# Intapp Celeste agent skills for Claude Code, Cursor and RevampKey

> Ready-made Intapp Celeste playbooks for AI agents: report on your DealCloud pipeline with AI, clean up and de-duplicate DealCloud records, research SharePoint documents with Intapp Celeste. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Intapp Celeste safely with AI](https://revampkey.com/marketplace/intapp-celeste/skills/essentials.md): 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.
- [Report on your DealCloud pipeline with AI](https://revampkey.com/marketplace/intapp-celeste/skills/crm-pipeline-reporting.md): 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.
- [Clean up and de-duplicate DealCloud records](https://revampkey.com/marketplace/intapp-celeste/skills/crm-record-cleanup-and-deduplication.md): Finds likely duplicate companies, contacts and deals in DealCloud, shows the evidence and a proposed keeper, and asks before changing or merging anything.
- [Research SharePoint documents with Intapp Celeste](https://revampkey.com/marketplace/intapp-celeste/skills/sharepoint-document-research.md): 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.

## Install

- RevampKey: connect Intapp Celeste at https://revampkey.com/marketplace/intapp-celeste; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/intapp-celeste.md