item agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect item

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

All 4 item 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 writing20 item tools

Use item safely with AI

Confirms which item account and workspace the AI is using, picks the right read or search tool, and asks for your explicit yes before changing any record, list, note or task.

Use it when

You just connected item and want to know how to use it well
You want to search CRM records without flooding the conversation
You are about to change CRM data and want a preview first

Tools it uses

ask_item_assistant
search_objects
get_object
list_object_types
get_object_schema
list_views
execute_view
search_notes
create_note
edit_note
search_tasks
create_task
update_task
delete_task
create_object
update_object
delete_object
create_list
add_to_list
remove_from_list

Example

Which item account am I connected to, and find my open tasks due this week.

You are connected as sam@northwind.co in the Northwind workspace, timezone Europe/London. I found 7 open tasks due this week, showing the first 7 of 7, with no changes made. Want me to reassign any of them? I will show you the exact change first.

Use in RevampKeyRead the full skill →

Asks before writing10 item tools

Research a contact or company with AI

Builds a one-record briefing on a single contact or company, covering the record, the latest call, notes, open tasks and gaps. It asks before logging or changing anything.

Use it when

Before a call, when you need to recall where a relationship stands
Before cold outreach to a contact you have not spoken to
When a new account owner takes over an account and needs context fast

Tools it uses

search_objects
get_object
get_object_schema
search_notes
search_tasks
ask_item_assistant
create_note
update_object
create_task
update_task

Example

Brief me on Dana Whitfield at Northwind before my call tomorrow.

Dana Whitfield, VP Operations at Northwind. Last interaction was a call 23 days ago. In it she said budget review is in Q3 and she wants a security questionnaire first. One open task: send the questionnaire, due 2 days overdue, assigned to you. Gaps: no email on the contact record. Suggested next step: send the questionnaire before the call, and ask whether the Q3 budget is still on track.

Use in RevampKeyRead the full skill →

Read-only9 item tools

Build and clean up item segments with AI

Finds the right saved view or list, checks who is in it, and proposes adds and removes as a preview. It asks before changing any list membership or saved view.

Use it when

You need a segment of contacts or companies and want to know whether a view or list already covers it.
A list has drifted and includes records that no longer fit its purpose.
You want to add or remove members in a batch, with a preview first.

Tools it uses

list_object_types
list_views
list_lists
create_list
execute_view
get_list
get_object_schema
add_to_list
remove_from_list

Example

Check whether our 'Enterprise EU prospects' list still matches the saved view it was built from, and tell me who should come off it.

The saved view 'EU enterprise prospects' returns 212 companies, and the list 'Enterprise EU prospects' holds 240. Of the 28 extra list members, 19 are closed-lost and 9 are companies outside the EU region. I've drafted a removal of those 28 and an addition of 6 view companies that are missing from the list. Nothing is changed yet. Shall I apply the 34 changes, which takes the list from 240 to 218?

Use in RevampKeyRead the full skill →

Asks before writing12 item tools

Review your item pipeline and clean up stale deals

Finds open deals that have stopped moving, missing next steps and close dates that have slipped, then drafts a cleanup list. It asks for your approval before changing any record.

Use it when

Before a forecast call, to find deals that are inflating the pipeline
When a manager asks which deals have gone quiet this quarter
After a reorg, to re-date or reassign orphaned opportunities

Tools it uses

list_object_types
get_object_schema
list_views
execute_view
search_objects
search_notes
search_tasks
get_object
update_object
create_object
delete_object
update_task

Example

Review my open deals and tell me which ones are stale. Propose what to do with each, but don't change anything yet.

I read 46 open deals for your team. 12 look stale: 5 are critical (late stage, no activity in 35+ days), and 7 need attention. The proposal splits them into 4 to update, 5 to re-date and 3 to ask the owner about. Nothing has been changed; tell me which groups to apply.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How item skills work

Connect item
The item MCP server gives the agent its tools.
Ask in plain words
“Brief me on Dana Whitfield at Northwind 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 item skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect item. 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 “Brief me on Dana Whitfield at Northwind before my call tomorrow.”
Download RevampKeyConnect item · 1 click
Get RevampKey to connect item
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and item is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials contact-and-company-research list-and-view-segmentation pipeline-review-and-stale-cleanup; do curl -fsSL --create-dirs -o .claude/skills/item-$s/SKILL.md https://revampkey.com/marketplace/item/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the item MCP server in Claude Code.

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

for s in essentials contact-and-company-research list-and-view-segmentation pipeline-review-and-stale-cleanup; do
  curl -fsSL --create-dirs -o .claude/skills/item-$s/SKILL.md https://revampkey.com/marketplace/item/skills/$s/SKILL.md
done

Ask in plain language, for example “Brief me on Dana Whitfield at Northwind before my call tomorrow.”

Into the shared .agents/skills folder

Connect the item MCP server in Cursor.

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

for s in essentials contact-and-company-research list-and-view-segmentation pipeline-review-and-stale-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/item-$s/SKILL.md https://revampkey.com/marketplace/item/skills/$s/SKILL.md
done

Ask in plain language, for example “Brief me on Dana Whitfield at Northwind before my call tomorrow.”

Into the shared .agents/skills folder

Connect the item MCP server in Codex.

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

for s in essentials contact-and-company-research list-and-view-segmentation pipeline-review-and-stale-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/item-$s/SKILL.md https://revampkey.com/marketplace/item/skills/$s/SKILL.md
done

Ask in plain language, for example “Brief me on Dana Whitfield at Northwind before my call tomorrow.”

Into the shared .agents/skills folder

Connect the item MCP server in VS Code.

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

for s in essentials contact-and-company-research list-and-view-segmentation pipeline-review-and-stale-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/item-$s/SKILL.md https://revampkey.com/marketplace/item/skills/$s/SKILL.md
done

Ask in plain language, for example “Brief me on Dana Whitfield at Northwind before my call tomorrow.”

RevampKey or copy the files?

In RevampKey

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

See the command

item skills FAQ

What is a item agent skill?

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

Do the item skills change anything on their own?

1 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 item.

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

Do I need the item MCP server too?

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

item MCP server setup · This page as Markdown

Put item’s best workflows in your agent

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

Download RevampKey Connect item · 1 click

All 4 item skills

Use item safely with AI

Use it when

Tools it uses

Research a contact or company with AI

Use it when

Tools it uses

Build and clean up item segments with AI

Use it when

Tools it uses

Review your item pipeline and clean up stale deals

Use it when

Tools it uses

Get all 4 without copying a file

How item skills work

How to install item skills

RevampKey or copy the files?

In RevampKey

Copy into your project

item skills FAQ

Put item’s best workflows in your agent

Skills for related tools