft and a final version dated 14 May. I read the final version, pages 1 to 3. Headline: total pipeline is reported as $42M across 18 deals. The draft shows $39M, so I used the final. Source: US Non-Hotel AM Update (Final), Reports folder, p.2. Confidence is high for the numbers and medium for the summary, because page 4 was not read.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How Intapp Celeste skills work

Connect Intapp Celeste
The Intapp Celeste MCP server gives the agent its tools.
Ask in plain words
“How many open deals do we have at each stage, and what is the total value by stage?” 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 Intapp Celeste skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Intapp Celeste. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “How many open deals do we have at each stage, and what is the total value by stage?”
Download RevampKeyConnect Intapp Celeste · 1 click
Get RevampKey to connect Intapp Celeste
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Intapp Celeste is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials crm-pipeline-reporting crm-record-cleanup-and-deduplication sharepoint-document-research; do curl -fsSL --create-dirs -o .claude/skills/intapp-celeste-$s/SKILL.md https://revampkey.com/marketplace/intapp-celeste/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Intapp Celeste MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials crm-pipeline-reporting crm-record-cleanup-and-deduplication sharepoint-document-research; do
  curl -fsSL --create-dirs -o .claude/skills/intapp-celeste-$s/SKILL.md https://revampkey.com/marketplace/intapp-celeste/skills/$s/SKILL.md
done

Ask in plain language, for example “How many open deals do we have at each stage, and what is the total value by stage?”

Into the shared .agents/skills folder

Connect the Intapp Celeste MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials crm-pipeline-reporting crm-record-cleanup-and-deduplication sharepoint-document-research; do
  curl -fsSL --create-dirs -o .agents/skills/intapp-celeste-$s/SKILL.md https://revampkey.com/marketplace/intapp-celeste/skills/$s/SKILL.md
done

Ask in plain language, for example “How many open deals do we have at each stage, and what is the total value by stage?”

Into the shared .agents/skills folder

Connect the Intapp Celeste MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials crm-pipeline-reporting crm-record-cleanup-and-deduplication sharepoint-document-research; do
  curl -fsSL --create-dirs -o .agents/skills/intapp-celeste-$s/SKILL.md https://revampkey.com/marketplace/intapp-celeste/skills/$s/SKILL.md
done

Ask in plain language, for example “How many open deals do we have at each stage, and what is the total value by stage?”

Into the shared .agents/skills folder

Connect the Intapp Celeste MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials crm-pipeline-reporting crm-record-cleanup-and-deduplication sharepoint-document-research; do
  curl -fsSL --create-dirs -o .agents/skills/intapp-celeste-$s/SKILL.md https://revampkey.com/marketplace/intapp-celeste/skills/$s/SKILL.md
done

Ask in plain language, for example “How many open deals do we have at each stage, and what is the total value by stage?”

RevampKey or copy the files?

In RevampKey

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

See the command

Intapp Celeste skills FAQ

What is a Intapp Celeste agent skill?

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

Do the Intapp Celeste skills change anything on their own?

2 of the 4 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 Intapp Celeste.

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

Do I need the Intapp Celeste MCP server too?

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

Intapp Celeste MCP server setup · This page as Markdown

Put Intapp Celeste’s best workflows in your agent

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

Download RevampKey Connect Intapp Celeste · 1 click

All 4 Intapp Celeste skills

Use Intapp Celeste safely with AI

Use it when

Tools it uses

Report on your DealCloud pipeline with AI

Use it when

Tools it uses

Clean up and de-duplicate DealCloud records

Use it when

Tools it uses

Research SharePoint documents with Intapp Celeste

Use it when

Tools it uses

Get all 4 without copying a file

How Intapp Celeste skills work

How to install Intapp Celeste skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Intapp Celeste skills FAQ

Put Intapp Celeste’s best workflows in your agent

Skills for related tools